Automated Qualified Chat Conversion Handoff
Whenever a website visitor's chat conversation in Qualified converts into a meeting request, WebRun reads the conversation and the visitor's account details, saves the full transcript to Google Drive, and texts the assigned rep through Twilio with who it is and what they asked, so the rep can prepare before the meeting even starts.
How do I hand off a converted Qualified chat to the right rep instantly?
WebRun watches Qualified for chat conversations that convert into a meeting request, and reads the full conversation along with the visitor's account details. It saves the transcript to Google Drive and texts the assigned rep through Twilio with who it is and what they asked, so the rep walks in prepared instead of cold.
- Reps get full chat context by text the moment a conversation converts
- Every transcript is saved and filed under the account automatically
- Nothing is sent to the website visitor, only an internal handoff
Built for enterprise sales reps · SDRs · revenue teams · B2B marketing teams
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
app.qualified.comin a real browser with your saved login - no setup, no API keys. -
1
Qualified - watch chats for a meeting conversion
qualified.com
WebRun opens Qualified to watch chats for a meeting conversion. - Open Qualified and check chat conversations that converted to a meeting request since the last run
- Read the full conversation and the visitor's account and role if known
- Capture what the visitor asked about
Done when Every converted chat this run has its conversation and account context captured.
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2
Twilio - text the rep with context
twilio.com
WebRun opens Twilio to text the rep with context. - Text the assigned rep the visitor's account, role if known, and what they asked about
- Note the meeting time if one was already picked
Done when The rep has a text with full context for every converted chat.
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3
Google Drive - save the full transcript
drive.google.com
WebRun opens Google Drive to save the full transcript. - Save the full chat transcript as a file for the assigned rep
- File it under the account name for easy lookup later
Done when Every converted chat has its transcript saved to Drive.
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
Does it reply to the visitor in the chat?
No. WebRun only reads a chat after it converts and hands the context to your rep. It never sends a message to the visitor itself.
What if the visitor's account isn't known?
WebRun still saves the transcript and texts the rep with whatever is known, like the company inferred from their domain, so the rep isn't starting from nothing.
Who gets the text?
Only the rep assigned to that chat or account. It's an internal handoff, never a message to the website visitor.
Related templates
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