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Add a private note

Leave a note on a chat that your team sees and the customer never does.

1 minuteAgents and team leadsUpdated

Use notes to pass on what the next person needs: a promise you made, a preference, an open problem.

Add a note

Section titled “Add a note”

  1. Open the chat and click Notes (the sticky-note icon) at the top. The number on it is how many notes there are.

  2. In Write a note…, type the note.

  3. Press Enter.

    Open in Soosh

Result

Section titled “Result”

The note appears with your name and the time. Everyone on your team who can see the chat sees it; the customer never does.

To change or remove one of your own notes, point at it and click Edit note or Delete note.

Section titled “Related”