SleekView Kanban for Help Scout
SleekView Kanban authenticates with the Help Scout Mailbox API and groups every conversation by its status field, so you can drag a card from Active to Pending, Closed, or Spam and the conversation status writes back through the official Help Scout endpoint without leaving WordPress.
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Help Scout inboxes as a board, not a list
Help Scout organizes shared inboxes into Mailboxes, and every email conversation carries a status, an assigned user, a customer record, tags, and a folder. The Help Scout app surfaces conversations as filterable folders like Mine, Assigned, and Open, which is intuitive for an agent answering email but limited for a team lead who wants to see the shape of the queue across the whole mailbox.
SleekView Kanban authenticates with the Help Scout Mailbox API using your OAuth credentials and pulls every conversation along with its current status, assigned user, customer name, subject, mailbox, and last activity timestamp. It groups the records into columns by the conversation status field, so Active, Pending, Closed, and Spam each get a swimlane, and any Help Scout tag is available as a board filter for cross-mailbox workflows.
Dragging a card from one status to another writes the change through the Help Scout API. Closing a conversation cleans it from the active queue, marking a conversation Pending captures a waiting state, and moving from Spam back to Active restores accidentally flagged threads. Help Scout workflow automations, customer notification rules, and the audit trail all continue to fire because SleekView calls the same Mailbox API the Help Scout app uses internally.
Workflow
From Help Scout conversations to a live board
Connect Help Scout
Pick the status column
Choose what shows on cards
Enable drag-and-drop
Sample board
Sample Help Scout conversations board
Comparison
Help Scout folders vs SleekView Kanban
Default Help Scout folders
- Help Scout folders show conversations grouped by Mine, Assigned, Open, and Closed in tabs
- Reviewing pending and closed counts at a glance means switching tabs rather than seeing them
- Updating conversation status requires opening the thread and using the action menu in the toolbar
- Cross-mailbox queue shape needs separate views per mailbox instead of one cohesive board
- There is no WordPress-native dashboard for Active, Pending, Closed, and Spam counts together
SleekView Kanban
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Pulls conversations through the Help Scout Mailbox API and groups by the
statusfield - Drag a card and the new status writes back through the official Help Scout conversation endpoint
- Card front shows subject, customer name, assigned user, mailbox, tags, and last activity time
- Filter by mailbox, assignee, or tag without losing the column layout or the count badges
- Workflow automations and audit logs fire on every drag because Help Scout API hooks run
Features
What SleekView Kanban gives you for Help Scout
Status as the visible layout
Every Help Scout conversation lands in a column matching its status field. Active conversations hold the working queue, Pending captures parked work, Spam isolates flagged threads in a visible lane, and Closed anchors the right side as the closed-but-recent reference for the day.
Drag to close or pend
Dragging a card from Active to Closed marks the conversation resolved through the Mailbox API, and dragging to Pending captures a waiting state with an optional reason. Workflow automations and customer notification rules fire exactly as they do inside the Help Scout app.
Filter by mailbox or assignee
Pick a single mailbox like Support, Billing, or Dev and the board shrinks to that mailbox, or filter by assignee to see workload per team member. 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 Help Scout in production
Morning triage
Open the board at the start of the day, scan Active across mailboxes to see what came in overnight, drag the high-priority conversations to specific teammates, and confirm that Pending conversations are not aging past the team's follow-up SLA without a nudge.
Pending follow-ups
Filter to Pending and sort by age, then nudge conversations that have been waiting more than three days. The board surfaces lingering Pending work that often slips through cracks when agents juggle multiple mailboxes and customer reply timing varies widely.
Weekly mailbox review
Pull up the board for a weekly review with Closed collapsed and Active plus Pending expanded. Walk through patterns of where work piled up, which tags dominate Pending, and which mailboxes need staffing changes for the next quarter of the team.
The bigger picture
Why the Help Scout kanban view matters
Help Scout earned a loyal user base by treating email like a shared inbox built for support teams, with light tagging, light workflow, and a focus on reading conversations one at a time. That focus is a strength for agents, but it makes the cross-mailbox backlog harder to see because every mailbox keeps its own folders and counters. A kanban view turns the conversation queue into a layout that exposes shape across mailboxes.
Active is the working queue, Pending is the parked work that needs nudging, Spam is the flagged-and-isolated lane, and Closed is the closed pile. The relative size of those columns answers questions no folder ever does at a glance, like whether Pending is growing faster than Active is shrinking, which usually means agents are parking conversations instead of resolving them. Drag and drop matters because Help Scout status changes are how workflows, notifications, and the audit log stay in sync with reality, and turning that change into a one-motion drag while keeping the API in the loop makes mailbox hygiene feel correctly sized for support work.
Questions
Common questions about SleekView Kanban for Help Scout
It works with any Help Scout plan that exposes the Mailbox API, which is available on Standard and higher plans. Paid Help Scout plans unlock additional fields like custom attributes and workflow tags, which SleekView shows on cards automatically when present in the API response.
 Yes. The board defaults to status because that is the most common axis, but you can switch to mailbox to see each shared inbox in its own swimlane, or to assignee for individual workload, or to tag for theme-based grouping. Switching axes only affects the view.
 SleekView calls the Help Scout Mailbox API to set the new status. Workflow automations, customer notification rules, the audit log, and any third-party hooks listening for conversation events fire exactly as they do when an agent updates status from inside the Help Scout app.
 Yes. SleekView calls the Mailbox API with the credentials tied to your user account, so visibility and write permissions match your role and mailbox access inside Help Scout. Mailboxes that are restricted to specific users remain restricted on the kanban view as well as in the app.
 Tags are shown on the card front and available as board filters, while folders are exposed through the mailbox grouping axis. You can combine status grouping with tag and folder filters to slice the board exactly the way you would slice it inside the Help Scout app folders.
 Yes. Filters sit above the board and apply to every column at once. Pick a mailbox and the board shrinks to that inbox, layered with assignee and tag filters, and the count badge on each column updates so the team can still see queue shape after filtering.
 SleekView polls the Help Scout Mailbox API on a short interval and updates the board without a full page reload, so when another teammate closes a conversation you see it slide from Active to Closed within a few seconds. You can also force a manual refresh for a 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 dashboards. The Help Scout app remains the place to answer email live, and the kanban gives you a queue view that lives alongside it.
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