Streamlining Your Workflow with Bulk Actions

Section 1: Introduction

Efficiency through Bulk Actions

Bulk Actions empower users to streamline their workflow by performing various activities on selected chats. These actions can be initiated in two ways: by selecting chats in the Views section and then clicking on "Actions," or via the global search by selecting the desired chats. Below are the activities users can perform:

Section 2: Assign Chats in Bulk

Efficient Assignment of Chats

Users can assign chats in bulk by selecting a team and choosing to either auto assign the chats or assign them to a specific agent. Auto Assign follows the predefined assignment rules and team policies to assign chats to agents.

Note: When bulk assigning chats, an option for default teams is available. Selecting the default team makes all agents added in the dashboard visible for assignment.

Section 3: Adding Tags to Chats

Enhancing Chat Organization

Users have the flexibility to add multiple tags to selected chats in bulk. This helps in categorizing and organizing chats for easier management and retrieval.

Section 4: Changing Chat Priority

Managing Chat Priorities

Users can change the priority of selected chats in bulk, ensuring that high-priority chats receive the attention they require.

Section 5: Resolving Chats

Efficient Chat Resolution

Users can resolve multiple chats in one go, saving time and streamlining the workflow.

Section 6: Adding Private Notes

Enhancing Communication

Users can add private notes to selected chats, enabling internal communication and keeping important information within the chat context.

Section 7: Sending Bulk Replies

Effortless Communication

Users can send a message to multiple selected chats simultaneously. Additionally, users have the option to include images in their replies, making communication more engaging and informative.

These Bulk Actions enhance user productivity and efficiency in managing chats, ensuring a seamless workflow.