SleekView Kanban for Olark across the team
SleekView reads the Olark tables directly, groups each transcript by its current status, and lets the team drag cards across Queued, Engaged, Wrapping, Complete so the underlying record updates as soon as the column changes.
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Why Olark fits a kanban view across the team
Olark writes each transcript to wp_olark_transcripts with metadata in wp_olark_visitors. 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 Olark screen is a paginated inbox, fine for browsing and weak when a Olark support lead needs to know which transcripts are still open across the team today across every channel the inbox handles.
SleekView Kanban reads the same wp_olark_transcripts rows the Olark inbox queries. Pick the status field as the grouping column and every entry becomes a card under Queued, Engaged, Wrapping, Complete. 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 Olark ticket record. A move from Engaged to Wrapping 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 Olark inbox to a live support board
Connect Olark as a source
Pick the status column
Choose card front fields
Enable drag-and-drop writeback
Sample board
Sample Olark support triage board
Comparison
Default Olark inbox vs SleekView Kanban
Default Olark transcript page
- Long sortable inbox of transcripts 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 transcripts are active versus already closed work
- Marking a transcript resolved needs the per-row context menu and dialog box
- Coordinating a busy shift needs admin rights and Olark training cycle
SleekView Kanban
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Reads directly from
wp_olark_transcriptsandwp_olark_visitors - Drag a card to Complete and the Olark 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 Olark
Native Olark model
Every column maps to a real status stored in the Olark ticket record. Auto-responders, SLA timers, and macros keep firing for new transcripts, so a manual triage move never silences a fresh inbound that arrives during the same min
Drag-and-drop with trail
Each move writes a status change into the Olark 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 Complete to Engaged, the chain stays vi
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 Olark kanban changes daily support work
Morning shift triage
Support leads scope the board to the overnight queue, drag urgent transcripts into Engaged, and confirm Wrapping only when an agent has owned and replied. The next shift starts with a board showing wh
SLA breach response
On-call agents pull cards older than the SLA target, watch related transcripts land in Queued, 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 transcripts 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 Olark reply work
Olark 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 Olark support lead needs to coordinate a shift across transcripts that all need a documented reply. Most teams export a CSV, drop it into a sheet, and tag transcripts by hand.
The sheet drifts within hours. New transcripts keep landing in Olark 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 Olark ticket record as the inbox keeps the team and the source of truth aligned.
Queued surfaces immediately. Engaged cards stay visible across shifts. Wrapping transcripts carry a documented reply and a named agent, all without leaving WordPress.
Questions
Common questions about SleekView Kanban for Olark
Live. SleekView queries the same wp_olark_transcripts and wp_olark_visitors tables the Olark inbox reads. Filters apply at the SQL level, so a board scoped to today reflects transcripts that landed today, not a snapshot exported earlier today by an agent.
No. SleekView writes the new status into the Olark 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 Olark row tags transcripts 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 Olark 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_olark_transcripts and wait time is derived from the timestamps in wp_olark_visitors. SleekView exposes both as card fields, so an agent can spot urgent waits across high priority transcripts 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 transcripts while the board reflects status changes from every channel in real time.
Yes. Every drag writes a status change entry into the Olark ticket record naming the agent, source column, destination column, and timestamp. The entry uses the Olark metadata API so audits, exports, and downstream automations read the trail without a separate event log.
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