How to Add Notes to Any Conversation

Leaving notes can help your supervisor & team member understands your take on a specific conversation or common issue
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Who can use this feature

Accessible to


Supported on

All Plans

Adding notes on customers’ conversations helps other team members solve customers’ issues better and provide professional ways to deal with customers by having access to important information.

This article shows you how to add notes to conversations on Tactful, so let’s dive in.

Adding Notes

  • On the conversation where you need to log some info, click the Notes tab above the message space.
  • Type the note you want to add to the customer’s conversation.

ℹ️ Notes are highlighted in purple for you and other agents to see.
ℹ️ Customers cannot see these notes; they are only visible to the agents.

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