Bulk Edit Assistants - AI Assistant

Overview

With Bulk Edit, you can update the same setting across many assistants in one go - so you don’t have to open each assistant and make the same change over and over.

How to Get Started

Bulk Edit lives on your Manage Assistants page.

1. Go to Manage Assistants.
2. Check the box next to each assistant you want to update (you can select as many as you need).
3. Click Edit. The Bulk Edit window opens with your selected assistants.

From the same selection you can also Activate or Deactivate assistants; use Edit when you want to change their settings (name, personality, rules, channels, notifications, and so on).

Choosing Which Assistants to Edit

• Selecting: Check the box on the left of each assistant’s row to include them. When you have at least one selected, a bar appears above the list showing how many are selected.
• Changing your list in Bulk Edit: At the top of the Bulk Edit window you’ll see how many assistants are selected. Click that number to open the full list of names. You can remove someone from the group by clicking the X next to their name; the window stays open and the count updates. Closing the window doesn’t change which assistants are selected on Manage Assistants.

You can only bulk edit active assistants. If an assistant is turned off or locked, activate it first from Manage Assistants if you want to include it in Bulk Edit.

What the Bulk Edit Window Looks Like

When you open Bulk Edit you’ll see:

• At the top - The title “Bulk Edit Assistants,” how many assistants are selected (click to see the list), and a close button.
• A note that your changes will replace existing settings for the assistants you selected.
• A tip that you can use the business name placeholder in text so each assistant uses its own business name.
• A search box - Type to quickly find a setting instead of scrolling.
• Tabs - Core Behavior, Chatbot, Phone, and Notifications. Switch tabs to work on different kinds of settings.
• At the bottom - A reminder that some values will be overwritten, plus Cancel, Preview Changes, and Apply Changes (the button shows how many assistants you’re updating).

Only the settings you actually change will be updated. Leave a setting blank or unchanged and it stays as it is for each assistant. When it’s helpful, you may see current values for your selection so you can decide what to set.

Core Behavior

In the Core Behavior tab you can update the same kinds of things you’d set for a single assistant:

• Business Name
• Service
• Assistant Name
• Assistant Personality
• Timezone
• Main Call-to-Action (e.g. Schedule an Appointment or Custom)
• Custom CTA (when you use a custom call-to-action)
• Schedule type and Calendar link (when they apply)
• Core Questions
• Custom rules (conversation rules that override the defaults)
• Channel-specific rules (separate rules for Phone, Text, Chat, and Email)

For Custom rules and Channel-specific rules, you can choose to Append or Replace. Append adds your new text to the end of each assistant’s existing rules, while Replace overwrites them entirely.

When appending, the maximum character limit is based on the longest existing value among your selected assistants. You cannot append more than the remaining space allows.

Use the search box to jump to a specific setting in this tab.

Chatbot

In the Chatbot tab you can update:

• Show branding
• Chatbot Title, Chatbot Subtitle, and Chatbot Greeting
• Chat rules
• Auto-open chatbot (whether it opens automatically and related options)
• Auto-close (whether and when it closes, and the message shown)

Search within the tab to find the setting you need.

Phone

In the Phone tab you can update:

• Phone intro
• Phone rules
• Assistant voice
• Patience (and other phone behavior options when available)
• Backup number, Outage response, Text follow-up closing (if shown)

Notifications

In the Notifications tab you can update:

• Notification type
• Notify when
• Notification email
• Notification mobile number
• Any other notification options shown

Saving or Canceling

• Apply Changes - Saves your updates to all selected assistants (the button shows the number of assistants). Only the settings you changed are updated; everything else stays the same. This button is available once you’ve made at least one change.
• Preview Changes - Lets you see what will change before you apply. Use it when you want to double-check.
• Cancel - Closes the Bulk Edit window without saving. Your selection on Manage Assistants is unchanged.

Bulk Edit replaces most settings you edit on each selected assistant. For rules fields, you have the option to append instead. If you need different values for different assistants, edit those assistants one at a time instead of using Bulk Edit.

Use the business name placeholder in text (for example in rules or greetings) so each assistant automatically uses its own business name in conversations. That’s especially helpful when you’re updating many assistants with different business names.