> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thena.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes

> Collaborative notes. Context stays close.

## Overview

The notes feature in Thena lets you capture key insights, updates, or customer-specific actions directly under an account. Whether it's internal prep for a QBR, strategic decisions from a support call, or reminders from onboarding—notes bring critical context into the account timeline.

With flexible privacy settings, editable note types, and multi-user collaboration, notes are more than comments—they're structured knowledge assets.

## Key features

### Create and assign notes

* Add a note directly from the account view
* Assign it to a specific teammate or leave it unassigned
* Great for ownership handoffs, strategic plans, and account prep
* Works across GTM teams (support, success, product, solutions)

### Make it public or private

Notes can be toggled between:

* Public (visible to everyone with access to the account)
* Private (visible only to the note creator and assigned users)

This gives you control over sensitive information, while keeping the broader context open when needed.

### Editable note types

Thena includes a built-in note type attribute. Default value is General, but you can:

* Add custom note types (e.g., QBR prep, onboarding, legal, roadmap)
* Edit or delete existing ones
* Use icons and color-coding for quick visual context

Note types help teams organize and search notes more effectively.

### Threaded replies for collaboration

Notes aren't static—they're collaborative.

* Anyone with access can reply to a note, creating a mini-thread
* Perfect for async follow-ups, clarifications, or tagging in teammates

Keeps all discussion in one place, linked to the right customer.

### Automate note creation via workflows or AI agents

Notes can also be:

* ✨ Automatically created by AI agents (e.g., summary from a support thread)
* 🔄 Triggered through workflows based on ticket events, customer behavior, or task completion

This means notes don't just capture what already happened—they can proactively drive your process forward.

## Use cases

<CardGroup cols={2}>
  <Card title="Meeting summaries" icon="comments">
    Summarize customer conversations or meeting outcomes with context
  </Card>

  <Card title="QBR preparation" icon="calendar-check">
    Prep and assign follow-up items before quarterly business reviews
  </Card>

  <Card title="Strategic planning" icon="chess">
    Leave strategic notes on renewals or escalations for team alignment
  </Card>

  <Card title="Onboarding notes" icon="rocket">
    Add onboarding notes from solutions engineers to track implementation
  </Card>

  <Card title="AI summaries" icon="robot">
    Auto-generate notes from AI agents summarizing Slack/email activity
  </Card>
</CardGroup>

## Summary

<Tip>
  Notes under accounts give teams a structured way to capture, organize, and act on insights. With support for privacy, ownership, collaboration, and automation—Thena turns notes into a living layer of customer intelligence.
</Tip>

It's your team's shared memory, built into every account.