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Yardi Activity Log

Exports of conversation history to your Yardi guest cards have recently changed. To allow your teams to view all details with less clicks, you should see the following in each guest card activity log:

  1. Full Conversation Link: This is a link to the Meet Elise platform to view all conversation history with the prospect. For text leads, this link allows you to reply directly via text to the prospect.

  2. Individual Emails/Texts: Each individual email or text received from and sent to the prospect is still also exported to your guest card activity log. To provide you with more data directly in the activity log, we now export these as follows:

    1. Emails/Texts from a Prospect: Each email from a prospect will be exported to the activity log as:
      - yardi_credentials.api_cersion='v17': 'Prospect: first 500 characters of email body'
      - yardi_credentials.api_cersion='v18' or higher: 'Prospect: first 1000 characters of email body'

    2. Emails/Texts to a Prospect: Each email to a prospect from your AI agent will be exported to the activity log as: - yardi_credentials.api_cersion='v17': 'AI Agent First Name: first 500 characters of email body'
      - yardi_credentials.api_cersion='v18' or higher: 'AI Agent First Name: first 1000 characters of email body'

P‚Äčlease see examples of requests and responses here: https://docs.google.com/spreadsheets/d/1neCeZ5RrSLvpxjjknOOw2jO_khZhfPJPkPZ2Re6E8dE/edit#gid=2140014180&range=A3:B3

Note that these are mockups only

Text Lead Example:

Note that these are mockups only