You can search for cards that already exist on your Trello board. To do that, start typing the search phrase. For each card, the app displays the card name, its creation date, as well as the list and the board the card belongs to.
As an agent, you have access to the cards assigned to the chat customer. You can find them in the Attached cards section. View them in the Agent Application or open them in Trello with just one click.
Attach chat transcripts to the card assigned to your user account. To do that, go to Attached cards and click Attach chat transcript.
You can also attach chat transcripts to the cards that are unassigned. To achieve that, search for a card, select it, and click Attach chat transcript. By doing that, the card will be automatically assigned to your user account.
Go to Create a new card and fill out the short form. Select the board and the list on which you want to create the card. Give it a name and description, and confirm the operation by clicking Create the card.
You can send us your feedback and feature request at [email protected].
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