Bulk Operations

Close, tag, prioritise, export, delete, or purge many tickets in one action from the dashboard

Bulk operations let you select several tickets on Dashboard → Tickets and apply one action to all of them: close, reopen, add or remove a tag, set a priority, export, delete, or purge. They are for clearing a backlog after an incident, tagging a batch of related tickets, or exporting a week's conversations without opening each ticket.

Anyone with dashboard access to a bot can run bulk actions on its tickets. Purge is the exception: only the bot owner can purge, and only tickets already in the Deleted status.

Selecting tickets

Enter select mode

On Dashboard → Tickets, click Select in the toolbar. A checkbox appears on each row.

Pick the tickets

Tick individual tickets, or use the header checkbox to select every ticket on the current page (20 tickets). Use the filters or a saved view first so the page shows exactly the tickets you mean.

Choose an action

The action bar appears with the selection count. Pick an action; a dialog asks for any details and for confirmation before anything happens.

Review the result

When the operation finishes, a summary lists how many tickets succeeded, failed, or were skipped, with the reason for each skip.

Available actions

ActionInputNotes
CloseOptional close reasonFollows each server's close settings (transcript, deletion, feedback)
ReopennoneOnly closed tickets are reopened
Add tagTag name, 1 to 50 characters, letters, numbers, hyphens, and underscoresAdded to every selected ticket
Remove tagTag nameRemoved where present
Set priorityNone, Low, Medium, High, or Urgent
ExportFormat: HTML, JSON, CSV, or PDFDownloads a zip containing one file per ticket
DeleteConfirmationRemoves the Discord channels and marks the tickets deleted; they stay in history with their transcripts until purged
PurgeConfirmationPermanently erases deleted tickets; bot owner only

Every action asks for confirmation in a dialog before running.

Limits

LimitValue
Tickets per close, reopen, tag, priority, delete, or purge action100
Tickets per export50
Tickets per PDF export10
Page size when using the header checkbox20

If you select more than the limit, split the selection across two runs.

What happens

  1. Access is checked first. You must own or manage the bot of every selected ticket; if any ticket fails this check the whole batch is refused rather than partially applied.
  2. Tickets are processed a few at a time. Each one succeeds, fails, or is skipped independently, so one bad ticket does not stop the rest.
  3. Skips are reported with a reason. Common ones: "Ticket is already deleted" for a delete, "Only deleted tickets can be purged from history" for a purge of a still-open or closed ticket, and "Only the bot owner can purge ticket history" for a purge run by dashboard staff.
  4. For Delete, open tickets are closed first and then deleted, so close-time behaviour such as transcripts still runs.
  5. For Export, the files are generated and delivered as a single zip download.

Purge cannot be undone. It removes the ticket record, stored messages and compressed history, transcript links, archived attachments, staff notes, SLA and feedback data, analytics contributions, and any knowledge base learning derived from those tickets. Export first if you might need any of it.

There is no bulk assign, bulk claim, or move-to-category action. Claiming is done per ticket with /claim or the ticket toolbar.

Troubleshooting

SymptomCauseFix
The whole batch was refusedAt least one selected ticket belongs to a bot you do not own or manageFilter by Bot or Access so the selection only contains your tickets
Some tickets were "skipped"They were already in the target state, or the action does not apply (for example purging a non-deleted ticket)Read the reason in the summary; nothing else is needed
Purge skipped everything with "Only the bot owner can purge ticket history"You are dashboard staffAsk the bot owner to purge
PDF export is refusedMore than 10 tickets were selectedSelect 10 or fewer, or export as HTML, JSON, or CSV (up to 50)
Export fails on a large selectionThe combined size or message count exceeded the export limitsExport fewer tickets per run
The header checkbox did not select every matching ticketIt selects only the current page of 20Run the action page by page
"Bulk PDF export is limited to 10 tickets per request."Same as aboveReduce the selection

Common questions

How many tickets can I close at once? Up to 100 per action. Select them on the Tickets page, choose Close, add an optional reason, and confirm.

Can I export a whole week of tickets? Yes, 50 at a time (10 for PDF). Filter by date order and bot, select the page, and choose Export. Each run downloads a zip.

Does bulk close send transcripts and feedback requests? Yes. Each ticket is closed the same way as a single close, so the server's close settings apply.

Why can't I purge? Purge is limited to the bot owner and to tickets that are already deleted. Dashboard staff can delete but not purge.

Can I undo a bulk delete? No. Deleted tickets cannot be reopened. Their transcripts stay readable in the Deleted status until purged.

Can I bulk claim tickets or move them to another category? No. Those actions are per ticket in Discord or on the ticket page.

Last updated on

On this page