SleekView Kanban for Kustomer for WordPress
SleekView Kanban authenticates with the Kustomer API and groups every conversation by its status, so you can drag a card from Open to Snoozed, Done, or Merged and the change writes back to Kustomer through the official endpoint without leaving the WordPress admin interface.
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Kustomer conversations on a WordPress board
Kustomer is a CRM-style platform that treats the customer as the unit of context, with every conversation linked to a long-lived customer record. Conversations carry a status, an assigned agent, a team, a channel, a queue, and a stack of custom attributes. The Kustomer Timeline view surfaces conversations as a chronological list with filters, which is correct for context-rich agent work but limited for cross-team queue visibility.
SleekView Kanban authenticates with the Kustomer API using your organization name and API key and pulls every conversation along with its current status, assigned agent, team, queue, channel, subject, and last update timestamp. It groups the records into columns by the conversation status field, so Open, Snoozed, Done, and Merged each get a swimlane, and any Kustomer tag is available as a board filter for cross-team workflows on the screen.
Dragging a card from one status to another writes the change through the Kustomer API. Snoozing a conversation parks it with an expected wake time, marking Open as Done resolves it cleanly, and moving a duplicate conversation to Merged consolidates customer context. Kustomer workflows, business rules, customer notification policies, and webhook integrations all continue to fire because SleekView calls the same endpoints the Kustomer agent app uses internally for status changes.
Workflow
From Kustomer conversations to a live board
Connect Kustomer
Pick the status column
Choose what shows on cards
Enable drag-and-drop
Sample board
Sample Kustomer conversations board
Comparison
Kustomer Timeline vs SleekView Kanban
Default Kustomer Timeline view
- The Kustomer Timeline focuses on customer context, not on queue shape across the conversation stream
- Reviewing Snoozed and Open conversation counts at a glance needs separate filter selections
- Updating conversation status requires opening the conversation and using the action menu in app
- Reassigning a conversation across teams or queues is several clicks inside the Kustomer agent app
- There is no WordPress-native dashboard for Open, Snoozed, Done, and Merged counts together
SleekView Kanban
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Pulls conversations through the Kustomer API and groups by the
statusfield - Drag a card and the new status writes back through the official Kustomer conversation endpoint
- Card front shows customer, subject, assigned agent, team, queue, channel icon, and last update
- Filter by team, queue, channel, or tag without losing the column layout or count badges
- Workflows, business rules, customer notifications, and webhooks fire on every drag through API
Features
What SleekView Kanban gives you for Kustomer for WordPress
Status as the layout
Every Kustomer conversation lands in a column matching its status. Open holds the active queue across teams and queues, Snoozed parks conversations with an expected wake time, Done is the closed pile, and Merged collects deduplicated conversations for full customer context preservation.
Drag to update conversation state
Dragging a card from Open to Snoozed parks the conversation with a wake time selected inline, and dragging to Done closes it cleanly. Workflows, business rules, customer notification policies, and webhook integrations fire exactly as they do when an agent updates status in app.
Filter by team or queue
Pick a single team or queue like Tier 1, Billing, or Sales and the board shrinks to that group, or filter by channel to focus on email, chat, or social streams. Filters apply across columns and the count badges update so the team can still see queue shape after filtering.
Audience
Support teams running Kustomer in production
Morning triage
Open the board at the start of the day, scan Open across teams and queues to see what came in overnight, drag the high-priority conversations to specific agents, and confirm that Snoozed conversations due to wake today are visible to the team for proactive follow-up.
Snooze hygiene
Filter to Snoozed and sort by wake time, then walk through conversations due today or past their wake without action. The board makes snooze hygiene visible so the team does not lose track of parked work that needs proactive follow-through at the right time.
Merge tracking
Filter to Merged and review which conversations were folded together. Patterns of frequent merges across the same customer often signal channel routing issues or duplicate intake flows that can be fixed upstream in Kustomer workflows or in marketing automation.
The bigger picture
Why the Kustomer kanban view matters
Kustomer's strength is treating the customer as the unit of context, with conversations rolling up into a long-lived customer timeline. That CRM-style approach is great for agents handling complex multi-channel relationships but makes queue shape harder to see because the default Timeline view emphasizes context over status grouping. A kanban view turns the conversation queue into a layout that exposes shape across the whole organization.
Open is the active queue across teams, Snoozed is the parked work with intent, Done is the closed pile, and Merged collects deduplicated conversations. The relative size of those columns answers questions no Timeline ever does at a glance, like whether Snoozed is growing because the team uses it as a parking lot or whether Merged is growing because channel routing is creating duplicate intake. Drag and drop matters because Kustomer status changes drive workflows, business rules, and reporting, and turning that change into a one-motion drag while keeping the API in the loop makes the work feel correctly sized for cross-team support.
Questions
Common questions about SleekView Kanban for Kustomer for WordPress
It works with any Kustomer plan that exposes the conversation API, which includes the standard paid tiers. Custom attributes and tags show up automatically on cards when present in the API response for a conversation in your organization without requiring additional setup.
 Yes. The board defaults to status because that is the most common axis, but you can switch to team or queue to swimlane by routing group, to assigned agent for individual workload, or to channel for multi-channel setups. Switching axes only changes the view, never the underlying data.
 SleekView calls the Kustomer conversation update endpoint to set the new status. Workflows, business rules, customer notification policies, custom attribute calculations, and webhook integrations all fire exactly as they do when an agent updates status from inside the Kustomer agent app.
 Yes. SleekView calls the API with the credentials tied to your agent account, so visibility and write permissions match your role and team memberships inside Kustomer. Restricted conversations remain hidden, and team-only conversations stay private to the assigned team on the kanban as well.
 Snoozed conversations appear in their own column with the wake time visible on every card. When Kustomer automatically wakes a snoozed conversation at the scheduled time, the board picks up the status change on the next poll and the card moves back to Open without manual refresh.
 Yes. Filters sit above the board and apply to every column at once. Pick a team and the board shrinks to that group, layered with queue and tag filters, and the count badge on each column updates so the team can still see queue shape after applying multiple filters.
 SleekView polls the Kustomer 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 Open to Done within a few seconds. You can also force a manual 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 dashboards. The Kustomer agent app remains the place to answer conversations, and the kanban gives you a queue view that lives alongside it.
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