Leave a note for your team
Add private notes to a conversation. Customers never see them.
Sign in to open your inboxUse notes to share context: what the customer asked for, what you promised, or who should follow up.
- Open the conversation.
- Above the reply box, switch from Reply to Note.
- Write your note and click Add note.
Notes appear in yellow, so they stand out from messages. They're never sent to the customer, the AI agent doesn't read them, and they don't count in your analytics.
When the AI agent hands a conversation to your team, it leaves a Handoff summary note. You can edit or delete it like any other note.
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