Your command center for relationship management
Interactions in Officaid is where relationship management comes together. It's not just a list of activities. It's a dashboard that shows you which contacts need attention, what follow-ups are due, and why you should reach out. Think of it as your daily guide to nurturing your business relationships.
What Are Interactions?
Interactions is a module within Officaid's Network section that helps you track and manage engagement with your contacts and companies. It brings together:
- Activities - Calls, meetings, emails, meals, messages, and tasks
- Relationship health - Warm, cold, and not tracked contact segments
- Reasons to connect - Upcoming birthdays and opportunities for outreach
- Direct communication - Send emails and WhatsApp messages from Officaid
While contacts and companies store who you work with, Interactions tracks what's happening in those relationships over time.
Accessing Interactions
Navigate to Network → Interactions to open the Interactions dashboard. You'll find two main tabs:
- Overview - A summary of engagement health, reasons to connect, and recent activities
- Activities - The complete list of all activities with filters
The Overview Tab
The Overview tab gives you a snapshot of your relationship management at a glance:
Contact Segmentation:
See how your contacts are distributed across engagement levels:
- Warm - Contacts with recent activity
- Cold - Contacts who need re-engagement
- Not Tracked - Contacts excluded from engagement monitoring
Reasons to Connect:
Upcoming birthdays and anniversaries for your contacts and their family members. These natural touchpoints give you a reason to reach out and strengthen relationships.
Recent Activities:
A feed of recently logged interactions so you can see what's been happening across your network.
Upcoming Planned Activities:
Scheduled activities that haven't been completed yet, helping you stay on top of follow-ups and commitments.
The Activities Tab
The Activities tab shows your complete interaction history with powerful filtering options:
- Year - Filter by a specific year to review past interactions
- Status - Filter by All, Upcoming, Overdue, or Completed
Each activity displays:
- Activity type and icon
- Activity title and description
- Linked contacts or deals
- Date and assigned team member
- Completion status
Activity Types
Officaid supports several activity types to categorize your interactions:
- Call - Phone calls and voice conversations
- Email - Email correspondence
- Meeting - In-person or virtual meetings
- Meal - Lunches, dinners, or coffee catch-ups
- Message - Text messages, WhatsApp, or other messaging
- Task - To-dos or action items
- Other - Any interaction that doesn't fit the above categories
How Activities Connect
Activities in Officaid don't exist in isolation. They connect to other parts of your business:
- Contacts - Activities appear on contact profiles, building a relationship history
- Companies - Activities linked to contacts roll up to their company profiles
- Deals - Activities can be linked to deals, tracking sales-related interactions
This connected approach means you can log an activity once and see it reflected everywhere it's relevant.
Direct Communication
Officaid lets you communicate directly from contact profiles:
- Send Email - Compose and send emails with a rich text editor
- WhatsApp Message - Send WhatsApp messages using templates or custom text
When you use these features and mark the message as sent, Officaid automatically logs the interaction as an activity. This keeps your engagement history accurate without manual data entry.
Frequently Asked Questions
You can add activities from multiple places: the Interactions module, contact profiles, company profiles, and deal details. The form adjusts based on where you create it. From companies, you can tag multiple contacts. From contacts, it's linked to that person. From deals, it's linked to the deal for sales tracking.
Yes, when you use Officaid's built-in Send Email or WhatsApp Message features and mark them as sent. This automatic logging ensures your engagement history stays complete without extra effort.
Yes, when creating an activity from a company profile. The Contacts field lets you select multiple people associated with that company. When creating from a contact profile, the activity is tagged to that contact. When creating from a deal, the activity is linked to the deal instead.
Yes. Every activity records who created it and when, providing a clear audit trail for your team.
What's Next?
Now that you understand Interactions, explore the details:
- Navigating the Interactions Dashboard - Learn to use the engagement overview
- Adding an Activity - Log calls, meetings, and other interactions
- Managing Activities - Edit, complete, and delete activities