All templates

Automated Kustomer Weekly Agent Scorecard

Every Monday, WebRun opens Kustomer, pulls each agent's conversation volume, first-response time, and CSAT score from the past week, saves a scorecard document to Google Drive, and texts the team lead a one-line summary of who stood out and who needs support.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 Kustomer pull last week's agent stats
2 Google Drive save the scorecard
3 Twilio text the team lead a summary
In short

How do I get a weekly performance scorecard from Kustomer automatically?

WebRun pulls each agent's Kustomer conversation volume, first-response time, and CSAT score every Monday, saves a scorecard to Google Drive, and texts the team lead a one-line summary of who stood out. This gives support managers a consistent weekly read on team performance without building the report by hand.

  • Managers get a consistent weekly scorecard without building it by hand
  • Standout and struggling performance both surface automatically
  • Week-over-week trends are visible without digging through old reports

Built for support team leads · customer service managers · CX operations · call center supervisors

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.kustomer.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Kustomer - pull last week's agent stats
    kustomer.com
    WebRun in Kustomer: pull last week's agent stats
    WebRun opens Kustomer to pull last week's agent stats.
    • Open Kustomer and pull each agent's stats for the past 7 days
    • Capture conversation volume, average first-response time, and CSAT score
    • Rank agents by CSAT so standout and struggling performance both surface

    Done when Every active agent has a full week of stats captured.

  3. 2
    Google Drive - save the scorecard
    drive.google.com
    WebRun in Google Drive: save the scorecard
    WebRun opens Google Drive to save the scorecard.
    • Open the team scorecards folder in Google Drive
    • Save this week's per-agent stats as a dated scorecard document
    • Link back to last week's scorecard for quick comparison

    Done when This week's scorecard document is saved and linked to the prior week.

  4. 3
    Twilio - text the team lead a summary
    twilio.com
    WebRun in Twilio: text the team lead a summary
    WebRun opens Twilio to text the team lead a summary.
    • Text the team lead a one-line summary of this week's scorecard
    • Name the top performer and the agent who may need support
    • Send this only to your own team lead's number, never to a customer

    Done when The team lead has this week's summary by text.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.kustomer.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Scorecard summary · Twilio
OutputWhat each run produces - A weekly per-agent scorecard document in Google Drive with a one-line text summary for the team lead.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does WebRun share individual scores with customers?

No. The scorecard and the text summary are both internal, going only to your team lead and a private Drive folder. Customers never see or receive them.

What stats go into the scorecard?

Conversation volume, average first-response time, and CSAT score for each agent, all read directly from Kustomer's own reporting for the past 7 days.

Can the team lead compare week over week?

Yes. Each week's scorecard links back to the prior week's document in Google Drive, so trends are easy to spot without digging through old files.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.