Notes in EtherAssist

Notes help you preserve reminders, decisions, and follow-up context without adding them to a shared conversation.

Before you begin

• Use notes for short, customer-safe reminders and decisions.
• Do not store passwords, tokens, private keys, or secrets in notes.
• Use a clear title so you can find the note later.

Create a note

1. Open a conversation or the Notes page.
2. Select the note action.
3. Add a short title.
4. Add useful body text, such as a decision, follow-up action, or reminder.
5. Save the note.

Expected result: the note is available for later reference in your account.

Maintain notes

1. Review notes that are no longer current.
2. Update action-focused notes when the task changes.
3. Delete notes that are no longer needed.

Use notes well

• Keep notes short and action-focused.
• Use notes for follow-up tasks, decisions, and customer-safe reminders.
• Move formal deliverables to exported documents instead of keeping long drafts in notes.

Next steps

• Notes settings
• Use EtherAssist

Tips

• Keep prompts, names, and configuration values specific to the task you are performing.

Troubleshooting