SleekView Kanban for Olark Live Chat
SleekView Kanban authenticates with the Olark API and groups every chat transcript by its status, so you can drag a card from Active to Ended, Missed, or Follow-Up and the status writes back through the official Olark endpoint without leaving the WordPress admin interface.
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Olark chat history as a board
Olark is a live chat product focused on conversational sales and support for small to mid-market teams. Every Olark chat carries a status like Active, Ended, or Missed, plus an assigned operator, a visitor record, group routing, and a transcript. The Olark dashboard surfaces chats as a chronological list with filters by operator and time range, which is correct for an operator handling chats but limited for a team lead reviewing missed-chat recovery and operator follow-ups.
SleekView Kanban authenticates with the Olark API using your account credentials and pulls every chat transcript along with its current status, assigned operator, visitor name, page URL, group, country, and last message timestamp. It groups the records into columns by the chat status field, so Active, Ended, Missed, and Follow-Up each get a swimlane, and any Olark tag is available as a board filter for cross-operator workflows on the kanban screen.
Dragging a card from one status to another writes the change through the Olark API. Moving an ended chat to Follow-Up flags it for the next operator shift, dragging a missed chat to Follow-Up assigns it for recovery, and the Olark audit log records every change because SleekView calls the same endpoints the Olark dashboard uses internally for status updates and tag assignment to transcripts.
Workflow
From Olark chat transcripts to a live board
Connect Olark
Pick the status column
Choose what shows on cards
Enable drag-and-drop
Sample board
Sample Olark chat board
Comparison
Olark dashboard vs SleekView Kanban
Default Olark dashboard
- The Olark dashboard focuses on live chats and treats the backlog of missed chats as a list
- Recovering missed chats means filtering, opening each one, and manually tagging for follow-up
- There is no WordPress-native view of active, ended, and missed counts on one screen at once
- Reassigning a chat or tagging it for follow-up requires multiple clicks inside the Olark UI
- Reviewing chats per page or per country needs filters that reset every time you change view
SleekView Kanban
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Pulls chats through the Olark API and groups by the
statusfield of each transcript - Drag a card and the new status or tag writes back through the official Olark chat endpoint
- Card front shows visitor name, page URL, country, assigned operator, group, and last message
- Filter by operator, country, or page URL without losing the column layout or the count badges
- Missed chats get their own column so follow-up never falls through cracks during busy shifts
Features
What SleekView Kanban gives you for Olark Live Chat
Live chats and missed chats side by side
Every Olark chat lands in a column matching its current status. Active chats sit in the working queue, Ended chats drift right as the recently closed reference, Missed chats get their own visible column, and Follow-Up captures chats flagged for recovery action by the next shift.
Drag to update chat state
Dragging a card from Missed to Follow-Up writes a tag through the Olark API and assigns it to a recovery operator, and dragging an ended chat back to Active reopens it. Every change is reflected in the Olark dashboard within seconds and triggers any analytics integration listening.
Filter by country or page URL
Olark ships visitor country and starting page URL on every chat. Filter the board by country to focus on a specific region or by page URL to see how a single landing page generates chats, with column counts that update to match the filtered selection on the fly on screen.
Audience
Live chat teams running Olark in production
Shift handover
At the start of each shift, scan the kanban to see Active chats already in progress, Ended chats from the previous shift for context, and Missed chats that need recovery. Drag missed chats to Follow-Up for outgoing operators to chase via email or callback.
Missed-chat recovery
Filter to Missed and sort by time, then assign each chat to an available operator by dragging it to Follow-Up. The board's Missed lane stays visible so the team is reminded that even short missed chats deserve a follow-up email or callback to recover the visitor relationship.
Per-page conversion view
Filter by page URL to see chats that started on a specific landing page, then watch how many moved from Active to Ended with a positive outcome. Pages with high Missed counts are candidates for chatbot fallback or staffing adjustments to better serve visitor demand.
The bigger picture
Why the Olark kanban view matters
Olark is a beloved live chat product because it focuses on the conversation itself rather than piling on workflow features. The default dashboard is built for an operator looking at the chat happening right now, which is the correct primary use case but limited when a manager or team lead wants to understand how many chats came in overnight, how many were missed, and how many turned into ended-but-no-follow-up situations. A kanban view turns the chat history into a layout that answers those questions visually.
The Missed column is the most important one for many teams, because it represents revenue and goodwill that walked away when no operator was online. Seeing it grow during off-hours is a planning signal, and seeing it shrink because operators are picking up follow-ups is a performance signal. Drag and drop matters because reassigning a missed chat or marking a chat for follow-up in the Olark dashboard is a slow, multi-click flow, and SleekView turns that into a single drag while still using the official API.
Questions
Common questions about SleekView Kanban for Olark Live Chat
It works with any Olark plan that exposes the chat API. Paid Olark plans unlock additional fields like custom visitor data, which SleekView shows on cards automatically when present in the API response for a chat transcript in your account without requiring additional setup.
 Yes. The board defaults to chat status because that is the most common axis, but you can switch to operator to swimlane by team member, to country to see chats grouped by visitor region, or to group for multi-team setups. Switching axes only changes the view of the data.
 SleekView calls the Olark chat update endpoint to set the new status or tag. The change appears in the Olark dashboard within seconds, the chat transcript stays intact because SleekView only touches status and tag fields, and any analytics or CRM integration receives a payload.
 Yes. SleekView calls the Olark API with the credentials tied to your account, so visibility and edit permissions match your role and group memberships inside Olark. Group-restricted chats remain restricted, and operator-only chats stay private to the assigned operator on the kanban view.
 Missed chats get their own column on the board so they stay visible at the start of the next shift. You can drag a missed chat to Follow-Up to assign it to an operator for callback or email recovery, and the assignment writes back to Olark so the audit trail records the recovery action.
 Yes. Filters sit above the board and apply to every column at once. Pick an operator and the board shrinks to their chats, layered with country and page URL filters, and the count badge on each column updates so the team can still see queue shape after applying multiple filters.
 SleekView polls the Olark API on a short interval and updates the board without a full page reload, so when another operator ends a live chat you see it slide from Active to Ended within a few seconds. You can also force a manual refresh for an instant snapshot of the queue.
 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 Olark dashboard remains the place to answer chats live, and the kanban gives you a queue view that lives alongside it inside WordPress.
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