Overview
This brief guide will provide instructions on adding notes for your support agent, allowing you to provide specific instructions for the session setup. Informing your support agent ahead of time has never been easier. Using the notes section within the respondent hub will allow you to get any special instructions out to your support before you join the session.
Add Notes for Your Support Agent
Once you have created sessions for your project you have the ability to add notes. More information on creating sessions can be found here.
Navigate to the Respondent hub tab
Click "Notes"
Enter the notes you require and click save
You can also apply these notes to all upcoming sessions by ticking the box above the save button.
Once the notes have been successfully applied you will see the notes column icon has changed color
You can edit these notes at any time just be sure to hit save and apply to all upcoming interviews if required.