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How to write a note about a conversation.

You write a note in the inbox, in the contact column next to the conversation. It saves on its own, and only your team sees it.

Inbox in SmartChat with the contact column next to the conversation: number, status, source and the Note field

What you should know.

The note belongs to the contact and appears in the contact column of the inbox.

  • On the contactThe note is linked to the contact. You see it again in every conversation with them.
  • Team onlyThe note is internal. The contact never gets it via WhatsApp.
  • Saves itselfThere's no save button. When you click out of the field, SmartChat saves it.

How to write your note.

Four steps, all in the inbox.

  1. Open the conversation

    In the inbox, open the conversation with the contact.

    inbox

  2. Open the contact column

    Next to the conversation is the contact column with number, status and source.

    inbox

  3. Write a note

    Click into the "Note" field and write your text.

    Note field

  4. Save the note

    Click next to the field. Then "Note saved." appears.

    Automatic

What appears next to the note.

In the contact column, more details about the contact appear under the note.

Inbox in SmartChat with the list of all conversations and one open conversation

  • Contact details

    Above the note are reply window, status, signed up and source.

  • Tags and history

    Under the note you can add tags. Below that is the contact's history.

  • Internal

    The note is for you and your team. More about the inbox.

Frequently asked questions about the note in the inbox.

Where do I write a note in the inbox?

In the contact column next to the conversation. There you'll find the "Note" field with the hint "Note about this contact".

Do I have to save the note?

No, there's no save button. As soon as you click out of the field, SmartChat saves your text and shows "Note saved.".

Does the note belong to the contact or to a single conversation?

To the contact. SmartChat saves it on the contact, so you see it in every conversation with them.

Can the contact read my note?

No. The note only appears in the contact column in SmartChat and is never sent to the contact via WhatsApp.

Can I write a note directly in the conversation's message field?

No. The current app doesn't have internal notes in the message field. Use the "Note" field in the contact column.

Can I change a note later?

Yes. Click into the field, change the text and click out again. SmartChat saves the new version.

What happens if saving doesn't work?

Then SmartChat shows an error message. In that case the note isn't saved. Click into the field and out of it once more.

What other details are in the contact column?

Number, reply window, status, signed up and source, plus tags, history and consent. More on this under inbox.

What's the difference between a note and a tag?

The note is free text for you and your team. A tag is a short keyword on the contact; more on this under Tags.

Can employees see the note too?

The note is in the inbox, in the contact column. That's where your team works with the conversations. Check in your account which role is allowed to edit it.

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