Navigation Reference
Use the left menu to open Team inbox, AI agents, Widgets, CRM, Insights, or Settings. What you see depends on your access and plan.
Main menu
| Menu | What you can do |
|---|---|
| Team inbox | Read and reply to customer conversations. Review AI conversations from AI agents. |
| AI agents | Open an agent to manage its knowledge, instructions, actions, and channels. |
| Widgets | Edit a website widget and install it on your website. |
| CRM | Open Contacts or Deals. |
| Insights | View AI agent or website widget reports. |
| Settings | Opens Business first. Also contains Account & Billing, Team, API Keys, partner signup, and Delete Account when you have access. |
Settings and Documentation sit at the bottom of the left menu. Active partners also have a Partners entry. On smaller screens, open the menu to see these sections.
Use your profile menu at the top right for your personal settings, Appearance (Light, Dark, or System), feedback, support, and sign out.
Business settings
Open Settings → Business. The business selector is next to the Business title. Click the current name to switch businesses or add one. Always check the name before editing.
| Tab | Settings |
|---|---|
| Profile | Domain, business name, logo, contact details, preferences, ownership when available, and Danger Zone. |
| Inbox | Channels, Signature, Inbox AI, Customer Panel, handoff and routing links, transcript links, New Message Alerts, Data Retention, and Auto-close Inactive. |
| Deals | Follow-up Schedule and AI Instructions. |
| Integrations | SDK, HubSpot, Missive, Payments, and Custom Actions. |
Handoff, routing, and chatbot transcript links take you to the relevant agent. Team and billing settings apply to the account, not just the selected business.
AI agent workspace
Open AI agents, then choose an agent.
| Section | Settings and tools |
|---|---|
| Overview | Recent results, Knowledge, Go live, Opening Message and Notifications shortcuts, and Test chatbot. If one linked widget still needs installation, use Finish website installation. |
| Conversations | Review production and test chats. Website widget and Direct chat link have separate channel filters. |
| Handoff | Set when and how a person takes over. |
| Knowledge | Add and manage sources. Use the settings cog for audience tags and Linked Knowledge Base. |
| Instructions | Instructions, Response, Topic Limits, and Custom Prompt. |
| Forms | Forms and Calendar Booking when your plan includes it. |
| Workflows | Manage the steps your agent follows. |
| Actions | Connected tools and AI actions. Open a connected service to see only its actions. Use search or Clear filter in the action list. |
| Go live | Website widget, email, WhatsApp, SMS, Telegram, iframe embed, Direct Link, and API. Available choices depend on your setup. |
| Settings → General | Name & Avatar, Business, Language, Privacy, and Agent options. |
| Settings → Appearance | Opening Message, Chat UI, Full-page chat, Conversation Starters, Branding, and Display Settings. |
| Settings → Notifications | Notification rules and visitor transcript settings. |
| Settings → Advanced | AI Model, Rate Limit, Test Mode, Test Automation, Scope and Ownership when available, and Danger Zone. |
Use Help me set this up on Overview to open the setup assistant. Knowledge source types are under Add source, rather than separate main menu items. Service-specific connection settings open from Connected tools.
In AI actions, Credentials stores connection details for external tools. This is separate from Settings → API Keys, which contains keys for accessing Boei itself.
FAQ collections
FAQ collections are not a separate main-menu entry. Open a widget’s FAQ channel to edit its collection, or use FAQ collections in Knowledge to choose the content an agent can use. The standalone FAQ editor remains available at /faq.
Test chatbot
Use Test chatbot in the agent workspace. On wide screens the preview opens on the right and can be closed. On smaller screens it opens in a modal. Use its menu to start a new conversation.
Admins can click the preview's name/avatar or opening message to edit them. The preview follows the app's light or dark appearance. This does not change the live widget's chosen appearance.
Widget installation
Open Widgets, choose a widget, then Install. The agent's Finish website installation shortcut opens the same installation page for its existing widget. A created or enabled widget still needs its code installed on your website.
The widget editor contains Panel, Design, Display & Actions, Business Hours, Integrations, Advanced, and Install. Use Open AI agent to edit the connected agent.
Inbox conversation menu
Open a conversation, then its ⋯ menu.
- Playbook opens a modal. Choose a playbook, No playbook, or Manage playbooks.
- Assign to opens a modal with team members. Use Remove assignee to clear an existing assignment.
- Live chat uses Transfer to agent for its team member picker.
- Other actions include contact details, Copilot, copying, tags, marking unread, snoozing, forwarding, spam, and deletion. The available actions depend on the conversation.
The old Investigate with AI Coach shortcut has been removed from the conversation. Use AI agents to review AI conversations.
Powered by ProductLift