Replying, notes, and mentions

Once a conversation is escalated, your team can collaborate and reply directly from the Inbox.

HaloDesk supports customer replies, internal notes, and team mentions, all from the same interface.


Replying to customers

When replying to a ticket, you can send a customer reply.

Customer replies:

  • Are delivered by email to the customer

  • Continue the same conversation thread

  • Keep the full history visible in the Inbox

Customers can reply back by email, and their response will appear in the same ticket.


Internal notes

Internal notes are visible only to your team.

Use notes to:

  • Add context to a conversation

  • Leave reminders

  • Document decisions

  • Share internal information

Notes do not notify the customer and are never sent externally.


Mentioning team members

Inside an internal note, you can mention a teammate.

When you mention someone:

  • They are notified

  • The ticket appears in their Mentions inbox view

  • Collaboration stays tied to the conversation

This is useful when:

  • You need input from another team member

  • You want to hand off context without reassigning the ticket


Switching between reply types

Before sending a message, make sure you are:

  • Sending a customer reply when talking to the customer

  • Writing an internal note when communicating internally

This prevents accidental messages being sent to customers.


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