Vaaniq
Inbox & Team Conversations

How to Add Internal Notes to Conversations

Leave notes for your team inside a conversation thread that the customer never sees.

Beginner 2 min read

Tutorial video coming soon

What You'll Learn

In this tutorial you'll learn:

  • Switch the composer into note mode
  • Understand who can see an internal note

Step-by-Step Guide

1

Switch to note mode

In the conversation composer, toggle note mode on — the composer switches to a distinct style so you can't confuse a note with a real reply.

Composer switched to the Note tab with a note typed in
Switch the composer to Note.
2

Write and send the note

Type your note and send it. It appears in the thread with a clear "Internal note" badge, visible only to your team, and shows up live for any other agent viewing the same conversation.

Conversation thread with a message marked with an Internal note badge highlighted
Notes appear in the thread with an Internal note badge.
How to Add Internal Notes to Conversations — Vaaniq Tutorials