Unless you are a one-person company, you wouldn’t ever know all the answers to all the customer questions you get. It happens more often than expected that you need to discuss a customer query with a teammate before talking to the customer.
You might need to ask your Sales guy if Black Friday discounts have started, or you might want to tag your Engineering colleague about a feature that isn’t quite working the way it should be, or you might want to tag your Support manager on how to handle an angry client.
Instead of sending screenshots and URLs of your customer conversations on your internal communication platform, you can mention the teammate you want to talk to right in your Chatwoot chat window. This is possible with Chatwoot’s Private Notes.
Easily switch from customer chat to Private Note
If you are in the middle of a conversation and need to switch to Private Notes, you don’t need to go anywhere from your screen. Press “Alt / ⌥ + P” on your keyboard and talk privately with your teammates.
Mention your teammates
Press “@” to mention teammates on Private Notes. This removes ambiguity and notifies the tagged person that you need help.
Format your text, add attachments and emojis
You don’t have to be limited by text-based explanations. Attach files to your private notes and use the rich content editor to make them really expressive.
Start collaborating with your teammates on Chatwoot
Chatwoot lets you manage your conversations across multiple channels from a single dashboard. And yes, we have a 15-day free trial and we don’t ask for your credit card.Sign up for free