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How to bulk edit chat values

Update your chat text quickly using a CSV file

The Bulk Edit Chat feature lets you download all editable chat values into a CSV template, make changes offline, and upload them back to apply updates in bulk. This helps you save time, prevent manual errors, and keep your chat content consistent across all locales.

When to Use Bulk Edit

Use this feature when you want to:

  • Translate your chat into other languages or prepare files for translators

  • Update multiple question or choice texts at once

  • Review or revise chat content offline

  • Apply consistent wording changes across many cards

  • Share chat text with colleagues for review before publishing

  • Make large-scale edits without opening each card individually

How It Works

1. Open the Bulk Edit Drawer

  • Open a chat by clicking on the chat name.

  • Click the menu icon in the chat header.

  • Select Bulk edit chat.

  • The Bulk edit chat drawer will slide in from the side.

2. Download Chat Values

In the drawer, under Download chat values, click the Download chat values button. A toast message will confirm the download has started. The downloaded CSV file contains all editable text in your chat.

What's in the file:

  • Element_id - unique identifier for each element (do not modify)

  • Field_type - question/choice type

  • Locale text columns - one column per locale containing the editable text values. For single-locale chats, there is one text column. For multi-lingual chats, the file includes a separate text column for each locale configured on the chat (e.g., one column for your default locale and additional columns for each secondary locale).

Important notes:

  • Do not add rows or columns.

  • Empty cells mean no change will be made to that value.

  • Emojis, rich text, and URLs are preserved.

  • Masked choices and unsupported card types are not included.

  • For multi-lingual chats, you only need to fill in the locale columns you want to update. Leave other locale columns empty if no change is needed.

  • If you add a new locale to a chat after downloading the template, download a fresh template. The new locale column will be available immediately without refreshing the page.

3. Edit the File Offline

You can now safely update the text in the CSV file.

Things you can change: question text, choice text, button text (if exported).

Things you cannot change: element IDs, structure of the file.

Working with multiple locales: When editing a multi-lingual chat's bulk edit file, you will see one text column per locale. Update the text in each locale column as needed. You can share the file with translators, with each translator only filling in their respective locale column and leaving others blank.

4. Upload Your Edited File

Back in the Bulk Edit drawer, under Import chat values, drag and drop your updated file, or click Select File to upload. The system will begin validating your file. A message will show: "Validating file..." You may cancel at any time to return to file selection.

5. Review Validation Results

If there are errors: You will see: "The uploaded chat values file contains errors. Please resolve errors in your file and upload again." For multi-lingual chats, validation errors are reported per locale in the format: "Locale Name: Error description" so you can identify exactly which locale has the issue.

If validation succeeds: You will see: "File validated successfully. Click 'Apply Changes' to update your chat." The Apply changes button becomes enabled.

6. Apply Changes

Click Apply changes. A confirmation dialog appears: "You are about to apply bulk changes to the chat. This action cannot be undone. Do you want to proceed?" Click Apply changes again to confirm. The system will apply all updates, reload the chat, and show a toast: "Changes have been applied to the chat."

Best Practices

  • Always start by downloading a fresh template for each editing session.

  • Never modify the structure of the file.

  • If working with translators, ask them not to change IDs or add rows. Each translator only needs to fill in their respective locale column.

  • Use empty cells to intentionally skip updates.

  • Review the error summary if the import fails - it pinpoints exactly what to fix, including which locale has the issue for multi-lingual chats.

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