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