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Taking Notes During a Session

Agents can take notes during a session. The notes can be viewed in session reports.

  1. During an active session, click the NOTES button on the toolbar in the top-right corner of the console.
  2. Add your notes.

    Result: Your notes are saved automatically after you stop writing.

Results:

After the session ends, the last edited version of your notes gets saved along with the session information.

What to do next: To view your notes, generate a report. See Working with Session Reports.
Article last updated: 3 October, 2022