Adding notes in the Inbox
Updated 3 days ago
Notes in the inbox will help you optimize your workflow, whether you work in a team or individually. The main use cases of notes are the following:
Quickly identify your users by adding notes with relevant data.
Annotations to keep track of your customers' incidents.
Add links to customer service platforms you want to share.
Notes are saved per user, i.e. if the same user contacts again, you will be able to see if this customer has previous notes.
Add a Note in the Inbox
From Inbox tab, click on notes icon.
Once you are inside, select the conversation, comment or review you want, and in the right column you can leave any notes, including emojis.
3. Finally hit save.
Rich text in notes
Notes support bold, italics, headings, bulleted and numbered lists, and links, using the same editor as dashboard insights. Until now, notes were plain text.
