Leaving Comments

🚧

If you're using the legacy Dialer Agent Interface, refer to the legacy Predictive Dialing article.

The Comments section, located on the right side of your Agent Workspace, lets you log internal notes about a lead's interactions.

These notes are never visible to leads or customers.

Why Use Comments

Use the Comments section for:

• Internal Communication: Leave notes visible only to your manager or authorized colleagues.

• Contextual History: Review past notes to understand the lead's journey before speaking with them.

• Audit Trail: Provide context for your manager during feedback sessions or performance reviews.

To leave an internal comment:

1. Scroll through the chronological feed of previous entries to review the lead's history and past agent interactions.
2. Type your comment in the text field at the bottom, then press Enter or click Send.

To expand the Comments view:

1. Click the expand button in the top-right corner to open the full-size view. This gives you more space for reading and writing notes.

2. To return to the default view, click the close button.