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Taking Notes During a Session

Agents can take notes during a session. The notes can be viewed in session reports.

  1. During an active session, click the NOTES button on the toolbar in the top-right corner of the console.
  2. Add your notes.

    Result: Your notes are saved automatically after you stop writing.


After the session ends, the last edited version of your notes gets saved along with the session information.

What to do next:

To view your notes, generate a report. See Working with Reporting.

Article last updated: 27 September, 2022