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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

# List account notes
GET /v1/accounts/{accountId}/notes

# Create account note
POST /v1/accounts/{accountId}/notes
Content-Type: application/json

# Get note by ID
GET /v1/accounts/{accountId}/notes/{noteId}

# Update note
PATCH /v1/accounts/{accountId}/notes/{noteId}
Content-Type: application/json

# Delete note
DELETE /v1/accounts/{accountId}/notes/{noteId}
All endpoints require authentication with Bearer token, API key, and Organization ID in the headers.
For detailed API specifications, see Note Management

Accounts overview

Learn about account management

Activities

Track customer interactions