Your AI Agent Fills the Pipeline. You Close the Deals.

Most CRMs make you do all the work. Boei's AI agent qualifies leads, creates pipeline entries with contact details and conversation summaries, and follows up automatically on WhatsApp, email, and SMS. You just drag the deal to Won.

AI qualifies leads and fills your pipeline 24/7
Visual Kanban board with drag-and-drop
Automated follow-ups on every channel
Andrew Lee David S. Vance W. Grant Nitesh Manav
from 159 reviews

Trusted by 17,000+ Businesses Worldwide

17,000+

Businesses use Boei

160+

Five-star reviews

50+

Integrated channels

5 min

Setup time

AI Qualifies Leads and Creates Pipeline Entries Automatically

Your AI agent talks to every visitor, asks the right questions, and decides if they are a real opportunity. When they are, it creates a pipeline entry with their contact details, a conversation summary, a qualification score, the source channel, and a suggested next action. No manual data entry. No leads slipping through the cracks.

  • Contact details captured from the conversation
  • AI-written summary of what the lead needs
  • Qualification score so you focus on the best leads first
  • Source channel tracked - website, WhatsApp, email, or SMS
AI agent automatically creating pipeline entries from conversations
AI sending automated follow-up messages via WhatsApp and email

Automated Follow-ups That Sound Like You Wrote Them

Your AI agent does not just capture leads - it follows up. It sends personalized emails and WhatsApp messages on smart schedules, referencing what the lead actually asked about. "Hi Sarah, following up on the mortgage quote we discussed. Ready to proceed? Here's the updated calculation." No templates. No copy-paste. Just natural conversations that move deals forward.

  • AI writes follow-ups based on the actual conversation
  • Smart scheduling respects working days and time zones
  • Follow up on the same channel the lead used
  • Bulk follow-ups via email and WhatsApp from the pipeline
  • Approve drafts before sending, or set the AI to auto-send

From First Message to Closed Deal - Fully Automated

See how your AI agent handles the entire lead journey without you lifting a finger

1

Lead Asks a Question

A visitor asks about your product on your website, WhatsApp, email, or SMS. Your AI agent responds instantly, answers their questions, and qualifies them by asking the right follow-up questions.

2

AI Creates a Pipeline Entry

The AI creates a deal in your pipeline with contact details, conversation summary, qualification score, source channel, and a suggested next action. Assigned to the right team member automatically.

3

AI Follows Up and Updates the Pipeline

The AI schedules and sends follow-ups on the lead's preferred channel. When they respond, it updates the pipeline stage and notifies your sales rep. You step in only when the deal is ready to close.

Visual Sales Pipeline You Can Actually Use

Your pipeline fills itself, but you are still in control. Drag and drop deals between custom stages. Group leads by product, region, or source channel. Filter to see only hot leads, only WhatsApp leads, or only deals assigned to you. The AI keeps feeding it - you keep closing.

  • Unlimited custom columns for your sales stages
  • Group leads by business line, product, or region
  • See which channel each lead came from at a glance
  • Filter and search across your entire pipeline
  • Bulk operations: update stage, owner, tags, or status across many deals at once
CRM visual pipeline with Kanban view showing multi-channel leads

AI + CRM Working Together

Every feature is connected. Your AI agent captures, qualifies, and follows up - your CRM organizes and tracks everything.

AI-Fed Pipeline

Every qualified conversation becomes a deal card with contact info, conversation summary, and qualification score. No manual entry - your pipeline fills itself around the clock.

Multi-Channel Context

Each lead card shows where they came from - website chat, WhatsApp, email, or SMS. The AI follows up on the same channel. Full conversation history in one place.

Smart Follow-up Chains

AI sends follow-ups, lead responds, AI updates the pipeline stage, and notifies your sales rep when it is time to step in. The deal moves forward while you focus on closing.

Webhook integrations pushing leads to HubSpot, Salesforce, and Pipedrive

Push Leads to Your Other Tools via Webhooks

Already using HubSpot, Salesforce, Pipedrive, Mailchimp, or ActiveCampaign? No problem. Set up webhooks to push qualified leads to any tool in your stack. When the AI creates a pipeline entry in Boei, it can also send that lead to your other systems automatically. Use Boei as your front line and your existing tools for the rest.

  • Push to HubSpot, Salesforce, Pipedrive, and more
  • Sync with Mailchimp and ActiveCampaign for email campaigns
  • Custom webhooks for any tool with an API
  • Lead data includes AI summary and qualification score

Team Collaboration with AI Assist

Assign leads to team members, add internal notes, and see who is working on what. Your AI agent captures new leads around the clock and assigns them based on your rules. When a lead needs human attention, the AI notifies the right person with a full summary so they can jump in without reading the entire conversation.

  • AI assigns leads to the right team member
  • Get notified when a deal needs human attention
  • AI-written summary so you skip the catch-up
  • See team activity and lead ownership at a glance
CRM team collaboration with AI-powered lead assignment

What Our Customers Say

Works for Every Business Type

Your AI agent adapts to your industry. It learns your products, services, and processes - then qualifies and follows up accordingly.

E-commerce

AI answers product questions, qualifies purchase intent, and follows up with abandoned inquiries to convert browsers into buyers

Agencies

AI qualifies inbound leads by budget and scope, creates pipeline entries per service line, and schedules discovery calls

Real Estate

AI captures property requirements, qualifies by budget and timeline, and follows up with new listings that match

Healthcare

AI handles patient inquiries, books appointments, and sends appointment reminders on WhatsApp or SMS

Frequently Asked Questions

How does the AI agent feed the pipeline?

When someone contacts you on any channel - website chat, WhatsApp, email, or SMS - the AI agent responds, qualifies them, and if they are a real opportunity, creates a pipeline entry automatically. Each entry includes contact details, a conversation summary, a qualification score, the source channel, and a suggested next action.

What does the AI follow-up process look like?

After creating a pipeline entry, the AI schedules follow-up messages on smart timing. It sends personalized messages referencing the original conversation - on the same channel the lead used. When the lead responds, the AI updates the pipeline stage and notifies your sales rep if human attention is needed.

Can I connect Boei to HubSpot, Salesforce, or Pipedrive?

Yes. You can set up webhooks to push leads to HubSpot, Salesforce, Pipedrive, Mailchimp, ActiveCampaign, or any tool with an API. When the AI creates a pipeline entry, the lead data - including the AI summary and qualification score - gets sent to your other tools automatically.

How many pipeline stages can I create?

Unlimited. Common stages include New, Contacted, Qualified, Proposal Sent, Negotiation, Won, and Lost - but you can name them anything that fits your sales process. The AI will move leads through these stages based on conversation progress.

Which channels does the AI agent work on?

The AI agent works on your website (chat widget), WhatsApp, email, and SMS. It qualifies leads on all channels and follows up on the same channel the lead originally used. Your pipeline shows which channel each lead came from.

How does lead assignment work with the AI?

The AI can assign leads to team members based on rules you set - by channel, topic, region, or round-robin. When a deal needs human attention, the assigned rep gets notified with an AI-written summary so they can jump right in.

What does it cost?

Plans start at $19/mo (annual). The Starter plan includes 1 chatbot and 50 AI credits. Growth at $49/mo gives you 3 chatbots, 7,000 AI credits, API access, and the full deal pipeline. All plans include a 7-day free trial with no credit card required.

Can I see the full conversation history with each lead?

Yes. Every pipeline entry shows the complete conversation history - what the lead asked, what the AI responded, follow-up messages sent, and any replies. Whether they reached out via WhatsApp, email, chat, or SMS, you see everything in one place.

Do I have to approve every AI follow-up before it sends?

Your call. You can require approval on every AI-drafted follow-up, or set it to auto-send so the AI writes and sends without you. Many teams approve at the start, then switch to auto-send once they trust the drafts.

Can I update many deals at once?

Yes. Bulk operations let you change stage, owner, tags, or status across many deals in one go. Useful at end-of-quarter, when reassigning territories, or for cleaning up stale leads in bulk.

Explore More Boei Features

Your AI agent does more than fill your pipeline

Let Your AI Agent Build the Pipeline. You Close the Deals.

Join 17,000+ businesses using Boei. AI qualifies leads, fills your pipeline, and follows up automatically. From $19/mo. Start your 7-day free trial - no credit card required.

7-day free trial • No credit card required • AI fills your pipeline 24/7 • From $19/mo