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Add Note Node

The Add Note node attaches an internal note to a contact's record during a workflow. Use it to log context, flag important details, or leave instructions for team members.

Video Walkthrough

Watch: Deep Dive Into All Agent Workflow Nodes — 11:53–12:22

How It Works​

When the workflow reaches an Add Note node, it creates a note on the contact's profile. The note appears on the contact's timeline in both the Conversations and Contacts sections.

Notes are internal only --- contacts never see them.

Using Variables in Notes​

Using Variables in Notes

Note content supports workflow variables, so you can include dynamic information from the conversation:

  • Caller asked about [product_name]
  • Preferred callback time: [callback_time]
  • Sentiment: [caller_sentiment]

Use the double-curly-brace variable syntax in the actual node configuration to insert dynamic values.

This turns your notes into structured records of what happened during each interaction.

Color Coding​

Color Coding

You can assign a color to each note for quick visual categorization. For example:

  • Red for urgent follow-up needed
  • Green for positive outcomes
  • Yellow for pending items

Colors make it easy to scan a contact's timeline and spot important notes at a glance.

Where Notes Appear​

Where Notes Appear - Conversation

Where Notes Appear - Contacts

Notes created by the Add Note node show up in two places:

  • Conversations --- on the contact's conversation timeline alongside messages and calls.
  • Contacts --- on the contact's profile under the activity/notes tab.

Team members can view these notes at any time to get context before reaching out to a contact.

Next Steps​