Perform bulk actions

Process your customer interactions in bulk for greater efficiency.

The bulk actions feature in the Inbox lets you save time by applying the same action to multiple interactions at once.

Selecting interactions

You can select interactions in several ways using the checkboxes located to the left of each row:

• Item by item: manually check the interactions you want to include.

• Page by page: check all interactions visible on the current page. It is possible to select multiple pages by navigating the pagination.

• All filtered items: when you select one or more interactions, you can select all interactions matching your current filters using the shortcut displayed below the filters.

Available actions

Once your interactions are selected, several grouped actions are possible using the action bar located at the bottom of your screen:

• Assign: assign the interactions to one or more users. You choose the users to assign the selected interactions to. Note: users do not receive an email notification, unlike manual assignment performed from within an interaction.

• Archive: move interactions to the “Archived” view. From the “Archived” view, you can perform the reverse action to unarchive multiple interactions simultaneously.

• Mark as handled: mark interactions as handled.

⚠️ Bulk actions are limited to a maximum of 1,000 items.