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Conversation Notes

You can quickly add notes to conversations for internal use. The contact will not see the internal note, only Conversely team members that are assigned to the queue can view internal notes.

Procedure

  • On the Conversations screen, go to the Say Something textbox
  • To enable Conversation Notes type @note followed by what you would like to notate
#

  • After the note is completed to satisfactory press send
  • Notes will show directly in the conversation highlighted in orange
#

Conversation Notes

You can quickly add notes to conversations for internal use. The contact will not see the internal note, only Conversely team members that are assigned to the queue can view internal notes.

Procedure

  • On the Conversations screen, go to the Say Something textbox
  • To enable Conversation Notes type @note followed by what you would like to notate
#

  • After the note is completed to satisfactory press send
  • Notes will show directly in the conversation highlighted in orange
#
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