Notes provide a flexible way to document important information, updates, and insights related to customer accounts in the Thena Platform.

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Understanding notes

Core purpose

Notes serve as a central repository for documenting customer interactions, internal discussions, decisions, and other important account-related information that needs to be preserved and shared across teams.

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Note types

Business notes

• General updates
• Meeting minutes
• Decision records
• Strategy documents

Technical notes

• Implementation details
• Configuration changes
• Integration notes
• Troubleshooting logs

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Standard fields

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Required fields

NameTypeOptionsComments
Account IDstringRequiredAssociated account identifier
ContentstringRequiredMain content of the note

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Optional fields

NameTypeOptionsComments
TypestringOptionalNote type reference
VisibilityenumOptionalAccess control (PUBLIC, PRIVATE, TEAM)
Attachment URLsarrayOptionalList of attachment URLs

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System-managed fields

NameTypeOptionsComments
Note IDstringAuto-generatedUnique identifier for the note
UIDstringAuto-generatedUnique identifier (ULID)
Is ActivebooleanDefault: trueNote’s active status
Author IDstringAuto-populatedUser who created the note
Created AttimestampAuto-populatedCreation timestamp
Updated AttimestampAuto-populatedLast update timestamp
Deleted AttimestampOptionalSoft delete timestamp

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Note organization

1

Creation

  • Choose appropriate type
  • Set clear title
  • Structure content well
  • Add relevant tags
2

Management

  • Control visibility
  • Link related records
  • Attach documents
  • Track versions
3

Collaboration

  • Share with teams
  • Gather feedback
  • Update content
  • Maintain history

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Best practices

Content quality

• Write clearly and concisely
• Use consistent formatting
• Include relevant context
• Maintain objectivity

Organization

• Use descriptive titles
• Apply appropriate tags
• Link related notes
• Set proper visibility

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API endpoints

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Sample note

{
  "accountId": "A790SFS229",
  "content": "Met with John (CTO) and Sarah (Engineering Lead) to discuss API integration requirements. Key points:\n- Need OAuth2 implementation\n- Rate limiting concerns for high-traffic periods\n- Webhook setup for real-time updates\n\nNext steps: Schedule technical deep dive next week.",
  "type": "MEETING_NOTES",
  "visibility": "private",
  "attachmentUrls": [
    "https://storage.thena.ai/documents/api-requirements-draft.pdf",
    "https://storage.thena.ai/documents/integration-timeline.xlsx"
  ]
}

When creating a note, the system will add additional fields in the response such as:

  • id: Unique identifier for the note
  • account: Name of the associated account
  • author: Name of the note creator
  • authorId: ID of the creator
  • authorEmail: Email of the creator
  • createdAt: Creation timestamp
  • updatedAt: Last update timestamp

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Available operations

Accounts overview

Learn about account management

Activities

Track customer interactions