Contact Notes

Contact Notes

Contact Notes let your team keep a private note on any contact their preferences, past orders, or a reminder. Notes are for your team only and are never visible to the customer.

Prerequisites

  1. Stable internet: A stable internet connection is required to save and sync notes. You can still read the last saved note offline.
  2. A business account: Contact Notes are available to team members on a business account.

About Contact Notes

Each contact has a single note field on their profile. Any member of your team can add, edit, or clear it, and the note syncs to your whole team in real time. A "last updated" time shows how fresh the context is. You can add a note to any profile you visit even someone you have not saved as a contact yet.

Key Facts

  1. One note per contact, plain text, up to 1,000 characters.
  2. Private to your team never shown to the customer and never in chat, notifications, or exports.
  3. Syncs to all your team members and devices as soon as it is saved.
  4. Shows when it was last updated.
  5. Contact note can only be added to Direct chats.
  6. Can be added to any profile, whether or not the person is a saved contact.

How to Add or Edit a Note

Android
  1. Open the chat → tap chat name → chat contact info.
  2. Tap Add note.
  3. Type your note (up to 1,000 characters).
  4. Tap Save.
  5. To Delete: Tap Note → Clear all of its text  → tap Save.
There is one note per contact, so editing replaces what was there before. If you leave the editor with unsaved changes, you will be asked whether to Keep editing or Discard.
Web
  1. Open the chat → tap chat name → chat contact info.
  2. Click Add note.
  3. Type your note (up to 1,000 characters).
  4. Tap Save.
  5. To Delete: Tap Note → Clear all of its text  → tap Save.
There is one note per contact, so editing replaces what was there before. If you leave the editor with unsaved changes, you will be asked whether to Keep editing or Discard.

Good to Know

  1. Your work is not lost: If you switch away from the app mid-edit, your unsaved text is kept when you return.
  2. Most recent save wins: If two team members edit the same note at once, the version saved last is kept.
  3. Tied to the person, not your contact list: The note stays with the contact's Arattai account. Even if you remove them from your contacts, the note is still there the next time you open their profile.
  4. Readable offline: The last saved note is visible offline. Saving a change needs a connection — you can retry once you reconnect.

FAQs

  1. Can the customer see my note?

     No, never. Notes are for your team only and do not appear in chat, notifications, message previews, or any export.

  1. Who on my team can see and edit a note?

     Any team member on the business account. There are no role-based restrictions in this version.

  1. How long can a note be?

     Up to 1,000 characters. When you reach the limit, further typing is blocked and the counter shows you are at the
     maximum.

  1. Can I keep more than one note per contact?

     No, there is one note per contact. Editing replaces the existing note.

  1. What happens if two of us edit the same note at the same time?

     The most recently saved version is kept.

  1. Can I add a note to someone I have not saved as a contact?

     Yes. You can add a note to any profile you open.

  1. Can I see which teammate last edited a note?

           You can see when it was last updated, but not which team member or device made the change, in this version.

Arattai Help Center · Arattai Business