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Kanban Views organize human support chats into configurable boards. Each view limits which channels appear on the board and uses selected tags as ordered columns.

What you can configure

When you create or edit a view, you define:
  • Name
  • Description
  • Channels
  • Tags used as columns
Rovax always shows a No tag column. This column contains chats that do not match any configured column tag.

How column assignment works

Each chat appears in one column only. Rovax resolves the main column using the first chat tag that matches the view’s column order. If a chat has no matching tag, it goes to No tag. When you reorder columns, you also change the priority used to classify chats.

Working with the board

From the board, you can:
  • Reorder tag columns
  • Drag cards within a column
  • Move cards between columns
  • Open the chat in Chat History in a new tab
Each card shows:
  • Channel
  • Chat title or name
  • Additional tags
  • Created date
  • Updated date

What happens when you move a card

Moving a card updates the board position and the chat tags. Rovax removes the previous column tag and applies the destination column tag. If you move the card to No tag, Rovax removes the current column tag and keeps the chat outside all configured tag columns. Card order is persisted per view and per resolved column.

Updating columns

You can change the order of the tag columns at any time. A view must keep at least one configured tag column. If you remove a tag used as a column, Rovax updates the view and reclassifies affected chats. Stored positions for affected cards are also cleared when needed.

Real-time updates

Kanban boards update in real time. Open boards refresh when card data changes, column order changes, or a specific card is updated.

Permissions

Kanban Views require the workspace.permissions.customerSupport permission.

Current limitations

  • Card fields are fixed in the current UI
  • Additional tag filtering is not fully implemented end to end
  • Side column behavior is not available in the current release