Notes allow you to save internal-only information within conversation threads. When multiple users are working in the same inbox, this makes it easy to communicate important context, summaries of previous messages, and more to any team member who clicks into the thread.

Notes are only visible to your team. Posting a note does not send a text message to the contact, it only saves the note within the conversation thread.

To create a note, first navigate to your Inbox and select the conversation that you want to add a note to.

In the message compose box, click the Note tab. Compose your note. Each note must be under 420 characters in length.

To save your note, click the Post button. Your note will then be displayed in the conversation thread in yellow.

Posted notes can be edited or deleted at any time. To edit a note, click the Edit button directly below the note. After making your changes, click Save.

To delete a note, click the Delete button. Please note that once you have deleted a note, this action cannot be undone and the deleted note cannot be recovered.

You can also view all notes that have been added in a conversation thread within the Contact Details side panel. This allows you to see older notes without having to scroll back through the conversation thread to find them.

To view all notes within a conversation, first click on the Contact Info icon on the top right of the conversation window.

On the Contact Details side panel, scroll down and click on the Notes section to expand it. This section will then display all notes from the conversation, the date and time they were added, and which user added them.

You can also add a new note from this side panel by clicking the plus icon at the top of the Notes section. After writing your note, click Post to save it.