Internal notes
Leave a note on a chat for your team, such as a price you quoted or what to do next, that the visitor never sees.
An internal note is a message for your team only. It sits in the conversation between the replies, in yellow, so whoever picks the chat up next knows what has happened. The visitor never sees it.
Add a note
- Open the conversation.
- Above the box at the bottom, click Internal note. The box turns yellow.
- Type the note and click Add note.
- Click Reply to go back to answering the visitor.
Each note is marked Note, with who wrote it and when.
Good uses for notes
- A price you quoted, so a teammate quotes the same.
- A promise, such as "Call back on Friday about the delivery date."
- Why you are handing a chat over, before you assign it to someone else.