Notes Stack for Customer Support & Success

Every ticket tells a story, and the best support teams know the full context. Notes Stack lives in your browser side panel so you can keep personal notes alongside your help desk, track customer sentiment, and never lose context between handoffs.

Why Support Teams Choose Notes Stack

Help desks track tickets, but they don't always capture the nuance — the customer's tone, the workaround you tried, or the internal context from engineering. Notes Stack fills that gap.

• Ticket context notes — While viewing a Zendesk or Intercom ticket, open the side panel and add your own observations: what you've tried, what the customer really wants, and what the next agent needs to know.
• Customer health scorecards — For success managers, create a note per account with a health score, renewal date, and recent interactions. Attach it to their CRM profile page.
• Escalation checklists — Build task lists for escalation procedures: reproduce the issue, gather logs, tag engineering, notify the account manager. Check items off as you go.
• Stacks for issue categories — Create stacks like "Billing Issues", "Technical Bugs", "Feature Requests", and "Churn Risks" to organize your notes by type.

Tips and Tricks

Platforms That Work Great With Notes Stack

• Zendesk — Add personal context notes alongside tickets that go beyond standard internal comments.
• Intercom — Keep supplementary notes on customer conversations and help center articles.
• Freshdesk — Annotate ticket threads with troubleshooting notes and resolution steps.
• Salesforce Service Cloud — Track customer health scores and case context right next to CRM data.
• Jira Service Management — Add notes on bug tickets and link them to your engineering follow-up stack.
• HubSpot Service Hub — Keep customer success notes attached to contact and company pages.

A Real-World Workflow

1. Pick up a ticket — Open a Zendesk ticket about a billing error. In the side panel, note the customer's account type, subscription tier, and the error they're seeing.
2. Investigate — Check the billing dashboard. Add notes about what you find: the charge date, the amount discrepancy, and the likely cause.
3. Create a checklist — Add a task list: verify the charge, issue a refund, send confirmation email, update the account, follow up in 48 hours.
4. Set a reminder — Schedule a follow-up reminder for two days out to confirm the customer received the refund.
5. Tag by category — Assign the note to your "Billing Issues" stack for trend tracking.
6. Shift handoff — If the issue isn't resolved by end of shift, your detailed side panel notes give the next agent full context instantly.

Stop losing customer context between tools and shifts. Notes Stack keeps your support knowledge where you need it — right next to the ticket.