Top Sites>Boei: AI Sales Agent | Widget, Inbox & CRM

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# Boei

> Boei is an AI employee for small and medium businesses. It combines an agentic AI chatbot, live chat, WhatsApp, email, SMS, contact forms, and 50+ communication channels into one lightweight widget that installs on any website in minutes. The AI doesn't just answer questions — it takes actions: calling webhooks, performing calculations, looking up data, and executing multi-step tasks through a tool-calling loop. Visitors choose their preferred channel while the AI responds instantly, qualifies leads, and captures contact details automatically.

> The AI operates across your website, WhatsApp, email, and SMS simultaneously. It trains on your website content, documents, products, and support history, then responds in context-appropriate styles — concise for live chat, conversational for WhatsApp, professional with greetings and signatures for email. All conversations flow into a unified inbox and built-in CRM pipeline where teams manage leads, track deals, send bulk follow-ups, and continue conversations across channels.

> Boei (Dutch for "buoy") — like a maritime buoy that guides ships safely, the Boei widget prevents visitors from drifting away by offering instant AI-powered support and multiple contact options.

## Company Information

- **Website**: https://boei.help
- **App**: https://app.boei.help
- **Founded**: Netherlands
- **Company**: Ruby Foundry B.V.
- **Founder**: Ruben Buijs
- **Team**: Small, bootstrapped, remote team
- **Users**: Trusted by 17,000+ businesses

## Pricing

Four flat tiers. All prices in USD. Annual billing saves 25%.

- **Lite**: $11/mo (annual) / $15/mo (monthly) — 1 domain, 1 chatbot, 50 AI credits, 100 training pages, 1 agent. Widget + basic chatbot.
- **Starter**: $19/mo (annual) / $25/mo (monthly) — 1 domain, 1 chatbot, 2,000 AI credits, 1,000 training pages, 1 agent. Adds lead collectors, email and WhatsApp chatbot, source gap detection, 50 product training items.
- **Growth**: $49/mo (annual) / $69/mo (monthly) — 3 domains, 3 chatbots, 7,000 AI credits, 3,500 training pages, 3 agents. Adds API access, deal pipeline, tagging, auto retrain, AI summary on handover, webhooks. Most popular plan.
- **Business**: $129/mo (annual) / $179/mo (monthly) — 10 domains, 10 chatbots, 20,000 AI credits, 10,000 training pages, 5 agents. Adds custom domain, white-label, branding removed, unlimited product training.

### Add-ons

- Extra domain: $15/mo
- Extra chatbot: $9/mo ($6/mo annual)
- Extra agent: $9/mo ($6/mo annual)
- Additional 1,000 AI credits: $9/mo ($6/mo annual)
- Branding removal: $14/mo
- SMS credits: $10 per 100 credits

### Agency Pricing

- Modular per-client pricing with volume discounts
- Trial subaccounts for client onboarding
- Client management dashboard
- Chatbot ownership transfer between accounts
- Billing permission delegation

### Trial

- 7-day free trial, no credit card required.

## Trust & Reviews

- **G2**: 4.7/5 rating
- **Capterra**: 5/5 rating
- **Trustpilot**: 4.7/5 rating (159 reviews)

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## Features Overview

### AI Chatbot

**Training & Knowledge**
- Auto-trains on website content via sitemap or automatic crawler
- Trains on PDFs, Excel, PowerPoint, and text files
- Product training via CSV upload or Google Sheets URL sync, with auto-sync on schedule (hourly/daily/weekly/monthly)
- Product cards displayed in chat — scrollable carousel with thumbnail, price, availability, and brand
- Train AI on your own support replies — toggle per reply, Q&A pair saved automatically
- Revised Answers — define exact Q&A pairs that override AI when matched, with hit counter and tag support
- Ticket Training — train AI on support ticket history (Growth and Business plans)
- FAQ export/import — export as JSON/Excel, import with add or replace modes
- Auto-sync website content — sitemaps resync on daily/weekly/monthly schedule with include/exclude path filters
- Auto-train during onboarding — top 10 sitemap pages trained automatically
- Import training URLs from HTML sitemaps and link pages
- File training from public URLs with queued download pipeline
- Source priority boost — curated sources (FAQ, training text, products, revised answers) rank higher than scraped pages

**AI Models & Quality**
- Choose your AI model: Anthropic (Claude), OpenAI (GPT), Google (Gemini), Mistral models available
- Anti-hallucination — grounding verification with safety constraints, information boundaries, and fabrication prevention
- Contextual retrieval — section-aware chunking, same-URL dedup, minimum similarity threshold
- Shows sources with every answer (collapsed by default)
- AI credits vary by model; 2,000 credits included on Starter plan

**Agentic AI (Tool-Calling)**
- Tool-calling loop where the chatbot takes actions based on conversation context
- Webhook API calls, calculations, data lookups, multi-step task execution
- Admin configures actions conversationally via Agent tab
- Plan limits: Starter 5 actions, Growth 10 actions, Business 15 actions per bot

**Lead Capture**
- Set lead generation fields the bot should gather (email, name, phone, custom fields)
- Lead Flow — structured question flows inside the chatbot as classic form or AI-powered conversation
- "After X replies" trigger — lead collectors appear after N chat messages, not just start/end
- Lead collector templates — presets like "Contact form", "Book a demo", "Get a quote"
- Push leads to analytics — email/phone/name auto-sent to Google Analytics, Meta Pixel for conversion tracking
- Get leads via email, webhook, or Boei inbox with transcripts, qualification check, and AI summary

**Conversation Features**
- Adapts reply style by channel — concise for live chat, conversational for WhatsApp, professional for email
- Quick prompts — suggested conversation starters, configurable display (always/once/never)
- Conversation persistence — chat history persists across page reloads with auto-reopen
- Copy conversation — visitors can copy the full conversation from the widget menu
- Chatbot timezone — configurable for accurate date/time references
- SMS response limit — AI responses automatically limited to 320 chars for SMS to reduce costs
- Automatically translates interface to user's language

**Handoff & Monitoring**
- Hands off to live chat (automatic or manual)
- AI handoff summary — generates summary for live agents on escalation
- Live monitoring of AI conversations with takeover option

**Customization**
- Fully adjustable instructions and custom prompts
- Custom CSS for full widget styling control
- API available (v1 endpoints with Scribe-generated documentation)

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### Channels (50+)

**AI-Powered Channels (bidirectional with AI auto-reply)**
- Website chatbot — AI chatbot embedded in widget
- WhatsApp — AI auto-replies, messages received in Boei inbox
- Email — full email inbox with AI auto-reply (configurable max replies 0-100), BCC support, customizable greeting/signature with variables ({name}/{agent}/{email}/{phone}/{company}), silent AI escalation
- SMS via Twilio — bidirectional SMS with AI auto-reply, integrated in Boei inbox

**Social & Messaging**
- Facebook Messenger
- Instagram DMs
- Telegram
- Signal
- Viber
- WeChat
- Slack
- Discord

**Direct Communication**
- Phone / Click-to-call
- SMS
- Email

**Forms & Self-Service**
- Contact forms / Lead forms
- Contact Form V2 — iframe-based with drag-and-drop reorder, new field types, auto-translation
- FAQ widget
- Newsletter signup
- Feedback forms
- Call-me-back
- Search widget — URL template with {query} replacement, iframe-based

**Additional**
- 30+ more regional and niche channels

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### Live Chat

- Real-time visitor chat
- Multiple team members with smart agent allocation
- AI-to-human handoff
- Transfer chats between agents (with automatic internal note)
- Auto re-assign when an agent goes offline
- Internal notes — agent-only messages visible only to the team
- Playbooks — named prompt scripts to guide AI replies for specific scenarios, assignable per conversation
- Team chat visibility — see what colleagues are handling (read-only)
- Central team notification email — single email per chatbot instead of per-agent
- Rich text email editor — Quill editor with image paste support for inbox replies
- Inbox spam management — mark threads as spam to suppress reopening
- Auto-save reply drafts to localStorage

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### Lead Management & CRM

**Unified Inbox**
- All messages from chatbot, WhatsApp, live chat, email, SMS, and forms in one place
- WhatsApp messages received directly in inbox
- Leads overview — dedicated tab showing contacts who provided email, with dynamic columns, search, and XLSX export

**Deal Pipeline**
- Kanban pipeline (New, Contacted, Won)
- Contact custom fields — configurable fields per contact, bulk mark as customers
- SDK prefills — pass visitor info (name, email, phone, company, ID, tags, notes) via SDK

**Follow-ups**
- Bulk follow-ups with smart scheduling (working days, send time, timezone)
- Max follow-up limits per contact
- Channel-based sending (email or WhatsApp)
- CC assigned team member
- Customer transcript emails — independent transcript emails to customers

**Integrations**
- CRM integration via webhooks
- HubSpot CRM integration
- Mailchimp integration — collected leads auto-added to audiences
- API tab — API credentials and docs in chatbot settings

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### Analytics

- Conversion funnel tracking (pageviews, widget opens, leads)
- Performance tab — resolution rate donut chart, chats/day, AI replies/day, replies/chat, daily line chart
- Conversation analytics — filterable by all/needs attention/escalated/failed, with health score badges and outcome classification
- Conversation detail — full message thread with source attribution, similarity scores, session metadata, knowledge lookup scores
- Channel performance stats
- Page-level performance
- Device and location data
- A/B testing (duplicate widget, compare side-by-side)
- Integrations: Google Analytics, Google Tag Manager, Meta Pixel, Plausible, Simple Analytics
- 90-day data retention
- Daily, weekly, or monthly email reports

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### Widget Options

**Installation**
- Install in 5 minutes on any platform
- One line of code, iframe, or plugin
- Works on 300+ platforms
- WordPress plugin with one-click install
- Platform auto-detection — shows detected platform badge on install tab

**Design & Theming**
- Unified theme system — 3 themes (Clean, Minimal, WhatsApp)
- Dark mode with OS auto-detection
- Gradient support (subtle/vivid)
- Branded header with title, subtitle, and image
- Widget shadow presets
- Unified font across iframe widgets
- Custom CSS support
- Fully adjustable: icons, colors, all text

**Display Modes**
- Inline display mode — show iframe channel content directly in widget channel list
- Compact display mode — condensed channel display with layout elements (header, text, divider)
- Vary widget by device (mobile/desktop) or by page
- Show QR code on desktop for easy mobile scanning
- Create landing page with all channels (no website needed)
- Generate QR codes for physical marketing materials

**Display Rules**
- Show/hide based on office hours
- Display rules by time, page, or device
- Set out-of-office for specific channels

**Privacy & Compliance**
- Privacy-friendly: no cookies used
- Does not collect personal data without consent
- GDPR compliant by default
- EU servers (Amsterdam, Netherlands)

**Notifications**
- Email, Slack, and webhook notifications
- Customizable notification settings

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### FAQ Management

- Inline FAQ manager inside chatbot settings
- Create new FAQ directly, or link existing ones
- Full CRUD with drag-and-drop reorder
- AI-powered FAQ generation from documentation
- FAQ export/import — JSON/Excel, add or replace modes
- Use FAQ content to train AI chatbots
- Create standalone FAQ landing page

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### AI Office

- Visual animated office scene showing your AI chatbot at work
- Three rooms: Website lobby, AI Desk, Your Office (leads + support)
- Replay mode playing through the day's conversations with animations
- Day/week toggle, date navigation, stats bar

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### White Label & Agency

**Branding**
- White-label email with your own SMTP server
- White-label the widget with your branding
- White-label the entire designer interface with your logo and domain
- Set your own "powered by" link
- Custom domain support
- Branding removal available

**Agency Management**
- Client management dashboard with overview of all clients
- Modular per-client pricing with volume discounts
- Trial subaccounts for client onboarding
- Chatbot ownership transfer between accounts
- Billing permission delegation
- Manage multiple client accounts from one dashboard

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## Supported Platforms

Boei works on 300+ platforms including:
- WordPress (most popular)
- WooCommerce
- Shopify
- Wix
- Squarespace
- Webflow
- Framer
- Ghost
- Joomla
- PrestaShop
- Jimdo
- Carrd
- Weebly
- Hostinger
- Ecwid
- Any website via JavaScript, iframe, or plugin

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## Languages

- **Widget**: Fully customizable text — works in any language
- **AI Chatbot**: Automatically responds in 95+ languages
- **Forms**: AI auto-translation to visitor's language
- **Dashboard**: English

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## Use Cases

- Customer support automation with AI that takes actions (lookups, calculations, API calls)
- Lead generation and qualification with structured lead flows
- Sales assistance with deal pipeline and bulk follow-ups
- WhatsApp business communication with AI auto-reply
- Email support automation with bidirectional AI replies
- SMS customer engagement via Twilio integration
- FAQ and self-service support
- Multi-channel customer communication (50+ channels)
- Appointment booking and callback scheduling
- E-commerce product recommendations via product training
- Agency client management with white-label solution
- Conversion tracking and analytics across all channels

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## Documentation

For detailed guides and API documentation: https://boei.help/docs