How to Add Notes to Messages in TalkyTo Business

Message Notes let your team attach context directly to any incoming or outgoing message — a customer's order number, a follow-up reminder, or a quick handover note for a teammate. Notes sync across the entire organization, so anyone with access sees the same context the moment they open the message.

Note: Notes added in TalkyTo Business appear in the TalkyTo App for all members of the organization, and vice versa. Editing a note from one place updates it everywhere.

Prerequisites

• An active TalkyTo Business account with at least one organization member
• Permission to view the messages you want to annotate

Step 2 — Open the Notes page

1. Go to Service Accounts → select Service Account→ Messages tab
2. The notes page displays existing notes (if any), along with their author and timestamp.

Step 3 — Add a note via the Talkyto Business dashboard

1. Type your note in the input field.
2. Click Add note to attach it to the message.

Important: Notes are organization-wide. Anyone in your organization can read or edit any note. Avoid storing sensitive personal data (e.g. credit card numbers, passwords) in notes.

How to add notes from the Talkyto App

Step 1 — Open the conversation

1. Open the TalkyTo App.
2. Tap Messages in the bottom navigation.
3. Open the conversation that contains the message you want to annotate.

Step 2 — press the message

1. Find the message you want to annotate in the chat.
2. Press the message to enter message details.
3. The Notes page opens automatically.

Step 3 — Write and save your note

1. Press Add Note button.
2. Enter your note and press check mark.
3. The note is attached to the message and synced across the organization within seconds.

Need help?

If something isn't behaving as described, ping us through the chat icon — we'll get you sorted.

Updated on: 05/05/2026