Workflow node reference
Add Note
Add a note to the conversation. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Add Note workflow node.
What this guide covers
- Category: Actions.
- Use it to record a general, summary, action item, escalation, or resolution note on the current conversation.
- 3 configuration fields and 2 documented outputs.
- Notes are internal conversation records and are not sent to the customer.
What this node does
Add a note to the conversation
Use it to record a general, summary, action item, escalation, or resolution note on the current conversation.
When not to use it
Do not use it as a customer-facing message; use a message node.
Prerequisites
- Current conversation context
- Non-empty note content
Current conversation context. Non-empty note content
Inputs and configuration fields
| Field | Key | Control / type | Requirement | Default | Accepted values and behavior |
|---|---|---|---|---|---|
Note Content | note | variable-input | Required when shown | No default | Customer inquired about {{nodes.ai_extract.extracted.product}}. Sentiment: {{nodes.ai_sentiment.sentiment}}. Variables supported |
Note Type | note_type | select | Optional | general | General (general), Summary (summary), Action Item (action_item), Escalation (escalation), Resolution (resolution) |
Pin Note | is_pinned | toggle | Optional | false | Value accepted by the displayed control |
Configure the node
- Drag Add Note from Actions in the node palette.
- Select the node to open its configuration drawer.
- Complete every required field and any conditional field revealed by your choices.
- Insert variables only from the current trigger or an earlier node on the same path.
- Connect every required output handle to the intended next step.
- Save and run Workflow Test with representative data before activation.
Outputs
Later nodes can use these values only after this node has run successfully on the same execution path.
| Variable | Type | Meaning |
|---|---|---|
{{nodes.add_note.note_id}} | string | ID of the created note |
{{nodes.add_note.success}} | boolean | Whether note was created |
Execution behavior
- Resolves Note Content.
- Creates the selected note type and optional pinned state.
- Emits note ID and success.
Do not assume a failed node is automatically retried. Review the execution result and the relevant service documentation before repeating an operation that could create a duplicate side effect.
Example use case
Store a short escalation summary before Human Handoff.
Detect Mood → Condition → Add Note → Human HandoffCommon errors
| Symptom | Resolution |
|---|---|
Conversation is missing | Use an inbound conversation trigger. |
Note is empty | Check text and referenced variables. |
Limitations
Notes are internal conversation records and are not sent to the customer.
A pinned note still requires appropriate data minimization.
Notes are internal conversation records and are not sent to the customer. A pinned note still requires appropriate data minimization.