SleekView Kanban for AI ChatBot Pro
AI ChatBot Pro logs every visitor conversation and every captured lead into a plugin table with a status column. SleekView Kanban reads those rows directly, groups them into columns by status and lets sales and support teams move conversations through their funnel with a drag.
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Move chatbot leads through your funnel visually
AI ChatBot Pro stores every conversation in its plugin table along with the captured lead fields, the bot version that handled the chat and the status the bot ended on, like new, qualified, contacted or closed. The bundled admin screen is a flat list, which makes it hard to see how many qualified leads are waiting on a follow up or how many conversations stalled at the demo request step.
SleekView Kanban turns that same table into a drag and drop board. One card per conversation, grouped into columns by the status field, with the visitor name, captured email and bot intent on the card front. Sales drags a card from New to Contacted and the AI ChatBot row updates, so the plugin's own dashboard and your CRM sync stay accurate.
Because the board is bound to the live row, the count at the top of each column is always the real number of conversations in that state, not a stale tally pulled from a cron job.
Workflow
From chatbot logs to a sales kanban
Connect the AI ChatBot Pro logs
Pick the lead status as grouping field
Configure the card front for sales
Drag the card, update the chatbot row
Sample board
Sample AI ChatBot Pro lead board
Comparison
AI ChatBot admin grid vs SleekView Kanban
AI ChatBot Pro list
- Conversations and leads live in a flat list with one status filter at a time.
- Status changes require opening each conversation and editing a meta box.
- No grouped counts, sales cannot see qualified vs contacted at a glance.
- Card style previews are not available, only a truncated transcript snippet.
- Mobile triage is awkward, the conversation grid assumes a wide desktop view.
SleekView Kanban
- Reads AI ChatBot Pro conversation rows directly, no mirrored CRM table.
- Drag and drop writes the new status back to the chatbot row on drop.
- Card meta combines visitor email, bot intent and last touch in one line.
- Filter by bot, intent or date and the kanban grouping stays consistent.
- Counts are live row totals, not cached numbers from a nightly export.
Features
What SleekView Kanban gives you for AI ChatBot Pro
Sales handoff swim lanes
Add an owner field to AI ChatBot conversations and SleekView can render swim lanes per sales rep. Each rep sees only their own leads inside the standard status columns, and reassigning a lead is a drag from one lane to another with the row updating on drop.
Stale lead warnings
Configure a colour rule on the card front so a lead older than 48 hours in the New column turns amber and one older than seven days turns rose. Sales reps see the cards that are slipping without opening a single conversation.
CRM friendly fields
Map AI ChatBot fields to the same columns your CRM webhook expects. When a card moves to Closed won, SleekView writes the status and the close date in one update, so the CRM payload that fires next stays consistent with the kanban.
Audience
Where AI ChatBot Pro teams ship the kanban view
Inbound sales pipeline
New chatbot leads land in New, qualified ones move to Qualified, and reps drag them through Contacted to Closed won. The chatbot row mirrors the kanban state without anyone touching the CRM directly.
Support escalation board
Conversations marked as a support issue route into a board grouped by severity. Tier one drags resolved chats into Closed, complex cases get escalated by dragging into the Engineering swim lane.
Marketing qualified leads queue
Marketing watches a board of MQL chatbot leads, drags warm ones into a Nurture column and assigns the rest. The kanban replaces a weekly export and a shared spreadsheet that nobody updated in time.
The bigger picture
Why chatbot teams outgrow the default list
AI ChatBot Pro is great at capturing leads, less great at helping a sales team move them through a funnel. A list of conversations cannot show priority, cannot show ownership and cannot show where a lead is stuck. Reps end up exporting CSVs into a spreadsheet or copying lead emails into a CRM by hand, and both of those workflows fall behind the moment the chatbot has a busy week.
A kanban view fixes the part the list cannot. New leads land where everyone can see them, qualified ones pile up visibly so the team feels the backlog, contacted ones move out of the cold queue, and closed won leads clear the board so the next week starts fresh. Because the board reads and writes the same AI ChatBot Pro row, the chatbot dashboard, the CRM sync and the sales kanban all see the same status.
No extra spreadsheet, no second source of truth, no Monday morning reconciling.
Questions
Common questions about SleekView Kanban for AI ChatBot Pro
Yes. SleekView reads from the AI ChatBot Pro conversation table directly, so the rows on the kanban are exactly the rows on the chatbot dashboard. A lead captured five seconds ago appears on the next board refresh without any sync step.
Yes. Each drag fires a safe update against the primary key on the conversation row, so the new status persists immediately. CRM webhooks, internal reports and the AI ChatBot dashboard all see the same value the kanban shows.
Yes. Filters apply on top of the kanban grouping. Pick the bot ID you want and the board only shows conversations for that bot, while still grouping them by the status field configured on the view.
SleekView renders one column per distinct value it finds in the grouping field. Custom statuses like Demo booked or Lost to a competitor appear automatically the next time the board loads, so the kanban tracks the funnel your team actually uses.
Yes. A board can render a swim lane per owner so each rep sees their own queue inside the same status columns. A lead manager can view all swim lanes at once and drag a card between owners to reassign.
Yes. SleekView paginates inside each column, so a board with twenty thousand archived conversations still loads in well under a second. Drags fire one indexed update against the primary key, so the experience stays snappy on busy days.
Yes. The same export options available in SleekView Table apply to the kanban, so you can dump the current column set, filters and lead fields to CSV or JSON for the weekly report without leaving WordPress.
Yes. SleekView never owns AI ChatBot data. It reads and updates the plugin's own conversation rows in place, so deactivating SleekView only removes the kanban view, not the chatbot history. AI ChatBot Pro keeps logging and capturing leads as before.
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