Everything that organises a conversation sits at the top of the screen.
- Tap the status chip at the top right (for example Open ▾) and choose Open, Pending or Closed.
- Tap the star at the top to star the conversation. Starred conversations show a star in the Inbox and have their own filter there.
- Tap Notes under the name, type in Add a note for your team… and send it.
- To change a note you wrote, tap it; Editing your note appears. To delete it, press and hold it and confirm Delete.
Good to know
- Notes are seen only by your team — never by the client.
- The tab shows how many notes exist, for example Notes (2).
- You can edit or delete only your own notes, and a deleted note is gone for the whole team.
- A closed conversation comes back with Reopen (swipe it in the Inbox) or with the status chip.
- Notes also appear on the client’s card, under Menu › Clients.