1 min readUpdated Oct 5, 2026inbox, notes, collaboration
How to Use Notes
Add internal notes to a WhatsApp conversation in LeadPattern — private context for your team that the customer never sees.
Notes are private, internal messages attached to a conversation. They're perfect for context a teammate needs — "VIP customer", "waiting on refund approval", "prefers calls after 5pm". The customer never sees them.
Add a note
1
Open the conversation
Select the chat in Chats.
2
Switch to a note
In the composer, choose the internal note option.
3
Write and save
Type your note and save it. It appears inline in the conversation, visually distinct from customer messages, and is attributed to you.
Notes and hand-offs
Notes pair naturally with assignment: when you reassign a conversation, drop a note explaining where things stand so the new owner can pick up instantly.
Assign a chatHand conversations to the right owner.Was this article helpful?
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