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How to bulk edit chat values

Update your chat text quickly using a CSV file

Updated this week

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.

When to Use Bulk Edit

Use this feature when you want to:

  1. Translate your chat into other languages or prepare files for translators

  2. Update multiple question or choice texts at once

  3. Review or revise chat content offline

  4. Apply consistent wording changes across many cards

  5. Share chat text with colleagues for review before publishing

  6. Make large-scale edits without opening each card individually

How It Works

1. Open the Bulk Edit Drawer

  1. Open a chat by clicking on the chat name.

  2. Click the menu icon in the chat header.

  3. Select Bulk edit chat.

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

2. Download chat values

In the drawer:

  1. Under Download chat values, click Download chat values button

  2. A toast message will confirm: “Chat values file download has started.”

  3. Your file (.csv) will download.

What’s in the file

The exported template includes:

  • Element_id – the unique system identifier

  • Field_label – name of the chat element

  • Field_type – question/choice type

  • Locale text columns – containing the editable text values

Important Notes

  • Do not add rows or columns.

  • Empty cells = no change made.

  • Emojis, rich text, and URLs are preserved.

  • Masked choices and unsupported card types are not included.

3. Edit the File Offline

You can now safely update the text in csv file.

Things you can change:

  • Question text

  • Choice text

  • Button text (if exported)

Things you cannot change:

  • Element IDs

  • Structure of the file

Tip: Share the file with teammates or translators if needed.

4. Upload Your Edited File

Back in the Bulk Edit drawer:

  1. Under Import chat values, drag and drop your updated file, or click Select File to upload.

  2. The system will begin validating your file.

  3. A message will show: “Validating file…”

  4. You may cancel at any time to return to file selection.

5. Review Validation Results

If there are errors

You’ll see:

  • Message: “The uploaded chat values file contains errors. Please resolve errors and try uploading again.”

  • A button to Download error summary.

The error summary includes:

  • A Status column (Valid / Invalid)

  • A Reason column describing the issue for each invalid row

Fix the errors in your file and upload again.

If validation succeeds

You’ll see:

  • “File validated successfully. Click ‘Apply Changes’ to update your chat.”

  • The Apply changes button becomes enabled.

6. Apply Changes

  1. Click Apply changes.

  2. A confirmation dialog appears:

    • “You are about to apply bulk changes to the chat. This action cannot be undone. Do you want to proceed?”

  3. Click Apply changes again to confirm.

The system will:

  • Apply all updates

  • Reload the chat

  • Show a toast: “Changes have been applied to the chat”

Your chat is now updated with the new values.

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.

  • Use empty cells to intentionally skip updates.

  • Review the error summary if the import fails — it pinpoints exactly what to fix.

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