# Handoff note template

Use inside an approved internal-note field. This template contains no customer data.

- Customer goal:
- Relevant original customer message or conversation pointer:
- Facts already confirmed:
- Actions already completed and their actual results:
- Unresolved question or decision:
- Current owner:
- Receiving owner and acceptance:
- Next action and review point:
- What the customer has been told to expect:
- Automation state and agreed return path:

Keep the original conversation available. A summary supplements that history.