Internal Notes and Mentions

Internal Notes and Mentions

  • Use internal notes to share important updates, context, or instructions related to the chat, ensuring smooth collaboration within the team.
  • Click on the Notes tab located above the text editor to switch to the internal notes section.
  • In the Notes tab, you can add any internal note for team members. These notes will not be sent to the end user.
  • After composing a note, click Send. The note will appear within the chat interface, visible only to internal team members.
  • To notify another agent, use the @mention feature by typing "@" followed by the agent’s name. This will send a notification to the mentioned agent about the specific request.