How to add notes to any conversation

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
Last Updated April 27, 2022
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Adding notes on customers’ conversations helps other team members solve customers’ issues better and provide professional ways to deal with customers.

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

Going to Agent Desktop

To go to the Agent Desktop:

  • Select your workspace. It’ll direct you to the Dashboard.
  • Click on Agent Desktop.

Adding Notes

  • Click on Notes.
  • Type the note you want to add to the customer’s conversation.

• Notes are highlighted in purple for you and other agents to see.
• Customers can’t see these notes; they are only visible for the agents.

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