Private Notes

    Collaborate Efficiently to Resolve Customer Issues

    Work seamlessly with your team by discussing queries privately before responding to customers.

    Private NotesInternal Only
    Sarah2m ago

    @John can you check the billing issue for this customer?

    John1m ago

    Checked! It's a duplicate charge. I'll process the refund. 👍

    Quick Transition from Chat to Private Notes

    Seamlessly switch between customer conversations and internal discussions without leaving the chat window.

    Press shortcut to enter private mode
    Internal-only messages
    Zero customer visibility
    PressAlt / ⌥ +P

    to toggle private notes

    Public
    Private

    Tag Teammates for Clear Communication

    Mention team members directly in private notes for instant notifications and faster issue resolution.

    @Mention Teammates

    Tag specific team members to get their attention on important issues.

    Instant Notifications

    Tagged teammates receive real-time alerts so nothing gets missed.

    Faster Resolutions

    Collaborate efficiently to resolve customer issues in record time.

    Rich Note Features

    File Attachments

    Share documents, screenshots, and files

    Emojis & Reactions

    Express yourself with rich formatting

    Contextual Threads

    Keep discussions organized

    Enrich Your Private Notes

    Go beyond plain text. Attach files, use emojis, and format your notes for clearer contextual collaboration.

    Start Team Collaboration with ConverseAI

    Empower your team to collaborate internally and resolve customer issues faster than ever.