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How to perform bulk actions on multiple conversations

Summary

Bulk Chat Selection lets operators select multiple conversations in the Inbox and perform the same action on them at once. This is useful when you need to manage several conversations without opening and updating each conversation individually.

Note:

  • Bulk Chat Selection is available on Pro, Business, and Enterprise plans.

  • You can select up to 15 conversations at a time.

Instructions

What actions can you perform on multiple conversations?

After selecting conversations, you can apply the following actions to all selected conversations:

  • Solve conversations

  • Reopen conversations

  • Move to Pending

  • Assign to Operator

  • Assign to Team

  • Unassign conversations

  • Add Tags & Notes

  • Download chats

How to select multiple chats and perform a bulk action

You can select multiple conversations from the Inbox and apply the same action to all of them at once.

  • In the Wati Team Inbox, select the conversations you want to update.

  • You can select up to 15 conversations at a time.

  • Choose the bulk action you want to perform, such as Solve, Move to Pending, Assign to Operator, or Add Tags & Notes.

  • Confirm the action if prompted.

  • Wati processes each selected conversation individually. Conversations that support the selected action are updated, while conversations that cannot be updated are skipped.

For example, if you select 5 conversations and choose Move to Pending, but 2 of them are Expired, the 3 conversations that can be moved to Pending are updated and the 2 Expired conversations remain unchanged.

How does Bulk Chat Selection work?

When you apply a bulk action, Wati checks each selected conversation individually.

If a conversation can be updated, Wati applies the action.

If a conversation cannot be updated, Wati skips that conversation and continues with the remaining conversations.

This means that one conversation being ineligible does not cause the entire bulk action to fail.

Example: Move multiple conversations to Pending

Suppose you select 5 conversations and choose Move to Pending:

  • 3 conversations are Open.

  • 2 conversations are Expired.

The 3 Open conversations are moved to Pending.

The 2 Expired conversations are skipped because Expired conversations cannot be moved to Pending.

What happens if some selected conversations cannot be updated?

Only the conversations that can be updated are changed. Conversations that cannot be updated remain unchanged.

For example, if you select 5 conversations and choose Solve, but 1 of the conversations is Expired, Wati solves the conversations that can be solved and skips the Expired conversation.

You do not need to remove ineligible conversations before applying a bulk action.

When is each bulk action applied?

The result of a bulk action depends on the current status or assignment of each conversation.

Bulk action

Applied when

Skipped when

Solve

The conversation is Open or Pending

The conversation is Expired

Reopen

The conversation is Solved or Pending

The conversation is already Open or Expired

Move to Pending

The conversation can be moved to Pending, such as when it is Open

The conversation cannot be moved to Pending, such as when it is Expired

Assign to Operator

The conversation can be assigned to the selected operator

The conversation cannot be assigned because of its current status or assignment settings

Assign to Team

The conversation can be assigned to the selected team

The conversation cannot be assigned because of its current status or assignment settings

Unassign

The conversation has an operator or team assignment that can be removed

The conversation is assigned to a bot

How many conversations can be selected at once

  • You can select up to 15 conversations at a time.

  • If you need to perform the same action on more than 15 conversations, process them in multiple selections.

Why was a conversation skipped during a bulk action?

A conversation is skipped when the selected action cannot be applied to its current status or assignment.

For example:

  • An Expired conversation is skipped when you choose Move to Pending.

  • A conversation already in Open status is skipped when you choose Reopen.

  • A conversation assigned to a bot is skipped when you choose Unassign.

The other selected conversations are still processed normally.

Frequently Asked Questions (FAQs)

General

1. What is Bulk Chat Selection?

Bulk Chat Selection lets operators select multiple conversations in the Wati Team Inbox and perform the same action on them at once. You can select up to 15 conversations at a time.

Bulk Chat Selection is available on Pro, Business, and Enterprise plans.

2. What bulk actions can I perform on selected conversations?

You can perform these actions on selected conversations:

  • Solve conversations

  • Reopen conversations

  • Move conversations to Pending

  • Assign conversations to an operator

  • Assign conversations to a team

  • Unassign conversations

  • Add tags and notes

  • Download chats

Using Bulk Chat Selection

3. How do I perform a bulk action on multiple conversations?

In the Wati Team Inbox, select the conversations you want to update, choose the bulk action you want to perform, and confirm the action if prompted.

Wati processes each selected conversation individually.

4. What happens if some selected conversations cannot be updated?

Wati updates the conversations that support the selected action and skips conversations that cannot be updated. Skipped conversations remain unchanged.

One conversation being ineligible does not cause the entire bulk action to fail.

For example, if you select 5 conversations and choose Move to Pending, and 3 are Open while 2 are Expired, the 3 Open conversations are moved to Pending and the 2 Expired conversations are skipped.

5. Why was a conversation skipped during a bulk action?

A conversation is skipped when the selected action cannot be applied to its current status or assignment.

For example:

  • An Expired conversation is skipped when you choose Move to Pending.

  • An Open conversation is skipped when you choose Reopen.

  • A conversation assigned to a bot is skipped when you choose Unassign.

Other selected conversations that support the action are still processed normally.

6. Can I select more than 15 conversations for a bulk action?

No. You can select up to 15 conversations at a time. If you need to perform the same action on more than 15 conversations, process them in multiple selections.

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