Smart Boards
Board membership
Which board a conversation lands on — the exact precedence, and why a neutral board never claims traffic.
Every inbound conversation resolves to exactly one board. The rule is fixed and worth knowing, because it explains every "why is this here?" question.
The precedence
- A board someone placed it on. If a person has put this conversation on a board, that wins. Always. Human placement is never overridden by scoping rules.
- The first board, in board order, whose scope matches. Scope is tags and departments:
- Tags match if the conversation carries any of the board's tags.
- Department matches if the conversation's department is in the board's list.
- The default board, if nothing above matched.
Board order matters at step 2 — the first match wins, not the best one. Reorder your boards if the wrong one is claiming conversations.
Neutral boards never auto-match
A board with no tags and no departments has a neutral scope, and a neutral scope never claims a conversation on its own. This is deliberate: an unscoped board would otherwise swallow all traffic the moment it was created.
A neutral board still works perfectly well — it just only receives conversations someone puts there, or the default board's traffic if it is the default.
Practical consequences
- A conversation is not on the board you expected. Check, in order: has someone placed it? Does an earlier board's scope also match? Is the board you expected neutral?
- Tags live on the conversation. Tagging a conversation can change which board would claim it — but not where it already is, if a person placed it.
- Scope is not permission. Which board a conversation lands on and who may see that board are different questions; see Members and roles.