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 menu runs down the left of every screen. Which entries you see depends on
your access and your plan.

Dashboard

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

Team inbox

Click Team inbox in the left menu to open your unified inbox with all customer conversations.

AI agents

Click AI agents in the left menu to create and manage your AI agents: their knowledge, instructions, forms, actions and the channels they answer on.

Widgets

Click Widgets in the left menu to create and customise the widget visitors see on your website, and to install it.

CRM

Click CRM in the left menu for Contacts and Deals. Contacts holds every customer profile; Deals tracks your sales pipeline on a kanban board. Bulk follow-ups for overdue deals live at /deals/follow-ups.

Insights

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

Settings

Click Settings at the bottom of the left menu. It opens Business first and also holds:

  • Business — View and manage your connected businesses and websites
  • Account & Billing — Manage your subscription and billing
  • Team — Invite and manage team members and collaborators
  • API Keys — Manage API access (if enabled on your plan)
  • Delete Account — Close your account

Documentation sits beside Settings at the bottom of the menu.

Account Menu

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

  • Appearance — System, Light or Dark
  • My profile — Your personal account settings
  • Add Feature or Bug — Feedback portal
  • Support — Contact support
  • Sign out

Agency users see a Partners entry in the left menu for managing client accounts.

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