Notes as a document per account

Rox’s Notes tab has its own sub-tabs, Folders, Notes and Transcription (disabled until meetings are connected). The note opens on "Notes for Ramp" with "Created Today" under the title.

A formatting toolbar

A toolbar with paragraph style, font size, bold, italic, underline, strike, alignment, lists, table and link sits above the text. The example note, written with test content, reads "Discovery call prep (test note)" with three bullets and a next step.

Next to the agent

The chat column stays open on the right, so a note can be turned into an email or a plan without leaving the account.