Using the bulk action feature
Overview
Bulk action features are designed to streamline and expedite repetitive or time-consuming tasks by enabling users to apply actions to multiple items simultaneously, saving time and effort.
How to use bulk action to Assign multiple conversations to a Team or team member(s)
This is only available to users with Admin privileges
Step 1
Click on the gear icon of the Inbox, Hover on the conversation(s)
Step 2
Click on the checkbox at the top to select all the loaded conversations
Step 3
To Bulk assign, click on the assign icon
Step 4
Select the Team or team member the conversation is meant to be assigned to
Step 5
Click on the Assign button.
How to use bulk action to Resolve multiple conversations with a Team or team member(s)
Step 1
Click on the gear icon of the Inbox, Hover on the conversation(s)
Step 2
Click on the checkbox at the top to select all the loaded conversations
Step 3
To Bulk Resolve, click on the resolve icon.
How to use bulk action to tag
Step 1
Click on the gear icon of the Inbox, Hover on the conversation(s)
Step 2
Click on the checkbox at the top to select all the loaded conversations
Step 3
To Bulk Tag, click on the tag icon.
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