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Create a Note in a Conversation
Create a Note in a Conversation
Julie Lanio avatar
Written by Julie Lanio
Updated over a week ago

We recognize the importance of communicating not only with guests, but with internal teams as well. Within a conversation in Messaging, you can create an internal note that only team members with access to Messaging can see.

To Create a Note

1) Select a conversation from an Inbox.

2) Above the message field, you'll see an arrow next to SMS. You'll select SMS to open the options. The message field will always default to SMS when you open a new conversation.

3) Select Note and type your message.

4) You can add bulleted or numbered lists, as well as upload images, embed videos, and add hyperlinks.

5) Select Add note.

6) The note will be added to the conversation in yellow. The note is only visible internally.

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