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Merlin Activity Hub

What is the Activity Hub?

The Activity Hub is where you can see everything Merlin has been doing across your account, all in one place. Find it under Merlin in the left navigation.

By Matter vs. By Activity

  • By Matter

    • One row per matter, with the full cross-agent timeline behind it

    • Good for seeing where a specific lead stands overall.

  • By Activity

    • One row per individual agent action instead of per lead, so a single matter can appear multiple times if several agents (or the same agent twice) have worked it.

    • For Engage activities, this view also shows the number of messages sent by the agent and more specific statuses, like Completed — Max Messages, Stopped, or Exited (Opted Out).

Visibility, search, filters, and columns

  • The visibility dropdown switches between All (firm-wide activity) and Mine (records where you're a supervisor or matter staff).

  • The search bar filters for a specific lead by name or agent.

  • Filters lets you narrow by Agent Name, Agent Type, Contact/Matter, Last Activity At, Outcome, Status, or Supervisor.

  • Columns lets you show or hide whichever fields are useful to you, like Needs Attention, Last Activity, Matter, Practice Area, Type, Latest Agent, Outcome, and Status.

Opening a matter

Click any row to open its full detail panel. On the left, the Activity Timeline lists every agent activity on that matter, newest at top. Click any entry to see its detail on the right. The panel shows either a Conversation (for Engage) or a Lead Qualification (for Qualify), along with the agent name, when it started, and its status.

Other places to see activity

Seeing activity on a matter

On a matter's Activity Timeline, you'll see any Merlin steps (like data updates, Qualify scores, and Engage outcomes) shown in purple so they're easy to tell apart from your team's own updates.

  • Data Updated cards show exactly which fields changed and what they changed to.

  • Outcome Recorded cards appear when an engagement wraps up, laying out the result with an expandable rationale if you want the full detail.

Seeing activity in the Message Center

Merlin Engage conversations show up right alongside your regular text threads in the Message Center. Merlin's messages are marked clearly, so you always know which replies came from an agent. You can filter by a specific Engage agent to find exactly what you're looking for.

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