How do I tag my team in a conversation from a workflow on Tekmatix?

• Private to your team. The contact never sees it.
• @mentions notify people. Teammates you mention are notified and added as followers of the contact, so they can view and reply to the conversation.
• It sits in the timeline. The comment shows inline in the conversation, in date order, alongside your messages.
• No messaging credits. It isn't sent by SMS, email or any other channel, so it doesn't use any messaging credits.

The right person finds out straight away. Instead of hoping someone notices a new lead or a missed booking, the workflow tags them the moment it happens.

The context is right there. The note sits in the conversation itself, so whoever picks it up can see the whole history without digging.

Nothing goes to the customer by mistake. You can share internal instructions without messaging the contact.

Leads get followed up sooner. Faster follow-up usually means fewer leads go cold.

• A workflow, either one you already have or a new one, with a trigger that fits the moment you want your team told about.
• Your team added as users in your Tekmatix account, so you can mention them.
• If you want to mention the Assigned User, contacts that have someone assigned to them.
• A test contact to try it on before you publish.

1. Open your workflowGo to Automations and open a workflow, or create a new one from scratch or from a recipe.
2. Add the actionClick the + icon to open the actions menu and choose Add Internal Comments under the Communication actions.
3. Write your commentType the comment in the editor. This is required, so don't leave it blank. Undo and Redo are there if you need them.
4. Mention your teamClick the @ button. Choose Assigned User to mention whoever is assigned to the contact when the action runs, or Specific User to pick a teammate from the list. You can add several mentions to one comment.
5. Save itClick Save Action.
6. Test, then publishRun the workflow on a test contact, check the comment shows up correctly in the conversation, then publish.

• Posted comments can't be edited or deleted. Check your wording before you publish the workflow.
• No attachments. The action is text and mentions only.
• Empty comments are skipped. If there's no text, the action doesn't run and the Execution Logs say so.
• No assignee, no mention. If you used Assigned User and the contact has nobody assigned, that mention is dropped. The rest of the comment still posts. If the mention was the only content, the action is skipped.
• Mentions give access. Each mentioned person becomes a follower and can view and reply to the conversation. Keep this in mind for workflows that run on lots of contacts.
• Followers stay. Removing a mention from the workflow later doesn't remove followers added by earlier runs.
• Notifications follow each person's settings. Each teammate controls this in Settings, then My Profile, then Notifications.
• It's not the same as notes. Internal comments go into the conversation timeline. The Add to Notes action saves to the contact's Notes area instead.

1. Flag hot leads. When a lead fills in a high-intent form or books a sales call, mention the assigned user with "New hot lead, please call within the hour."
2. Rescue missed appointments. When an appointment is marked as a no-show, mention your admin to reach out and reschedule.
3. Escalate tricky conversations. If a contact is tagged for a complaint or refund request, mention a manager so it gets reviewed.
4. Hand over new clients. When a payment comes through, mention the person who looks after onboarding so they know to welcome them.
5. Leave instructions where they'll be seen. Write the next step into the comment itself, such as "Send the welcome pack and book their kick-off call", so whoever picks up the conversation knows exactly what to do.