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Add internal comments and mention team members in Contact Conversations

Overview

This guide shows you how to add internal comments and tag teammates inside the Conversations window in a contact in GROW. Internal comments let your team collaborate behind the scenes without sending a message to the client. Mentioning teammates ensures they get notified when you need their input.


Prerequisites

Before you begin:

  • You must have access to Contacts tab in GROW
  • Your team members must be added as users in the same location
  • You must be working inside an active conversation thread

Step 1: Open a Contact

  1. Click Contacts from the left-hand menu.

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  2. Open a Contact

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Step 2: Click the internal comment icon

  1. Above the message reply box, click “Internal Comment” to switch into internal comment mode.

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  2. The background of the input field will change to yellow, indicating you're leaving an internal comment instead of a message to the contact.

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Tip: Internal comments are only visible to your team — they will not be sent to the client.


Step 3: Tag a teammate using @mention

  1. In the comment box, type the @ symbol, followed by the team member’s name.

  2. Select their name from the dropdown that appears.

  3. Finish your message and click Send.

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This sends them a notification, so they know to jump into the conversation.

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Tip: Use internal comments to assign follow-ups, flag tricky questions, or add client context for your team.


Expected outcome

Your internal note will appear in the thread with a yellow background, clearly marked as a comment. If you tagged a teammate, they’ll get a notification and can reply right inside the conversation.


Troubleshooting / FAQs

Q: Where can the staff member see the internal comment if mentioned?

A: By clicking on the Bell button on the upper right hand corner of the window.

Q: Can clients see internal comments?

A: No. Internal comments are only visible to logged-in users on your team.

Q: Can I edit or delete an internal comment after posting?

A: Not at this time. Once posted, internal comments can’t be edited or deleted.

Q: Why can’t I find a teammate when typing @?

A: Make sure they’re a user in the same location and have access to the Conversations tab.


Still need help?

Reach out to our support team via support@hapana.com