Note Types
Internal Note
Used for private team communication.- Visible only to team members
- Not sent to the customer
- Useful for sharing context or instructions
Follow-up
Marks a conversation that requires action.- Helps track pending tasks
- Useful for callbacks or pending responses
Set Reminder
Creates a time-based alert for the conversation.- Schedule date and time
- Triggers notification at the selected time
- Helps ensure no follow-up is missed
Warning
Adds a high-priority alert to the conversation.- Highlights important issues
- Useful for escalation or sensitive cases
Info
Stores general reference information.- Low priority
- Used for additional context or notes
Reminder Scheduling
When using Set Reminder, you can configure:Date
Select when the reminder should trigger.Time
Choose the exact time for the alert.Notification behavior
- Pop-up notification
- Sound alert at scheduled time
Why Use Notes
Instead of relying on memory or external tools:- Keep all context inside the conversation
- Improve team collaboration
- Track follow-ups reliably
- Reduce missed actions
Recommended Usage
- Use Internal Notes for team communication
- Use Follow-up for pending tasks
- Use Reminders for time-based actions
- Use Warnings for critical conversations
Best Practices
- Always add a note before handing off a conversation
- Use reminders for anything time-sensitive
- Avoid long notes — keep them focused
- Use warnings only when necessary