Private Notes for Team Collaboration
Team Assistant
Private Notes inside Chat History/Conversation
Use private notes to communicate with your team. Use @mentions to share information and communicate efficiently within the team.
Notes could be displayed in the inbox (chat window) so that you can add notes refering to specific messages sent/received. And tagging team members will improve team collaboration to offer better customer resolution.
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Team Assistant
Easily switch from customer chat to Private Note
If you are in the middle of a conversation and need to switch to Private Notes, you don’t need to go anywhere from your screen. Press “Alt / ⌥ + P” on your keyboard and talk privately with your teammates.
Mention your teammates
Press “@” to mention teammates on Private Notes. This removes ambiguity and notifies the tagged person that you need help.
Format your text, add attachments and emojis
You don’t have to be limited by text-based explanations. Attach files to your private notes and use the rich content editor to make them really expressive.