Articles on: Inbox

How to use private notes

Use private notes to leave internal context inside a conversation without showing anything to the customer.


Private notes are one of the simplest collaboration tools in the Crisp Inbox. They let your team store context exactly where it matters, which makes handoffs smoother and avoids losing important internal information between replies.



What private notes are for


A private note is an internal message added directly inside a conversation. It is visible to your team, but never to the customer.


Add a private note inside a conversation


Common ways to use private notes


Private notes are especially useful for:

  • Handoffs → explain the context before another teammate takes over
  • Internal follow-ups → record what still needs to be checked or confirmed
  • Team memory → keep useful details attached to the conversation instead of in a separate tool



How to start a private note


You can create a private note directly from the conversation composer.


The quickest ways are:

  • Type /note
  • Type / then press TAB
  • Choose Note in the composer options


Once the note is open, write your internal message and send it like any other composer entry.



Mention a teammate inside a private note


Private notes also support mentions. If you type @ followed by a teammate's username, Crisp can notify that person directly from the note.


Mention a teammate from inside a private note


This is useful when you need help from someone else but do not want the customer to see the internal exchange.


Read the dedicated mentions guide here: How do I mention a team member?


Updated on: 19/04/2026

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