Get new Freshchat agents ready on day one
When a new agent is added in Freshchat, WebRun creates a Trello checklist card covering channel assignments, working hours, and canned replies, checks off each step as it's completed in Freshchat, and posts a ready confirmation to the support Microsoft Teams channel.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I make sure new Freshchat agents are fully set up before taking chats?
WebRun tracks new Freshchat agent onboarding on a Trello checklist card covering channel assignments, working hours, and canned replies, reading each step's real status from Freshchat. Once every item is complete, it posts a ready confirmation to Microsoft Teams, so new agents start taking chats fully configured instead of missing a setup step.
- New agents never start taking chats with a missing setup step
- Team leads track onboarding progress on one Trello card instead of asking around
- The whole team knows the moment a new agent is ready in Teams
Built for support team leads · customer service managers · growing support teams · live chat operations
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.freshchat.comin a real browser with your saved login - no setup, no API keys. -
1
Freshchat - detect the new agent and their setup
freshchat.com
WebRun opens Freshchat to detect the new agent and their setup. - Open Freshchat and find the newly added agent account
- Check whether channel assignments, working hours, and canned replies are configured
- Note which onboarding steps are still missing
Done when The new agent's current setup status is captured against the checklist.
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2
Trello - track the onboarding checklist
trello.com How to Automate Trello
WebRun opens Trello to track the onboarding checklist. - Create an onboarding card for the new agent on the team's Trello board
- Add a checklist item for each setup step, checking off what's already done
- Assign the card to the team lead responsible for onboarding
Done when A Trello checklist card exists for the new agent with accurate progress.
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3
Microsoft Teams - confirm the agent is ready
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to confirm the agent is ready. - Check back once all checklist items are complete in Freshchat
- Post a ready confirmation to the support Microsoft Teams channel
- Include the agent's name and which queues they can now take
Done when The team has been notified in Teams once the new agent is fully set up.
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 WebRun configure the new agent's account itself?
No. It reads the current setup status in Freshchat and tracks progress on a Trello card. Actually assigning channels or hours is still done by your admin.
How does the team know when an agent can start taking chats?
WebRun posts a confirmation to Microsoft Teams only once every checklist item, like channel assignment and working hours, is complete.
What if onboarding stalls halfway through?
The Trello card stays open with the incomplete items visible, so the team lead assigned to the card can see exactly what's left.
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