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  • Welcome to BizMagnets
  • SET-UP BIZMAGNETS ACCOUNT
    • Create an account in BizMagnets
    • Requirements to get started with your own number
    • Activate WhatsApp Business API on your own number
    • Migration
  • WHATSAPP CHANNEL
    • Creating WhatsApp Channel
    • Meta Business Verification
    • Required Documents for Facebook Business Verification
    • Drive traffic to your WhatsApp number using Quick Links
    • Display Name
      • Display Name Rejection and Appeal
    • How to change your Display Name
    • Facebook Business Verification Grayed Out, Not Visible or Disabled
    • Messaging Limits & Quality Ratings
    • WhatsApp Business API Errors
    • Business Phone Numbers
    • Support with Meta
    • WhatsApp Chat Widget
    • Supported Media Types
    • Unsupported Messages
    • FAQs
  • BLUE TICK VERIFICATION
    • WhatsApp Blue Tick Verification
    • How to Apply for Blue Tick Verification?
    • What if Your Application Gets Rejected?
    • FAQs
  • Conversation
    • Initiate Conversation
    • Sales Inbox
  • Support Inbox
  • FAQs
  • Contacts
    • Add Contact
    • Export Contacts
    • Contact Deletion
    • Contact Management
    • Opt-in Management
    • Community
      • New Community
      • Existing Community
    • Companies
  • TEMPLATE
    • BizMagnets Template Messages
    • Template Categories
    • Create and Edit Template
    • Carousel Marketing Templates
    • Product Marketing Templates
    • Coupon Marketing Template
    • Limited Time Offer Templates
    • Order Details Template
    • Authentication Template
    • FAQs
  • BOT FLOWS
    • Things to Know Before Building Your First Bot
    • BizMagnets Chatbot
    • Chatbot Flows and Analytics
    • Creating Flow in BizMagnets
    • Send Card
      • Text
      • Media
      • Template
      • CTA URL
      • Flow
      • Location
      • Payments
      • Voice
    • Ask Questions
      • Text
      • Button Option
      • List Option
      • Address
      • Flow
      • Keywords
      • Location
      • Current Location
      • Number
      • Mail
      • Date
      • Link
      • File
    • Logic
      • Condition
      • Delay
      • Variables
      • Switch
      • Jump To
      • Replace Text
      • Check Geofence
    • Integrations
      • Connect Your System with the WhatsApp Chat Bot Using API
      • Send Your WhatsApp Data to Zoho CRM Using Chatbot
      • Send Payment Links via WhatsApp Chatbot Using Razorpay Integration
      • Connect WhatsApp and Google Sheets to Collect Responses
      • Connect Shopify and WhatsApp to Collect Orders via Chatbot
      • Send your WhatsApp data to Sangam CRM using Chatbot
      • Send your WhatsApp data to WooCommerce using Chatbot
      • Connect ChatGPT with WhatsApp in BizMagnets Chatbot
      • Send Your WhatsApp Data to Zoho Bigin Using Chatbot
      • Send Your WhatsApp Data to HubSpot Using Chatbot
      • Send Payment Links via WhatsApp Chatbot Using Cashfree Integration
      • Send Payment Links via WhatsApp Chatbot with Telr Integration
    • Catalogue
      • Send Products
    • Actions
      • Assign Conversation
      • Set Tag
      • Remove Tag
      • Update Chat Status
      • Update Contact Fields
      • Trigger Sequence
      • Add Notes
    • Ticketing
      • Tickets
      • Create Ticket
      • Ticket Media
      • Get Tickets
    • Appointments
      • Appointment Flow
      • Appointment Confirmation
      • Set Members
    • Set Up Default Bot
    • Bot Management
    • FAQs
  • CAMPAIGN
    • BizMagnets Campaign
    • Campaign set up
    • Check and Test the Campaign
    • Campaign Analytics and Report
    • FAQs
  • WHATSAPP DRIP CAMPAIGN
    • Understanding Drip Marketing
    • Basics of Drip Campaign
    • Create New Drip Campaign
    • Drip Campaign Message Management
    • Campaign Management Options
    • Drip Campaign Analytics
    • FAQs
  • CTWA
    • CTWA in BizMagnets
    • Create your Ad Campaign
    • FAQs
  • INTEGRATION
    • E-commerce Platforms
      • Shopify
        • Workflows for Shopify
      • WooCommerce
        • Workflows for WooCommerce
      • WooCommerce Cart Abandonment Recovery
    • Shipping and Logistics
      • ShipRocket
        • ShipRocket Workflows
    • Payment Gateways
      • Razorpay
        • Razorpay Workflows
      • Cashfree
        • Workflows for Cashfree
      • Stripe
        • Stripe Workflows
    • Marketing and Engagement Platforms
      • Facebook Leads
        • Send Automated WhatsApp Messages to Facebook Leads
      • WebEngage
    • Additional Integrations
      • Zoho Books
        • Zoho Books Notifications
        • Workflow for Zoho Books
      • Generic Webhooks
        • Generic Webhook Workflows
        • Connect Wix Using Generic Webhook
        • Connect Zoho Desk Using Generic Webhook
        • Connect Your Google Form Using Generic Webhook
        • Connect Contact Form 7 Using Generic Webhook
      • Calendly
        • Workflows for Calendly
      • Pabbly
    • FAQs
  • APPOINTMENTS
    • BizMagnets Appointment
    • Appointment Booking
    • Appointment Template Configuration
    • FAQs
  • TICKETING
    • BizMagnets Ticketing
    • Ticket Fields
    • SLA Policies
    • Configuration
    • FAQs
  • Field Force Tracking
    • Field Force Tracking in BizMagnets
    • Add Geofence
    • Geofence Report
  • PRICING
    • Conversation Pricing
    • Message Credits
    • Billing & Subscriptions
  • COMMERCE
    • Facebook Catalogue
    • Orders
    • Payments
      • Sending Payment Links
      • Tracking Payments
      • FAQs
  • WHATSAPP OTP
    • WhatsApp OTP Configuration
    • OTP Authentication
  • API DOCUMENTS
    • Authentication
    • Channel
    • Untitled
    • API Docs
  • ADDITIONAL DETAILS
    • Members
      • Teams
      • Roles
      • FAQs
    • Exploring Message Delivery Challenges on WhatsApp
    • New Per-user Messaging Limits on WhatsApp
    • Automations
      • Chat Inbox Assignment
      • Chat Inbox Configuration
    • Quick Replies
    • Tags
    • API Keys
    • Biz Catalogues
    • Custom Fields
    • Frequently Asked Questions
  • ANALYTICS
    • Dashboard
    • Conversation Report
    • View Insights
    • Failed Messages
  • Group 1
    • Knowledge Base
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On this page
  • Overview
  • Steps to Add a Notes Card:
  • Benefits of Using Notes Card:
  1. BOT FLOWS
  2. Actions

Add Notes

The Notes Card is a useful feature that allows you to add internal notes or comments within your bot flow.

PreviousTrigger SequenceNextTicketing

Last updated 9 months ago

Overview

Notes can help keep track of important information, provide context for actions, or offer guidance for team members managing the bot.

Steps to Add a Notes Card:

  1. From the list of available cards choose the "Add Notes Card".

  2. Drag the Notes Card into the desired position within your bot flow. You can place it at any point where you need to add a note or comment.

  3. Click on the Notes Card to open its editor. Enter your notes or comments in the provided text area. Be clear and concise, providing relevant information or instructions.

  4. Once you have entered your notes, save the card to ensure your changes are applied.

Benefits of Using Notes Card:

  • Improved Communication: Enhances communication and collaboration among team members managing the bot.

  • Better Organization: Keeps important information and instructions within the bot flow, making it easier to understand and manage.

  • Streamlined Management: Facilitates easier updates and maintenance by providing clear context and guidance within the bot flow.

By adding a Notes Card, you ensure that important information is easily accessible, improving the overall management and functionality of your bot.