How to add a private note in a text message that is only visible to you and your teammates

Leave a Private Note or a Message in a SMS Conversation

A private note allows for members to communicate privately in the context of a conversation. While the messages are shown in the channel, they are not sent by SMS to the contact. They remain a little note in the midst of the text conversation to help you make a note about the proceedings for yourself and other members. It can be useful to ask a question to another member and get a reply without leaving the page. For solo plans, you can record actions taken or conclusions after a conversation is finished.

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To leave an internal private note for your and other members:

1. Select an existing SMS conversation channel
2. Select Private Note under the messaging input box. When private note is selected, the messaging box will become yellow like a sticky note.

3. Once you have written a private note in the input box, click on the ADD button to add your private note in the SMS conversation

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Your notes can only be viewed by members of your team. Private notes are helpful for tracking information and collaborating during customer support communication. Users can see the conversation surrounding a note for better context in assisting and catching up. It's a simple way to add information to a specific interaction.

A few notes on private notes:

• Private notes are available for all subscription plans
• The username, profile picture and a time stamp will be displayed with the private note message to show which user added the private note
• Use the @ symbol to mention a member in a private note. The active members names will show above the text box, you can select a user from the list.
• Text, emojis, and images can be added as a private note
• Private notes do not count towards your total monthly SMS/MMS allowance