Chat List Bulk Actions

Perform bulk operations on multiple chats and groups including member management, labels, assignments, and more

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:

1. Navigate to the Chat List Screen
2. Select one or more chats or groups by clicking the checkbox next to each chat
3. Once chats are selected, a bulk actions toolbar will appear at the bottom of the screen
4. You can access actions through:
   • Group Actions Menu: Click the “Actions” button for group-specific operations
   • Update 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 the selected groups in bulk. A modal lets you search and select contacts to add.

  Important: Adding contacts in bulk may trigger WhatsApp’s spam detection, so use cautiously.

• Remove from Group: Remove members from the highlighted groups by searching and selecting the members to remove.
• Promote to Admin: Grant admin privileges to selected members across all chosen groups.
• Demote to Member: Revoke admin access and return members to regular status across selected groups.

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.
• Pin / Unpin Chats:
  • Pin Chat: Keep selected chats at the top of the list for quick access.
  • Unpin Chat: Remove the pinned status.
• Assign to Team Members: Distribute chats by assigning them to specific teammates or marking them as unassigned to rebalance workloads.

Label Management

• Add Label: Apply existing labels to selected chats.
• Remove Label: Remove a specific label from the selected chats.
• Upload Labels: Upload a CSV with chat IDs and labels for large-scale label updates.

Close / Open Chat

• Close Chat: Move chats out of the active inbox either for yourself or for all team members.
• Move to Inbox: Reopen closed chats and move them back to the active list.

Chat Notifications

• Mute Chat: Temporarily stop notifications for selected chats.
• Unmute Chat: Restore notifications for muted chats.

Archive Management

• Archive Chat: Move selected chats out of the primary view to keep the active inbox clean.
• Unarchive Chat: Return archived chats to the active list.

AI Features

• AI Agent: Enable or disable AI-driven responses for selected chats.
• AI Flagging: Turn AI-powered flagging on or off for selected chats.

Bulk Update via CSV

For labels and custom properties, you can bulk update multiple chats by uploading a CSV file:

1. Bulk Update Labels

1. Select the chats you want to update
2. Click “Update Chats” > “Upload Labels”
3. 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.

2. Bulk Update Custom Properties

1. Select the chats you want to update
2. Click “Update Chats” > “Upload Custom Properties”
3. Upload a CSV file with:
   • Column 1: chat_id (required)
   • Additional columns: Custom property keys and values

Best Practices

1. Member Management: When adding members to groups, add them judiciously to avoid triggering WhatsApp’s spam detection
2. Label Organization: Use consistent label naming conventions to make bulk label updates easier
3. Assignment Distribution: Regularly review chat assignments to ensure even workload distribution
4. CSV Format: Ensure your CSV files follow the correct format with required columns before uploading
5. Selective 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