SleekView Kanban for Crisp across the team
SleekView reads the Crisp tables directly, groups each conversation by its current status, and lets the team drag cards across Unread, Pending, Resolved, Trashed so the underlying record updates as soon as the column changes.
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Why Crisp fits a kanban view across the team
Crisp writes each conversation to wp_crisp_conversations with metadata in wp_crisp_messages. Each row has an ID, a created timestamp, a customer, a channel tag, an assigned agent, and the message body rendered in the inbox. The default Crisp screen is a paginated inbox, fine for browsing and weak when a customer support lead needs to know which conversations are still open across the team today across every channel the inbox handles.
SleekView Kanban reads the same wp_crisp_conversations rows the Crisp inbox queries. Pick the status field as the grouping column and every entry becomes a card under Unread, Pending, Resolved, Trashed. Card fronts show the customer, the channel, the assigned agent, the last message snippet, and the wait time so the support lead can prioritize work from one board without exporting a CSV.
Dragging a card writes the new status back to the Crisp ticket record. A move from Pending to Resolved flips the status and timestamps the action. The plugin's auto-responders, SLA timers, and macros keep running, so a manual move never silences a fresh inbound that lands in the same minute as a triage action by the agent.
Workflow
From the Crisp inbox to a live support board
Connect Crisp as a source
Pick the status column
Choose card front fields
Enable drag-and-drop writeback
Sample board
Sample Crisp support triage board
Comparison
Default Crisp inbox vs SleekView Kanban
Default Crisp inbox view
- Long sortable inbox of conversations with no triage queue for open work
- Channel filter reloads the page and loses the agent filter just set today
- No visual sense of which conversations are active versus already closed work
- Marking a conversation resolved needs the per-row context menu and dialog box
- Coordinating a busy shift needs admin rights and Crisp training cycle
SleekView Kanban
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Reads directly from
wp_crisp_conversationsandwp_crisp_messages - Drag a card to Trashed and the Crisp status writes atomically
- Cards show customer, channel, agent, last message, and wait time
- Column counts update live so a backlog of unread surfaces instantly
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Per-role caps tie writeback to
manage_optionsfor the team
Features
What SleekView Kanban gives you for Crisp
Native Crisp model
Every column maps to a real status stored in the Crisp ticket record. Auto-responders, SLA timers, and macros keep firing for new conversations, so a manual triage move never silences a fresh inbound that arrives during the same m
Drag-and-drop with trail
Each move writes a status change into the Crisp ticket record naming the agent who dragged it, the source column, the destination column, and the timestamp. If a lead pushes a card back from Trashed to Pending, the chain stays vis
Saved board views per shift
Filter to high priority for the lead agent, billing only for the billing agent, and waiting cards older than twenty-four hours for the support lead. Each saved view becomes a shareable URL that opens the right board for each shift
Audience
Where a Crisp kanban changes daily support work
Morning shift triage
Support leads scope the board to the overnight queue, drag urgent conversations into Pending, and confirm Resolved only when an agent has owned and replied. The next shift starts with a board showing
SLA breach response
On-call agents pull cards older than the SLA target, watch related conversations land in Unread, and coordinate on the same board instead of a Slack thread that loses context after the incident closes
Agent load balancing
Team leads scope to one agent's queue, see how many conversations are open versus waiting, and reassign work so no agent ends the shift with twice the open count of the rest of the team this week.
The bigger picture
Why this view matters for Crisp reply work
Crisp captures every inbound, which is exactly what makes the default inbox hard to use across a support team. The sortable list is great when an agent knows what they want and almost useless when a customer support lead needs to coordinate a shift across conversations that all need a documented reply. Most teams export a CSV, drop it into a sheet, and tag conversations by hand.
The sheet drifts within hours. New conversations keep landing in Crisp without a tag, the sheet records resolutions that nobody copies back, and by end of day the two views disagree on what is still open. A kanban view that reads and writes the same Crisp ticket record as the inbox keeps the team and the source of truth aligned.
Unread surfaces immediately. Pending cards stay visible across shifts. Resolved conversations carry a documented reply and a named agent, all without leaving WordPress.
Questions
Common questions about SleekView Kanban for Crisp
Live. SleekView queries the same wp_crisp_conversations and wp_crisp_messages tables the Crisp inbox reads. Filters apply at the SQL level, so a board scoped to today reflects conversations that landed today, not a snapshot exported earlier today by an agent.
No. SleekView writes the new status into the Crisp ticket record. Auto-responders, SLA timers, and macros keep operating on the original record, so a card move never replays a notification, never suppresses one, and never alters macros already sent.
Yes. The channel field on every Crisp row tags conversations with their originating channel. SleekView exposes that field as a filter and a board grouping option, so a manager can scope to one channel or split each channel into its own board.
Yes. Every move runs through current_user_can('edit_others_posts') and the Crisp agent capability before any record write. A subscriber account can drag for personal sorting but the change does not persist, with a toast notification explaining the reject.
Filters are applied at the database query level rather than in JavaScript. A typical board scopes to today, to one channel, or to active states only, so the rendered card count stays under a thousand. Older records remain queryable in archive views without slowing the live board.
Yes. The last message lives on wp_crisp_conversations and wait time is derived from the timestamps in wp_crisp_messages. SleekView exposes both as card fields, so an agent can spot urgent waits across high priority conversations and pick them up without clicking through to each detail page.
Yes. Premium features add rules, automations, and macros. SleekView reads the same record fields, so premium features like auto-tagging, SLA escalation, and bulk macros continue to fire on conversations while the board reflects status changes from every channel in real time.
Yes. Every drag writes a status change entry into the Crisp ticket record naming the agent, source column, destination column, and timestamp. The entry uses the Crisp metadata API so audits, exports, and downstream automations read the trail without a separate event log.
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