How Do I Add Notes to a Chat?

How Do I Add Notes to a Chat?

VirgilHR allows you to add notes to chats for easy reference. The Notes panel, located on the right side of the chat window under the Details tab, lets you create and save notes that you can revisit anytime.

Creating a Note

  1. Hover over the left navigation menu and click the Chatbot tab.
  2. Open the chat where you want to add a note.
  3. Click the Details tab on the right side of the chat window.
  4. Locate the Notes panel and click Create Note.
  5. Enter your note text in the provided field.
  6. Click the Checkmark icon at the top to save the note.

📌 Saved notes will remain accessible in the Notes panel for future reference.


Troubleshooting & Additional Help

  • Can’t find the Notes panel? Ensure the chat is open and that you’re in the Details tab.
  • Need to edit or delete a note? Once a note is created, you can modify or remove it from the same Notes panel.
  • Notes not saving? Refresh the page and try again. If the issue persists, contact Support Team for assistance.

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