Bulk Training Operations

When managing large amounts of training data, bulk operations help you efficiently update, organize, or clean up your AI chatbot's knowledge base. Instead of handling pages or files one at a time, you can select multiple items and perform actions in batch.

How to get there: Go to Setup → Chatbot in the top menu → click your chatbot → Training → Website or Files tab (under the Training section in the sidebar).

Available Bulk Operations

Bulk Retry

Re-fetch and re-train pages that failed or need updating.

What it does:

  • Deletes existing training data (chunks) for selected pages
  • Resets pages to "pending" status
  • Clears cached content
  • Queues pages for re-fetching and re-training

When to use:

  • Pages failed to fetch or train
  • Website content has been updated
  • You want to refresh outdated information
  • Training errors occurred

Important: This completely reprocesses the pages, which counts toward your training limits.

Bulk Delete

Permanently remove pages from your knowledge base.

What it does:

  • Deletes the page records
  • Removes all associated training data (chunks)
  • Removes all embeddings from the AI
  • Cannot be undone

When to use:

  • Removing outdated or irrelevant content
  • Cleaning up test pages
  • Reducing knowledge base size
  • Pages you no longer want the AI to reference

Warning: Deleted pages are gone permanently. The AI will no longer have access to this information.

Bulk Untrain

Remove pages from AI training while keeping them in your list.

What it does:

  • Removes training data (chunks and embeddings)
  • Sets "used_for_training" to false
  • Keeps the page record for reference
  • Marks page as "fetched" (not trained)

When to use:

  • Temporarily exclude content without deleting it
  • Test AI performance without certain pages
  • Reduce token usage by removing less important pages
  • Keep pages for future reference but not current training

Difference from Delete: The page stays in your list but isn't used by the AI. You can re-train it later with Bulk Retry.

Bulk Tag Operations

Organize and categorize your training content with tags.

Bulk Tag Webpages

Add a tag to multiple webpages at once.

What it does:

  • Assigns the selected tag to all chosen webpages
  • Updates tag statistics
  • Enables filtering by tag

When to use:

  • Organizing content by category (Products, Support, Billing)
  • Marking content by location or language
  • Grouping related pages

Bulk Remove Tag from Webpages

Remove a tag from multiple webpages.

What it does:

  • Removes the tag assignment from selected pages
  • Updates tag statistics

When to use:

  • Reorganizing your tagging system
  • Correcting mistakenly applied tags

Bulk Tag Files

Add a tag to multiple uploaded files.

What it does:

  • Assigns the selected tag to all chosen files
  • Works the same as webpage tagging

When to use:

  • Organizing PDF documentation
  • Categorizing training files
  • Grouping related documents

Bulk Remove Tag from Files

Remove a tag from multiple files.

What it does:

  • Removes the tag assignment from selected files

How to Use Bulk Operations

Step 1: Select Items

  1. Go to your chatbot's training data (Webpages or Files)
  2. Check the boxes next to items you want to modify
  3. Or use "Select All" to choose all visible items

Step 2: Choose Operation

  1. Look for the bulk actions menu (usually appears when items are selected)
  2. Select the operation you want to perform:
    • Retry Failed/Selected Pages
    • Delete Selected Pages
    • Untrain Selected Pages
    • Tag Selected Items
    • Remove Tag from Selected Items

Step 3: Confirm

  1. Review the number of items affected
  2. Confirm the action
  3. Wait for the operation to complete

Note: Large operations may take a few moments to process.

Bulk Tagging Workflow

Tags help you organize content and enable advanced filtering. Here's a recommended workflow:

1. Create Tags First

  • Go to your chatbot settings
  • Create tags like "Product Info", "Support", "Pricing"
  • Assign colors for easy identification

2. Apply Tags in Bulk

  • Select webpages by category
  • Use "Bulk Tag" to assign relevant tags
  • Repeat for each category

3. Use Tags for Filtering

  • Filter training data by tag
  • Perform tag-specific operations
  • Use tags in pre-chat questions (if enabled)

Best Practices

Retry Operations

  • Use retry for failed pages first
  • Don't retry all pages unless necessary (wastes training quota)
  • Check for patterns in failures before retrying
  • Allow time between retries for website issues to resolve

Delete Operations

  • Review pages before bulk deleting
  • Consider untrain instead if you might need the content later
  • Export a list of pages before deleting if you want a backup
  • Double-check your selection - deletions are permanent

Untrain Operations

  • Use untrain to test AI performance without certain content
  • Untrain seasonal content when out of season
  • Keep pages untrained if they're outdated but still reference-worthy
  • Re-train later with bulk retry if needed

Tagging Operations

  • Create a consistent tagging system before bulk tagging
  • Use descriptive tag names
  • Don't over-tag - focus on meaningful categories
  • Review tag statistics to ensure even distribution

Common Use Cases

Cleaning Up Failed Pages

  1. Filter training data by "failed" status
  2. Select all failed pages
  3. Choose "Bulk Retry"
  4. Monitor progress over next few minutes

Removing Old Product Pages

  1. Filter for pages containing "/old-products/"
  2. Select all matches
  3. Choose "Bulk Delete"
  4. Confirm deletion

Organizing by Category

  1. Filter for pages containing "/support/"
  2. Select all
  3. "Bulk Tag" with "Support" tag
  4. Repeat for other categories

Seasonal Content Management

  1. At end of season, filter for seasonal pages
  2. Select all seasonal content
  3. "Bulk Untrain" to remove from AI temporarily
  4. Next season, use "Bulk Retry" to re-enable

Testing AI Without Specific Content

  1. Select pages you want to test excluding
  2. "Bulk Untrain" those pages
  3. Test AI performance
  4. "Bulk Retry" to re-train if needed

Performance Considerations

  • Bulk Retry counts toward your training quota (each page is reprocessed)
  • Bulk Delete is immediate and frees up training quota
  • Bulk Untrain frees up training quota without losing page records
  • Bulk Tag operations are fast and have no limits

Large operations (100+ items) may take several minutes to complete. You can navigate away from the page while the operation processes in the background.

Limitations

  • Maximum items per operation: 1000 (for performance)
  • Retry operations respect your plan's training quota
  • You must have appropriate permissions (update or delete) to perform bulk operations
  • Operations cannot be undone - always review selections before confirming

Monitoring Results

After a bulk operation:

  • Check the success message for the number of items affected
  • Review the training data list to confirm changes
  • For retry operations, monitor the status column as pages reprocess
  • Check your training quota if using bulk retry

If an operation fails:

  • Check error messages
  • Verify you have necessary permissions
  • Ensure selected items still exist (not deleted by another user)
  • Try with a smaller batch if timeout occurs