Introduction
Transparency doesn't end with conversations. Every piece of outreach, every response and every appointment Gia books is recorded in GydeOS and available for you to review. This article says where each of those lives.
Everything Gia Did With One Client
Open Clients in the left navigation, select the client, then open their Activity tab. That timeline holds every touchpoint with that client, newest first:
Calls — expand one for the key points, the next steps, the full transcript and the recording.
Text conversations, grouped rather than scattered.
Meetings booked, forms completed, consents captured and emails sent, each with its outcome and timestamp.
Times are shown in the client's time zone, so what you read is what they experienced. See The Activity Tab on a Client Record.
Everything Gia Did Across Your Whole Book
Where your agency has it, the Activity page in the left navigation gathers every call Gia finished and every text your clients sent back into one feed, with the outcome of each. Its Performance tab scores Gia's work by goal over a date range you choose. See How the Activity Page Works in GydeOS.
Campaign Results
Open Campaigns in the left navigation and select a campaign. You'll see how it's performing:
Outreach start and end dates
Completion rates for key campaign actions, like scheduled appointments or onboarding acknowledgements
Engagement summaries — including no-shows, follow-ups, and opt-outs
Use the Targeted clients list on a campaign to see where each client stands, and filter by Escalated to find the ones who need you before the campaign closes.
When a Client Asks for You
If a client asks to speak with their broker, Gia escalates and notifies you straight away — in-app, by email and by text, depending on your notification preferences. See Managing Escalations & Handoffs.
Getting Data Out of GydeOS
Gyde doesn't integrate live with external AMS or CRM systems yet.
The one export you can run yourself is your client list, from the Clients page using the Generate Report button — see How to Export Your Client List.
For anything else — recordings, transcripts, campaign or communication data — message Gyde Support from the chat in GydeOS or email [email protected]. We'll put it together for you, and we can help match the format to the tools you already use.
Data Accuracy and Consistency
If you notice missing or incorrect information on a client, contact Gyde Support and we'll make the update. We'll pause active outreach to that client until the data is corrected, so every message reflects the most accurate client information.