Use notes to communicate with your team within the platform canvas, discuss conversations you're working on, or signpost areas of a complex conversation.
Alternatively, if you want to comment directly on a specific passage or logic you can add comments. Comments are also visible when you're reviewing chatbot content for publishing.
Notes come in several colours, support links and text formatting, can hold up to 600 characters, and appear on the flow mini-map.
- To add a note, click the note icon under the mini-map.
- Edit a note's text or formatting by clicking the note.
Changes are automatically saved when you click anywhere else on the canvas. - Resize a note using the drag handle on the left.
- To move a note on the canvas:
- Click an empty area of the canvas to exit note-editing mode.
- Click and drag the note.
Notes will cover any passages you move them on top of, so mind where you leave them.
- To move a note to another conversation:
- Click the note, then click the menu in the top right of the note.
- Click Move To, then select the conversation.
- To duplicate a note:
- Click the note, then click the menu in the top right of the note.
- Click Duplicate.
- To delete a note:
- Click the note, then click the menu in the top right of the note.
- Click Delete.
Changes to notes won't appear in versions, but restoring a previous chatbot version will restore its notes. You can see who last edited a note and when they did so on the bottom of the note.
