SleekView Kanban for Chatra for WordPress
SleekView Kanban authenticates with the Chatra API and groups every conversation by its status, so you can drag a card from Pending to Active, Resolved, or Offline and the change writes back to Chatra through the official endpoint without leaving the WordPress admin interface.
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Chatra live chat inbox as a board
Chatra is a live chat product focused on conversational sales and support for small to mid-market teams, with conversations carrying a status, an assigned agent, a department, a visitor record with browser metadata, and tags. The Chatra dashboard surfaces conversations as a chronological list with filters by agent and department, which is correct for live chat agents but limited for cross-department queue visibility from WordPress.
SleekView Kanban authenticates with the Chatra API using your account credentials and pulls every conversation along with its current status, assigned agent, department, visitor name, page URL, country, subject, and last message timestamp. It groups the records into columns by the conversation status field, so Pending, Active, Resolved, and Offline each get a swimlane, and any Chatra tag is available as a board filter for cross-department workflows on screen.
Dragging a card from one status to another writes the change through the Chatra API. Promoting Pending to Active assigns the conversation, marking Active as Resolved closes the chat cleanly, and moving Resolved to Offline tags it for after-hours follow-up. Chatra automations, customer notification settings, business hours logic, and webhook integrations all continue to fire because SleekView calls the same endpoints the Chatra dashboard uses internally for status updates and assignments to conversations.
Workflow
From Chatra conversations to a live board
Connect Chatra
Pick the status column
Choose what shows on cards
Enable drag-and-drop
Sample board
Sample Chatra conversations board
Comparison
Chatra dashboard vs SleekView Kanban
Default Chatra dashboard
- The Chatra dashboard focuses on live chats and treats the offline backlog as a scrollable list
- Recovering offline conversations means filtering, opening each, and manually tagging for follow-up
- There is no WordPress-native view of Pending, Active, Resolved, and Offline counts on one screen
- Reassigning a chat or tagging it for follow-up requires multiple clicks inside the Chatra UI
- Reviewing chats per page or per country needs filters that reset every time you change view
SleekView Kanban
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Pulls conversations through the Chatra API and groups by the
statusfield on each chat - Drag a card and the new status or tag writes back through the official Chatra chat endpoint
- Card front shows visitor name, page URL, country, assigned agent, department, and last message
- Filter by agent, country, or page URL without losing the column layout or the count badges
- Offline conversations get their own column so follow-up never falls through cracks during shifts
Features
What SleekView Kanban gives you for Chatra for WordPress
Live chats and offline visitors side by side
Every Chatra conversation lands in a column matching its current status. Pending awaits pickup, Active sits in the working queue, Resolved drifts right as the recently closed reference, and Offline collects visitors who left without an agent, ready for post-shift recovery actions.
Drag to update conversation state
Dragging a card from Offline to a recovery tag writes the change through the Chatra API and assigns it to a recovery agent, and dragging an Active chat to Resolved closes it cleanly. Every change is reflected in the Chatra dashboard within seconds and triggers analytics integrations.
Filter by country or page URL
Chatra ships visitor country and starting page URL on every chat. Filter the board by country to focus on a specific region or by page URL to see how a single landing page generates chats, with column counts that update to match the filtered selection on the fly on the screen.
Audience
Live chat teams running Chatra in production
Shift handover
At the start of each shift, scan the kanban to see Active chats already in progress, Pending chats awaiting pickup, and Offline chats that need recovery. Drag offline chats to a recovery tag for outgoing agents to chase via email or callback before the next handover.
Offline-chat recovery
Filter to Offline and sort by time, then assign each chat to an available agent by dragging it to Active. The board's Offline lane stays visible so the team is reminded that even short missed chats deserve a follow-up email or callback to recover the visitor relationship cleanly.
Per-page conversion view
Filter by page URL to see chats that started on a specific landing page, then watch how many moved from Active to Resolved with a positive outcome. Pages with high Offline counts are candidates for chatbot fallback or staffing adjustments to better serve visitor demand across regions.
The bigger picture
Why the Chatra kanban view matters
Chatra is a thoughtful live chat product that focuses on conversational sales and support, with a clean dashboard that an operator can answer chats from comfortably. The default dashboard is built for an operator looking at the chat happening right now, which is the correct primary use case but limited when a manager or team lead wants to understand how many chats came in overnight, how many were offline, and how many turned into resolved-but-no-follow-up situations. A kanban view turns the chat history into a layout that answers those questions visually.
The Offline column is critical for many teams because it represents revenue and goodwill that walked away when no agent was online. Seeing it grow during off-hours is a planning signal, and seeing it shrink because agents are picking up follow-ups is a performance signal. Drag and drop matters because reassigning an offline chat or marking a chat for follow-up in the Chatra dashboard is a slow, multi-click flow, and SleekView turns that into a single drag while still using the official API.
Questions
Common questions about SleekView Kanban for Chatra for WordPress
It works with any Chatra plan that exposes the chat API. Paid Chatra plans unlock additional fields like custom visitor data, which SleekView shows on cards automatically when present in the API response for a chat in your account without requiring additional setup or config.
Yes. The board defaults to chat status because that is the most common axis, but you can switch to agent to swimlane by team member, to country to see chats grouped by visitor region, or to department for multi-team setups. Switching axes only changes the view of data.
SleekView calls the Chatra conversation update endpoint to set the new status or tag. The change appears in the Chatra dashboard within seconds, the chat history stays intact because SleekView only touches status and tag fields, and any analytics integration receives a payload.
Yes. SleekView calls the Chatra API with the credentials tied to your account, so visibility and write permissions match your role and department memberships inside Chatra. Department-restricted chats remain restricted, and agent-only chats stay private on the kanban view as well.
Offline conversations get their own column on the board so they stay visible at the start of the next shift. You can drag an offline chat to a recovery tag to assign it to an agent for callback or email recovery, and the assignment writes back to Chatra so audit trails record the action.
Yes. Filters sit above the board and apply to every column at once. Pick an agent and the board shrinks to their chats, layered with country and page URL filters, and the count badge on each column updates so the team can still see queue shape after applying multiple filters.
SleekView polls the Chatra API on a short interval and updates the board without a full page reload, so when another agent resolves a chat you see it slide from Active to Resolved within a few seconds. You can also force a manual refresh for an instant snapshot of the queue.
It is a separate SleekView page inside WordPress that you can pin to the admin menu or embed on the frontend with a shortcode for team displays. The Chatra dashboard remains the place to answer chats live, and the kanban gives you a WordPress-native queue view alongside it.
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