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You can make it mandatory for agents to add at least one note to a conversation before ending it.


To make notes mandatory:

  1. Go to Conversations > Settings and select the Notes tab.
  2. Turn on the Notes are mandatory when ending conversations switch just above the table. Now agents will not be able to end a conversation without first adding a note to it.


See also:

Use notes 

Version history
Last update:
‎11-25-2022 02:28 AM
Updated by: