Widgets and Features
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Create new category
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Edit page index title
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Edit category
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Edit link
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Add a note to a chat
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Open in Claude
Agents can add notes to a chat work item. This is useful in the case that further research needs to happen, and the agent wants to note the findings along the way, for example. The notes are visible to other agents, even if the email item is transferred or closed.
To add a note, click on the Notes tab, then click

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Create new Template
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Delete Template
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