> ## Documentation Index
> Fetch the complete documentation index at: https://help.texterchat.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Chat Note

> Add an internal note to a chat. Agents see notes in the inbox next to the conversation; the contact never sees them.

**Required token scopes:** `Add notes to all chats`

The note is attached to a message of the chat: the one you send in `messageId`, or else the chat's latest message. A chat with no messages gets a note without `messageId`.

The note's author is your API token. Send `customName` to show your own name in the inbox (for example your system's name); otherwise the inbox shows a default name for API notes.


## OpenAPI

````yaml api-reference/openapi.json POST /chats/{chatId}/chat-notes
openapi: 3.1.0
info:
  title: Texter API V2
  version: 2.0.0
  description: >-
    The **Texter API** lets your developers control the Texter platform
    programmatically:


    - Manage and send your WhatsApp template messages

    - Retrieve chats by ID or by various filters

    - Assign and resolve conversations

    - Send session messages into active chats

    - Manage labels

    - Monitor and resolve channel health issues

    - Subscribe to real-time webhook events

    - Manage quick replies (coming soon)


    For any questions please contact [Texter
    Support](https://wa.me/972586640430).


    ### Using the playground


    On any endpoint page: set **projectID** under *Server* to your project
    subdomain (if your Texter URL is `https://demo.texterchat.com`, the
    projectID is `demo`) and paste your API token into the **Authorization**
    field - both persist while you browse. Create tokens under **gear icon →
    Developers → API Tokens** with the scopes each endpoint lists.
  contact:
    name: Texter Support
    url: https://wa.me/972586640430
servers:
  - url: https://{projectID}.texterchat.com/server/api/v2
    description: Your Texter environment. Replace projectID with your project subdomain
    variables:
      projectID:
        default: demo
        description: >-
          Your unique project subdomain. If your environment URL is
          https://demo.texterchat.com, your projectID is "demo"
security:
  - bearerAuth: []
tags:
  - name: Manage Templates
    description: >-
      Create, localize, submit, update, delete and send WhatsApp template
      messages, and retrieve approved templates for your connected WhatsApp
      accounts.


      **Suggested token for this group** - create one API token with the scopes:
      *Send template messages*, *View template messages*, *Manage WhatsApp
      templates*, *Manage all chats*, *List all chats* (the last two also cover
      the Templates Subscriptions group). Each endpoint below also lists the
      exact scopes it needs.
  - name: Templates Subscriptions
    description: >-
      Manage recipient subscriptions for WhatsApp template messages -
      unsubscribe or resubscribe recipients, and list unsubscribed users across
      all channels or for a specific account.


      **Suggested token for this group** - scopes: *Manage all chats*, *List all
      chats*. Each endpoint below also lists the exact scopes it needs.
  - name: Messages
    description: >-
      Retrieve message history from a chat, or send new session messages - text,
      media, buttons, lists, contact cards and locations - within the active
      WhatsApp 24-hour session window.


      **Suggested token for this group** - scopes: *Send session message*, *View
      all chats*. Each endpoint below also lists the exact scopes it needs.
  - name: Chats
    description: >-
      Fetch chat details, search conversations, update chat properties, assign
      or resolve chats, and manage their CRM metadata.


      **Suggested token for this group** - scopes: *Manage all chats*, *List all
      chats*, *Send session message*. Each endpoint below also lists the exact
      scopes it needs.
  - name: Labels
    description: >-
      Create and edit labels, assign or remove them from chats, retrieve label
      data, or delete labels from your inbox.


      **Suggested token for this group** - scopes: *Manage labels*, *Manage all
      chats* (needed for managing labels on chats). Each endpoint below also
      lists the exact scopes it needs.
  - name: Chat Notes
    description: >-
      Read and write the internal notes of a chat. Agents see notes in the inbox
      next to the conversation; the contact never sees them. Notes record who
      wrote them (an agent, a bot, a scenario or an API token) and can show a
      custom author name. See The Chat Note object for the fields.


      **Suggested token for this group** - scopes: *View notes of all chats*,
      *Add notes to all chats*, *Edit and delete notes of all chats*. Each
      endpoint below also lists the exact scopes it needs.
  - name: Channels
    description: >-
      Monitor and maintain the health of connected messaging channels - retrieve
      active channel health problems, filter them by severity or account, and
      mark issues as resolved.


      **Suggested token for this group** - scopes: *Manage channels*. Each
      endpoint below also lists the exact scopes it needs.
  - name: Quick Replies
    description: >-
      Manage quick replies - prepared messages agents can send into matching
      chats with one click. Quick replies marked with `aiQuickReply` client
      metadata appear as **AI suggestions** in the Texter inbox (see Create
      Quick Reply for the full flow).


      **Suggested token for this group** - scopes: *View quick replies*, *Manage
      quick replies*. Each endpoint below also lists the exact scopes it needs.
  - name: Files
    description: >-
      Generate public access links to media files stored in Texter.


      **Suggested token for this group** - scopes: *View all files*, *View all
      chats* (both required). Each endpoint below also lists the exact scopes it
      needs.
  - name: Subscribe to Events
    description: >-
      Register webhooks for events occurring in your Texter environment. Under
      the hood this uses **Scenarios** - a workflow automation feature within
      Texter. To make integration easy, pre-defined templates are provided:
      import a scenario JSON, plug in your webhook URL and user UID, and the
      subscription is active.


      See the **Webhook Events** pages for the payload your URL receives for
      each event.


      **Suggested token for this group** - scopes: *View scenarios*, *Create
      scenarios*, *Delete scenarios*, *Activate/inactivate scenarios*, *Manage
      scenarios on behalf of user*. Each endpoint below also lists the exact
      scopes it needs.


      If the provided templates don't satisfy your needs, contact [Texter
      Support](https://wa.me/972586640430) and we'll gladly help modify any
      triggers, conditions or actions for your webhook.
  - name: Scenarios (Advanced)
    description: >-
      Full programmatic control over scenarios for advanced automations: create
      scenarios from scratch, copy them, edit drafts, publish revisions, inspect
      execution runs, and discover the available building blocks (events,
      conditions, loaders, actions). For plain webhook subscriptions, the
      **Subscribe to Events** group with its ready-made templates is the simpler
      path.


      **Suggested token for this group** - scopes: *View scenarios*, *Create
      scenarios*, *Edit scenarios*, *Delete scenarios*, *Activate/inactivate
      scenarios*, *Manage scenarios on behalf of user*, *View scenarios runs*.
      Each endpoint below also lists the exact scopes it needs.
paths:
  /chats/{chatId}/chat-notes:
    post:
      tags:
        - Chat Notes
      summary: Create Chat Note
      description: >-
        Add an internal note to a chat. Agents see notes in the inbox next to
        the conversation; the contact never sees them.


        **Required token scopes:** `Add notes to all chats`



        The note is attached to a message of the chat: the one you send in
        `messageId`, or else the chat's latest message. A chat with no messages
        gets a note without `messageId`.


        The note's author is your API token. Send `customName` to show your own
        name in the inbox (for example your system's name); otherwise the inbox
        shows a default name for API notes.
      operationId: create-chat-note
      parameters:
        - name: chatId
          in: path
          required: true
          schema:
            type: string
          description: >-
            The unique identifier of the chat. You can obtain this value by
            using the Search Chats endpoint with the contact's phone number
          example: 67a87067aeed4dee1271cb4d
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                text:
                  type: string
                  maxLength: 4096
                  description: The note text, up to 4096 characters
                messageId:
                  type: string
                  description: >-
                    ID of a message in this chat to attach the note to. Defaults
                    to the chat's latest message. A message of another chat
                    returns 400
                customName:
                  type: string
                  maxLength: 50
                  description: >-
                    Author name shown in the inbox instead of the default. Up to
                    50 characters, must contain a visible character
              required:
                - text
              additionalProperties: false
            examples:
              Note on the latest message:
                value:
                  text: Customer asked for a refund on order 1234
              Note with a custom author name:
                value:
                  text: Customer asked for a refund on order 1234
                  customName: Refunds system
              Note on a specific message:
                value:
                  text: Invoice sent in this message
                  messageId: 6731efa0a1b2c3d4e5f60701
      responses:
        '200':
          description: The created note
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ChatNote'
              example:
                _id: 6731f0c2a1b2c3d4e5f60718
                chatId: 67a87067aeed4dee1271cb4d
                text: Customer asked for a refund on order 1234
                messageId: 6731efa0a1b2c3d4e5f60701
                author:
                  actor:
                    type: jwt
                    issuer: https://texterchat.com/demo
                    kid: a1b2c3
                  customName: Refunds system
                createdAt: 1762851000000
                updatedAt: 1762851000000
        '400':
          description: Invalid body, or `messageId` is not a message of this chat
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              examples:
                Missing text:
                  value:
                    error: data must have required property 'text'
                Message of another chat:
                  value:
                    error: >-
                      Message 6731efa0a1b2c3d4e5f60701 not found in chat
                      67a87067aeed4dee1271cb4d
                Text too long:
                  value:
                    error: Note text must be at most 4096 characters
                Blank custom name:
                  value:
                    error: Custom name must contain a visible character
        '401':
          description: Missing or invalid token, or missing required scope
        '404':
          description: Chat not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              example:
                error: Chat 67a87067aeed4dee1271cb4d not found
components:
  schemas:
    ChatNote:
      type: object
      description: An internal note on a chat
      properties:
        _id:
          type: string
          description: Unique note ID
          example: 6731f0c2a1b2c3d4e5f60718
        chatId:
          type: string
          description: ID of the chat the note belongs to
          example: 67a87067aeed4dee1271cb4d
        text:
          type: string
          description: The note text
        messageId:
          type: string
          description: >-
            ID of the chat message the note is attached to. Missing when the
            chat had no messages
        author:
          $ref: '#/components/schemas/ChatNoteAttribution'
          description: Who wrote the note. Kept as it is on every edit
        lastEditor:
          $ref: '#/components/schemas/ChatNoteAttribution'
          description: Who made the last text edit. Missing on notes that were never edited
        createdAt:
          type: integer
          description: Creation time, Unix milliseconds
          example: 1762851000000
        updatedAt:
          type: integer
          description: Last change time, Unix milliseconds
          example: 1762851000000
      required:
        - _id
        - chatId
        - text
        - author
        - createdAt
        - updatedAt
    ErrorResponse:
      type: object
      properties:
        error:
          type: string
          description: Human-readable error message
      required:
        - error
    ChatNoteAttribution:
      type: object
      description: Author or editor of a note
      properties:
        actor:
          $ref: '#/components/schemas/ChatNoteActor'
        customName:
          type: string
          description: >-
            Name shown in the inbox instead of the default name for the actor.
            Missing when none was set
      required:
        - actor
    ChatNoteActor:
      type: object
      description: Who wrote or edited a note. The fields depend on `type`
      properties:
        type:
          type: string
          enum:
            - user
            - system
            - jwt
            - legacyToken
            - unknown
          description: >-
            `user`: an agent in the inbox. `system`: a bot or a scenario (see
            `component`). `jwt` / `legacyToken`: an API token. `unknown`: not
            known
        uid:
          type: string
          description: '`user` only. The agent''s user ID'
        email:
          type: string
          description: '`user` only, optional. The agent''s email'
        name:
          type: string
          description: '`user` only, optional. The agent''s name'
        component:
          type: string
          enum:
            - bot
            - scenario
            - cron
          description: '`system` only. The part of Texter that wrote the note'
        issuer:
          type: string
          description: '`jwt` only. The token issuer'
        kid:
          type: string
          description: '`jwt` only, optional. The token key ID'
        tokenSha256:
          type: string
          description: '`legacyToken` only. SHA-256 hash of the token'
      required:
        - type
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: >-
        API token generated in Texter: gear icon → Developers → API Tokens. When
        creating a token, assign it the scopes required by the endpoints you
        plan to call - each endpoint lists its required scopes.

````

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