AI Chatbot Overview

Boei's AI Chatbot learns from your website and answers customer questions 24/7. This guide walks you through creating and deploying your first chatbot.

How to get there: Go to Setup → Chatbot in the top menu → click Create Chatbot to get started.

Step 1: Create Your Chatbot

  1. Go to Setup → Chatbot in the top menu
  2. Click Create Chatbot
  3. Enter your website URL - Boei will automatically analyze your site
  4. Provide a brief description of your chatbot's purpose
  5. Select a default language
  6. Click Generate - the chatbot will be created within seconds

Step 2: Train Your Chatbot

The AI needs to learn from your content to answer questions accurately. Train it on your entire website and let the AI find the right answers.

  • Website crawling - Automatically discover and learn from your website pages
  • Sitemap import - Import pages from your sitemap
  • File uploads - Upload PDFs, Word documents, and other files
  • Q&A pairs - Add specific questions with their answers
  • Text snippets - Paste policies, procedures, or other reference content

Learn more in Training Your Chatbot.

Step 3: Customize Your Chatbot

Go to Setup → Chatbot, click on your chatbot, then use the sidebar to configure:

Section What you set up Guide
Identity Name, avatar, opening message, tone, branding, language Identity settings, Chat UI
Behavior Response style, instructions, topic limits, workflows Response settings, Instructions
Live Chat Handoff to human agents, agent routing, business hours Live Chat
Actions Connect external tools (CRM, online store) Actions
Training Website pages, files, Q&A, text snippets, products Training
Leads Collect visitor information via forms or AI conversation Lead Flows, Calendar Booking
Notifications Get notified about conversations via email, Slack, or other services Notification Rules
Install Add the chatbot to your website Installation
Integrations Connect to HubSpot, WhatsApp, Google Calendar, etc. Integrations
Advanced AI model, display settings, rate limits, test mode Advanced settings

Step 4: Test and Install

  1. Click the Test button to try your chatbot
  2. Ask questions to verify it answers correctly
  3. Go to the Install tab to connect your chatbot to a widget, embed it on a page, or share a direct link
  4. Install the widget on your website

For platform-specific installation guides, see Installation.

What's Next

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