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Documentation Index

Fetch the complete documentation index at: https://clapvo.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Stage picker
You can move a chat into a kanban stage without leaving the conversation. The stage you pick is the same one used by the kanban board.

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Before you start

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Steps

1

Open the chat

Navigate to the conversation.
2

Open the profile panel

It sits to the right of the chat window on desktop.
3

Find the stage picker

Look for the stage / status field.
4

Pick a stage

Select from your configured columns.
5

Save

The card now appears in that stage on the kanban board.

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Tips

  • Assigning a stage from chat is faster than going to the kanban board to drag the card.
  • Use it as a tiny ritual - move stage every time you reply, so the board stays current without separate effort.