Write a note
!note command allows you to quickly add comments to a conversation.
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
- 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, and 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.