Can staff leave instructions that Simple Chat follows later in a conversation?

Yes. Save an AI-visible note for an instruction the assistant should follow later in that conversation. It stays hidden from the customer and is stored in Conversation Memory.

Ordinary internal notes are only for staff. They aren't included in later customer-facing AI replies.

Saving an instruction

1. Open the conversation in the dashboard.
2. Switch to an internal note.
3. Mention @SC and describe what the assistant should do later.
4. Send the note.
5. Check Conversation Memory > AI-visible notes to confirm it was saved.

For example: "If this customer asks about a refund, explain that staff approved it and pass the request to our team to complete."

The note doesn't grant new permissions or complete the refund. Tools and staff approvals still apply.

Removing an instruction

Open Conversation Memory > AI-visible notes and remove the note, or ask @SC to drop it. The assistant can also resolve a note after carrying out the instruction.

Notes apply only to that conversation. Put rules for every customer in your store instructions or FAQs.