Admin Guide: Setting Up Public and Private Notes Notifications
  • Agents in Wavity can send notifications to other agents when they add Private or Public notes.
  • Setting up these notifications is straightforward and user-friendly.
  • Public Notes: Visible to all users on the platform.
  • Private Notes: Visible only to agents.
  • Only Admin have access to configure Public and Private Notes notifications.
  • Log in with your admin credentials.
  • Click the Profile icon, choose the General option, and then select the Ticketing tab.
  • In General, Map the application where you want to enable private and public notes.
  • After from the Profile dropdown, select Design Tools.
  • In the Apps tab, view all applications. Select the desired application, click the three dots, and choose wBots.
  • Click the Settings icon, select Advanced Settings, navigate to the Data tab, scroll down, and enable the Public and Private Notes options.
  • Go to the Wbots creation page for the same application where you enabled the public and private notes by selecting Wbots option from the three dots menu. Click on the Create button.
  • Enter a caption and description.
  • Under Start wBots When, select Notes.
  • Choose the note type: Public, Private, or All. The wBot will trigger based on the selected type.
  • Define conditions as required.
  • Select the notification action and choose the notification type.
  • In Recipients, select the form field from the dropdown.
  • Enter the subject and the description in the description box; add details so agents can identify ticket information.
  • Admin can add notes information in notifications by clicking the question mark beside content.
  • Copy Wavity_Conversation_Note from the reserved text section and paste it into the description box. Save the body.
  • After entering all required details, click Save.
  • Whenever agents add private or public notes, the system will send notifications to the configured users via wBots.