How to add call notes post the call?
Outgoing calls
1. Private note
Once the call is completed, a '+' will appear next to the Click-to-Call button. By clicking on '+' a user can add call details to the ticket as a private note. This note can only be viewed by the agent who has created the note, post their call with the customer.
2. Public Note
Once the call is completed, a '+' will appear next to the Click-to-Call button. By clicking on '+' a user can add call details to the ticket as a public note. This note can be viewed by all company agents once they log-in to their Freshdesk account.
Incoming calls
While you are on call with a customer, you can see all their previous tickets.
Note:
Based on the options selected while filling parameter 7 as discussed in the 'Getting Started with Freshdesk Page,' the Kaleyra window will display the tickets as shown in the picture above.
Post the call, a '+' button will appear that will let you save the details of the call.
