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Notes

Add Context That Lives With the Conversation

Store internal notes on contacts without sending messages to customers.

Key Capabilities

Private internal notes

Notes are visible only to your team and never sent via SMS.

Edit notes inline

Add or update notes directly from the inbox or contact profile.

Persistent contact context

Notes remain attached to the contact across all conversations.

Team collaboration

Leave internal context for other agents or team members.

How It Works

  1. Add notes to any contact profile

  2. Notes appear alongside conversations

  3. Notes can be updated at any time

  4. Notes are shared across users with access

Who it’s for

  1. Support agents sharing customer context

  2. Sales teams tracking lead details

  3. Agencies coordinating team responses

More

Powerful Add-ons to Extend Core

Unlock team roles, bulk campaigns, WooCommerce triggers, automations, and more; first 30 get Pro Messaging free

Roles & Team Access

Custom roles like Agent/Manager with
restricted dashboards and activity logging for team control.

Learn More
$29

Pro Messaging

Bulk campaigns targeted by tags/custom fields, with scheduling, throttling, quiet hours, and tracking.

Learn More
$39 | FREE first 30

WooCommerce SMS

Order confirmations, shipping updates, cart recovery nudges, and review requests automated from WooCommerce.

Learn More
$25

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