> ## Documentation Index
> Fetch the complete documentation index at: https://docs.periskope.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Private Notes

> When a customer conversation needs another teammate's attention, Private Notes let you leave internal messages directly inside a chat — visible only to your team, never to the customer.

<iframe src="https://www.youtube.com/embed/wed9-sg3PYw" title="YouTube video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

***

## Creating a Private Note

Open any chat. At the bottom, you'll see two tabs — **WhatsApp** and **Private Note**. Click **Private Note**.

<Frame>
  <img src="https://mintcdn.com/bharatkumarramesh/gAERzeGUzEZ18UB8/images/image-57.png?fit=max&auto=format&n=gAERzeGUzEZ18UB8&q=85&s=12a2e22226bec5ebf5deea75743a5bb9" alt="Image" width="895" height="423" data-path="images/image-57.png" />
</Frame>

> **Note:** Anything you send in Private Note mode is only visible to your team — not the customer.

***

## Adding Context

Before tagging someone, add context so your teammate knows exactly what's going on without reading the entire conversation.

For example:

```text theme={null}
This customer is asking about the AI features of Periskope. Can you take a look at this?
```

<Frame>
  <img src="https://mintcdn.com/bharatkumarramesh/gAERzeGUzEZ18UB8/images/image-58.png?fit=max&auto=format&n=gAERzeGUzEZ18UB8&q=85&s=0bf2aef4ccb3863ad050960e5c7826cc" alt="Image" width="937" height="407" data-path="images/image-58.png" />
</Frame>

***

## Tagging a Teammate

Type `@` followed by their name to tag them. For example:

```text theme={null}
@Rohosen, this customer is asking about the AI features. Can you take a look at this?
```

<Frame>
  <img src="https://mintcdn.com/bharatkumarramesh/gAERzeGUzEZ18UB8/images/image-59.png?fit=max&auto=format&n=gAERzeGUzEZ18UB8&q=85&s=ac497badbaaa3c5076757fafbc7a7e3e" alt="Image" width="1093" height="427" data-path="images/image-59.png" />
</Frame>

Once sent, the note appears inside the chat — your team can see it, the customer never will.

<Frame>
  <img src="https://mintcdn.com/bharatkumarramesh/gAERzeGUzEZ18UB8/images/image-61.png?fit=max&auto=format&n=gAERzeGUzEZ18UB8&q=85&s=6a44d7b2420e371107c9c61195aafe05" alt="Image" width="1919" height="970" data-path="images/image-61.png" />
</Frame>

***

## Why This Works

Your teammate gets tagged, opens the chat, reads the conversation and your note, and takes over straight away — no Slack, no email, no lost context. Everything stays in one place.

***
