@mention a teammate on a conversation note
You can now pull a teammate into a conversation by name. Type @ in a private note and pick the person you need; they get a notification that takes them straight to the thread.
💬 Where you can mention someone
- Inbox private notes, the main one. The note stays internal; the customer never sees it.
- Contact notes in the Contact Hub, including when you edit an existing note.
- Tickets, in the ticket form and description, whether the ticket came from a single message or a whole conversation.
👥 The picker only offers people who can help
Start typing after the @ and search by first name, last name, or both. Each suggestion shows the teammate's email and role next to their name, which settles it when two people share a first name.
The list is limited to teammates who can actually open that conversation, so you cannot mention someone into a thread they are not allowed to see, and every internal teammate on your workspace is reachable.
🔔 The notification
The person you mention gets an in-app notification reading who mentioned them and where. Mentions are never bundled together with other alerts, so five mentions are five notifications rather than one summary you can miss.
✅ How to use it
- Open a conversation and switch to the private note box.
- Type @ followed by part of the person's name.
- Pick them from the list and finish your note.
Mentions also come through on the mobile app and in the API, rendered as plain readable names.