Customer notes are a great tool to keep the track of the customer's history through all the communication. You and your colleagues can create, read, and edit notes with additional information about the customer. You can easily check the date when the notes were created, the person who created them, and contact this person for more details if needed.
Go to your Chat Page
Open the chat with a customer you need to write about
Click the Info icon in the top right corner of the chat's main dashboard. The Chat information sidebar menu will appear on the right
Click Customer notes. The Customer notes window will appear on the right
Type the notes with information you want to save in the Creating notes section (on the bottom of the Customer notes window)
Click Add customer notes (the button on the right in the Creating notes section)
Your new notes will appear in the Customer notes window above the Creating notes section.
All customer notes can also be found in the
Customer profile.
It is also possible to add notes for customer with whom you do not have an existing chat. To do this, find the customer in your Contacts, click their name and go to the Notes tab.
If you don't need the Customer notes anymore, you can delete them.