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Bulk Actions

Bulk actions let you take action on multiple contacts at once instead of updating them one by one. Select a group of contacts and apply changes like agent assignment, tagging, or messaging in a single operation.

Video Walkthrough

Watch: Setup Bulk Action Outbound Campaigns — 0:28–2:24

Selecting Contacts​

You can select multiple contacts from either view:

  • Board view — select an entire pipeline column to grab all contacts in that stage.

Board view — select an entire pipeline

  • Table view — use the checkboxes next to individual contacts, or select all visible contacts at once.

Table view — use the checkboxes

Available Bulk Actions​

Once you have contacts selected, the following actions are available:

  • Assign to team member — distribute contacts among your team.

Assign to team member

  • Assign to AI agent — hand contacts off to an AI agent for automated follow-up.

Assign to AI agent

  • Add tags — apply one or more tags to all selected contacts.

Add tags

  • Remove tags — strip specific tags from all selected contacts.

remove Tag - bulk

  • Send SMS — send a text message to all selected contacts.

SEND SMS

  • Send email — send an email to all selected contacts.

Quick Roll vs. Drip​

Quick Roll — executes the action

When executing a bulk action, you choose how it is delivered:

  • Quick Roll — executes the action on all selected contacts immediately. Best for internal actions like tagging or team assignment, or when you need messages sent right away.
  • Drip — spaces out the action over time, sending messages at intervals you define. This prevents overwhelming recipients and helps avoid deliverability issues when sending large volumes of SMS or email.

Drip — spaces out the action

Drip is recommended for outbound messaging campaigns where you want a natural, staggered delivery.

Monitoring Progress​

After starting a bulk action, track its progress in the Activity tab. You can see:

  • How many contacts have been processed.
  • The current status of the action (in progress, completed, or failed).
  • Any errors or skipped contacts.

Next Steps​