Conversation View: Add a note to a conversation

Agent guide

You can add a note to a conversation, so you and others will know what the conversation was about. This helps you and other agents deliver a better service.

  1. Find the NOTES section on the right side while in conversation view.
  2. Enter your note and click Save
    When you enter a note to a conversation you will be taken out of After Conversation Worktime.

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