HELP FILE

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.

    Results:

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

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

    Article last updated: 27 September, 2022