Add notes during an interaction

During an interaction with customers, you may need to take notes whether it is reminding you of next steps or scheduling a follow-up call. Let's say you left a voicemail to a customer, you can leave a note about the voicemail to remind you or another agent handling the next interaction with the customer. Using 8x8 Agent WorkspaceClosed The brand new interface for 8x8 Contact Center agents to receive and process customer interactions., you can take notes during an interaction and access these notes from the call log that gets saved after you wrap up the call.

To add notes during an active call:

  1. While on a call, in the Control Panel, go to the Notes tab.
  2. Enter notes as desired.
  3. Wrap up the call.
  4. The call log pops. Notice that the notes you entered are captured in the Description field.