Automated SnapEngage Missed Chat Follow Up
Every hour, WebRun opens SnapEngage, finds chats that went unanswered where the visitor left an email address, drafts a polite follow up in Gmail for an agent to review and send, and logs every missed chat to Airtable with timestamps for your compliance records.
How do I follow up on missed SnapEngage chats compliantly?
WebRun checks SnapEngage every hour for missed chats where the visitor left an email address, drafts a polite follow up in Gmail for an agent to review, and logs every missed chat to Airtable with a timestamp for compliance records. Nothing is sent to a visitor without a human reviewing the draft first.
- Every missed chat has a compliant, timestamped record
- Agents send from a drafted email instead of writing cold
- Nothing reaches a visitor without a human reviewing it first
Built for enterprise support teams · healthcare organizations · financial services support · compliance 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
www.snapengage.comin a real browser with your saved login - no setup, no API keys. -
1
SnapEngage - find missed chats with an email left
snapengage.com
WebRun opens SnapEngage to find missed chats with an email left. - Open SnapEngage and pull transcripts for chats with no agent reply
- Check each one for an email address left by the visitor
- Capture the visitor's question and the time the chat started
- Skip chats where no email was left
Done when Every missed chat with an email address is identified with its transcript.
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2
Gmail - draft a follow up for agent review
gmail.com
WebRun opens Gmail to draft a follow up for agent review. - Draft a polite follow up email referencing the visitor's original question
- Keep the tone appropriate for a regulated or sensitive industry
- Save every draft in Gmail for an agent to review and send. Never send to the visitor directly
Done when A ready to review draft exists for every missed chat with an email.
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3
Airtable - log the missed chat for compliance records
airtable.com
WebRun opens Airtable to log the missed chat for compliance records. - Log each missed chat to the compliance table with timestamp and outcome
- Record whether a follow up draft was created
- Keep the log append only so the compliance record stays complete
Done when Every missed chat is logged in Airtable with a timestamp.
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 WebRun email the visitor without review?
No. Every follow up is saved as a Gmail draft. An agent reviews and sends it, WebRun never emails a visitor directly.
Why does this log every missed chat, even if no email was left?
So there's a complete, append only record for compliance review, not just the ones that resulted in a follow up.
Is this suitable for regulated industries like healthcare?
The workflow only drafts and logs, it never sends anything on its own, which keeps a human review step in place before any message reaches a visitor.
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