Who This Is For / When to Use
Use Activity Cards if you want real-time visibility into opportunities, appointments, Do Not Disturb (DND) changes, and invoices directly within a conversation.
What Are Activity Cards
Activity Cards are internal system messages that appear in the conversation timeline for a contact.
They summarize important actions such as:
Opportunity creation or updates
Appointment activity
DND preference changes
Invoice and payment events
These cards are not visible to customers. They are for internal reference only.
Where Activity Cards Appear
Activity Cards appear inline within the contact’s conversation timeline, mixed with messages and system events.
They are timestamped and include a Details link when additional context is available.
Opportunity Activity Cards
Opportunity Activity Cards notify users when an opportunity is created or updated for a contact.
These cards include:
Opportunity name
Pipeline and stage
Creation or update date
A Details link to open the opportunity record
This allows users to understand deal context without switching to Pipelines.
Appointment Activity Cards
Appointment Activity Cards appear when an appointment is:
Created
Rescheduled
Updated
Each card shows:
Appointment name
Scheduled date and time
A Details link to view full appointment information
Selecting Details opens the appointment side panel.
Appointment Details View
When Details is selected on an Appointment Activity Card, the appointment details panel opens.
This panel includes:
Appointment time and time zone
Contact information
Appointment owner
Calendar and attendees
Status
Do Not Disturb (DND) Activity Cards
DND Activity Cards notify users when a contact enables or disables Do Not Disturb preferences.
Separate cards are shown for each channel:
Email
SMS
Calls
These cards help ensure communication compliance and prevent unwanted outreach.
Invoice Activity Cards
Invoice Activity Cards appear when:
An invoice is sent
A payment is received
Each card includes:
Invoice amount
Due date or payment confirmation
A Details link to view the invoice
This keeps financial activity visible inside the conversation.
Important Notes About Activity Cards
Activity Cards are internal only and never shown to contacts.
They cannot be replied to like messages.
They reflect system actions, not manual notes.
Visibility depends on user permissions for the related feature.
FAQ
What are Activity Cards in Kyrios conversations
Activity Cards are internal system-generated updates that appear in a contact’s conversation timeline to show key actions like opportunities, appointments, DND changes, and invoices.
Can contacts see Activity Cards
No. Activity Cards are visible only to Kyrios users and are never shown to contacts.
What types of updates generate Activity Cards
Activity Cards are created for:
Opportunity creation and updates
Appointment creation and changes
DND preference changes
Invoice and payment activity
Do Activity Cards replace other modules
No. Activity Cards provide visibility and quick access, but full management still happens in their respective modules.
Are Activity Cards customizable
Currently, Activity Cards are not customizable. Future updates may introduce notification controls.