Replies and private notes
Send customer replies and collaborate internally without exposing notes.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Keep Reply selected for customer-facing content
Keep Reply selected for customer-facing content.
- 02
Choose Private note for internal context and teammate mentions
Choose Private note for internal context and teammate mentions.
- 03
Check the channel identity before sending
Check the channel identity before sending.
- 04
Resolve only after the requested outcome or handoff is complete
Resolve only after the requested outcome or handoff is complete.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.