Internal Notes
Add internal notes to conversations that are only visible to your team.What Are Internal Notes?
Internal notes are:- Private - Not sent to the customer
- Team visible - All team members can see them
- Persistent - Saved with the conversation
- Contextual - Help with handoffs
Adding Notes
1
Open Conversation
Click on a chat in Team Inbox
2
Click Notes
Click the Notes tab or icon
3
Write Note
Enter your internal note
4
Save
Click Save - note is added to conversation