Notes
Add Context That Lives With the Conversation
Store internal notes on contacts without sending messages to customers.
Store internal notes on contacts without sending messages to customers.
Notes are visible only to your team and never sent via SMS.
Add or update notes directly from the inbox or contact profile.
Notes remain attached to the contact across all conversations.
Leave internal context for other agents or team members.
Add notes to any contact profile
Notes appear alongside conversations
Notes can be updated at any time
Notes are shared across users with access
Support agents sharing customer context
Sales teams tracking lead details
Agencies coordinating team responses
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Custom roles like Agent/Manager with
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