- Sign in to your Premium.chat seller account.
- Navigate to the “Contacts” section in your account dashboard.
- Locate the contact for whom you’d like to save a note. You can search for the username or other identifying information.
- In the contact’s profile, you will find a notepand icon. Here, you can add or edit any notes you’d like to save about this person. These notes will only be visible to you and will not be shared with the contact or any other users.
- Type your note into the provided text box. Be sure to include any specific details or information you’d like to remember about the contact for future interactions.
- Click the “Save” button to save your note. You can update or delete the note at any time by returning to the contact’s profile and editing the notes section.
These notes can be added during an active chat or after the chat has ended. This feature allows you to keep track of important details about your contacts, making it easier to provide personalized and efficient service in future interactions. You will be able to easily access all notes during your live chat which you had entered, or updated previously from the drop down option within the chat.