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Description
Tracks Capsule CRM activity with refresh, notifications, a side panel, and optional AI summaries. Capsule CRM Activity Monitor turns Capsule CRM activity into a focused browser-side workspace for daily sales and customer service triage. Instead of constantly switching between inboxes, Capsule, and task lists, this extension helps you review recent customer activity, identify what needs attention, filter out low-value noise, and take action quickly from one place. Features: - Monitor Capsule CRM activity with manual refresh and optional side-panel support - View grouped activity in Recent, Saved, History, Tasks, and Digests tabs - Expand both email chains and single-message posts for better context - Open related Capsule records directly from the feed - Use optional AI summaries, priority labels, and follow-up signals - Generate AI-assisted reply drafts and quick email follow-up actions - Open scheduling shortcuts when a meeting or follow-up looks needed - Create and complete Capsule tasks from the activity feed - Filter out low-value automated noise such as invoice emails, quote acknowledgements, and order acknowledgements - Tune noise filtering with Balanced, Strict, and Aggressive modes - Search across content, recipients, summaries, categories, and action signals - Generate Day Digests with richer daily metrics such as quotes sent, order acknowledgements, complaint status, reply-needed threads, and most active contacts - Drill into digest references to investigate related posts and contacts - Export cached activity as JSON or CSV Built for real daily workflow: - Helps separate actionable customer emails from routine commercial noise - Keeps task follow-up connected to the original Capsule activity - Makes it easier to review what happened during the day without losing thread context - Supports teams that want optional AI assistance without depending on AI for every workflow Configuration: - Requires a Capsule API token - Requires your Capsule Web App URL - Optionally supports an OpenAI API key for AI summaries and reply drafting Privacy and storage: - Settings and cached activity are stored in your local Chrome profile - Credentials are not stored in this repository - AI features are optional and only used when enabled and configured