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Add Notes to an Interaction

Use the Interaction Notes sidebar in My Interactions to add notes to the currently selected interaction.

Note: If you add notes to a chat, the other chat participants do not see these notes. However, these notes are visible to other CIC client users who are "Listening to" (monitoring) the interaction.

To add notes to an interaction:

  1. In My Interactions, expand the Interaction Notes sidebar.

  1. In the text box, type your observations or comments and click the Add Note icon (plus sign).

Result: Your notes appear in the Interaction Notes sidebar.

Related Topics

Respond to a Callback Request

Manage a Chat Session


Working with Chat Sessions