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Get more done with Tidio and Kanban Tool integration

Open a Kanban Tool card from a Tidio chat and keep the customer updated as it moves.

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Integration availability depends on your Tidio plan.

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Category

Project Management

Integration availability depends on your Tidio plan.

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Use cases

What you can do with Tidio and Kanban Tool

Turn a bug report into a card

The agent files the Kanban Tool card while the customer is still there, so the detail is fresh and nothing is lost in a handover.

Track feature requests properly

Requests land on a board instead of a saved reply, and the customer can be told when one is picked up.

Close the loop on old chats

A Kanban Tool card moving to done can trigger a message to the person who reported it.

See what support generates

Cards created from Tidio show which conversations turn into real work.

Overview

Kanban Tool is where the work sits on a board, and some support conversations are the start of that work: a bug worth fixing, a request worth scheduling. Connecting Kanban Tool to Tidio means the agent creates the card from the conversation, with the customer's words and context attached, and gets a note back when the card changes column. Nobody re-types the report, and the customer hears about it when something actually changes.

Key features

  • Create cards from conversations The agent opens a Kanban Tool card without leaving Tidio.
  • Context travels with the card The chat transcript and customer details land on the card.
  • Column moves reach support When a card changes column, the conversation gets an update.
  • One card per report Matching on the conversation ID stops duplicate cards.
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Kanban Tool

Project Management

Tags

  • Project Management

  • Team Collaboration

How it works

Connect Kanban Tool in minutes

  1. 1

    Connect Kanban Tool and Tidio

    Zapier, Integrately or Make links the two, or the Tidio API and a Kanban Tool webhook do it directly.

  2. 2

    Map the board

    Pick the board and column new cards land in, and which fields carry the conversation detail.

  3. 3

    Send updates back

    A card changing column posts to Tidio, so the agent or an automated message updates the customer.

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Frequently asked questions

Common questions about the Kanban Tool integration

Will every chat create a card?

Only the ones you choose. Most teams have the agent create the Kanban Tool card with a shortcut rather than filing one automatically, because a board full of questions that were answered in two minutes is worse than no board at all. If you do automate it, filter on tag or topic first.

Do customers see the board?

No. They see whatever message you send when a card moves. The Kanban Tool board stays internal, which means you can keep engineering notes and priorities on the card and still give the customer a plain update.

Is the Kanban Tool integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Kanban Tool integration.