Showing results for 
Show  only  | Search instead for 
Did you mean: 

If the same notes are regularly used by agents, administrators can define a set of notes predefined notes for fast and easy selection. 


To edit or delete a predefined note:

  1. Go to Conversations > Settings and select the Notes tab.
  2. In the table, click the three dotsScreenshot 2022-09-15 at 10.00.38.pngon the left side of the note's name and select Edit or Delete.
  3. Confirm your actions in the pop up.

See more:

Edit or delete a note

Version history
Last update:
‎11-25-2022 02:27 AM
Updated by: