People Overview

The People page gives you a complete view of everyone who has interacted with your business through Boei. Track contact details, view conversation history, and manage relationships.

How to get there: Go to Contacts in the top menu, then choose People.

Everyone who has ever contacted you, in one list

How Contacts Are Created

Contacts are automatically created when visitors:

  • Submit a form (contact, callback, newsletter)
  • Provide their email in a chatbot conversation
  • Complete lead capture fields
  • Engage in live chat

Viewing People

Go to Contacts → People to see all your contacts. Use the People and Companies switch to move between individual contacts and company records.

Contact List

The contact list shows:

  • Name - Customer's name (if provided)
  • Email - Primary contact method
  • Phone - If collected
  • Status - Lead, customer, etc.
  • Last interaction - Most recent activity
  • Source - How they found you

Filtering

Filter your contacts by:

  • Status - Contact, Lead, Customer, Inactive
  • User/Client - Filter by subaccount (if you have subaccounts)

Searching

Search by name, email, phone number or company name to find specific contacts.

The search also looks inside your own custom fields. So if you store a second email address, an order number or a customer number on a contact, you can type that in the search box and the contact comes up.

Contact Details

Click a contact to view their full profile:

Contact Information

  • Name
  • Email address
  • Phone number
  • Company (if collected)

Conversation History

See all interactions with this contact:

  • Chatbot conversations
  • Live chat sessions
  • Form submissions
  • Messages exchanged

Activity Timeline

Track when and how they engaged:

  • First contact date
  • Recent interactions
  • Status changes

Contact Status

Organize contacts with status labels:

  • Contact - General contact
  • Lead - Potential customer
  • Customer - Active customer
  • Inactive - No longer active

Changing Status

  1. Open the contact
  2. Click the status field
  3. Select new status

When a person is linked to a company, the status belongs to the whole company relationship. Changing it also changes the status of the company and every linked person. Boei shows a warning before you save this change.

Managing Contacts

Edit Contact

Update contact information:

  1. Open the contact
  2. Click Edit
  3. Update fields
  4. Save changes

Connect contacts to your sales pipeline:

  1. Open the contact
  2. Go to Deals section
  3. Create or link a deal

Export Contacts

Export your contact list:

  1. Go to Contacts
  2. Select contacts (or select all)
  3. Click Export
  4. Choose format (CSV)

Privacy and Data

  • Contacts can request data deletion
  • You can delete contacts manually
  • Exported data follows your privacy policy

Add Contact Manually

You can also add contacts manually:

  1. Click Add Contact
  2. Fill in email, phone, name, company
  3. Set status
  4. Add notes (optional)
  5. Click Save
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