In-App Notes for Better Retention and Personalization

Allow users to jot down and revisit personalized insights directly in Salesforce to enhance retention and focus.

Capture Insights

Users can jot down their thoughts directly within the app for later reference.

Preserve Tribal Knowledge

Help teams retain informal knowledge that’s often lost in transitions.

Personalized Learning

Let users tailor their experience by annotating records or guidance.

Boost Confidence

Users get real-time clarity on confusing fields, making them feel more capable and less reliant on support channels.