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How to use notes and mentions in Aloware Talk

Learn how to add notes and mention users in Aloware Talk to keep your team updated and track received and sent mentions easily.

Written by Laarni D

Notes help you avoid repeating yourself on calls and allow you to tailor calls to your contact's needs. The system will enable you to mention another user during a contact engagement.


How mentions work in notes

When you mention another user in a note, Aloware notifies them so they can review the update and respond if needed. Mentions help teams stay aligned on contact status, follow-ups, and open issues.

Mentioning a user

  1. Select a contact in Aloware Talk and type "@" plus the user's name to mention them and add your note.

  2. Clicking add note will automatically record your note in your contact's message history.

  3. The user you mentioned will also receive an email notification.

Note - When you mention a user in a note, Aloware pre-selects the From line to the one you most recently used to communicate with that contact. This works consistently across all inbox types, including personal line, connected line, and dead-end line inboxes.

If the contact has no prior SMS or call history, you'll need to choose a line manually.


Viewing the received and sent mentions

  1. Go to inboxes and click filter by.

  2. Select mentions.

The inbox updates to show a list of notes with mentions:

  1. Received shows notes where you were mentioned.

  2. Sent shows notes where you mentioned other users.

This makes it easier to review that require your attention and track mentions you've shared with your team.

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