help | 5 Using Studio Inbox | Notes
5.7 Notes
During a conversation, you can create notes that can serve as a memo or to-do list. They appear within the conversation in which they were created and are visible only for you.
To display notes 
1 Click on the desired bot.
*The dashboard opens.
2 Click Notes in the menu bar.
*The list opens and the notes are displayed with their processing status: New for unprocessed notes and Done for processed notes.
Click on the drop-down menu next to to filter the notes according to their processing status.
To create a note 
1 Click in the tab with the conversation details.
*A pop-up window with several options opens.
2 Click Add note.
*A pop-up window opens where you can create the note.
3 Type your message and click .
*The note is created and displayed in the opened conversation.
To manage a note 
1 Click on the bot you want to use.
*The dashboard opens.
2 Click Notes in the menu bar.
*The created notes are displayed.
3 Click on the note you want to manage.
*The note opens and you can see the details and processing options.
Option
Explanation
Go to conversation
Go to conversation
Click on this button to open the conversation where you created the note.
Go to contact
Go to contact
Click on this button to open the information of the contact for whom you have created the note.
Mark as done
Mark as done
You can mark a note as done when it has been processed.
Unmark as done
Unmark as done
This button is displayed when a note is already marked as done. You can undo this and process the note later.
Delete
Delete
Click on the Delete button to delete the note.
4 Select the desired option.
To mark a note as done 
1 Click Notes in the menu bar.
*The created notes are displayed.
2 Click on the note you want to edit.
*The note opens and you can see the details and processing options.
3 Click Mark as done.
*The note is shown with a strikethrough in the open conversation.
*Under Notes, the status is changed from New to Done.
To unmark as done 
1 Click Notes in the menu bar.
*The created notes are displayed.
2 Click on the marked note that you want to edit.
*The note opens and you can see the details and processing options.
3 Click Unmark as done.
*The note is again displayed in the opened conversation without strikethrough.
*Under Notes, the status is changed from Done to New.
To delete a note 
1 Click Notes in the menu bar.
*The created notes are displayed.
2 Click on the note you want to delete.
*The note opens and you can see the details and processing options.
3 Click on .
*A pop-up window in which you have to confirm the operation opens.
4 Click on .
*The note is deleted.