Conversation Actions
Learn how to leave a note, obtain conversation transcript, opt-out a contact manually + more!
Actions Available
Leave an AvoNote
- Track important information about a contact or conversation for your team.
- Notes appear as yellow bubbles in the conversation feed and include the author's name and timestamp.
- The note becomes part of the contact’s history and can be viewed by anyone on your team.
- Content entered in AvoNotes may be utilized by AvoAI when generating responses. For details on including AvoNotes data in AI, click here.
Tutorial: Leaving an AvoNote
Opt Out a Contact
- Ensure the contact no longer receives outbound messages, auto-responses, or broadcasts.
Mute a Contact
- Stop inbound calls and texts from appearing in the inbox or integrated apps, while still logging them for records.
Email a Transcript
- Send a copy of the conversation (with timestamps) to an email address you choose.
Show/Hide Data Events
- Toggle the visibility of informational events, such as conversation status changes or transfer of ownership.
Accessing AvoNotes:
In Classic or Compact Mode:
- Click the pencil compose button in the top-right corner of the conversation window.
In Pro Mode:
- Open the feed, click the three-dot icon in the top-right corner, and select Notes from the dropdown.
Via Hotkey:
- Press “N” in an open conversation feed to open AvoNotes.
Hotkeys for Notes Actions:
- “N”: Open AvoNotes.
- “I”: Show or hide informational events in the feed.
For more details, refer to the Hotkeys guide.
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