Team discussion
A question and the colleague's answer, clearly marked as notes.
Product
Bring in a colleague. Keep it inside the team.
Discuss a customer request in an internal note, next to the conversation it belongs to.
Choose Starter, Team or Business for your workspace.
Internal notes appear in the conversation and the Notes panel, beside the customer request the team is discussing.
Explore the interface
Conversation context
The notes sit with the customer exchange, without becoming customer messages.
Ask once, with the context already there.
A colleague asks for a detail before replying. The answer stays in the conversation, so the team can use it in the customer exchange.
- Internal notes stay inside the workspace.
- The author is visible on each note.
- The exchange remains attached to the customer context.