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

Roles that can use this feature: Owner, Admin, Manager, Agent

Messages and Notes

Messages and notes can be accessed through requests.

Notes and messages

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 visible to the platform operators. You can switch between the messages and notes in the chat window to easily filter and find relevant information.
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