Boards Guide

Boards are Oppy’s built-in Kanban-style project management system. Use them for tracking deals, managing tasks, onboarding workflows, and organizing any process that moves through stages.

Accessing Boards

Navigate to Boards in the sidebar at app.oppy.pro. You can also ask the Account Concierge: “Show me my boards” or “What boards do I have?”

How Boards Work

A board is organized into three levels:

Board (e.g., "Sales Pipeline")
  └── Lists (columns: "New Leads", "Qualified", "Demo Scheduled", "Won", "Lost")
       └── Items (cards: individual leads, tasks, or entries)

Boards

The top-level container. Each board has:

Title — Name of the board
Description — What this board is for
Status — Active, archived, or draft
Tags — For categorization
Board type — Custom categorization

Lists (Columns)

Vertical columns within a board. Each list has:

Title — Column name (e.g., “In Progress”, “Done”)
Order — Position from left to right
Status — Active or archived

Items (Cards)

Individual entries within a list. Each item has:

Title — Item name
Description — Details (supports Markdown)
Status — Custom status tracking
Tags — Labels and categories
Assigned to — Who’s responsible
Due date — Deadline
Linked entity — Can link to a Contact, Note, Conversation, Message, or Channel
Order — Position within the list (drag to reorder)

Common Board Use Cases

Sales Pipeline

Track leads through your sales process:

Lists: New Lead → Contacted → Qualified → Demo Scheduled → Proposal → Won/Lost
Items: Each lead as a card with contact link, deal value, notes
Automation: AI can automatically create cards when leads are qualified

Onboarding Tracker

Track new customer onboarding:

Lists: Signed Up → Phone Provisioning → Knowledge Base Setup → First Conversation → Live
Items: Each customer with their setup checklist

Bug Tracker

Track issues and improvements:

Lists: Reported → Investigating → In Progress → Fixed → Verified
Items: Each bug with description, severity tags, assigned developer

Change Log

Track product changes for customers:

Lists: User Benefit → Bug Fix → Release Note
Items: Each change with description and tags for which product

Managing Boards via Account Concierge

The concierge can do everything with boards:

“Create a new board called ‘Q2 Sales Pipeline’ with columns: New, Contacted, Qualified, Won, Lost”
“Add a card to the ‘New’ column: John Smith - interested in enterprise plan”
“Move the John Smith card from ‘Contacted’ to ‘Qualified’”
“Show me all items on the Sales Pipeline board tagged ‘high-priority’”
“Delete the test board I created yesterday”

Linked Items

Items can link to other Oppy objects, creating connections:

Link Type	Use Case
Contact	Deal tracking — link to the person
Note	Reference documentation
Conversation	Link to the relevant chat/call
Channel	Link to the Oppy involved
Message	Reference a specific message

When an item links to a contact, you can see their information directly from the board card.

Automation Rules

Boards can have automation rules that trigger actions:

Available Triggers

Events like account.invite_sent
Custom webhook events
AI-triggered events

Available Actions

sync_card — Create/update a board item
send_notification — Send webhook notification
create_list_item — Add item to a specific list

Example: Auto-Track New Signups

When a new account signs up, automatically create a card in your “Onboarding” board’s “New” list with their details.

Bulk Operations

For managing many items at once:

Bulk create — Add up to 50 items at once
Bulk update — Modify up to 50 items (tags, status, assigned_to)
Bulk delete — Remove multiple items
Bulk get — Fetch multiple items by ID

Filtering & Searching

Find items across all lists in a board:

By title — Regex pattern matching
By status — Filter by item status
By tags — Items with specific tags
By assignee — Who’s responsible
By owner — Who created it
By due date — Upcoming deadlines
By completion — Completed vs. in-progress

Tips

Representative Board Examples

Sales Pipeline Board

Customer Onboarding Board

Change Log Board

Lists: User Benefit | Bug Fix | Release Note Item fields used: Title (feature name), description (what changed and why), tags (repo: comms-api/frontend/livekit-agent) Automation: Every code commit creates a change log entry via the Account Concierge.

Use boards for anything with stages — If something moves through steps, it belongs on a board.
Link items to contacts — Creates a full picture of each relationship.
Let the AI manage boards — The concierge can create, move, and update items based on conversation outcomes.
Tags for priority — Use tags like high-priority, blocked, waiting for quick filtering.
Board webhooks — Set up webhooks on boards to trigger external actions when items change.

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