The !note command allows you to quickly add comments to a conversation.

note command


In your chat conversation, type one of the following and hit return:

  • !note [this is the title of a note] this is the body of a note
  • !note this note does not have a title

About notes

  • All notes are hidden from visitors. When you add a note it appears inline in the conversation in the agent chat console. When chatting with a visitor you will see your added notes. All past notes about that visitor under the Activity tab on the right hand side.
  • Notes can be deleted while a conversation is still active by the agent who wrote them under the Activity tab.
  • The text of all saved notes is searchable on the transcripts page.
  • Notes are visible by all agents on the account.
  • Notes do not currently send to integrations at this time.
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