Conversations & customers

Reply to customers and add internal notes

Use public replies and internal notes correctly so private team context never reaches customers.

Updated 2026-07-24For: Agents · Supervisors

The composer has Reply and Note modes. Replies are delivered to the customer channel; notes remain visible only to authorized teammates.

Steps

Send a public reply

Keep Reply mode selected, enter the message, and send. Email can show a delivery state; follow the on-screen action if delivery fails.

Add an internal note

Switch to Note mode for handoff context, investigation results, or follow-up work. Notes do not appear to customers.

Mention a teammate

When mentions are available, use them in a note to notify the relevant teammate.

Public messages appear in the customer channel; internal notes remain in the NavoChat conversation timeline.

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