Notes

Notes are quick, persistent jottings that live outside any specific chat or entity. Use them for personal reminders, research scratchpads, or client-specific annotations you want to keep around.

Open Notes

Click Notes in the top nav (or press ⌘J). The Notes panel slides out from the side of any page — you don't lose your current context. You can trigger it from anywhere in the app.

Create a note

1. Open Notes.
2. Click + Create new note.
3. Type your note. Notes are saved automatically as you type.

Organize notes

• Filter by section — group notes by category (research, client, internal, etc.).
• Search — match by title or content.

Where notes live

Notes are personal to your user account — your teammates don't see them unless you copy the content into a shared place (chat or an entity description).

If you want a note to be visible to a client's case file, paste it into the entity's Custom instructions or into a chat tied to that entity instead.