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:
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 Download chat values button
A toast message will confirm: “Chat values file download has started.”
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:
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’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
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
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.
