> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contactship.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Boards and stages

> Organize contacts into stages, move cards and distinguish pipeline progress from assignment, SLAs and tasks.

export const Availability = ({lang = 'es', plan, addon, permission, route, status}) => {
  const L = lang === 'en' ? {
    plan: 'Plan',
    addon: 'Add-on',
    permission: 'Permission',
    route: 'Where',
    status: 'Status',
    addonNote: 'enabled on request',
    allPlans: 'All plans',
    beta: 'Beta',
    nuevo: 'New',
    soon: 'Coming soon'
  } : {
    plan: 'Plan',
    addon: 'Add-on',
    permission: 'Permiso',
    route: 'Dónde',
    status: 'Estado',
    addonNote: 'se activa a pedido',
    allPlans: 'Todos los planes',
    beta: 'Beta',
    nuevo: 'Nuevo',
    soon: 'Próximamente'
  };
  const items = [];
  if (plan) items.push([L.plan, plan]);
  if (addon) items.push([L.addon, `${addon} · ${L.addonNote}`]);
  if (permission) items.push([L.permission, permission]);
  if (route) items.push([L.route, route]);
  if (status) items.push([L.status, L[status] || status]);
  return <div style={{
    display: 'flex',
    flexWrap: 'wrap',
    gap: '6px 22px',
    padding: '12px 16px',
    margin: '4px 0 24px',
    border: '1px solid rgba(2, 82, 255, 0.28)',
    borderLeft: '3px solid #0252ff',
    borderRadius: '8px',
    background: 'rgba(2, 82, 255, 0.05)',
    fontSize: '13.5px',
    lineHeight: '1.5'
  }}>
      {items.map(([k, v]) => <div key={k} style={{
    display: 'flex',
    gap: '6px',
    alignItems: 'baseline'
  }}>
          <span style={{
    fontSize: '10.5px',
    fontWeight: 600,
    letterSpacing: '0.07em',
    textTransform: 'uppercase',
    opacity: 0.65
  }}>{k}</span>
          <span style={{
    fontWeight: 500
  }}>{v}</span>
        </div>)}
    </div>;
};

<Availability lang="en" route="Contacts → Board" permission="contact_board.read" />

A board organizes contacts into process stages. Each card represents a contact within that board. Stages might be New, Contacted and Qualified; adapt them to your operation.

## Work with a board

1. Open **Contacts**, choose board view and select the board.
2. Review stages and the contacts in each.
3. Open a card to inspect the contact record.
4. Move the card to the appropriate stage to update progress. You need permission to modify the board.

From table view, select contacts for a bulk move to a stage. Check the background job before repeating it.

## Automate moves

Agents can move contacts when the corresponding tool is configured. In a text agent, choose the board, enable stages and describe when to use each.

Voice agents have post-call board configuration. Inbox automations can also add, move or remove contacts from stages.

Avoid conflicting rules that move the same contact on the same event.

## Stage, assignee and deadline

| Concept  | Meaning                                         |
| -------- | ----------------------------------------------- |
| Stage    | Contact progress through a process              |
| Assignee | Person responsible for a record or conversation |
| SLA      | Response deadline when enabled                  |
| Task     | Work pending in the process                     |

Moving a card does not by itself assign a person, schedule a call or create a task. If you use routing or SLAs, check the rules for that stage.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Is a contact board the same as a task board?">
    No. They organize different entities. See [Tasks](/en/contacts/tasks) for pending work.
  </Accordion>

  <Accordion title="Why is the AI not moving the contact?">
    Check the board and enabled stages in its tool. Save changes and test the criterion that should trigger the move.
  </Accordion>

  <Accordion title="Does moving a card automatically start a deadline?">
    Only when the feature is available to your organization and rules are configured. See [Lead routing](/en/lead-routing/how-it-works).
  </Accordion>
</AccordionGroup>

## See also

* [Contacts and properties](/en/contacts/contacts-and-properties)
* [Text agent tools](/en/text-agents/tools)
* [Lead routing](/en/lead-routing/how-it-works)