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Explore guides Analytics – Sales How to see all receive messages without a response?New Users Analytics

Billing

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Broadcast

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Drip campaigns

Explore guides How to use Drip Campaigns

E-commerce

Explore guides Category Checkout Settings Delivery Cost based on Location How to add or Import products How to sell with the webshop?How to use your own custom checkout page?Overview Payment Settings Shipping Settings

Flows & automation

Explore guides Dynamic multiple choice options Get started with Pengo How to get user’s location on WhatsApp, Viber and Telegram How to personalize the conversation with custom fields?How to send your business location to your customers Supported file format & file size for each channel

Growth

Explore guides Entry Point Links and Referral Parameters Omnichannel link QR Code Generator

Inbox

Explore guides How to add a note to a contact in the inbox?How to archive a conversation?How to assign a conversation to an admin or team?How to block a contact?How to delete a contact?How to filter conversations in the inbox?How to mark a conversation as a follow-up?How to send a flow from the inbox?How to send a WhatsApp Template Message from the inbox?How to transfer a conversation to a human?How to use saved replies in the inbox?How to view actions performed in the inbox?

Instagram

Explore guides Get started with Instagram Automation How to auto-reply to comments on Facebook/Instagram posts How to auto-reply to comments on Facebook/Instagram posts using AI Agent How to auto-reply to Instagram Story Mention How to auto-reply to Instagram story replies How to set up Conversation starters?How to setup bot Persistent Menu?Send conversion events to Facebook

Integrations

Messenger

Explore guides Core components of Messenger bot How to auto-reply to comments on Facebook/Instagram posts How to auto-reply to comments on Facebook/Instagram posts using AI Agent How to dynamically disable Messenger message composer How to get the JSON code for Facebook Ads?How to import contacts?How to set up Conversation starters?How to setup bot Persistent Menu?How to setup the greeting message How to setup Welcome Message for Messenger How to use personas Messenger List – Marketing Messages Send conversion events to Facebook

Pipeline

Explore guides How to use Pipeline

Settings

Explore guides How to rename your account & change your account profile image

AI setup

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Shopify

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SMS

Explore guides Get started with SMS Automation Using Twilio How to import contacts?

Explore guides Get started with Telegram Automation How a Telegram Premium user automate conversations using Chatbot How to get user’s location on WhatsApp, Viber and Telegram How to send a broadcast message to Telegram contacts

Tips & tricks

Explore guides How to connect your Google, Facebook, and Microsoft account for login How to copy a Flow to another page How to enable the bot for admins only What is the maximum file/video size?

Tools

Explore guides Allow your customer to find places near to them Appointment scheduling manager Bot Simulator How to setup a poll within your bot How to use Drip Campaigns QR Code Generator

Viber

Explore guides Get started with Viber Automation How to get user’s location on WhatsApp, Viber and Telegram How to send a broadcast message to Viber contacts

Voice

Explore guides Voice Automation with AudioCodes Voice Automation with Twilio

Explore guides Connect WhatsApp channel using Meta System User How to get user’s location on WhatsApp, Viber and Telegram How to import contacts?How to send a broadcast message to WhatsApp contacts Send conversion events to Facebook WhatsApp Commerce

Inbox

How to add a note to a contact in the inbox?

1 min read

This feature allows you to add a note or keep a record of important information about a contact.

Video tutorial

Add Note to a Contact.

Click on the ‘Add Note’ icon in the inbox >> input your note >> click save.

Images are supplier reference screenshots and may show the original branding.

Keep exploring

How to archive a conversation?How to assign a conversation to an admin or team?How to block a contact?

How to delete a contact?