Tagging your teammates in conversations or customer profiles with internal notes

You can tag any of your teammates in conversations or customer profiles throughout Kimoby.

This can be helpful when you are assigning a conversation to another user, communicating internally, etc.

  • From any ongoing conversation or customer profile, click on Internal Note or Notes above your message box.
  • In the yellow background box, click on @ or enter an @ sign from your keybord and a list of all users in your account will appear.
  • Select the user you wish to tag in your internal note. You can tag as many users in your internal note as you wish.
  • Click on Add .

  • From any ongoing conversation or customer profile, click on the internal note icon, at the bottom of your message box.
  • In the yellow background box, click on @ or enter an @ sign from your keybord and a list of all users in your account will appear.
  • Select the user you wish to tag in your internal note. You can tag as many users in your internal note as you wish.
  • Click on the paper plane icon to add your note in the conversation.

Instantly, the user that was tagged in your message will receive a notification that he was tagged in the app.

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