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Member Tagging

With member tagging, you can post an internal note on the timeline to provide updates to colleagues, offer coaching recommendations, and more. Notes added to the conversation will be posted in the contact timeline to review any time.

How it works

You can start tagging your team members in a few simple steps:

  1. Go to the conversations page

  2. Click on the SMS slider to change it to Notes

  3. Start typing a note and enter @ to tag any member of your team

All your mentions are accessible under the @ Mentions conversations view.


Frequently Asked Questions

Can I tag someone that is not a member of the inbox?

Yes, anyone in the team can be tagged in any inbox. If the tagged member is not on the inbox, as the inbox owner, you will need to add that member first.

Can I tag all members of the inbox at once?

Yes, there is an option for you to tag all inbox members.


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