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Conversation StatusNotes

Default note status

Last Update: Nov 2024 Est. Read Time:
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By default, when notes are created in a customer's timeline, their status is automatically set to Done. You may want to change this so that notes that are being used as tasks or reminders for another user can be assigned to them in an Open state.

Who can access this feature?
User typesAdmins can access the Conversation Status page.


To change the default status of a note:

  1. Go to Settings> Workspace > Conversation Status.
  2. Select the Done tab.
  3. Turn off the toggle for Set Notes as Done by Default.

Now, whenever a note is added to a customer's timeline, its status will be Open.