Notes and Mentions in Rasayel: Stay on the Same Page With Your Team

Notes and Mentions in Rasayel: Stay on the same page with your team

Communication is crucial to success in any team. However, with so many conversations and tasks to manage, keeping everyone on the same page can be challenging. That’s why Rasayel has introduced two features that make it easier for you and your team to stay in sync: Notes and Mentions.

Notes: Keep Relevant Information in One Place

Notes are a simple and convenient way to share relevant or helpful information with your team. Whether it’s important details about a customer or the topic being discussed, notes help keep everyone in the loop.

To activate note mode, you can either use the toggle switch in the bottom right corner of the composer or use the shortcut “N” when the composer is inactive.

Composer window in Rasayel

Once activated, the message window will turn yellow and change to note mode, allowing you to write and share notes with your team.

Composer window in note mode.

Now, team members can leave a message in the customer chat, which will be only visible to the team and not to the customers.

Example of using private notes in Rasayel

Mentions: Ensure Everyone Sees Important Conversations

If you want to make sure someone on your team sees a conversation, you can use the “mention” feature. Simply turn on note mode and mention one of your teammates by typing “@” followed by the name of the teammate. This way, they’ll be notified immediately and directed to the conversation.

Tagging in notes.

To view all your mentions, click the menu icon to open the slide-out navigation.

Side menu in Rasayel.png

Then click on the @Mentions button to see a list of all the conversations where you’ve been mentioned.

Mentions button in notes

When you see a mention message with a blue dot, it means it hasn’t been opened yet.

Mention message in Rasayel

Click on the message to go directly to the conversation where your name was mentioned.

Example of receiving a mention message

Mentions are an effective way to communicate with the right people and share relevant information among teammates. But to ensure you never miss a mention, it’s important to activate push notifications.

How to Turn on Notifications for Mentions

  1. Click on the gear icon in the bottom left corner of your screen and then click Notifications.

Turn notifications in Rasayel

  1. Check the box next to the types of notifications you want to receive.

List of types of notifications in Rasayel

That’s it! Once you’ve completed these steps, you’ll receive notifications for the selected actions.

Conclusion

Notes and Mentions are two powerful features that make communication and collaboration with your team effortless. With Notes, you can easily share relevant information with your team, while Mentions ensure that the right people are notified and directed to the conversation. Using these features, you can streamline your communication and keep everyone on the same page, which is especially important in today’s remote work environment.

So, next time you need to share important information or ensure that a specific teammate sees a conversation, try using Notes and Mentions in Rasayel. And don’t forget to turn on notifications to stay in the loop and receive alerts whenever you are mentioned.

Thank you for reading this guide, and we hope these features help you collaborate more effectively with your team.

Learn more

If you’d like to learn more about how WhatsApp can help you grow your business, please reach out to us on WhatsApp at +13024070488.

We also offer a free consultation session where we review your use case, answer any questions about WhatsApp, and help you build a strategy to make the best out of the platform. Book a call with us here. We’d love to speak with you:

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About the author
Alexandra Golubeva's photograph
Alexandra Golubeva

I’m a customer success lead and I will help you make full use of Rasayel. My main tool of communication is WhatsApp on the Rasayel inbox, so I know a lot about both WhatsApp and Rasayel :) I live in Portugal and practice surfing on weekends.

@Aleksandra Golubeva on LinkedIn