For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
DashboardGet an API key
SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
  • Workbench
    • Overview
    • Open the Workbench
    • Favorites
    • Customize your dashboard
    • Reports
    • Activity feed
    • Search
    • Filters and views
    • Pinned items
    • Streak and sample data
LogoLogo
DashboardGet an API key
On this page
  • Switch the scope
  • Filter by event type
  • Where the feed lives
  • Retention
  • A gotcha with sync events
  • Related
Workbench

Activity feed

A scoped stream of recent edits across the workspace, useful for catching up after a day off.
|View as Markdown|Open in Claude|
Was this page helpful?
Previous

Reports

Next

Search

Built with

The activity feed streams every recordable action in the workspace as it happens: phase changes, task completions, comments, integration syncs, and audit events. The default scope is “your assigned customers,” which keeps the feed relevant on a busy morning. Switch the scope from the title bar when you want broader context.

A typical workflow goes like this. You come back from a long weekend, open the Workbench, and the Activity widget shows the 200 things that changed across your accounts since Friday. You skim the feed top-down. A phase changed: Integration > UAT on Acme Corp event catches your eye. You click it, land on the Acme onboarding, comment on the UAT plan, and move on. That round trip takes under a minute, and the comment posts back into the feed for the rest of your team.

Switch the scope

The feed has a scope dropdown in its title bar with five options:

  • My customers: events on customers where you are owner, or onboardings where you are csm (the default)
  • My team: events scoped to whichever team you belong to in Roles and permissions
  • Workspace: everything across the workspace your role can see
  • A saved view: pick any of your saved views; the feed scopes to records in that view
  • A single customer: open from a customer page and the feed pre-scopes to that customer’s events

Filter by event type

Click Filter inside the feed to narrow further. The available event types:

  • customer.created, customer.status_changed, customer.archived
  • onboarding.created, onboarding.phase_changed, onboarding.state_changed, onboarding.launched
  • task.completed, task.created, task.due_date_changed, task.reassigned
  • comment.posted, comment.mentioned_you
  • integration.sync_failed, integration.sync_succeeded

The mentioned_you event surfaces in the feed with a yellow left-border and a count chip in the widget header. Use it as your inbox replacement for in-app mentions.

Where the feed lives

Three places, same underlying stream:

  1. Workbench > Activity widget: your dashboard view, scope set per teammate.
  2. Customer page > Activity tab: pre-scoped to that customer.
  3. Onboarding page > Activity tab: pre-scoped to that onboarding.

The Customer and Onboarding tabs ignore the global scope; they always show the full event history for that record, regardless of your assignment.

Retention

Pivotal keeps activity events for 18 months. After that, events fall off the feed but stay accessible in the per-record audit log, which has a 7-year retention. If you need a longer feed for compliance reasons, set up a webhook and store events in your own system.

A gotcha with sync events

Integration sync events flood the feed when a CRM connector is first wired up. The initial sync can fire thousands of integration.sync_succeeded events. Filter the event type list to hide integration.* for the first 24 hours after connecting HubSpot or Stripe, then re-enable.

Related

  • Audit log
  • Filters and views
  • Notifications

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.