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You can add internal notes to conversations and discuss customer questions or behind the scenes with your team or within your organization before replying.
🕹️ Interactive guide
Check out the interactive demo below for steps, or scroll down for our written guide.
1. To use internal notes in Vista Social, head over to the Inbox page from the main menu.
2. As you can see, networks that support inbox messaging can be selected. You may also click the Filter icon and type in the Profile name in the box.
3. Once you're done selecting profiles, select All Messages to view different messages from different platforms. Or you may click Unread to see messages you haven't replied to yet.
4. In the right corner of the page, you can click on the Filter icon to select different types of messages, such as Comments, Mentions, Messages, Reviews, Invites and Shares, as well as the status of the message, such as Acknowledged or Spam.
5. Click on Note to begin typing internal notes. Sometimes, a message needs to be seen by one of your team members to check if there's a better way to answer the customer's question, or maybe you just need their opinion before replying. Type your message in the box and hit the Send icon.
Frequently Asked Questions
Q: Can customers see the internal note?
A: No. All internal notes are private and only visible to your team.!
Q: What should I use internal notes for?
A: Use them to get approvals, request support, assign tasks, or discuss messages privately before replying to the customer.
Need further help?
If you have any questions or need additional help, feel free to contact our awesome support team. We are here to assist you! 💙
Related Reading:
Replying to specific messages in a conversation
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