SleekView Kanban for Fluent Forms Conversational Pro
Fluent Forms Conversational Pro renders forms as one question at a time. SleekView Kanban groups each chat session by completion state so the team sees stalled, finished, and resumed conversations on one board without scrolling the standard Fluent Forms entries screen for every form.
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Conversational entries deserve a real queue
Fluent Forms Conversational Pro writes every chat-style submission into wp_fluentform_submissions with field values serialized in the same row. The Conversational Pro add-on stamps a completion percentage onto the submission meta in wp_fluentform_submission_meta and records the session identifier so resumed sessions stitch back to the original submission row cleanly.
The default Fluent Forms entries screen lists every submission in a flat paginated table. Partial chat sessions, fully completed ones, and resumed sessions mix together with the completion meta buried in a hidden column. A team running a long lead intake chat has no quick way to see how many people stalled halfway through versus how many finished this week.
SleekView Kanban groups submissions by the completion meta into Started, Mid Conversation, Completed, and Resumed lanes with the respondent email and the last answered question on each card. Dragging a card writes a triage state through the Fluent Forms data layer, the standard entry update hooks fire, and the team gets a real queue without leaving the WordPress admin to track stalled chats in a sheet.
Workflow
From chat entries to a real board view
Pick the conversational form
Map the completion lanes
Pick the card fields
Enable triage write-back
Sample board
Sample Fluent Forms conversational board
Comparison
Default Fluent Forms entries vs SleekView Kanban
Default Fluent entries
- Completion percentage hides in submission meta with no queue depth signal in the list
- Stalled chats look the same as completed ones in the default Fluent Forms entries view
- Resumed sessions are stitched into the original entry with no visual indicator anywhere
- Tracking which question caused a stall needs a click into every partial entry record
- Follow-up tagging lives in a free text note that is invisible from the standard list
SleekView Kanban
- Groups submissions by completion percentage buckets so stalled chats become obvious lanes
- Card front shows respondent, last answered question, and completion percentage at a glance
- Drag write-back stamps a triage state through the Fluent Forms entry update hooks cleanly
- Filter by source page, completion percentage, or session age to focus a real backlog now
- Resumed lane lights up when a visitor returns through an email link to finish the chat
Features
What SleekView Kanban gives you for Fluent Forms Conversational Pro
See where chats stall
Cards in the Mid Conversation lane show the last answered question. Most stalls cluster on one or two questions, which is a signal to rewrite that question or split it into two simpler ones to lift completion.
Drag to mark for follow-up
Moving a card to a Follow-Up lane writes the triage state through the Fluent Forms data layer. Any automation that sends a follow-up email or pings a sales rep picks up the change without extra config on your side.
Resumed sessions stay visible
A Resumed lane catches visitors who came back through an email link to finish their chat. The lane gives the team a real signal that follow-up emails are working without digging into session meta on every record.
Audience
Common Fluent Forms conversational boards teams build
Stalled chat recovery
Mid Conversation cards reveal which respondents stopped halfway and where. Drag the ones worth recovering into a Follow-Up lane and the sales rep gets a clean queue for outreach the same day.
Question drop-off review
Filter Mid Conversation cards by last answered question to see which step is hurting completion. The widest cluster becomes the obvious target for the next round of question rewrites.
Lead intake triage
Sales reps work the Completed lane each morning, drag qualified leads to a Hot lane, and leave low-fit responses behind. The board becomes the daily intake without any other tool.
The bigger picture
Why conversational chats need a board
Fluent Forms Conversational Pro lifts completion by converting a long flat form into a one-question-at-a-time chat. The capture works well at the front of the form, but the operational side creates a new problem the default admin was never designed to handle, a stream of partial chat sessions with completion percentages and resumed identifiers buried in submission meta. The default entries list shows the chat session and a contact form session as the same kind of row, with no signal about whether the visitor stalled at question two or finished the whole flow last week.
A kanban view fixes that gap by mapping every completion bucket to a lane and surfacing the last answered question on the card. Sales reps spot the stalled chats worth a recovery email, analysts spot which question is causing drop-off, and the team works one clear queue. Because the board reads and writes the same Fluent Forms submissions, every existing automation keeps firing as configured.
The operational surface finally matches the chat experience the visitor had on the front of the form.
Questions
Common questions about SleekView Kanban for Fluent Forms Conversational Pro
Yes. The Conversational Pro add-on writes a completion percentage meta on every submission, and SleekView reads it directly as the grouping axis. You choose how to bucket the percentages, with Started, Mid Conversation, and Completed as defaults that match how teams triage chat sessions.
Yes. The Conversational Pro add-on stitches a resumed session back to the original submission through a session identifier, and SleekView reads from that stitched submission record. The card reflects the most recent state of the chat including the latest answered question.
Yes. Add the last answered question as a card field and every stalled card surfaces the question text directly on its front. Analysts scan the Mid Conversation lane and the cluster of cards stuck on the same question becomes obvious without opening any individual submission.
Yes. The drag writes the triage state value to the Fluent Forms submission meta through the standard entry update path. Any Zapier zap, follow-up email automation, or custom integration listening on entry updates fires the same way as if an admin had edited the entry by hand.
Yes. Boards are saved as named views and each view is scoped to specific WordPress roles or filter sets. A sales rep sees a board of Completed leads, an analyst sees a board of stalled chats by question, and an admin sees every chat session on one combined queue.
Spam-flagged submissions are filtered out of every board by default because the spam flag excludes them from the underlying query. You can build a Spam Review board that flips the filter and surfaces only spam-flagged chats for a quick audit and false positive recovery.
Yes. Use the Fluent Forms bulk action integration to email the lane in one shot, or push the lane to a Mailchimp segment with a single integration. The board exposes a bulk action menu that operates on every card in the lane, scaling to hundreds of stalled chats.
Yes. The same Fluent Forms capabilities that gate the default entries screen also gate the SleekView board. A user without permission to view conversational form entries cannot open the board, and read-only roles see a board they can scan but never drag triage changes on.
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