Add a note to a conversation
You can add a note to a conversation, so you and others can take in the topic of the conversation at a glance later on. This helps you and other agents deliver a better service.
- Find the NOTES section on the right side while in conversation view.
- Enter your note and click Save.
- When you save the note, you will be taken out of After Conversation Worktime and will start receiving new conversation offers if any are available.