Reviewing a bulk change from the Assistant
When one operation would change more than 15 records, the Essential Assistant groups the proposal into one or more review tables. Requests affecting 15 or fewer records use the ordinary action confirmation card. Nothing changes until you confirm it.
Not every action can be reviewed in bulk. Actions such as sending invoices or quotes, creating tasks, or rescheduling visits always use the ordinary confirmation card, however many records they cover.
A bulk review can include up to 10,000 changes. If your request exceeds that limit, narrow it into smaller sets.
Open the review
The chat shows a compact Bulk changes card with a summary and the number of changes in each table. Choose the primary Review changes button to inspect the records on the full review page, or choose Confirm all N changes on the card when you have already reviewed the summary and want every row included.
Each section of the review page names the action that will run and shows four counts: total rows, selected rows, completed rows, and failed rows. Sort a column by choosing its heading. Use the page controls below a table to move through larger sets.
Choose which rows to include
Every row starts selected. Clear the checkbox beside a row to leave that record unchanged. The All checkbox in a table selects or clears that entire table. Your choices stay in place when you sort the table or move to another page.
The confirmation bar above the tables stays visible while you scroll and shows the total number of selected changes across all tables. Choose Confirm N changes to run exactly that selection. Choose Discard to reject the whole proposal.
Some rows depend on each other — for example, several changes to the same asset on a report — and must be confirmed or left out together. If your selection splits such a group, Essential tells you which rows to include or clear before it runs anything.
If you change the selection and try to leave before confirming, Essential warns that the selection has not been saved. A partial selection belongs only to that open review page; opening the card again starts from the proposal's full selection.
If the records changed after the review was built
A review shows each record as it was when the Assistant built it. When you confirm, Essential checks the selected records again. If any of them has changed since — someone edited a note, a quote moved to a new status, a record was deleted — nothing runs, and Essential names the affected records. Ask the Assistant for a fresh review so you approve changes against what is there now.
Follow the outcome
After confirmation, the checkboxes become an Outcome column. The page refreshes while the work runs and labels each row as waiting, running, done, failed, skipped, or not selected. A failed row includes the safe error message returned by the action.
Some tables run as one bulk action. In that case every selected row in the table has the same outcome. If an earlier action fails, later actions are skipped rather than continuing with only part of the requested sequence.
You can leave the page while work is running; it continues on Essential's servers. Choose Back to conversation to return to the exact Assistant chat that created the review. The Assistant follows up there when the batch finishes.
Where to find it: Essential Assistant > Bulk changes card > Review changes
Related guides
Last updated
Was this helpful?