Automate LiveChat
Follow up on every LiveChat conversation, including the ones nobody answered. Get each transcript by email once a chat ends, find chats where visitors gave up waiting, see bad ratings with the visitor's comment, and read yesterday's chat numbers over coffee. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.
Try asking
Create a ClickRuntime automation: when a LiveChat chat ends, email me the visitor's name, email and page URL, followed by the full transcript.
Paste it into your assistant. It tells you what it will send or change before it runs live.
Ideas
What you can automate in LiveChat
Email yourself every finished chat
When a chat ends, you get the visitor's details and the whole transcript in one email.
See how it worksCatch chats no agent answered
Chats from the past hour without an agent reply reach your inbox so you can follow up.
See how it worksGet yesterday's chat numbers each morning
A morning email with total chats, satisfaction and first response time.
See how it worksGet a Slack alert for chats rated bad
A bad rating shows up in Slack with the visitor's comment and a link to the transcript.
See how it works Your own logicAny other automation you can describe in words
Your own rules, schedule and AI steps with LiveChat, plus any other app. Describe it and your assistant builds it.
See how to build your ownBuild your own
Build any LiveChat automation you can describe
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
For example, ask your assistant
After each LiveChat chat ends, use AI to decide if it was a sales lead and, if so, send me the name, email and a one-line summary.
When a LiveChat chat goes unanswered, add the visitor's email and message to my Missed Chats sheet in Google Sheets.
When a LiveChat chat is rated bad, post the transcript summary in #support on Slack and send the visitor a follow-up email through Gmail.
Beyond chat
Have LiveChat work when you're not in the chat
Instant
Email yourself every finished chatThe moment it happens
On a schedule
Get yesterday's chat numbers each morningOn a schedule
Watches for changes
Catch chats no agent answeredOn a schedule
Setup
Connect LiveChat
LiveChat connects with a personal access token you create in the Text developer console, together with your Account ID. Pick its scopes carefully, because they are fixed once the token exists.
LiveChat
Live chat
- Go to
platform.text.com/console, open Tools, then Personal Access Tokens, and choose Create. - Select the scopes your automations need, such as
chats--all:rofor chats,reports_readfor reports andwebhooks.configuration:rwfor transcript events. - Copy the token and your Account ID.
- In the ClickRuntime dashboard, open Connections & secrets and save the Account ID and token. They are sent with basic auth as
account_id:token.
Good to know
LiveChat limits that affect automations
- A token's scopes cannot be edited later. If an automation needs another scope, create a new token and replace the saved secret.
- The token is for the agent-side APIs. It does not work with LiveChat's Customer Chat API, which is meant for the visitor side.
- The token acts as the agent who created it, so it only reaches the chats and reports that agent can access.
FAQ
Questions about automating LiveChat
What does ClickRuntime read from LiveChat?
Does the transcript arrive as soon as the chat ends?
How does it decide a chat was missed?
I picked the wrong scopes. What now?
Is AI needed for LiveChat automations?
Is this a LiveChat connector for ChatGPT or Claude?
Related pages
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