Add internal note

Save team context inside the conversation without sending it to the customer.

How it works

1. 01

   When to use

   When to use. Record confirmed customer details, troubleshooting already performed, or a concise summary before handing the conversation to another agent or person.

2. 02

   Set up

   Set up. In the agent editor, add Add internal note. Describe when a note is needed and which confirmed details it should contain. Use $ for linked customer values and @ for permitted references.

3. 03

   Example

   Example. Before assigning to Support, add a short internal note containing the issue, steps already tried and the requested next action. Then use the Assignment skill.

4. 04

   What happens

   What happens. ValueChat saves a private note in the conversation timeline, attributed to the AI agent. It keeps the conversation status and assignee unchanged. The note is not a customer reply.

5. 05

   Order matters

   Order matters. Write the note before assignment or closing. Both operations stop the current agent. Do not put passwords or unnecessary sensitive details in a note.

6. 06

   Test mode

   Test mode. Test Agent shows a simulated action without saving a real note. A live skill requires explicit enablement.

What to verify