Intelligence

Account Timeline & Summaries

See the full interaction history for any prospect.

In this guide

1. What is the account timeline?
2. What's included
3. Rolling summary
4. Account stats

1What is the account timeline?

The account timeline aggregates every interaction with a prospect into a single chronological view — calls, warming emails, bookings, and no-shows. It gives you a complete picture of the relationship without having to piece together data from multiple pages.

2What's included

Calls — each completed call shows the AI-generated summary, sentiment, key points, action items, and any competitor mentions.
Emails — warming emails with their status (sent, opened, clicked, replied).
Bookings — scheduled and upcoming meetings.
No-shows — meetings where the prospect didn't attend.

3Rolling summary

When a prospect has two or more completed calls, MeetMatch generates a rolling summary — an AI-written overview of the entire relationship arc. It covers how the relationship has progressed, the prospect's key concerns, and where things stand currently. This summary updates automatically as new calls are recorded.

4Account stats

The timeline also shows aggregate stats:

Total calls completed.
Total emails sent.
No-show count.
All competitors mentioned across every call.

Stale Account & Deal Alerts

Competitor Mention Tracking

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