# Boei: AI Sales Agent | Widget, Inbox & CRM > Markdown mirror of DialtoneApp's public top-site detail page for `boei.help`. URL: https://dialtoneapp.com/top-sites/boei.help/index.md Canonical HTML: https://dialtoneapp.com/top-sites/boei.help ## Summary - Domain: `boei.help` - Website: https://boei.help - Description: ai readable | score 20 | purchase read only - Label: ai_readable - Payment surface: Not available - Purchase boundary: read_only - Control boundary: unknown - Rank: 496451 ## robots ~~~text User-agent: * Disallow: Sitemap: https://boei.help/sitemap.xml ~~~ ## llms ~~~text # 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) --- ## 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) --- ### 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 --- ### 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 --- ### 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 --- ### 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 --- ### 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 --- ### 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 --- ### 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 --- ### 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 --- ## 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 --- ## 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 --- ## 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 --- ## Documentation For detailed guides and API documentation: https://boei.help/docs ~~~ ## llms-full Not found.