Adding Notes to Conversations

Remember specific details about a customer or conversation by adding notes that only you and your team can see.

Drew Wilkinson avatar
Written by Drew Wilkinson
Updated over a week ago

Add notes to your conversations to keep your team on the same page. Share customer history, ideas and feedback behind the scenes!

How to Add a Note

1. Select the conversation you would like to add your note to.ย 

2. At the bottom of the screen, where you normally type your message, select Note.
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3. Type out the note you'd like to leave, then press Send Note. The message will appear in the thread in orange, and it's only visible to you and your team!
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