🤖
User Documentation
  • 👋Welcome
  • Platform Overview
  • Messaging Channels
    • WhatsApp API
      • Getting Started With WhatsApp API
        • Register a New Number
        • Migrate an Existing Number
        • Migration Stuck In Between Or Getting Permissions Error
        • Change WhatsApp Display Name ?
        • How To Apply For Facebook Business Verification ?
      • Managing your WhatsApp API
        • How To Update Business Profile And Display Picture Of Your WhatsApp API Number ?
        • How To Create WhatsApp Templates ?
          • How to create a MPM (Multi Product Message) Template ?
          • How to create a LTO ( limited time offer ) template ?
          • How to create a Product Catalog Template ?
          • How to Create A Carousel Template?
          • Authentication (OTP) Templates For India
        • How to Send Messages Via API For your Official WhatsApp Number ( Postman ) ?
        • How to Set Webhook Url to Receive Delivery Reports / Message Statues From Meta For Your WhatsApp API
        • How To Create Qr Code For Your WhatsApp API Number ?
        • How To Set 2fa For Your WhatsApp Channel ?
        • How to Send Test Messages And find out why messages are not delivering for WhatsApp API Channel ?
        • How To Create Commands On WhatsApp Or Predefined Menu Or Quick Access Menu ?
        • How To Request Increase For WhatsApp Phone Number Limit For Meta Business Manager ?
        • How To Apply For Green Tick In WhatsApp ?
        • How to Bulk Clone WhatsApp Templates Between Different WhatsApp API Numbers ?
        • Account Quality
        • Messaging Limits
        • How to Create Ice Breakers For WhatsApp API ?
        • How to Send Welcome Message to Users On First Time Opening your WhatsApp Number ?
        • How To Create Commands Or Menu For End Users For WhatsApp API?
    • Facebook Page
      • Connect a Facebook Page
      • How To Create A Facebook Comment Bot or Automation ?
      • How to Create Chat Bot for your Facebook Page ?
  • CRM
    • Custom Fields
      • How to create a Custom Field?
      • How to Create Super Fields In CRM ?
    • Contacts
      • How to Update Custom Fields in Bulk ?
      • How To Import Contacts And Send Bulk Messages To Users ?
      • How To Export Contacts From CRM With Custom Fields ?
      • Difference Between Conditions: “is”, “is not “, “exists” and “does not exist”
    • Segments
    • Campaigns
      • How To Check Why Messages Are Getting Failed In Broadcasts / Campaigns ?
      • How To Send Bulk Messages To Users?
      • How to hide bulk campaign / broadcasts msgs from Inbox ?
      • How to Send Multi Product Message In Bulk On WhatsApp ?
      • How to Send Carousel Template Messages In Bulk on WhatsApp ?
      • How to send Bulk Messages Of LTO (limited time offer) Coupon Code Template ?
      • How to Send Bulk Messages Of a Catalogue Template ?
      • How to Opt-out Users / Stop Users from receiving Bulk msgs?
      • How to Send Bulk WhatsApp Campaigns To Millions Of Contacts From 100s of WhatsApp Numbers ?
      • How To Use API Campaigns To Track Status Of Messages Sent Via API ( Delivered / Read / Failed ) ?
      • How To Send Bulk Campaigns From Excel / Gsheet Without Importing Contacts ?
    • Crm Triggers
  • Inbox / Live Chat
    • How To Create Role And Permissions For Team Members ?
    • How To Create Team Members Or Chat Operators ?
    • How To See Incoming Messages And Reply To User ?
    • How To Trigger Chatbot From Inbox ?
    • How to create Canned Replies and send them via Inbox
    • How To Add Chat Notes In Live Chat?
  • AI
    • How to Create An AI Chat Bot ?
    • How to Create Voice / Audio AI Bots ?
    • How To Use AI Routers For Intent Detection ?
    • How to Use AI Forms To Collect Information Form User Via Conversational Bot ?
  • Bot Builder
    • Different Types Of Triggers ?
    • How to Create a WhatsApp ChatBot ?
    • How to Create a Facebook Page / Messenger Bot ?
    • How to Create a Facebook Page Comment Bot Or Automation ?
    • How To Collect Multiple Answers for 1 Question in a Bot ?
    • How To Check Errors With The Bot Flow ?
    • How To Collect Data Via Bots Or How To Create Data Collection Bots ?
    • How To Share A Bot Flow To Different User Account or Clone A Bot Flow In Same Account ?
    • If Deleted by Mistake How To Connect A String Again ?
    • How To Search Data From Google Sheet And Respond To User In Bot ?
    • How To Fetch Data From Google Sheet And Make Dynamic Buttons / Lists In WhatsApp ?
    • How To Make An External API Request From Bot Builder And Send Response From API In Message To User ?
    • How to send the custom field data to an external WhatsApp number
    • How to Trigger Different WhatsApp Bots For Different Meta CTWA (Ads) ?
    • How To Create WhatsApp Native Flows From WA Manager And Send Them To Users ?
    • How To Store Hidden Values With Buttons And Use Them For Bots - Button Payloads ?
    • How to Send Carousel Message Templates In WhatsApp Bot ?
    • How to Ask Questions via Bot and send to Google Sheet in Real Time ?
    • How to send a user from 1 bot to another using go to or to another step using go to function?
    • How to Send Data From Bot Builder to Automation Builder to trigger an Automations Between the Bot ?
    • Where to find Botflow templates for various industries?
    • How to sell Tickets via Bot With WhatsApp Payments ?
    • How to Trigger a Bot Flow Via Inbound Webhook ?
    • How to Lock or Unlock Botflow and Automations?
  • Automations Builder
    • How To Trigger Workflow Via Inbound Workflow Or Send WhatsApp Messages Via Inbound Webhook Trigger ?
    • How To Create Drip Campaigns ?
    • How To Trigger Automations Flow Or Send WhatsApp Messages From Google Sheet Particular Column Change
    • How To Trigger Automations Flow Or WhatsApp Messages For All Or Selected Rows in Google Sheet ?
    • How to Send WhatsApp Message To Customer when New Order is Received in Shopify ?
    • How To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ?
    • How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?
    • Datastore
      • Creating Database in Mongo DB and Creating Datastore in Dashboard
      • Add New Record In Data Store
      • Find Record with Record ID
      • Get Record with Record ID
      • Search Records with Record ID
      • Update Record with Record ID
    • How to Send WhatsApp Message When Someone Submits A Google Form?
    • How To Trigger Missed Call Webhook In Automations Builder ?
    • How to take payment via Stripe in Automation flow ?
    • How To Send WhatsApp Messages For New Leads / Inquiry On Trade India
    • How to Send Payment Reminders Or Invoice Due Date Alerts Via WhatsApp ?
    • How to Send Birthday And Anniversary Greetings Via WhatsApp?
  • Automation Apps / Blocks
    • Workflow Counter
    • How to use Splitter Block in Bot Builder ?
    • How To Use Slice And Parse Function Together?
    • Find Text Block
    • Replace Text Block
    • Remove Text block
    • Slice Function
    • Modify Current Date Block
    • Parse Number Function
    • How to generate random otp / number using Random Number Generator Block ?
    • Split Text Block
    • Calculator Block
    • Time Delay Block
  • Ecommerce
    • Getting Started With WhatsApp Commerce
    • Sync System Fields
    • How To Enable / Disable Catalog Icon For WhatsApp API Number ?
    • How To Enable / Disable Cart Functionality For WhatsApp API Number ?
    • How To Create A Meta Catalog And Link With WhatsApp API Number ?
    • How To Link Meta Catalog or WhatsApp Catalog As A Store Front In Ecommerce Section ?
    • How To Connect Meta Catalog With Ecommerce Platform ?
    • How To Enable APIs For Ecommerce ?
    • How To Create Product Categories ?
    • How To Sync Products And Orders System Fields And Edit them ?
    • How To Disable Mandatory Requirement For External Product Link ?
    • How To Add New Product ?
    • How To Push Products To Meta Catalog ?
    • Only For Indian Users - How To Update Business Compliance Information To Sell Via WhatsApp Commerce
    • How To Send Products To Your Customers ?
    • How To Import Products In Bulk Via Google Sheet ?
    • How To Collect Payment Via Razorpay ( INDIAN GATEWAY ) For WhatsApp Native Commerce ?
    • How To Collect Address, Payment and Other Details From User After You Receive An Order ?
    • Connecting with Shopify
      • How To Connect Your Shopify Store To Ecom Section ?
      • How to do Base Sync settings of the Shopify Store ?
      • How to Pull Existing Products from Shopify ?
      • How to Push Existing Products of Shopify to Meta Catalog ?
    • Define Default Field Values For Product Fields, Important For Indian Users Before Pulling Products.
  • Media Manager
    • How to Create Customers and Give Permissions in MediaBot?
    • How to Create Team Member in MediaBot?
    • How to Create Folder and Upload Files in MediaBot?
  • Chat Widget
    • How to Create A Chat Widget / Icon For Your WhatsApp Number ?
    • How To Add WhatsApp Widget Or Whats App Chat Icon To Your Wordpress / WooCommerce Website ?
    • How To Add WhatsApp Click To Action Buttons / Lead Grabber On Wordpress Website ?
    • How to View / Export Leads Data Received Via the Pre Chat Form ?
    • How To Send Pre Chat Form Data To A Webhook Url Or To Automations Builder ?
  • Payments Ecosystem
    • How To Create A Order Details Template For WhatsApp API ?
    • How to Connect Razorpay Payment Gateway With WhatsApp Native Pay For Payments Ecosystem ?
    • How to Connect PhonePe Payment Gateway With Payments Ecosystem ?
    • How to Send Payment Request Campaigns On WhatsApp ?
    • How to Send Payment Request Message In A WhatsApp Bot ?
    • How to Send Message Or Run Bot Flow Once A Payment is Successful ?
    • How to Send Message To User Once the Payment is Failed
  • WhatsApp Mini Apps
    • How To Create WhatsApp Mini Apps / Native Flows And Send Via Bot Builder ?
    • How to Send WhatsApp Native Flows / Mini App Via Bot And Save Response In Custom Fields in Crm ?
    • How To Create WhatsApp Template With Mini Apps / Native Flows ?
    • How to Create Conditional Calculation In Mini Apps Or WhatsApp Native Flows ?
  • Dynamic Experiences
    • How to Create a Dynamic Image Experience ?
    • How to Send Dynamic Images in Bulk Via Campaigns ?
    • How to Send Dynamic Image In A Bot Flow ?
    • How to Create Dynamic Tickets And Send It To User Via WhatsApp Bot ?
    • How to Generate Image Dynamically From Webhook and Send to User Via WhatsApp ?
  • Integrations
    • Deskera CRM
    • ChatGPT / OpenAI
    • Zapier
      • How to Send WhatsApp Messages Via Zapier Automations ?
    • Make
      • How to send data to Make when a contact is created / custom field is updated ?
    • Pabbly Connect
      • How to Send WhatsApp Messages Via Pabbly Connect ?
      • How to Send WhatsApp Messages With Image / Document / Video Via Pabbly Connect ?
    • Shopify
      • How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?
      • How To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ?
      • How to Automatically Send Shipment Tracking Details To Customers From Shopify ?
      • How to Send WhatsApp Message To Customer when New Order is Received in Shopify ?
    • Woocommerce
      • How to Send Discount Coupon Code via WhatsApp to Recover Abandoned Carts In Woocommerce ?
      • How To Send Recovery WhatsApp Messages For Abandoned Cart Orders In Woo Commerce?
      • How to send New Order Notifications and Status Update Notifications For WooCommerce Via WhatsApp ?
    • Trade India
      • How To Send WhatsApp Messages For New Leads / Inquiry On Trade India
    • India Mart
      • How To Send WhatsApp Messages For New Leads Received On India Mart
  • Reward Points And Wallet
    • How to Create a New Store ?
    • How to Create A Customer And Explanation About Customer Fields
    • How to Add Reward Points Manually / Via Bots and Automations?
    • How to Send / Receive Updates By WhatsApp When A Customer is Created Or Transaction Is Updated ?
  • File Upload API
  • Custom Objects QR Code
    • How to Generate Unique QR Codes And Send Them To User ?
    • How to Download the QR scanner app and validate the QR Code ?
    • How to Create Dynamic Tickets And Send It To User Via WhatsApp Bot ?
    • How to Generate Event / Unique QRs in Bulk and Send To Receivers Via Bulk Campaigns ?
    • How to Generate Event Ticket / Unique QRs in Bulk and Send To Receivers Via Automations Builder ?
      • How to sell tickets via bot ?
    • How to sell Tickets via Bot With WhatsApp Payments ?
  • Calendar Bookings
    • Features of Calendar Bookings
    • How to Create A Calendar Event and Edit Fields / Labels ?
    • How to Create Availability Slots and Assign It To Calendar Event ?
    • How to Create An Appointment Booking WhatsApp Chatbot ?
    • How to Set Webhook for Calendar Event And Send Reminder Messages to User Via WhatsApp ?
    • How can admin approve and reject bookings via WhatsApp
  • Common Error / Issues
    • Troubleshooting: WhatsApp API Errors
      • Business has been locked
      • #131026 Receiver is incapable of receiving this message
      • Template name does not exist in the translation
      • WhatsApp Number Status Shows NA
      • Your WhatsApp Business Account is restricted from creating a new template
      • #132005 Translated text too long
      • Maximum Phone Numbers Limit Reached For A WhatsApp Business Account
      • WhatsApp’s New Marketing Message Limits Policy Change: Detailed Guide
    • Bot Not Triggering : Not Replying : Not Starting At All , How To Solve ?
    • WhatsApp Number Is In Pending Stage
    • How To Check Why Messages Are Getting Failed In Broadcasts / Campaigns ?
    • Bot Not Triggering for Any Message Received Trigger Even After Marking Chats As Done ?
  • Virtual Number
    • How To Register A Indian Virtual Number For WhatsApp API ?
    • How to Set Destination Number Or Forwarding Number for your Virtual Number ?
  • Changelog
  • Feature Requests
  • 😮Platform Status
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1) Go to Unified Team Inbox

2)Select the Desired Chat

3)Click on Chat Note(highlight)

4. Start typing the note

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6.Click on highlight

To check the Chat note.

7. Click on Chat Notes

8. Select the particular Chat note.

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How To Add Chat Notes In Live Chat?

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