Bulk Action Revamp in Contacts

Bulk Action Revamp in Contacts

March 11, 20251 min read

The Bulk Action tab helps you track all multi-contact activities performed inside the system. Knowing the success, progress, and state of each activity is key to ensuring productivity. With these changes, you can easily see what’s going on. Let’s check them out!

⭐️How Will These Changes Affect You?:

  • Redesigned Layout: We cleaned up the interface and added new filters for action type, status, users, and date range.

    3
  • Status Indicators: The status display is color-coded and includes real-time updates. Green will indicate completed actions, red will indicate cancelled actions, blue will indicate In-Progress actions, and gray will indicate queued actions.

    1
  • Action Confirmation Modal: Canceling, reverting, pausing, or resuming actions will request confirmation and notify you of the changes made, allowing you to double-check your choice.

    2

⭐️How To View Action Statistics?

  1. Navigate to the Bulk Actions tab inside the Contacts section.

    step 1
  2. Click the three-dot icon next to a bulk action to open its options and select Summary Stats to view a shortened version of your action progress.

    step 2
  3. To view detailed metrics, click Show Stats.

    step 3
  4. Use the tabs at the top to filter out the results or click to export a CSV copy of the logs.

step 4

And there you have it. Now you can master the new Bulk Action tab’s layout and turn out comprehensive statistics, exact results, and useful logs in minutes

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. 

Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Back to Blog