Notes that belong to a chat
Each WhatsApp chat gets its own sticky notes — a free-form note or a checklist. Open the chat and its notes are there; switch chats and you see that customer's notes instead.
Drag a note anywhere, pin it in place, or tidy all notes into a corner. Long notes fold under their bottom corner like real paper; click the corner to unfold.
The island above the chat
A small capsule above the conversation shows how many open to-dos the chat has. Hover it to see the next one; click it to add a note, see balances or open the chat's recap.
Stored on your computer
Notes are saved in your browser on this computer, separately for each WhatsApp number. They are not uploaded and they never appear in the chat.
Step by step
- Open a customer's chat on WhatsApp Web.
- Click the island capsule above the conversation and choose Note or Checklist.
- Type the details — size M, ship Thursday, paid by transfer. Press Enter for a new checklist line.
- Tick items as you go; ticked lines sink to the bottom.
- With Unlimited, write a time such as “tomorrow 5pm” on a line to get a reminder.
Plan: Free: 2 yellow notes per chat. Unlimited: more notes, colours and styles, reminders and pinned facts.
Frequently asked questions
Does the customer see my notes?
No. Notes live only in your browser and are never sent to WhatsApp.
Do notes sync to my phone?
No. They stay in the Chrome profile where you wrote them.
Can I hide notes when I share my screen?
Yes. Privacy can blur sticky notes too, or hide them completely.