Add Internal Notes & Mention (Mobile App)

Have internal discussions with your teammates before replying to your customers.

Add Internal Notes

When replying conversation, you can toggle between "Aa" and the "pen" icon in the input box at the bottom of the message console. Click on "Aa", and it will be converted to the Note Option, then you can mark internal notes.


Besides write a note-to-self, you can tag teammates by typing @ to mention them in the conversations for better discussion with your teammates.

To "Mention" your teammates in the conversation, type in "@" while in the Note Function, or press the @ icon on the left.

Mentioned teammates will be able to see and reply to the conversations within 48 hours.

You can check the mentioned conversations by accessing the "@Mention" dropdown from the Staff View Selector.

You can also add the mentioned teammate as a collaborator if you want to manage the conversation with them simultaneously.

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