✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

SleekView for Tidio: locally captured leads and contact data as tables

Tidio stores chat history in its cloud, but lead-capture forms, integration logs, and locally synced visitor records live in WordPress. SleekView turns those into proper sortable, filterable tables.

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SleekView table view for Tidio

Local Tidio data, in proper tables

Tidio is SaaS — chat transcripts, visitor sessions, and operator data all live in the Tidio cloud. What ends up in WordPress is comparatively narrow: wp_options rows for plugin config, plus any leads, form submissions, or webhook payloads written into custom tables or postmeta by integrations on your stack. Most plugin admin links open the Tidio web app, so there's no native list UI for the WP-side records.

SleekView surfaces what's actually local. If your Tidio setup pipes leads to WordPress through Zapier, Make, a webhook handler, or a form-capture integration, those rows become a sortable, filterable table. Cross-reference lead emails against wp_users to see who's already a registered customer. Filter by source page or capture date to compare which marketing pages drive conversation starts. Failed sync attempts show as a triage column instead of being invisible until somebody notices missing leads.

The honest scope: SleekView is a WordPress data tool. It doesn't reach into the Tidio API to pull chat transcripts, push edits back to Tidio, or sync visitor data. For that you need Zapier, Make, or a custom integration layer. Within the WP boundary, though, the lead and config data finally has a real list UI with inline edits, saved views, and CSV export.

Workflow

From scattered WP records to a Tidio data table

1

Find the data

SleekView scans for Tidio plugin options and any custom tables or postmeta where your integrations write lead, form, or webhook records. You point it at the right source if it's not auto-detected.
2

Build columns

Pick from email, source page, capture date, sync status, and any custom fields your integration writes. Add joined columns like matching wp_user_id to spot existing customers among new leads.
3

Save the view

Marketing wants 'leads from /pricing this week'; sales wants 'pending sync, sorted by age'; ops wants 'failed sync, oldest first'. Each saves once and loads with one click.
4

Edit inline

Status flags, segment tags, or assignment fields edit directly from the row. Edits stay on the WP side; pushing to Tidio still requires Tidio's API or a sync layer like Zapier.

Sample columns

A typical local-leads view

One row per locally captured lead with email, page, source, and date.
Source: wp_options (Tidio config) + any locally captured leads in postmeta or custom tables
Email Name Source page Status Captured
alex@studio.co Alex Park /pricing Synced Apr 24
ria@design.io Ria Lopez /contact Synced Apr 23
tom@hello.dev Tom Reyes /blog/post Pending Apr 22
mia@brew.coop Mia Khoury /home Failed Apr 21

Comparison

Default Tidio admin vs SleekView

Default Tidio admin

  • Most Tidio admin sends you to the Tidio web app, not WordPress
  • Local leads or form captures have no built-in list UI
  • Plugin options are scattered across wp_options
  • No way to cross-reference Tidio leads with WP users on the same screen
  • Sync errors are not surfaced as a list

SleekView

  • Tabulate any locally captured leads or form submissions
  • Cross-reference Tidio email with wp_users
  • Filter by source page, capture date, and sync status
  • Inline-edit status flags on local lead records
  • Honest scope: chat transcripts stay in the Tidio cloud

Features

What SleekView gives you for Tidio

Local leads as a table

If you capture leads through Tidio forms or third-party integrations into WordPress, SleekView turns those records into a clean list with sort, filter, and inline edit support.

Source-page filters

Group leads by source URL or campaign so you can see which pages convert chat starts without leaving WordPress for the Tidio analytics dashboard.

Cross-reference users

Join lead emails to wp_users to see which leads are already registered customers — useful for sales prioritising upsells over cold outreach.

Audience

Who uses SleekView for Tidio

Marketing

See which pages capture the most leads without leaving WordPress, with source-page and date filters that load in one click instead of dashboard-hopping.

Sales

Filter leads by source and recency for outreach lists, then export the saved view to CSV for the team's CRM or sequence tool.

Support ops

Audit which captured leads have matching WP user accounts and which don't, then reconcile mismatched records before they cause duplicate-customer problems.

The bigger picture

Why local lead data needs a list, even with SaaS chat

Most Tidio teams accept that real chat data lives in the Tidio cloud and that's fine — the SaaS model is a feature, not a bug. The friction shows up at the seams. A form on /pricing pipes a lead through a webhook into a custom table.

Zapier syncs it to Tidio. The sync fails for one in fifty leads because of a malformed email. Where does the failure show up? Usually nowhere visible, until the marketing lead asks why the Tidio dashboard count doesn't match the WP form submission count and someone has to write SQL.

SleekView turns that invisible gap into a visible queue. Leads piped into WordPress have a list. Sync failures have a triage view.

Cross-references against wp_users surface returning customers who are starting a Tidio chat as if they were strangers. None of this duplicates the Tidio dashboard — it covers the WP-shaped seam between your site and the chat cloud, and that seam is where leads quietly disappear.

Questions

Common questions about SleekView for Tidio

No. Chat transcripts, visitor sessions, and operator activity live in the Tidio cloud and are accessible through the Tidio dashboard or their API. SleekView is a WordPress-side data tool — it surfaces only what's stored in your WP database. If you need transcript data in WP, you'd need a sync layer (Tidio's API plus Zapier, Make, or custom code) and SleekView would then tabulate whatever that layer writes locally.

 

Mostly wp_options for Tidio plugin config, plus any custom tables or postmeta keys your form or integration plugins write to. Schema varies by setup — Gravity Forms entries, WPForms entries, Fluent Forms submissions, or webhook landing tables all look different. SleekView lets you point at any of them and exposes the columns inside as sortable fields. No assumption about a single schema.

 

Yes for fields that live in WordPress — status flags, segment tags, assignment, custom fields written locally. Anything stored in Tidio's cloud (visitor properties, conversation tags, operator notes) has to be edited there. SleekView is honest about that boundary: WP-side edits go through standard WordPress hooks, and changes intended to flow back to Tidio still require Tidio's API.

 

No. SleekView is a WP-side data tool by design — pushing edits back to Tidio's cloud would require their API or a sync platform like Zapier or Make. The combination works well: SleekView gives you the list and triage UX in WordPress, your sync layer handles the round trip to Tidio when needed. Many teams find they only need WP-side edits anyway.

 

No. Views run admin queries on demand against the relevant tables and don't add front-end weight. The chat widget loads from Tidio's CDN as it always does, untouched. SleekView is admin-only — it doesn't enqueue scripts or styles on the public site, doesn't intercept page requests, and doesn't add database overhead outside the admin user context.

 

Yes. Any saved view exports to CSV directly with the columns and filters you've set. Useful for monthly marketing reports, handing a list to a sales rep without API access, or feeding data into a spreadsheet for analysis. The export is a one-click action from the view header — no separate export add-on or external tool needed.

 

For the WordPress-side data, yes. Filter by email, view all locally stored records associated with that address, export the result, and inline-delete or mark for redaction. For the Tidio-cloud-side data (transcripts, visitor sessions), you still need to use Tidio's data export tooling. But SleekView covers the WP half of the request, which is often the part teams forget about.

 

Yes. The plugin writes its settings as wp_options rows. SleekView can build a view scoped to those option keys, which is useful when you've inherited a site and need to audit the chat configuration without clicking through the Tidio settings panels. Things like enabled features, API keys (redacted), and integration toggles all surface as readable rows.

 

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