How to @Mention Teammates in Chekkit

You can now @mention teammates directly in the Notes section of a customer conversation, making it easier to collaborate and keep important context inside Chekkit. 🙌

Whether you need someone to review a conversation, follow up with a customer, or provide additional context, you can tag them right from the customer profile.

💬 How to @mention a teammate

  1. Open your Inbox and select a customer conversation.
  2. In the right-hand customer details panel, find the Notes section.
  3. Click the note field and type @ followed by your teammate’s name.
  4. Select the teammate you want to tag.
  5. Add any additional context and submit the note. ✅

For example:

@Dan Can you take a look at this customer’s account before we reply?

The note stays attached to that customer, making it easy for your team to reference later. 📝

🔔 Finding your mentions

When another teammate tags you, you can find the message under Mentions in the left-hand menu.

The Team Mentions page keeps everything in one place and lets you switch between:

  • 🆕 Unread mentions
  • 📚 All mentions

Once you’ve reviewed your mentions, you can also mark them as read. ✅

This makes it much easier to keep track of conversations that specifically need your attention without searching through your entire Inbox.

🤝 Why use @mentions?

@mentions are a simple way to:

  • 👀 Ask a teammate for input
  • 🚩 Flag a customer or conversation that needs attention
  • ✅ Coordinate follow-ups
  • 📝 Keep important context attached to the customer
  • 💬 Reduce the need to copy conversations into Slack, email, or other tools

📚 Learn more

For more information about managing conversations in Chekkit, check out our Navigating your Inbox guide.



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