📂 How to perform bulk categorization
In the dynamics of customer service, it is common for agents to omit manual classification of each chat. Bulk categorization solves this inconvenience, allowing you to organize information in seconds and maximize the efficiency of audit processes.
⚙️ Step by step to classify conversations in bulk
Follow these instructions to apply a category to multiple chat threads concurrently:
Access the Tracking Module: Go to the left sidebar menu and select the Tracking section.
Chat selection: Check the boxes of all open and forwarded chats that you want to group under the same category.
Activation of the Side Panel: When you select more than one conversation, an action panel will automatically appear on the right side.
Choice of category: Click on the "Categorize conversations" button and select the corresponding option in the dropdown menu.
Confirmation: Press the "Categorize" button. The system will update all selected conversations in a single action.
⚠️ Audit information and importance
Transparency record: Each processed chat will include an internal note indicating that it was a bulk categorization and the name of the responsible person.
Impact on reporting: A 100% categorized database is the only way to obtain real reports on contact reasons and campaign success.
💡 Atom's useful tips
Smart filters: Use filters by "Agent" or "Date" before categorizing to ensure that the category is correct for the entire block.
Cleaning habit: Perform this process weekly by filtering "Uncategorized" conversations to keep your CRM impeccable.
Master large-scale data management! 🚀
Bulk categorization is the key to making your dashboards reliable sources of information. Eliminate data gaps and ensure that every interaction counts toward your company's growth. ✅