Dashboard Overview

The Boei dashboard is your command center for managing widgets, chatbots, and customer conversations.

Finish installing your AI agent

If Boei has not detected a widget on any of your websites, a small installation reminder appears at the top left of your dashboard.

  • Continue installation opens the installation tab for your widget.
  • Open chatbot opens your AI agent's settings and training.
  • Edit widget opens your widget's settings.

Your dashboard cards, charts, and conversations stay visible. Click the × to hide the reminder. Boei remembers this for your account in the same browser, including after you sign out and return. Another browser or cleared browser data can show it again.

Returning to Boei does not automatically reopen the onboarding wizard. Team members and agency client accounts do not see the installation reminder.

The top navigation bar is flat (no dropdowns) and contains the following menu items:

Dashboard

Click the logo in the top-left to return to the main dashboard at any time.

Inbox

Click Inbox in the top menu to open your unified inbox with all customer conversations.

Contacts

Click Contacts in the top menu to view and manage all customer profiles.

Deals

Click Deals in the top menu to track your sales pipeline on a kanban board. Bulk follow-ups for overdue deals live at /deals/follow-ups.

Insights

Click Insights in the top menu to view performance reports for your website widgets and AI agents.

Setup

Click Setup in the top menu to open a persistent submenu with:

  • Business — View and manage your connected businesses/websites
  • AI Agent — Create and manage AI agents (training, settings, live chat)
  • Website widget — Create and customize your communication widgets (channels, appearance, display conditions)
  • Team — Invite and manage team members and collaborators
  • FAQs — Build and manage FAQ widgets (if enabled on your plan)

Account Menu

Click your profile icon / name (top right) to access:

  • Settings — Your personal account settings
  • Account & Billing — Manage your subscription and billing
  • API Keys — Manage API access (if enabled on your plan)
  • Partners / Become a partner — Partner signup and dashboard
  • Add Feature or Bug — Feedback portal
  • Support — Contact support
  • Sign out

Agency users see a Partners link in the top right for managing client accounts.

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