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Manage WhatsApp Groups, 1:1 Chats & Communities Chat List Bulk Actions
Overview Periskope provides comprehensive bulk action capabilities that allow you to manage multiple chats and groups simultaneously. You can perform member operations, update labels, assign chats to team members, manage notifications, and more - all from the chat list interface.
Accessing Bulk Actions To access bulk actions in Periskope:
Navigate to the Chat List Screen
Select one or more chats or groups by clicking the checkbox next to each chat
Once chats are selected, a bulk actions toolbar will appear at the bottom of the screen
You can access actions through:
Group Actions Menu : Click the “Actions” button for group-specific operationsUpdate Chats Menu : Click the “Update Chats” button for general chat management operations
Group Actions The Group Actions dropdown provides operations specifically designed for managing WhatsApp groups:
Add to Group Add contacts to selected groups in bulk. This opens a modal where you can search and select contacts to add to all selected groups.
Important : Adding contacts to groups in bulk may trigger WhatsApp’s spam detection system. It is recommended to use this feature carefully.Remove from Group Remove members from selected groups. You can search and select which members to remove from all selected groups.
Promote selected members to admin role across all selected groups. Useful for team management when you need to grant admin privileges to multiple members across different groups.
Demote to Member Demote admins back to regular member status across selected groups. Helps manage group permissions at scale.
Export Chats Export data for all selected chats. The export includes chat ID, chat name, contact information, admin roles, and other details in CSV format. For large exports, you may receive an email when the export is ready.
Update Chat Actions The Update Chats menu provides comprehensive chat management options:
Update Custom Properties Bulk update custom properties for selected chats by uploading a CSV file. This enables you to manage custom metadata across multiple chats simultaneously.
Pin / Unpin Chats
Pin Chat : Pin selected chats to the top of your chat list for easy accessUnpin Chat : Remove the pinned status from selected chats
Assign to Team Members Assign selected chats to team members for better workload distribution and accountability. You can assign chats to:
Specific team members (by email)
Unassigned (remove assignment)
This helps track which team member is responsible for handling each chat.
Label Management Add Label Add individual labels to selected chats. You can select from your existing chat labels and apply them to all selected chats at once.
Remove Label Remove specific labels from selected chats. Select the label you want to remove, and it will be removed from all selected chats.
Upload Labels Bulk update labels by uploading a CSV file with chat IDs and their corresponding labels. This is useful when you need to apply labels to many chats at once using a structured format.
Close / Open Chat Close Chat Close selected chats to move them out of the active inbox. You can choose to:
For me : Close the chat only for your viewFor all : Close the chat for all team members
Move to Inbox Reopen closed chats and move them back to the active inbox.
Chat Notifications Mute Chat Mute notifications for selected chats. You won’t receive notifications for muted chats until you unmute them.
Unmute Chat Re-enable notifications for previously muted chats.
Archive Management Archive Chat Archive selected chats to keep your active chat list clean. Archived chats are moved out of the main view but can be accessed later.
Unarchive Chat Restore archived chats back to your active chat list.
AI Features AI Agent Enable or disable AI agent functionality for selected chats:
Enable : Allow AI agent to respond to messages in selected chatsDisable : Turn off AI agent functionality for selected chats
AI Flagging Enable or disable AI-powered message flagging for selected chats:
Enable : Allow AI to automatically flag messages that may need attentionDisable : Turn off AI flagging for selected chats
Bulk Update via CSV For labels and custom properties, you can bulk update multiple chats by uploading a CSV file:
Bulk Update Labels
Select the chats you want to update
Click “Update Chats” > “Upload Labels”
Upload a CSV file with the following format:
Column 1: chat_id (required)
Column 2: labels (comma-separated label names)
The system will validate the CSV and apply labels to all matching chats.
Bulk Update Custom Properties
Select the chats you want to update
Click “Update Chats” > “Upload Custom Properties”
Upload a CSV file with:
Column 1: chat_id (required)
Additional columns: Custom property keys and values
The system will update custom properties for all matching chats based on your CSV data.
Best Practices
Member Management : When adding members to groups, add them judiciously to avoid triggering WhatsApp’s spam detectionLabel Organization : Use consistent label naming conventions to make bulk label updates easierAssignment Distribution : Regularly review chat assignments to ensure even workload distributionCSV Format : Ensure your CSV files follow the correct format with required columns before uploadingSelective Actions : Only select chats that need the same action to avoid unintended changes
Tips
You can select all chats using the checkbox in the header
Selected chats remain selected until you manually deselect them or complete an action
The bulk actions toolbar shows the number of selected chats
Some actions may require specific permissions based on your role in the organization
Export operations for large datasets may take time and will be sent via email when ready
