How-To GuideBeginner4 min read

How to Add Notes to Customer Conversations

Add internal notes to customer conversations in Local Business Pro to track important details and share context with your team.

Quick Answer: Click the Notes tab in the right panel of the inbox, click Add Note, write your note, optionally enable AI visibility, and save.

What You'll Learn

Notes help you and your team remember important details about customers. You can also make notes available to your AI receptionist to improve future conversations.

Adding a Note

Navigate to Conversations > Inbox
Select the contact you want to add a note for
Click the Notes tab in the right panel
Click Add Note
Write your note in the text field
Toggle Available for AI if you want your AI to know this info
Click Save
The note appears in the Notes section

When to Use AI Visibility

Enable for AI - Customer preferences, special requests, important context
Keep private - Internal discussions, sensitive information, temporary notes

Frequently Asked Questions

Q: Can other team members see my notes?
A: Yes, all notes are visible to team members with access to the contact. Notes are internal only and never shown to customers.

Q: How does the AI use notes?
A: When Available for AI is enabled, your AI receptionist can reference the note during future conversations with that customer.