Add Private Note

  • 29/08/2023
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Private note is the internal note that an agent leaves on a specific ticket. It is only visible to your team and not to customers. This feature is helpful for providing context when reassigning the ticket to another agent.

In this article, you will learn how to add private note in NestDesk. Let’s get started now. 

How to add private note to your conversation 

First off, make sure you’ve already logged in NestDesk. If you don’t have NestDesk account, please create a new one here.

  1. In the left sidebar, go to Conversation section 
NestDesk dashboard
  1. Open a conversation > Click on Private note
  2. Enter the the information>  Click on Note button

*Only you and your agents can see the private note

NestDesk private note

How to add private note to your conversation on smartphone?

NestDesk mobile install QR code
  1. Select your conversation > Click Private Note
  2. Enter your message > Click Send
NestDesk conversation mobile

Need any help? 

Please contact our support team via live chat or email at [email protected].

We are happy to help you as soon as possible! 😊😊😊

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