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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?
        • 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 Automatically Send Shipment Tracking Details To Customers From 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 ?
  • 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 ?
  • Feature Requests
  • 😮 Platform Status
  • Changelog
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On this page
  1. Inbox / Live Chat

How To Add Chat Notes In Live Chat?

PreviousHow to create Canned Replies and send them via InboxNextAI

Last updated 1 month ago

1. Go to Unified Team Inbox

2.Select the Desired Chat

3.Click on Chat Note(highlight)

  1. Start typing the note

  1. Click on send(highlight)

6.Click on highlight

To check the Chat note.

7. Click on Chat Notes

8.Select the particular Chat note.

You can find your Chat note.