The Add Notes button opens a field in which you can document relevant information that should be saved as part of the Interaction instance (e.g., the caller's concerns, questions or comments). The button appears in every page of an Interaction.

To record notes, at the lower right corner of the page, click the Add Note icon: Then, enter your notes in the box that opens in the lower left corner of the page. 

Your notes are automatically saved when you navigate to another Interaction page.

Saved notes can be viewed in the Flow sub-tab of the History Flow tab for the Interaction instance. For more information, refer to Viewing Interaction History.



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    Matthew Decker

    "Your notes are automatically saved when you navigate to another page."

    Where are they saved to?