One wrong click sends a private rant to the buyer. Separate lanes with discipline.
Notes for context
Refund thresholds, fraud flags, and tone warnings live in notesβnot in drafts left open.
Customer lane is sacred
Anything in the composer is public. Read once before send, every time.
Handoff notes template
Issue, attempted fixes, buyer mood, next step. Four lines beat a novel.
Review near-misses
When a note almost posts publicly, treat it like an incident. Fix UI habits, not just people.
Shared inboxes need hard rails. Connectora Sync keeps internal notes separate from WhatsApp sends.