Organizing Conversations

Organize your conversations with custom views and inboxes and operate efficiently with macros and other tools

Organizing Conversations

Bulk Actions On Conversations

Statusbrew makes it easy to manage multiple conversations at once with Bulk Actions. This is useful for managing a sudden influx of conversations.

Using Bulk Actions in Engage, you can:

  • Assign multiple conversations to users or user groups.

  • Move conversations to specific Inboxes.

  • Close several open conversations simultaneously.

  • Snooze multiple open conversations.

  • Re-open multiple closed or snoozed conversations.

  • Edit existing custom fields and their value, or add new fields. Adding or rearranging custom fields affects all conversations. Updating a field’s value will override the previous one, but only for the selected conversations.

  • Add tags (for owned media).

  • Hide [+ close] (for Facebook (ads + organic), Instagram (ads + organic), TikTok, YouTube comments)

  • Unhide (for Facebook (ads + organic), Instagram (ads + organic), TikTok hidden comments)

  • Delete [+ close] (for Facebook (ads + organic), Instagram (ads + organic), LinkedIn, TikTok, YouTube comments)

How To Filter And Sort Conversations For Bulk Actions?

To perform bulk actions, start by selecting the conversations you want to manage. You can perform bulk actions on the following:

For each of these inboxes, you can filter and sort conversations to quickly narrow down the ones you want to take action on.

How To Perform Bulk Actions?

  1. Go to Engage.

  2. From the sidebar, open the filtered view you want to perform bulk actions on.

  3. Hover over any conversation in the list and click the checkbox beside it to select the conversation.

    • To select all conversations in the list at once, click the checkbox at the top above the top conversation or use the Select all conversations in the {{view name}} button in the center of the screen (visible after you select two conversations from the list).

  4. From the center of the screen, choose the desired action to perform:

    1. Add to inbox. The Add to inbox dialog box will appear, where you can select the desired Team Inbox to move the conversations to.

    2. Assign conversation. The Add conversation dialog box will appear, where you can select the user/user group to assign the selected conversations to.

    3. Custom Fields. The Custom Fields dialog box will appear, where you can edit existing fields and their value or add new fields.

    4. Snooze all (for open conversations)

    5. Close (for open conversations)

    6. Re-open (for closed or snoozed conversations)

You can select the Clear section button in the center screen to deselect the selected conversations.

How To Perform Bulk Actions (Add Tags, Hide, Delete And Close)?

Bulk actions Add tags, Hide, Unhide, Delete, Hide and close and Delete close can be performed on conversations of owned media conversations from Engage.

  1. Go to Engage.

  2. From the sidebar, open any conversation of the owned media on which you wish to perform the bulk action.

  3. Go to All.

  4. To select all conversations, click the checkbox beside "Select all." You can also deselect any conversation by clicking on the checkbox beside it. You will also see the number of selected conversations on the right side (e.g.

    4 selected.)

  5. Choose the bulk action to perform:

    1. Add to inbox

    2. Assign conversation

    3. Add tags

    4. Close (for open conversations)

    5. Hide

    6. Show (for hidden conversations)

    7. Delete

    8. Click (More) to choose Hide and close or Delete and close actions.

Pro tip: Use keyboard shortcuts to make this process even faster. Follow the steps:

  1. Select all conversations on which you want to perform an action

  2. Click i from your keyword to open the Add to inbox dialog box or click a to open the Assign conversation dialog box.

  3. Navigate using Up & Down arrow keys to preview through inbox or user/user group.

  4. Press ↵ to select the inbox/user/user group and complete the action.

We have a dedicated article on moving faster with Keyboard Shortcuts in Engage. Do check it out!

See Also