Private Notes
Discuss customer queries with teammates right inside the conversation. Private notes are invisible to customers, making team collaboration seamless.
Everything you need, built in
Switch between reply and private note instantly
Use the keyboard shortcut Alt + P to toggle between customer reply and private note mode. No need to leave your conversation flow.
When to use private notes
Private notes are perfect for internal team communication during customer conversations.
Start collaborating with your team
Work together to solve customer queries faster. Private notes keep your internal discussions separate from customer conversations.
Private Notes highlights
Toggle with Alt + P (or Option + P on Mac)
Visual indicator shows current mode
Private notes highlighted in amber
Stay in the same conversation window
Type @ to see a list of teammates
Mentioned teammates get notified instantly
Search teammates by name
Ready to try Private Notes?
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