“Internal Notes” are private notes about users that only support agents can see. This feature promotes better team collaboration for faster ticket resolution (e.g., you can leave notes for colleagues to continue conversations if you’re stuck in the middle of a conversation at the end of your shift). This article explains the functionality of this feature in mainflow.
How to Add Internal Notes #
To learn how to add the Internal Notes inside a specific ticket, follow the steps with the screenshots & GIFs below —
First, go to Tickets under mainflow Dashboard & open your desired ticket and this will take you to the ticket entry page.
Now, click on the Notebook Icon at the top and this will open a text editor where you can add the notes about your users for better ticket management.
Here, you will find the Add Media option where you can insert any media file within a note.
Or, upload an external file using the Click to Upload button.
You can also use templated replies by clicking on the Templates button. It allows you to search for a saved reply using the search box. Use the dropdown at the top to filter the replies based on the products.
Another option you will see is Shortcodes, which you can use within the Notes. It will dynamically fetch various information like the Customer name, email, agent name, etc.
Finally, click on the Add Internal Note to save your note, and you’re all set!
This way, you can create as many Internal Notes as you want to categorize or organize your tickets!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our support team. Thank you.