Add a Kanban Board to ChatbotX that allows teams to visually organize and manage conversations by Area, Flow, and Status.
The board should support Drag & Drop, allowing agents to move conversations between columns and automatically update the conversation status.
Core functionality
Create customizable Kanban columns based on conversation statuses.
Organize conversations by Area and Flow.
Drag and drop conversations between columns.
Automatically save status changes after moving a conversation.
Reorder conversations within the same column.
Assign conversations to specific agents.
Display conversation information directly on each Kanban card:
Customer name
Channel
Assigned agent
Area
Flow
Status
Tags
Priority
Last activity
Add filters for Area, Flow, Status, Agent, Channel, Tags, and Priority.
Support custom areas, flows, and statuses.
Maintain a history of conversation status changes.
Update the board in real time when another agent changes a conversation.
Example
New → Pending → In Progress → Waiting for Customer → Resolved → Closed
A conversation dragged from Pending to In Progress should automatically update its status without requiring the agent to open the conversation.
Goal
Provide ChatbotX with a visual workflow similar to a CRM Kanban, making it easier for teams to manage high volumes of conversations, sales opportunities, customer support, billing, complaints, and follow-ups from a single board.
Suggested feature name: Kanban Board for Conversations