Notes

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Notes are internal comments that show up in the thread timeline alongside customer messages but are only visible to your team. They’re useful for context — like a heads-up from another teammate, a reminder, or annotations from an automation. Notes can be attached either to a customer (visible across all of that customer’s threads) or specifically to a thread (visible only in that thread’s timeline). These operations require the following permissions:

note:create
note:edit
note:delete

Create a note

text is the plain-text body. If you also pass markdown, that version is preferred where rich text is supported.

Mutation

mutation createNote($input: CreateNoteInput!) {
  createNote(input: $input) {
    note {
      id
      text
      markdown
    }
    error {
      message
      type
      code
      fields {
        field
        message
        type
      }
    }
  }
}

Variables

{
  "input": {
    "customerId": "c_01H14DFQ4PDYBH398J1E99TWSS",
    "threadId": "th_01H8H46YPB2S4MAJM382FG9423",
    "text": "Customer is on the Enterprise plan, will need to loop in their CSM.",
    "markdown": "Customer is on the **Enterprise plan**, will need to loop in their CSM."
  }
}

Update a note

Mutation

mutation updateNote($input: UpdateNoteInput!) {
  updateNote(input: $input) {
    note {
      id
      text
      markdown
    }
    error {
      message
      type
      code
      fields {
        field
        message
        type
      }
    }
  }
}

Variables

{
  "input": {
    "noteId": "no_01HXXXXXXXXXXXXXXXXXXXXXXX",
    "text": "Updated note text.",
    "markdown": "Updated **note** text."
  }
}

Delete a note

Mutation

mutation deleteNote($input: DeleteNoteInput!) {
  deleteNote(input: $input) {
    note {
      id
    }
    error {
      message
      type
      code
      fields {
        field
        message
        type
      }
    }
  }
}

Variables

{
  "input": {
    "noteId": "no_01HXXXXXXXXXXXXXXXXXXXXXXX"
  }
}

GraphQL API

Building Agents

Webhooks

Customer Cards

UI Components

Security

Create a note

Update a note

Delete a note

​Create a note

​Update a note

​Delete a note

Create a note

Update a note

Delete a note