Sticky Notes is a feature within Live Chat designed to highlight important points or remind agents and admins of crucial events or details. It functions like real-world sticky notes, helping teams stay organized and efficient.

Accessing Sticky Notes?

• 1. Go to Live Chat - Open the Live Chat section
• 2. Select a Chat - Choose any chat from Live, Assigned, or Archived categories.
• 3. Locate Sticky Notes -
• At the top-right corner, find the Sticky Notes option
• Click on it to view previously saved notes in the right panel.

Creating a New Sticky Note

1. Click on the plus (+) sign in the Sticky Notes panel.

2. Enter details for the note.

3. Click ‘Add’ to save the sticky note.

Editing a Sticky Note

1. Click on the three dots in the top-right corner of the note.

2. Select Edit to modify details.

3. Click Save after making changes.

• Storing Customer Details - Save important information like account numbers, preferences, or previous interactions.
• Task Reminders - Keep track of follow-up actions or pending tasks.
• Admin-Assigned Reminders - Admins can leave important instructions for agents, such as meeting schedules or task deadlines.