How to add an internal note in Kustomer

Internal notes are great for ticket summaries, decisions made, and next steps to take. To make them even more streamlined for great handoffs within your teams, use the Kustomer Add Note steptype.

Title

The title appears up top in Sidekick when your team reaches this step in the flow. 

Add Note - Run Automatically?

Check this box if you want to send the email message immediately when your team reaches this step in the flow. If left unchecked, it will allow your team to edit the message before it is sent.

Message Content

Enter the contents of your internal note here. You can write anything you want here and use FlowEQ variables with the ➕ button to pull in details from other FlowEQ-connected systems.

• Hide Field in Sidekick?
  • Check this box to prevent your team from seeing or editing the subject line in Sidekick.