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The kanban board can show every chat that has a stage assigned - but you can also add chats from inside the board itself.

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Add a new chat

1

Open the kanban board

Navigate to the kanban module.
2

Click Add chat

Open the modal.
3

Choose New chat

Enter a phone number to start a new conversation.
4

Pick a stage

Place it in the correct column.

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Pick an existing chat

1

Open the kanban board

Navigate to the kanban module.
2

Click Add chat

Open the modal.
3

Choose Pick existing

Search and select a chat.
4

Pick a stage

Place it in the correct column.

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Tips

  • Picking existing chats into the board is the easiest way to build a starting pipeline from your inbox.