---
title: "The Action Bar: Assign, Merge, Commands, Agents, Email, Call, SMS, Archive"
description: "Select rows in Companies or People and the Action Bar appears. What each button does and how sticky selection works."
url: https://help.k3x.ai/en/articles/60-the-action-bar-assign-merge-commands-agents-email-call-sms-archive
collection: "Companies, People and Pipelines"
updated: 2026-10-04
language: en
---

# The Action Bar: Assign, Merge, Commands, Agents, Email, Call, SMS, Archive

Select rows in Companies or People and the Action Bar appears. What each button does and how sticky selection works.

Select one or more rows in the **Companies** or **People** grid and the **Action Bar** slides in at the bottom of the screen. It shows how many records are selected and eight actions you can run on all of them at once.

## Selecting records

1.  Tick the checkbox on each row you want, or tick the header checkbox to select the visible set.
    
2.  Change filters or switch Smartviews if you need to. Your selection is sticky, so records you ticked stay selected while you narrow or widen the list.
    
3.  Click **×** on the Action Bar to clear the selection.
    

## The actions

### Assign

Set the owner for every selected record in one go. Use it after an import, when a rep leaves, or to hand a territory to someone new.

### Merge

Combine duplicate records into one. Select the duplicates, click **Merge**, and confirm. See "Merge duplicates, archive and restore" for details.

### Commands

Tell K3X what to do with the selection in plain English, the same way you would in the Command Center: "set Region to Southeast", "add a note that they attended the webinar", "move their deals to Demo Booked". The command runs against the selected records only and spends AI credits from your pool.

### Agents

Run an existing agent on the selected records. Pick the agent from the list; each record is enrolled and the agent starts working it. This is how you launch a follow-up sequence on a list you have filtered.

### Email

Open the email composer for the selection. Requires a connected Gmail or Microsoft 365 mailbox in **Settings → Connected Apps**. Templates, snippets and scheduling are available in the composer.

### Call

Start calling the selected people one after another with the built-in dialer. A live-call banner stays pinned at the top while you work, and each call is logged to the record's timeline when you hang up. Calling spends credits from your pool.

### SMS

Open the SMS composer for the selection. Requires a K3X phone number with approved A2P 10DLC registration (or toll-free verification). Texting spends credits from your pool.

### Archive

Remove the selected records from your working views without deleting them. Archived records can be restored later.

## Tips

-   Build the list first, act second. Filter to the exact set, select, then run one action.
    
-   Combine actions: Assign to a rep, then Agents to enroll the same selection in that rep's follow-up agent.
    
-   Large selections are fine for Assign, Archive and Agents. For Email and SMS, keep an eye on your sending limits and your credit balance.
    

## Related

-   Views, filters, columns and Smartviews
    
-   Merge duplicates, archive and restore
    
-   Companies and People: how K3X organizes your CRM