AI Onboarding Chatbot That Guides Every New Customer

New customers have questions the moment they sign up. Boei's onboarding chatbot answers them instantly from your docs, walks them through setup steps, and triggers onboarding workflows automatically. No more support tickets from day-one users.
✓Auto-trains on your docs✓Guides new users 24/7✓Triggers onboarding workflows

Enterprise? Schedule a demo →

from 159 reviews

New Customers Drop Off When They Can't Find Answers Fast

You spent money to acquire a new customer. They signed up. Now they are stuck on the first step of setup and nobody is online to help. They send a support ticket, wait hours for a reply, and lose momentum. Some never come back.

This is the onboarding drop-off problem. Support teams get flooded with the same basic questions: 'How do I get started?', 'Where do I find my API key?', 'How do I connect my domain?' Your team answers these questions ten times a day instead of working on complex issues.

An onboarding chatbot solves both problems at once. It sits on your website, app, or help center and guides every new customer through setup in real time. It learns from your documentation, knowledge base, and setup guides. When a customer asks a question, they get an accurate answer in seconds.

Boei goes further with agentic AI that takes real actions during onboarding. It can create accounts via webhooks, send welcome emails, and trigger onboarding sequences. When the AI spots questions it cannot answer, it flags them as content gaps so you can improve your docs. Learn more about Boei's AI chatbot.

Onboarding Features

Everything You Need to Onboard Customers Without Manual Work

Six features that turn new signups into active, happy users

Auto-Train on Your Docs

Point Boei at your knowledge base, help articles, PDFs, or website pages. The AI learns your product and answers setup questions accurately. No manual scripting required.

Quick Prompts for New Users

Pre-set conversation starters like 'How do I get started?', 'Show me the setup guide', and 'Connect my account' so new customers get help in one click.

Onboarding Intake via Lead Flow

Collect company size, use case, and goals through structured conversation. Route each new customer to the right onboarding path based on their answers.

Trigger Workflows via Webhooks

Agentic AI that takes action: create accounts, send welcome emails, enroll users in onboarding sequences, and update your CRM. All triggered from chat. See webhook integrations.

Onboard on Every Channel

Guide new customers on your website, WhatsApp, and email. Conversation history syncs across channels so users pick up where they left off.

Source Gap Detection

When the AI cannot answer a question, it flags the gap. You see exactly which onboarding topics need better documentation. Fix gaps before they cause churn.

Onboarding Chatbot for Every Business Type

See how different businesses use AI to onboard new customers faster

SaaS Products

Walk new users through account setup, feature activation, and first milestones. Answer technical questions from your docs so users reach value faster without waiting for support.
  • ✓Setup wizard guidance
  • ✓Feature activation help
  • ✓API and integration Q&A
  • ✓First-milestone tracking

Service Businesses

Collect intake information, explain your process, and set expectations for new clients. Automate welcome packets and kickoff scheduling so projects start on time.
  • ✓Client intake forms
  • ✓Process explainers
  • ✓Welcome packet delivery
  • ✓Kickoff meeting booking

E-commerce Stores

Guide first-time buyers through account creation, loyalty programs, and order tracking. Reduce 'where is my order' tickets by answering shipping questions instantly.
  • ✓Account setup help
  • ✓Loyalty program sign-up
  • ✓Order tracking guidance
  • ✓Return policy Q&A

The Difference

AI Onboarding vs Manual Onboarding

Why automated onboarding wins on speed and consistency

Manual OnboardingAI Onboarding Chatbot
First response timeHours or next business dayUnder 5 seconds
AvailabilityBusiness hours only24/7, weekends included
ConsistencyVaries by agentSame quality every time
Setup questions answeredOne at a timeUnlimited in parallel
Languages supportedLimited by team95+ languages
Workflow triggersManual handoffAutomatic via webhooks
Content gap visibilityAnecdotal feedbackAutomatic gap detection

The AI onboarding assistant handles repetitive setup questions. Your support team focuses on complex issues and high-touch accounts that need personal attention.

What Customers Say About Boei

Dr. Kirk Sanford

Dr. Kirk Sanford

CEO & Founder, Longevity Medical Institute

★★★★★

It's all upside — Boei dramatically improves responsiveness, patient conversion, and operational efficiency, and the ROI is easily justified.

Susan Jones

Susan Jones

Founder/CEO, WebMaxSEO

★★★★★

We initially installed Boei on our agency website to test its capabilities, and the results were so impressive that we've now implemented it across approximately 10 client sites. The AI chatbot not only learns from each website's unique content but also provides valuable data for our SEO strategies.

Koen Rens

Koen Rens

Owner, Luxe Kattenhotel

★★★★★

It's super easy for end users to contact us using Boei. It's clear and extremely user-friendly. With the drag and drop editor, I was ready in only a few minutes.

David K.

David K.

CEO Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? I'm giving 10 points. Why? This app is super easy. You can configure your chat widget in 5 minutes, add a JS script to your "header" in your theme and wooollaaa done. Nothing hard. We have been using Boei mainly for small corporate websites. It really solves our need to have a small chat widget which does not add up 150Kb and XXXXX JS scripts. It's really lightweight and it does not affect your website speed.

Seif Ahmed

Seif Ahmed

@seif588

★★★★★

I have been using Boei for over a year. It is very simple yet effective to implement it. Support is great - Ruben is always responsive and helpful. The product has also added new features which I have not yet needed but good to know Ruben is always working hard to add value to users of Boei. I am sure there are other similar solutions but for the price, support and features (and future updates), this is a great value.

Irfan

Irfan

@mak_web_media

★★★★★

I have been using BOEI for over a year and absolutely amazed with the growth and new features. I recommend BOEI to anyone who is looking to increase website engagement with multiple communication channels.

Peter C

Peter C

@peter_c1

★★★★★

Great founder Ruben , responds personally to emails, and always looking to improve Boei.

Andrew Lee

Andrew Lee

@fromlife89

★★★★★

It's a great tool especially for managing multiple websites and agencies.

Grzegorz G.

Grzegorz G.

★★★★★

I have a quick chat on each page, so it simplifies the way my clients can get in touch with me. It was very easy to implement and they continue to improve this software and are open to feedback. An easy way to add a communication widget to the website. I like best that it supports Messenger and Whatsaap, phone, email and live chat and it is easy to translate for multilingual pages. I can't think about real drowbacks. The [SENSITIVE CONTENT] reply all the support questions quickly and effectively, they are open to feedback. I had no issues at all with this software. Maybe if they could add some protection against spammers if you use the contact form and in some future add a chatbot, that would be fantastic.

Joshua G.

Joshua G.

★★★★★

I was looking for a chat app to easily communicate with my customers. I didn't want to install anything overly complex and I just wanted something that worked within minutes. After briefly using Boei, I knew it was right for me. It's super lightweight and easy to use, plus it has all the chat bots that you might need! Highly recommend to anyone looking for something simple. I wish there was a better UI or more design options.

Ronald D.

Ronald D.

Director Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? Simple, easy to use and implement with little technical support What do you dislike about Boei? Logo deisgns can be improved and some customization of logos of different widgets What problems is Boei solving and how is that benefiting you? On multiple sites, users require different feedback channels. This allows simple customization

Fahd T.

Fahd T.

Founder Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? The best part is the simplicity of the product and ease of use. What do you dislike about Boei? The weak part is the lack of depth for advanced users. What problems is Boei solving and how is that benefiting you? Helps capture visitors using different communication channels under one platform.

Vance W.

Vance W.

★★★★★

We have been using Boei for many clients over the past year and the impact on the page speed is negligible and helps convert website visitors to warm leads. Ease of deployment, lightweight code, and overall flexibility and functionality. The form component isn't exactly flexible and extensive enough for most uses so we often have to use another form solution.

Julien V.

Julien V.

Développeur d'e-commerce Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? Lightweight, opens instantly, lot of features (whatsapp, messenger, contact form, links) What do you dislike about Boei? Not including a built-in chat app, more design customizations could be good What problems is Boei solving and how is that benefiting you? Allowing website visitors to contact us through their preferred channel (whatsapp, phone call, etc)

Chandra Kusuma

Chandra Kusuma

★★★★★

The greatest chat widget for websites I have ever tried. It's quite light and not reduce the site loading speed. Quite easy to install on any type of sites/CMS platform. The features and integrations is continuously developed. The support Ruben and his team provide is the best. Easily number one pick.

Cristian Trappolini

Cristian Trappolini

★★★★★

I want to leave this review because I want to tell you 2 important things: one is that those who don't speak English well often find themselves having to live with Google Translate as their best friend, and the other is that BOEI is fantastic, simple and intuitive even for those who don't speak English well. I am really enthusiastic about the ease of use from the first time, which I rarely find in a similar app. Personally I recommend it to everyone!

Renaat Sioncke

Renaat Sioncke

★★★★★

Boei.helps is an easy-to-use app to connect a support/help icon to your website. I just set up four websites with different social media links, all in no time. Boei helps to customize and speed up my website building work-flow.

Fran Tully

Fran Tully

★★★★★

Very happy to give 5 Stars for this plugin. Over 70% of my business enquiries are coming from Smartphone users based on my Google Analytics. Boei allows those users to contact me on their preferred social Channel with one click. I also can follow up on that channel later or over time with the conversion thread preserved. It's a pop up with a GIF that looks great on my site. And it gives the prospective client the opportunity to fill out a standard contact form as well. I am implementing it on all my sites now, and I am very happy to recommend. I would try the free version first so you are sure. Thanks Fran

Proinsias M.

Proinsias M.

★★★★★

It was very easy to configure and setup on my website. The only issue I had to deal with was to decide what channels not to include in the pop up on the website. I need to be clear what are the essential channels to include for each site that I design. Very happy to give Top Marks to this Plugin. Most of my business enquiries are coming from Smartphone users based on my Analytics. Boei allows those users in particular contact me on the preferred social Channel with one click. I also can follow up on that channel later or over time with the conversion thread preserved. Its a pop up and also give the prospective client the opportunity to fill out a standard contact form as well. I am implementing it on all my sites now and I am very happy to recommend. I need to make sure I am not including channel options that are not relevant, so I need to be sure of my target audience to avoid clutter when the pop up is activated.

Gavin S.

Gavin S.

★★★★★

It makes it easier for website visitors to engage with me on the channel of their choice. Installing Boei was simple, took less than 5 minutes, and I was up and running. What I liked is that you can install it on Wordpress, HTML, and even on other page builders. You can use it with WhatsApp, Telegram, Live chat, Facebook messenger, or any combination of them at once so that visitors can pick the channel they're most comfortable with. None at the moment, everything is working as it should be.

Sara Hall

Sara Hall

★★★★★

How is this possible? I have been searching for a service like boei, without success for over a year. What magic is this? Isn't set up supposed to be supremely complicated, involving a coding degree, extensive technical knowledge and possibly a miracle? Boei just works. It works so well I was suspicious of it for nearly a whole week, sending endless texts and emails to myself in utter disbelief, when it failed to keel over! Set up is straight forward, easy and takes minutes. Seriously, I cannot recommend Boei enough.

Mike Foston

Mike Foston

★★★★★

Just about as easy as it gets. It uses all the ways you already have to connect to you, lets your customers choose how they want to connect, and doesn't give you another place to check for messages. Has plenty of configuration options, and support has been very responsive, and willing to listen to ideas to make improvements. Really pleased with how it looks on my sites as well. Bit of a bargain!

Lukáš H.

Lukáš H.

★★★★★

Ease of use and the number of possible integrations. Honestly I can't say there is anything I didn't like when using Boei.

Bikram K. S.

Bikram K. S.

★★★★★

Boei has been a time saver for me. I was looking for a way to integrate various social media chat options into my website so that my customers can contact me using the platform of their choice. I tried 3-4 other platforms but nothing came closer to the experience I finally got from Boei. Its WhatsApp and Google Map integration bought me over. I just wish it has support for Frase assistant and Gist assistant. Ease of use, and painless integration of various chat platforms. lacking integration with Frase and Gist and some of the labels are confusing.

Jay F.

Jay F.

★★★★★

I like that Boei is an AI that learns and continues improving by using our website's information to best answer user questions and guide them on our site. The ease of use is fantastic, requiring no coding or extensive setup work. I was able to have it running on our website in less than 30 minutes even with full customization. If I were to grade the setup ease on a scale of 1 to 10, I would give it an 11.

Ilias A.

Ilias A.

SEO Specialist

★★★★★

Boei is pretty straight-forward to setup. It is lightweight and converts website visitors into leads without over-effort. It simply works on autopilot, while you receive weekly reports on its performance with suggestions for improvement! After setting it up, I just have more leads. Simple.

Jon

Jon

★★★★★

I have followed the intuitive process to set this up on a number of my sites. It has always been easy and it has worked right out of the box. I like the fact that it is a simple widget that can be customized to any channels you wish to add.

Weboo.gr

Weboo.gr

★★★★★

Setting up Boei is a piece of cake. It's lightweight and does all the hard work for you — converting visitors into leads without too much effort. And, to top it off, you get weekly reports with recommendations on how to optimize performance! The support is direct and to the point, and its features are improving steadily.

Dieter Staudinger

Dieter Staudinger

★★★★★

Boei is the superglue that bonds together our communication with our leads and customers, in the channels they most value. Boei is simple to setup and easy to use. Our team loves Boei and we highly recommend you take a look how Boei can help up your communication game!

Jeremy Smith

Jeremy Smith

★★★★★

Boei is reliable, and brilliant at combining multiple tools together for taking care of prospects or customers. You can integrate tools you already use, plus add a few on their own. Great software.

Brendah Akoth

Brendah Akoth

★★★★★

Very great app! It does as it says and it's the most editable chat plugin compared to the others. A few days after installing it, I got inquiries and it opened my eyes to my audience. So it works and saves me time! Great automation partner!

Alexander Martenson

Alexander Martenson

★★★★★

I'm impressed with Boei. The application is simple and intuitive. Having this kind of availability for my prospects coming through my website is vital to my business.

Sheeny

Sheeny

★★★★★

Love this service. My customers can contact me with over a dozen different communication apps whatever they prefer so you never lose out on a customer that might be shy of say WhatsApp and use Viber instead.

Nuno

Nuno

★★★★★

Boei is a lightweight alternative to live chat plugins, talk to customers on their favorite channels. It has many integrations and you can use on WordPress, Shopify or any website using custom HTML. Not only Boei has good customer service but will also help yours.

Robert-Jan

Robert-Jan

CEO/Founder

★★★★★

Ruben has built an amazing and straightforward chat solution. Just let the client chose which option he wants to use! But it doesn't stop there. You can also add buttons that link to an external website, other pages on your website, integrate your chatbot, and so on. So simple, yet so powerful!

CyberCooker

CyberCooker

★★★★★

Nowadays, omnichannel offers us great advantages, but when we want to incorporate all the channels in our site we face a great dilemma: to include icons for each channel, generating visual saturation and confusion. It is here where Boei becomes a fantastic tool, since in a simple way it gives us the necessary order to provide our customers with a wide range of channels so that they can choose the one they feel most comfortable to communicate with us.

Eddine

Eddine

★★★★★

Boei is genuinely one of the most underrated tools on AppSumo. It's lightweight, super easy to install, and gives you so many options to connect with your website visitors. Whether it's WhatsApp, Messenger, email, or a simple contact form, Boei covers it all in one clean, customizable widget. What I love most is how versatile it is — it fits seamlessly with my site, doesn't slow things down, and caters to every visitor's preferred way of communication.

Jairo R.

Jairo R.

Account Executive

★★★★★

Excellent product and service. I can't complain about the level of support I've received. They are receptive to customer feedback and have a public roadmap.

Jaime M.

Jaime M.

Co-Founder

★★★★★

A simple and minimalistic tool with a lot of power! Displaying all of our contacts in a compact and easy to access way.

Stefan M.

Stefan M.

CEO

★★★★★

The integration of communication channels like WhatsApp, Facebook Messenger and Telegram as chat widgets on every page I like, the customizability and the very easy setup. Best Chat and Communication Widget I ever used.

Albert H.

Albert H.

Trainer

★★★★★

I used Replain before, but that is very complicated to manage. I searched for this solution for a long time and I really like it very much! Best solution for communication through your website!

Andres S.

Andres S.

Director

★★★★★

I use the tool on my website to get in touch with my visitors and without having to publish a form that could be abused by spammers. Communication is more fluent and direct as each user can choose their preferred channel to get in touch. Easy to use, many messaging options, customization, easy to implement on virtually any website, reports and analytics, fast to load.

Questions?

Onboarding Chatbot FAQ

How does the chatbot learn my onboarding content?

Point Boei at your help center, documentation pages, PDFs, or website URLs. The AI crawls and indexes everything automatically. When content changes, you can re-sync with one click. It only answers from your data and never makes things up.

Can it trigger actions during onboarding?

Yes. Boei uses agentic AI with tool-calling and webhooks. The chatbot can create accounts in your system, send welcome emails, enroll users in onboarding sequences, and update records in your CRM or database. See webhook integrations.

What is source gap detection?

When a new customer asks a question the AI cannot answer from your documentation, Boei flags it as a source gap. You see a list of unanswered topics in your dashboard. This tells you exactly which onboarding docs to create or improve.

Does the chatbot work on WhatsApp and email too?

Yes. Boei provides AI auto-reply on WhatsApp, email, and SMS using the same onboarding knowledge. A customer can start a conversation on your website and continue on WhatsApp without losing context.

Can new users pick up where they left off?

Yes. Boei maintains conversation persistence across sessions. If a new customer starts onboarding on Monday and returns on Wednesday, the chatbot remembers their progress and context.

How do I customize the onboarding intake flow?

Use Lead Flow to define the fields you need: company size, use case, goals, technical setup. The chatbot collects this through natural conversation and routes the customer to the right onboarding path based on their answers.

How much does an onboarding chatbot cost?

Boei starts at $19/month (annual billing). The Growth plan at $49/month includes 3 chatbots, API access, webhook integrations, and 7,000 AI credits. All plans include a 7-day free trial with no credit card required. See full pricing.

How fast can I set it up?

Most teams go live in under 10 minutes. Add the widget to your site, point it at your documentation, configure your quick prompts, and start guiding new customers. Browse onboarding templates.

Start Onboarding Customers Automatically Today

Join 17,000+ businesses using Boei to guide new customers from signup to success. Setup takes 5 minutes.

Enterprise? Schedule a demo →

✓ 7-day free trial • ✓ No credit card required • ✓ Auto-trains on your docs

from 159 reviews