With ActiveCampaign, you can add internal notes to your WhatsApp conversations. These notes are visible only to your team members and not to your customers.
Using notes is an effective way to manage and share internal information within your team. By adding private notes to conversations, you can ensure important details are documented and easily accessible to your team.
Take note
Notes cannot be deleted or edited.
Add a note to a conversation
- Click WhatsApp > Inbox, then select the conversation you want to add a note to.
- Click the “Contact” tab in the right sidebar.
- Find the “Notes” section and click on the + icon.
- Enter the information you want to add to the note.
- Click on “Save” to add the note to the conversation.
Benefits of Adding Notes
- Privacy
Notes are private, meaning that only users in your team can see them. Customers do not have access to these notes, allowing you to add internal information without affecting the customer experience. - Information Management
Adding notes helps you keep track of important information related to a conversation. This can include details about the customer’s issue, follow-up actions, or any other relevant information that might be useful for your team. - Visibility
Notes appear in yellow inside the conversation, making them easily distinguishable from regular messages. They also appear in the sidebar, providing a quick reference for team members.