Within Chat Conversation, Sticky Notes is designed to highlight important points or remind users of certain important events or information, similar to the sticky notes people use in the real world. It helps in reminding agents as well as admins of certain important events or information. Below, I have highlighted sticky notes examples with bold black “STICKY NOTES”.

• Accessing Sticky Notes

1. Go to LiveChat: Navigate to the LiveChat section.

2. Select a Chat: Choose any chat from the Live, Assigned, or Archived categories.

3. Locate the Sticky Notes Panel: In the top-right corner, find the Sticky Notes box. If you have previously saved sticky notes, they will be visible in the right panel, as shown in Image below.

1. Click the Plus Sign: To add a new sticky note, click the plus sign (+) as shown in the image above located in the Sticky Notes panel.

2. Fill in Details: Enter the required details as shown in Image below.

3. Save the Note: Press the 'Add' button to publish the sticky note.

1. Access the Three Dots Menu: On a published sticky note, click the three dots in the top-right corner of the note.

2. Select Edit: Choose the Edit option to make changes.

3. Update and Save: Modify the note as needed and save the changes. Refer to Image below for an example of the editing process.

1. Storing Customer Details: Save important customer information such as account numbers, preferences, or previous interactions to facilitate better conversations and efficient issue resolution.

2. Task Reminders: Note down follow-up actions or important tasks like sending information or checking on resolved issues to ensure customer satisfaction.

3. Admin-Assigned Reminders: Enable administrators to assign tasks or reminders to agents, such as upcoming meetings or task deadlines, ensuring smooth team operations.