Add an internal note

Write a Notes entry that only your team can see. It is not sent to the customer.

In this tutorial, you will add one internal note on a conversation.

Time needed: 5 minutes

Before you start

Make sure:

You can open the conversation in Live Chat.
The right contact panel is visible. On a small screen, open the contact info for this thread.

A note is for your team only. The customer never sees it on WhatsApp.

On the left menu, click Live Chat.

Click the thread.

Screenshot example Conversation open Clean UI. No real names, emails, or chats.

On the right panel, find Notes.

Screenshot example Notes Clean UI. No real names, emails, or chats.

Click Add note.

If this is the first note, type in the empty Notes box.

Write the context the next staff needs.

Customer tanya stok saiz L. Tunggu restock Isnin.

Screenshot example Note draft Clean UI. No real names, emails, or chats.

Click Save.

Screenshot example Save Clean UI. No real names, emails, or chats.

The text appears under Notes.

It does not appear as a WhatsApp bubble in the middle panel.

Open the contact panel on the right. Guest chats hide Notes.

The note box is empty. Type at least one sentence, then click Save.

On Unofficial API, you can also add Labels under Account Management. Official API hides Labels.

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