Automated LivePerson Chat Follow-Up Cards
Every morning, WebRun opens LivePerson, reviews the conversations that closed yesterday, picks out the ones that ended without a resolution or where the customer walked away mid-thread, opens a Trello follow-up card per conversation with the context an agent needs, and sends you the handoff list on WhatsApp.
How do I follow up on support chats that ended without an answer?
WebRun reviews yesterday's LivePerson conversations every morning and picks out the ones that closed without a resolution or ended on an unanswered customer message. It opens a Trello follow-up card per conversation with the transcript context and sends the support lead a WhatsApp handoff list.
- Customers left mid-conversation get picked up the next morning
- Every unresolved chat gets an owner and a due date in Trello
- No customer is ever messaged by the automation itself
Built for support managers · contact centre teams · customer experience leads · ecommerce support
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
liveperson.comin a real browser with your saved login - no setup, no API keys. -
1
LivePerson - review yesterday's closed chats
liveperson.com
WebRun opens LivePerson to review yesterday's closed chats. - Sign into LivePerson and open yesterday's conversation history
- Filter to conversations that closed without a resolution or ended with an unanswered customer message
- Capture the conversation id, the agent, the queue, the topic, and the last customer message
- Note any conversation where the customer left before a reply arrived
- Only read transcripts. Never reply to a customer or reopen a conversation
Done when Every unresolved conversation from yesterday is listed with its context.
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2
Trello - open a follow-up card
trello.com
WebRun opens Trello to open a follow-up card. - Open your support follow-up board in Trello
- Create one card per unresolved conversation named for the customer and the topic
- Put the last customer message, the agent, and the LivePerson link in the description
- Assign the card to the queue owner and set a due date for today
- Skip conversations that already have a card
Done when Every unresolved conversation has one Trello card with an owner.
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3
WhatsApp - send the handoff list
whatsapp.com
WebRun opens WhatsApp to send the handoff list. - Send the support lead a short handoff list on WhatsApp
- Show how many conversations ended unresolved and how many are new cards
- Name the three oldest or highest-value ones first
- Send an all-clear line when nothing ended unresolved
Done when The support lead has today's handoff list in WhatsApp.
How is each run configured?
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.
Every action is checked against this policy before it runs.
Questions, answered
Will it message customers who were left waiting?
No. WebRun never replies in a LivePerson conversation and never contacts a customer. It only creates internal Trello cards so a human agent picks the conversation back up.
What counts as unresolved?
A conversation that closed without a resolution status, or that ended on an unanswered customer message. You can add your own rules, such as a specific queue or a wrap-up code.
Will the same chat get a card twice?
No. WebRun checks the Trello board first and skips any conversation that already has a card, so a chat handed off yesterday is not raised again this morning.
Related templates
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