SleekView Kanban for HelpCrunch
SleekView Kanban authenticates with the HelpCrunch API and groups every conversation by its status, so you can drag a card from Open to In Progress, Snoozed, or Closed and the change writes back to HelpCrunch through the official endpoint without leaving the WordPress admin interface.
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HelpCrunch chats and emails as a board view
HelpCrunch combines live chat, email, and chatbots into a single agent inbox, with conversations carrying a status, an assigned agent, a customer record, and tags for routing. The HelpCrunch dashboard surfaces conversations as a chronological list with filters for open, unassigned, and resolved, which works for an agent answering messages live but limits cross-team visibility into the broader queue.
SleekView Kanban authenticates with the HelpCrunch API using your project token and pulls every conversation along with its current status, assigned agent, customer name, channel, and last message timestamp. It groups the records into columns by the conversation status field, so Open, In Progress, Snoozed, and Closed each get a swimlane, and any HelpCrunch tag is available as a board filter for cross-channel workflows.
Dragging a card from one status to another writes the change through the HelpCrunch API. Promoting an Open conversation to In Progress assigns it to the dragger, snoozing parks a conversation cleanly with an expected wake time, and closing it clears the active queue. HelpCrunch automations, customer notification rules, and the audit log all continue to fire because SleekView calls the same endpoints the HelpCrunch agent app uses internally, so reporting and integrations stay clean.
Workflow
From HelpCrunch conversations to a live board
Connect HelpCrunch
Pick the status column
Choose what shows on cards
Enable drag-and-drop
Sample board
Sample HelpCrunch conversations board
Comparison
HelpCrunch inbox vs SleekView Kanban
Default HelpCrunch inbox view
- The HelpCrunch inbox shows conversation status as a filter rather than the layout itself
- Reviewing Snoozed conversations requires switching to a dedicated filter rather than seeing a column
- Reassigning an In Progress conversation needs multiple clicks inside the dedicated agent app
- Cross-channel queue shape is hard to read at a glance because everything folds into one list
- There is no WordPress-native dashboard for Open, In Progress, Snoozed, and Closed counts together
SleekView Kanban
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Pulls conversations through the HelpCrunch API and groups by the
statusfield - Drag a card and the new status writes back through the official HelpCrunch conversation endpoint
- Card front shows customer name, channel icon, agent, last message preview, and time since reply
- Filter by agent, channel, or tag without losing the column layout or the count badges
- Chat, email, and chatbot conversations all sit on the same board with channel icons on cards
Features
What SleekView Kanban gives you for HelpCrunch
Status as the layout
Every HelpCrunch conversation lands in a column matching its status. Open holds the unassigned incoming volume, In Progress captures the active work, Snoozed parks conversations with an expected wake time, and Closed anchors the right side as the recently closed reference.
Drag to update conversation state
Dragging a card from Open to In Progress assigns it to the dragger and writes the change through the HelpCrunch API. Automations, customer notification rules, and the audit log fire exactly as they do when an agent updates conversation state from the HelpCrunch app.
Filter by agent or channel
Pick a single agent and the board shrinks to their conversations, or filter by channel to focus on chat, email, or chatbot streams separately. Filters apply across columns and the count badges update so the team can still see the shape of the queue after filtering.
Audience
Support teams running HelpCrunch in production
Morning queue check
Open the board at the start of the shift, scan Open to see what came in overnight from chat, email, and bot routing, drag the high-priority conversations to specific agents, and confirm that Snoozed wake times for today are visible to the team for proactive follow-up.
Snooze tracking
Filter to Snoozed and sort by wake time, then walk through conversations that are due today or have passed their snooze without action. The board makes snooze hygiene visible so the team does not lose track of parked work that needs follow-through.
Cross-channel review
Filter by channel and walk through the board for chat, email, and chatbot streams separately during a weekly review. Spot whether one channel is generating disproportionate Open volume or whether Closed counts stall on a specific channel because of integration gaps.
The bigger picture
Why the HelpCrunch kanban view matters
HelpCrunch bundles chat, email, and chatbots into one inbox, which is great for an agent answering messages but makes cross-channel queue shape harder to read because everything folds into the same list. A kanban view turns the conversation queue into a visible layout that exposes shape. Open is the unassigned incoming volume, In Progress is the active work owned by individual agents, Snoozed is the parked work that needs nudging at a specific time, and Closed is the closed pile.
The relative size of those columns answers questions no list ever does at a glance, like whether Snoozed is growing because the team uses it as a parking lot or whether In Progress is stalling because conversations get picked up but never resolved. Drag and drop matters because HelpCrunch status changes are how automations, notifications, and audit logs stay in sync with reality, and turning that change into a one-motion drag while keeping the API in the loop makes the work feel correctly sized for support teams running multi-channel support across WordPress.
Questions
Common questions about SleekView Kanban for HelpCrunch
It works with any HelpCrunch plan that exposes the conversation API. Paid HelpCrunch plans unlock higher rate limits and additional fields like custom attributes, which SleekView shows on cards automatically when present in the API response for a conversation in your account.
 Yes. The board defaults to conversation status because that is the most common axis, but you can switch to channel to see chat, email, and chatbot streams split out, or to agent for individual workload. Switching axes only affects the view, never the underlying conversation data.
 SleekView calls the HelpCrunch conversation update endpoint to set the new status. The change appears in the HelpCrunch dashboard within seconds, the conversation history stays intact because SleekView only touches status and assignment fields, and automations fire normally.
 Yes. SleekView calls the HelpCrunch API with the credentials tied to your agent account, so visibility and write permissions match your role inside HelpCrunch. Conversations restricted to specific teams remain restricted, and read-only roles can view but not move cards on the kanban.
 Snoozed conversations appear in their own column with the wake time visible on every card, so the team can see what is due to wake today. When HelpCrunch automatically wakes a snoozed conversation, the board picks up the status change on the next poll and the card moves to Open.
 Yes. Filters sit above the board and apply to every column at once. Pick an agent and the board shrinks to their conversations, layered with channel and tag filters, and the count badge on each column updates so the team can still see queue shape after filtering.
 SleekView polls the HelpCrunch API on a short interval and updates the board without a full page reload, so when another agent closes a conversation you see it slide from In Progress to Closed within a few seconds. You can also force a refresh for an instant snapshot.
 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 HelpCrunch app remains the place to answer messages live, and the kanban gives you a queue view that lives alongside it.
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