In this section, we'll explain messages and notes in detail.

Roles that can access and manage the contents of the section: Owner, Admin, Manager, Agent

Messages and Notes

Messages and notes can be accessed through requests.


Messages and notes are the two basic means of communication with your customers and teammates. When it comes to messages, they can be seen by anyone.

Notes on the other hand, are internal and cannot be seen by customers. They're only shown for the platform operators. You can switch between the messages and notes in the chat window to easily filter and find relevant information.

Additionally, notes are a great way to store information about client's requests.
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