Chat List Bulk Actions

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Overview

Bulk Actions are available directly from the Chat List. Once you select one or more chats, a toolbar appears at the bottom of the screen with everything you need — from updating labels to exporting your chat list. Whether you’re doing a routine cleanup, onboarding a new team member, or responding to a sudden influx of conversations, Bulk Actions let you manage your entire workspace without touching each chat individually.

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Selecting Chats

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1. Go to the Chat List

Head over to Chat List from the left sidebar.

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2. Select chats

You have two ways to select chats:

• Click the checkbox at the top to select all chats at once
• Or tick individual chats one by one to select only the ones you need

Once at least one chat is selected, the bulk action toolbar appears at the bottom of the screen.

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Bulk Action Toolbar

The toolbar is always visible at the bottom of the screen whenever chats are selected. It gives you access to four main actions — Update Chats, Group Actions, Upload Labels / Properties, and Export.

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Update Chats

Click Update Chats to apply changes across all selected chats at once. You’ll get a range of options: Select what you need and apply it — the changes take effect across all selected chats instantly.

Tip: Use Activate AI Agent in bulk when you want to hand off a large set of conversations to the AI — for example, after a busy period when your team needs to catch up.

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Group Actions

If you’ve selected group chats, click Group Actions to add contacts to those groups in bulk.

1. Click Group Actions in the toolbar
2. Search for a contact by name or phone number
3. Click Add

The contact is added to all selected group chats at once — no need to go into each group individually.

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Upload Labels and Properties

Click Upload Labels / Properties to upload labels and custom properties across your selected chats in one go. This is useful when you have a prepared list of data — for example, after importing a batch of new contacts — and want to apply labels or fill in custom property values across multiple chats at once without doing it manually.

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Export

Need a copy of your chat list? Click Export and choose how you’d like to receive it:

• Download immediately — the file downloads straight to your device
• Send to email — the export is sent to your registered email address

This is useful for reporting, audits, or sharing chat data with stakeholders outside of Periskope.

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Best Practices

Use bulk select for routine maintenance — Set aside time regularly to bulk-label, archive, or pin chats so your inbox stays organised and your team always knows what to focus on. Combine filters with bulk actions — Filter your chat list first — by label, assigned member, or status — and then select all to apply bulk actions only to the relevant subset of chats. This keeps changes precise and avoids affecting chats you didn’t intend to update. Use bulk AI activation strategically — Activating the AI Agent across many chats at once is powerful, but make sure your knowledge base and tools are set up correctly before doing so at scale. Export regularly for reporting — Use the Export feature to keep records of your chat list over time. This is especially useful for tracking how your conversation volume grows or for sharing updates with your team. Clean up labels in bulk — If a campaign or project is over, use Remove Labels in bulk to keep your label system clean and meaningful.

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