Single Source Of Truth: A Guide To Lead Notes

Lead Notes is a dedicated space where you can add important, private notes for every customer. This is the perfect place to record special requests, unique circumstances, or any other key information you need to remember about a specific lead.

Lead Notes Use Cases

Use Lead Notes to add important, private information for every customer, especially context from interactions that happen outside of the chat:

• **Offline Interactions**: "Client called in to discuss pricing; they are concerned about the budget but are very interested in Feature X."
• **In-Person Meetings**: "Client came to the appointment today. They were impressed with the demo but need a formal quote sent by Friday."
• **Internal Decisions**: "Boss has approved a special 25% discount for this client. The promo code is VIP25."
• **Follow-up Actions**: "Promised to send the new catalog by Friday. Awaiting new stock information."
• **Account Status**: "Invoice #1234 is overdue. Do not offer new services until it is paid."

How AI Context Works

AI Context OFF

Use as internal note. The AI will ignore this note in chats.

• Keep the toggle OFF when the note must stay private
• Good for pipeline strategy, deal-risk comments, operational constraints

AI Context ON

Use as a customer-specific prompt. The AI will personalize replies for this customer.

• Turn ON to give targeted instructions for this customer only
• Good for negotiated prices, eligibility, special exceptions, custom delivery terms

The Power of AI Context

Transform your AI from a general assistant into a personalized expert for every single customer.