Add internal notes and mention teammates
An internal note is a message in a conversation that only your team sees. Line never sends it to the customer. You can mention a teammate in a note, and the conversation then shows in their Mentions view.
Add an internal note
- Open the conversation in the Inbox.
- In the composer, select the Internal note tab.
- Type the note.
- Select Add note.
The note shows in the thread with a different colour. It stays in the conversation on every channel and in every view.
Note: Check the tab before you type. The Reply tab sends the message to the customer.
Attach files to a note
You can attach files to a note on every channel, including SMS.
- Select the Internal note tab.
- Select Attach a file, or drop a file on the thread.
- Select Add note.
A note can hold up to 5 files of up to 25 MB each. A note can hold only files, with no text.
Mention a teammate
- In the Internal note tab, type
@. - Select the teammate from the list.
- Finish the note and select Add note.
The teammate sees the conversation in Mentions in the Inbox sub-menu.
See your mentions
- Open Inbox.
- Select Mentions in the sub-menu.
Mentions lists the conversations in which a teammate mentioned you. It also shows your mentions from team chat.
Discuss a note in team chat
Each note has a Discuss in chat button. It starts a team chat discussion with the conversation and the note text. The note then shows the number of replies. See Chat with your team.