[Internal notes] Conversation
Updated Feb 24, 2026
Hello, you can use Internal notes by following the instructions below.
- Go to Teaminbox
- Select Conversation (Write a note)
- 🔲 Click on the internal note icon and the conversation section will turn yellow, allowing you to write a note in that section.
- Click Send to send it to the user. Notes written here will not be sent to the user.
- In the New notes section of the other fields, type your notes directly and click the save button.