> ## Documentation Index
> Fetch the complete documentation index at: https://watermelon.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes

> Notes let you record internal information directly in a conversation. They’re ideal for sharing context, tracking next steps, or keeping a quick reminder about the chat.

## **Why Use Notes**

Notes help keep everyone aligned and ensure smooth collaboration across shifts or teams. Use them to:

* Summarize important details from the conversation
* Record next steps or follow-up tasks
* Share quick updates for another agent taking over
* Provide context before forwarding or reassigning a chat
* Keep an internal log of key customer interactions

To keep Notes in a conversation, navigate to your Inbox, and select a conversation to get started. In the Details pane in the right, you can add Notes.

<Frame>
  <img src="https://mintcdn.com/watermelon/n-v4psShPEYLSpHD/images/notes/inbox-notes.png?fit=max&auto=format&n=n-v4psShPEYLSpHD&q=85&s=5bbfa74c737683afd78b92a855a9a9ff" alt="Inbox Notes" width="2922" height="1390" data-path="images/notes/inbox-notes.png" />
</Frame>

## **Viewing and Managing Notes**

* All team members with access to the conversation can view notes in the Details Pane.
* Notes are internal only. They are never shown to the customer.
* You can edit or delete your own notes as needed to keep the information current and accurate.

<Note>
  Keep notes clear and concise. Use bullet points or short summaries rather than long paragraphs — this makes it easier for teammates to scan and understand the context at a glance.
</Note>