Conversations›Assigning & bulk actions

Assigning & bulk actions

Assign conversations to the right person, or triage a batch of them at once instead of clicking through one by one.

Assigning a single conversation

  1. Right-click a conversation in the list (or open it and use the ⋯ menu).
  2. Choose Assign agent.
  3. Pick an agent from the list, or Unassigned to clear the assignment.

Selecting multiple conversations

  1. Hover a row in the list. The channel icon swaps for a checkbox.
  2. Click the checkbox to select it, repeat for more rows.
  3. Once at least one is selected, the list header switches to a selection toolbar.
  • Select all : selects every conversation currently loaded in the list.
  • Select all in view : selects every conversation in this view, even ones not loaded yet, this can take a moment.
  • Deselect all : clears the selection.

Bulk actions

With conversations selected, open the actions menu for:

  • Set resolved : marks the selected conversations as resolved.
  • Set snoozed : moves them out of Open until the customer replies.
  • Set spam : marks them as junk.
  • Mark as unread : flags them for follow-up.
  • Set label : apply a label to all selected.
  • Assign agent : assign to one agent, or Unassigned to bulk-unassign.

Each action applies immediately (there's no confirmation step), and a banner confirms how many conversations were updated.