See who changed what

Activity & Audit shows what you and your team did in Mesy, newest first. Use it to check who changed a record (one entry in Mesy, such as one customer or one deal). You can also undo a change Mesy AI made.

At the bottom of the sidebar, click Activity & Audit. Admins and managers see the whole team’s activity, except teammates’ private notes and notes that aren’t linked to a record. Members click My Activity instead and see only their own.

Filter the history

The page shows six kinds of activity. Each has its own button above the table:

• Changes shows records that were created, edited or deleted. It also shows links added or removed, such as a link between two records, and deals moved to another stage. A stage is one step a deal moves through, such as “New” or “In Progress”.
• Notes shows each note written by a person or by Mesy AI. An edited note shows “edited” after its text.
• AI decisions shows confirm cards that are finished: confirmed, dismissed or closed by Mesy. Mesy closes a card when a newer card replaces it, or when the email it came from is removed. A confirm card is the box Mesy AI shows before it changes anything.
• AI turns shows each time Mesy AI worked on a request.
• Emails filed shows emails linked to a record.
• Tasks done shows tasks marked as done, once for each record the task is linked to. A task with no linked record doesn’t appear.

To narrow the list, use these filters:

• Click one or more of the six buttons. Click a button again to turn it off. Click All to clear them.
• Under All types, pick a record type. A record type is one kind of record, like people or deals. The options are short lowercase names, such as “contact” or “deal”, which can differ from the list names in your sidebar. Picking a record type also hides AI decisions and AI turns, because they aren’t tied to one record type.
• Under Anyone, pick AI or People. People shows the rows marked “Human”.
• Under All users, pick a member. Only admins and managers have this filter.

Next to Rows per page: under the table, pick 25, 50 or 100. Use the arrows to move between pages.

Some links on other pages open this page with filters already on. On the Approvals page, click All AI changes under Recent AI actions. This page opens showing only the AI changes made on your behalf. Admins and managers can then pick All users to see everyone’s.

Read a row

The Event column names what happened, such as “Created”, “Updated”, “Moved”, “Note”, “Email filed” or “Task done”. The Source column shows “AI” for Mesy AI and “Human” for a person.

Rows from the same piece of AI work sit together under one header. The header shows who acted, how long ago, a short summary and the number of rows, such as “3 events”. Rows inside a group leave User, Source and When empty, because the header shows who acted and when. Click the header to fold or unfold the group.

A decision row that stands on its own shows “Human”, because the history records it under the person the card was for, not under Mesy AI. So picking AI under Anyone hides AI decisions.

An AI decision row shows “Executed” when someone confirmed the card and Mesy made the change. It shows “Closed” when the card closed with no change. If the row has Details, click it to see what the card contained. For a confirmed card that changed records, it also lists the Records touched.

An AI turn row says how it ended, such as “Completed”, “Failed”, “Hit the step limit” or “Stopped by a safety check”. If Mesy AI looked things up or made changes along the way, the row also counts them, such as “3 tool calls”.

If a row is about a record you aren’t allowed to see, its name shows as “A record you can’t view”.

See what a change did

To see the details of a change:

1. Click a change row. The row opens and shows each field’s old value, crossed out, next to its new value. For a new record, you see the fields it started with.
2. If the record still exists and you can open it, click View record. The record’s page opens.

Undo a change Mesy AI made

Only changes made by Mesy AI have a Revert button. Admins and managers can revert any AI change. Members can revert AI changes only on records they own or created.

To undo an AI change:

1. Under Anyone, pick AI.
2. Click Changes above the table.
3. Find the change you want to undo.
4. Click Revert at the end of its row. The row shows “Reverted”.

If Mesy AI created a record, it’s deleted. If Mesy AI deleted a record, it comes back. Edited fields go back to their old values.

Some AI changes show a greyed-out Revert. Hover over it to see why. For example, Mesy can’t undo adding or removing a link. If Mesy AI removed an email’s link to a record, link the email again from that record.

For undoing AI actions from the chat, see Review, approve and undo AI actions.

Check how long history is kept

Changes, notes and AI decisions stay in this history for good. When someone deletes a note, it disappears from this history too. Mesy removes AI turns, Emails filed and Tasks done rows after 90 days. The emails and tasks themselves stay.

See more detail as an admin

Admins can see each step Mesy AI took. To open them:

1. At the bottom of the sidebar, click Admin.
2. Click the Usage tab.
3. At the bottom of the tab, click Agent turns, Tool calls or Raw audit log. The list opens.

On the Overview tab, View all next to Recent Audit Log also opens the raw log.

Managers see Manager in the sidebar instead, with no Usage tab. Their Overview tab shows the 10 latest rows under Recent Audit Log.

For the rest of the Usage tab, see Set up the AI.

If something doesn’t work

• “No matching activity.” means nothing fits your filters. Click All, then set the other filters back to All types, Anyone and All users.
• Revert doesn’t show at all on an AI change, and you’re a member. The record isn’t one you own or created. Ask a manager or your admin.
• Revert is missing on the last rows of a page. One AI change can be split across two pages, so Mesy hides the button. Under Rows per page:, pick a bigger number.
• “Couldn’t revert. It changed since the AI touched it” means someone edited one of those fields after Mesy AI did. Mesy doesn’t undo any part of the change, so the newer values stay.
• “Couldn’t revert. The record is no longer there” means someone already deleted the record, or already brought it back.