Helvia Documentation
  • ChatBricks Release Notes
    • Helvia Release 5.38.0
    • Helvia Release 5.37.0
    • Helvia Release 5.36.0
    • Helvia Release 5.35.0
    • Helvia Release 5.34.0
    • Helvia Release 5.33.0
    • Helvia Release 5.32.0
    • Helvia Release 5.31.0
    • Helvia Release 5.30.0
    • Helvia Release 5.29.0
    • Helvia Release 5.28.0
    • Helvia Release 5.27.0
    • Helvia Release 5.26.0
    • Helvia Release 5.25.0
  • Helvia LiveChat Guide
    • About Helvia LiveChat
      • Helvia LiveChat features
      • How LiveChat works
      • LiveChat agent steps
    • LiveChat interface
      • Conversations, Requests and Settings tabs
      • Conversation details pane
      • Action buttons
      • Canned responses
      • Chat pane
    • Managing live-chat requests
      • Accepting a live-chat request
      • Using canned responses
      • Creating canned responses (Agent)
      • Adding notes to a conversation
      • Transferring a live-chat conversation
      • Using predefined actions
      • Ending a live-chat conversation
      • Exporting a conversation transcript
    • LiveChat settings
      • Organization LiveChat settings page (admins only)
      • Bot-specific LiveChat settings (admins only)
      • LiveChat system messages (admins only)
      • LiveChat settings (agent)
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  1. Helvia LiveChat Guide
  2. Managing live-chat requests

Adding notes to a conversation

PreviousCreating canned responses (Agent)NextTransferring a live-chat conversation

Last updated 2 years ago

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LiveChat Agents can add notes to conversations that are visible to LiveChat Agents only. This can take place at any point during the conversation, before or after transferring it or after it has finished.

To add a note, expand the ‘Conversation Notes’ section, type your notes and save.

You can edit or remove your own comments at any time.

Note: The notes within a conversation are visible to all LiveChat Agents.