# Notes & Tagging

### **Overview**

The Notes feature allows you and your team to leave internal comments and store important information directly within any customer chat. This is perfect for sharing context about a conversation, saving customer-specific details (like an order number or special request), or collaborating behind the scenes on a customer issue without the customer seeing your messages.

To ensure your message gets to the right person, you can tag individual teammates or entire teams (e.g., @Support Team) in a note. Tagging a user sends them a direct notification, making it easy to ask for help, hand over a conversation, or simply keep them in the loop.

### **How to use Notes & Tagging**

**1. How to leave a note**

* Navigate to any customer chat from your inbox.
* On the customer information panel on the right side of the screen, click on the Notes icon (it looks like a sticky note).
* Type your message or information into the text box. The note is saved automatically with a timestamp and is only visible to your team.

**2. How to tag a teammate or team**

* While writing in the Notes text box, type the `@` symbol.
* A list of available teammates and teams will appear in a dropdown menu.
* You can either click on a name from the list or continue typing their name to filter the results. Select the person or team you wish to tag.
* Finish writing your message. The tagged user or team members will receive a notification.

**3. How tagged users are notified**

* When a user is tagged in a note, they will receive a desktop notification. An alert badge will also appear on the Notifications bell icon in the top left of the Zaapi app.
* Clicking the bell icon will open the notifications panel, showing all recent mentions and updates.
* To go directly to the conversation, simply click on the specific notification. You will be taken straight to the chat and the note where you were mentioned.