Admin
Notes allow agents and admins to add internal comments to a conversation. Use them for handoffs, context, or reminders that should not be sent to the customer.
Configure note behavior under Settings → Admin → Notes settings in your Aysali Bot admin panel.
Visibility
Using notes in conversations
- Open a conversation in the admin Conversations area.
- Open the Notes panel on the right (if Notes is enabled).
- Click the add control to write a note, or edit/delete your own notes where permitted.
Each note shows the author and time unless you hide that information in settings.
Notes settings
| Setting | Description |
|---|---|
| Hide note information | Hide the author name and date on notes in the panel (only the note text is shown) |
Path: Settings → Admin → Notes settings.
Disable notes
To turn off notes entirely:
- Go to Settings → Admin → Disable features.
- Enable Notes.
The notes panel and related controls are hidden from the conversations area.
OpenAI — note data scraping
If you use OpenAI (or the Artificial Intelligence app with OpenAI enabled), enable Note data scraping so agents can run structured extraction from note text:
- Open Settings → Artificial Intelligence (Dialogflow / OpenAI section).
- Enable Note data scraping under your OpenAI provider settings.
When enabled, the note editor can offer scraping prompts to pull structured data from note content into conversation fields or workflows.
Artificial Intelligence app
Advanced AI features (chatbot, training, translations, scraping, and more) require the Artificial Intelligence app to be installed and active on your workspace.
See the Aysali Bot introduction for an overview of AI capabilities. Detailed AI configuration guides will be added to this documentation site as they are published.