Getting Started

Learn the basics of Boei and get your widget up and running in minutes.
  • Create your Boei account

    Enter your website address on the signup page and continue. Sign up with your email address, or choose Continue with Google if that option is...

  • Change the dashboard appearance

    How to get there: Click your profile icon / name in the top-right corner, then find Appearance. Boei offers three appearance choices: Light keeps the...

  • Creating Your First AI Chatbot Agent

    This guide will walk you through the process of creating your first AI agent using our platform. Follow these steps to get started and enhance your...

  • From Lead to Customer

    Turn website visitors into qualified leads and paying customers using Boei's AI chatbot, inbox, and deals pipeline. This guide walks you through the...

  • 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...

  • Getting Started Overview

    Boei is a customer communication platform that helps you connect with website visitors through multiple channels, AI chatbots, and live chat. For help...

  • 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...

  • Getting Started with Live Agents

    This guide will walk you through the process of getting started with live agents using Boei's live chat feature. Let's dive in! AI Escalation: Boei...