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How do I add notes to a contact in Sophiie?

Open the contact from the Contacts page, expand the Notes section in the contact drawer, and click Add note. Notes are handy for anything your team should know — "called, he's flat out this week, ring back Tuesday 10am".

Steps

  1. Go to Contacts and click the contact to open their drawer.
  2. Scroll to the Notes section — it's a collapsible section that sits after Inquiries — and expand it.
  3. Click Add note, at the top right of the Notes section.
  4. Type your note, or click the microphone in the note box and speak it — Sophiie writes down what you say. Adding a team member's name is useful if the note is for someone in particular.
  5. Optional: once you've typed something, a Regenerate button appears below the text box. Click it and Sophiie rewrites your draft in place — brain-dump your thoughts, and she'll turn them into something more concise and easier for your team to follow.
  6. Click Add note to save it (or Cancel to throw it away).

The saved note appears at the top of the Notes section, showing the date it was added and the author's first name — your own notes show as "You".

Managing existing notes

  • The section shows three notes at a time — click View more to load more. There's no separate view-all screen; the full history is all here.
  • To delete a note, hover over it and click the trash icon. You'll be asked to confirm, and deleting is permanent.
  • Notes can't be edited once saved. If a note needs changing, delete it and add a fresh one.

Common Questions

Can I edit a saved note?

No — there's no edit option in the dashboard. Hover the note, click the trash icon to delete it, and add a new note with the corrected wording.

What does Regenerate do to my note?

It rewrites your typed draft in place, tidying it into something more concise before you save. The button only appears once you've typed something, and it works on your draft — it can't be run on a note that's already saved.

How do I see older notes?

Keep clicking View more at the bottom of the Notes section — it loads more notes each click until you've reached the oldest.

Need More Help?

If notes aren't saving or you can't find the Notes section on a contact, ask Sophiie Assistant in your dashboard first — she can guide you through it. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.