Notes

For accessing customer data such as Notes you have to request access first. For more info about this look into Access Requests.

On the left you will find the Notes which are made from via channels, in situations such as:

• Telephony (outside of office hours/noone available/closed)

• Chatwidget (outside office hours/closed)

• Whatsapp (outside of office hours/noone available/closed)

Notes will give Operators the opportunity to handle Notes such as (callback requests, additional information, etc) accordingly.

Identifier	Details
To Do	New note that hasn't been handled yet
Done	Node that has been handled accordingly
Assigned To	Assigning a note to a specific employee
Mark as done	Marking the note as done
Unmark as done	Unmarking the note as done
Delete	Deleting a note
Open conversation	Re-engage the conversation
Export	Create an export of all notes inside of an environment

Please remember that notifications for notes only occur during an assignment or unassignment.