How to Add a Note to a Conversation in Calilio?

To add a note to a conversation in Calilio, open the conversation in your business number's Callbox and open General Info from the conversation header. Expand the NOTES section, write your note in the Add a note box, and click the plus control beside it. Saved notes appear under the box with the date and time.

Step 1: Open the conversation you want to add a note to

• Click one of your business numbers under NUMBERS in the left sidebar to open its Callbox.
• Click a conversation in the list to open its thread.
• Each business number keeps its own conversations, so open the number the customer contacted you on.

Open the conversation you want to add a note to.

Step 2: Open General Info

• The General Info control sits at the end of the conversation header.
• Click General Info to open the contact panel on the right of the screen.
• The panel holds the contact's details, then a TAGS section, then a NOTES section.

Open General Info from the conversation header.

Step 3: Open the NOTES section

• NOTES sits at the foot of the General Info panel, under TAGS.
• Click the NOTES heading to expand the section when it is closed.
• Scroll the panel when NOTES is out of view, since the panel scrolls on its own.

The NOTES section at the foot of the General Info panel.

Step 4: Write your note and add it

• Click in the box placed Add a note and write what you want to record.
• Click the plus control at the bottom right of the box to add the note.
• The plus control is the only control the box carries.

Click the plus control at the bottom right of the Add a note box.

Expected result

• The note appears under the Add a note box, with the date and time it was added under it.
• A three-dot control sits beside the saved note.

What can you do with a note after you add it?

You can edit, copy, or delete a note you have added. Click the three-dot control beside the saved note, and its menu holds Edit Note, Copy Note, and Delete Note. Click away from the menu to close it without changing the note.

The menu on a saved note holds Edit Note, Copy Note, and Delete Note.

Does a saved note show who wrote it?

No. A saved note shows the note itself and the date and time it was added, and no member name appears beside it. Include your name in the text when your teammates need to know who wrote a note.

Can you add a note from the conversation list?

No. The three-dot control on a conversation row offers Copy Number, Mark as Closed, Pin Conversation, and Audio Call, so notes are added from inside the conversation. Open the conversation first, then open General Info.

Contact Calilio support

If your note does not appear under the box after you add it, reload the Calilio web app and contact our support team with your business number and the contact.

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References

Updated on: 26/10/2026