Leave private notes for your team in a conversation
Use the Note tab in the Inbox message box to leave a note your team can see. Notes are never sent to the contact.
Open a conversation in the Inbox.
Above the message box, switch from Text to Note.
Type the note and post it.
Only your team can see this. The note appears in the conversation history with a different look so nobody mistakes it for a text.
Notes work even without a phone number or a Pipelio Pro plan. Any teammate can delete a note, and can undo straight away.
Last reviewed October 1, 2026.
In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.