As you may know SnapEngage already lets you update CRM and Help Desk informations “on the fly” while you are chatting with your website visitors (for Salesforce or for Zendesk).
Now for when you wish you could remember a small piece of information about your visitor, you can add a note that will stored in your Salesforce Case as a comment, while you are chatting with this visitor.
This comment is private and cannot be viewed by your visitor, but it will be very useful to your support team when looking back on this case.
To add a comment to a chat, simply use the command: \note = <your note>
e.g.: \note = This customer is awesome, please remember to thank them for the feedback. […]
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