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Internal notes are private comments you can add to any conversation on BluBash. They are never visible to the customer and serve as a collaboration tool for your team — helping agents share context, pass along important details, and maintain a complete record of every interaction.

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When to use notes

  • Transferring a conversation: before handing off to another agent, leave a note summarizing the history and any key points they need to know.
  • Hybrid service (online and in-person): record details from in-person visits, such as purchases made, questions asked, or other relevant information.
  • Internal feedback: managers and administrators can leave observations or guidance on how an interaction was handled.
  • Full history: notes remain attached to the conversation even after it is closed or transferred, ensuring complete traceability.

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How to add a note

1

Open Conversations

Log in to BluBash and click Conversations in the left sidebar, then select the conversation where you want to add a note.
2

Switch to note mode

Click the Message button and select the Note option.
3

Write and send the note

The text field will be highlighted in yellow with the placeholder “write an internal note”. Type your note and confirm to send it.
Once saved, the note appears in the conversation history and is visible only to your team. It is never delivered to the customer’s WhatsApp.
Notes are a powerful way to keep your team aligned, preserve important information, and ensure continuity across every conversation.