Skip to main content
Kanban stages are the columns chats move through on the kanban board. Configure them to match your real workflow.

​
Steps

1

Open Settings -> Chat -> Kanban

Navigate to the kanban stage settings page.
2

Add a stage

Click add and enter a name.
3

Edit or delete

Click a stage to rename it, or use the actions menu to delete.
4

Save

Changes appear on the kanban board immediately.

​
Tips

  • Use stages that describe meaningful transitions (New, In progress, Waiting on customer, Won, Lost).
  • Resist adding too many stages — the board gets crowded fast.
  • A stage you delete cannot easily be restored — rename instead if you are unsure.