Product Documentation

Agent Functions: Add An Internal Note (Premium)

If you have purchased and installed the Private Notes add-on then you can add internal notes visible only to other agents.

The button for this option is at the TOP of the ticket screen:

When clicked, the ADD NOTE button will pop up a box to enter your notes:


There are two options:

  • Simply add the note
  • Add the note and transfer the ticket to another agent

Once added, the note appears in a separate color.


See Also

Smart Chat
Smart Replies add-on Chat X