Keep conversations and next actions in customer stories

Continue from the last interaction

Open the correct person and review their chronological records. Compare phone numbers when names are similar.

Write actionable notes

Separate requests, confirmed facts and next actions. Describe the purpose of any photo. Verify AI-generated details against the source when using recording features.

Keep actions separate

Saving a note does not complete an inquiry or create a message reservation. Add appointments and outgoing messages in their respective screens and confirm the results.

Continue with the guide

• Keep customer conversation records on your PC
• Read conversations and add customer notes in the app