Your AI Agent Calculates Mortgages, Qualifies Leads, and Books Appointments

A client asks "what would a 300K mortgage cost monthly?" Your AI agent asks about term preference and rate type, calculates EUR 1,398/mo at 3.8% fixed over 30 years, handles follow-up questions like "what about with 50K down?" (recalculates to EUR 1,165/mo), lists required documents, emails the full calculation with a document checklist, adds the lead to your pipeline as "Mortgage Lead - Pre-qualified", and schedules an appointment with an advisor. All in one conversation. No human needed until the meeting.

Live mortgage and loan calculations
Emails proposals and checklists automatically
Books advisor appointments
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Andrew Lee David S. Vance W. Grant Nitesh Manav
from 159 reviews

Trusted by 17,000+ Businesses Worldwide

17,000+

Businesses use Boei

EU

Hosted in Amsterdam

30%

More leads on average

5 min

Setup time

Not Just a Chatbot - a Financial Services AI Agent

Most chatbots answer questions. Boei's AI agent takes action. It calculates mortgage payments on the spot, compares fixed vs variable rates, emails a full proposal to the client, adds them to your deal pipeline, and books an appointment with the right advisor - all within a single conversation.

A prospect visits your site at 10 PM and asks about a EUR 300K mortgage. The AI agent walks them through term options, calculates monthly payments at current rates, handles "what if" scenarios (different down payments, rate types, terms), lists every document they need (ID, payslips, tax returns, bank statements, property appraisal), and emails the complete calculation with the document checklist. By the time your team arrives in the morning, there's a pre-qualified lead in the pipeline with an appointment already booked.

The AI agent connects to your existing systems - Salesforce Financial Cloud, Temenos, Mambu, Ohpen, or your custom back-office - via webhooks. It pulls real rates, checks product availability, and pushes qualified leads into your workflow. No copy-pasting between systems. No manual data entry.

All data stays on EU servers in Amsterdam. Anti-hallucination safeguards prevent the AI from inventing rates or giving unauthorized advice. It only works with your approved content and parameters.

Real Conversations, Real Actions

See what Boei's AI agent does in a single client interaction

Mortgage Calculation Chain

Client: "What would a 300K mortgage cost?" - AI asks term and rate preference - Calculates EUR 1,398/mo (300K, 3.8% fixed, 30yr) - Client: "What about with 50K down?" - Recalculates EUR 1,165/mo (250K) - Client: "What documents do I need?" - Lists: ID, payslips, tax returns, bank statements, property appraisal - Emails full calculation + document checklist - Adds to pipeline as "Mortgage Lead - Pre-qualified" - Books advisor appointment

Insurance Cross-Sell Chain

After mortgage calculation, AI asks: "Would you like a home insurance estimate for this property?" - Client provides property value and type - AI calculates premium based on coverage options - Bundles home insurance with the mortgage quote - Compares basic vs comprehensive coverage - Emails combined mortgage + insurance proposal - Tags lead as "Cross-sell opportunity" in pipeline - Schedules single meeting to discuss both

After-Action Follow-Up Chain

After mortgage calc: emails comparison of fixed vs variable scenarios with breakeven analysis. After appointment booking: sends an email reminder with the document checklist 24 hours before. After document submission: triggers webhook to your back-office for status updates. After advisor meeting: follows up with next steps and timeline via email.

Built for Financial Services Workflows

Every feature connects to the next - calculations trigger emails, emails trigger pipeline updates, pipeline updates trigger follow-ups

Live Financial Calculations

The AI agent calculates mortgage payments, loan quotes, insurance premiums, and investment projections in real-time during the conversation. Clients ask "what if" scenarios - different down payments, rate types, terms - and get instant recalculations. Connect to Figlo, Hypotheek Visie, or De Hypotheker calculation engines via webhooks for real market rates.

Multi-Step Action Chains

One conversation triggers a full workflow: calculate > qualify > email proposal > add to pipeline > book appointment > send email reminder > follow up after meeting. Each step happens automatically based on the conversation flow. No manual handoffs between systems.

Connect to Your Financial Systems

Webhooks connect to Salesforce Financial Cloud, Temenos core banking, Mambu lending platform, Ohpen investment management, Pega customer decisioning, or Duck Creek insurance suite. Pull live rates, push qualified leads, trigger workflows, and sync client data - all from the chat conversation.

Automated Email Proposals

After every calculation, the AI agent emails the client a complete proposal: mortgage breakdown with monthly payments, fixed vs variable comparison, required documents checklist, and next steps. After insurance cross-sell, it sends a combined mortgage + insurance package. Every email is branded to your firm.

Pipeline with Auto-Qualification

Leads enter your deal pipeline tagged and qualified: "Mortgage Lead - Pre-qualified", "Insurance Cross-Sell", "Investment Inquiry - High Value". The AI agent collects income, property value, timeline, and preferences during the conversation. Your advisors see a complete profile before the first meeting.

Compliance-Safe AI

Anti-hallucination safeguards prevent invented rates or unauthorized advice. The AI agent only calculates from your approved parameters and rate sheets. Safety constraints block financial advice that requires a licensed advisor. Full audit trail of every conversation for regulatory review. All data on EU servers.

Multi-Channel Follow-Ups

After appointment booking, clients get an email reminder with the document checklist. After document submission, they get a status update. After the advisor meeting, an email follow-up with next steps. Website chat, WhatsApp, email, and SMS - all from one inbox with AI auto-reply on every channel.

White-Label for Brand Trust

Custom domain, your branding, your colors. No third-party logos on the chat widget. Critical for financial services where brand trust directly impacts conversion. See white-label options.

Full Action Chains for Financial Services

1

Mortgage Inquiry to Booked Appointment

Step 1: Client asks "What would a 300K mortgage cost monthly?"
Step 2: AI asks: term preference (15, 20, or 30 years)? Fixed or variable?
Step 3: Calculates: 300K at 3.8% fixed, 30 years = EUR 1,398/mo
Step 4: Client: "What about with 50K down?" - Recalculates: 250K = EUR 1,165/mo
Step 5: Client: "That's doable, what documents do I need?" - AI lists: ID, last 3 payslips, tax returns (2 years), bank statements (3 months), property appraisal
Step 6: Emails full calculation + document checklist to client
Step 7: Adds to pipeline as "Mortgage Lead - Pre-qualified" with all details
Step 8: Books appointment with mortgage advisor
Step 9: Sends email reminder 24h before with document checklist
After meeting: Emails next steps and timeline

2

Insurance Cross-Sell After Mortgage

Step 1: After mortgage calculation, AI asks: "Would you also like a home insurance estimate for this property?"
Step 2: Client provides property type (apartment, semi-detached, detached) and value
Step 3: AI calculates premium: basic (building only) vs comprehensive (building + contents + liability)
Step 4: Shows comparison: EUR 45/mo basic vs EUR 72/mo comprehensive
Step 5: Bundles with mortgage: "Your total monthly cost with mortgage + comprehensive insurance: EUR 1,237/mo"
Step 6: Emails combined mortgage + insurance proposal
Step 7: Tags lead as "Cross-sell - Mortgage + Home Insurance" in pipeline
Step 8: Schedules single advisor meeting to discuss both products

3

Investment Inquiry to Portfolio Proposal

Step 1: Client asks: "I have EUR 50K to invest, what are my options?"
Step 2: AI asks: investment horizon? Risk tolerance (conservative, balanced, growth)?
Step 3: Pulls available fund options from Ohpen or your product catalog via webhook
Step 4: Compares scenarios: savings account (2.1% pa), balanced fund (avg 5.2% pa, higher risk), growth fund (avg 7.8% pa, highest risk)
Step 5: Client: "What would 50K in the balanced fund look like after 10 years?" - Calculates: approx EUR 82,700
Step 6: Emails comparison of all scenarios with risk disclaimers
Step 7: Adds to pipeline as "Investment Lead - EUR 50K - Balanced Profile"
Step 8: Books appointment with investment advisor
After meeting: Follows up with KYC document requirements

4

Insurance Quote to Bundled Policy

Step 1: Client asks about car insurance
Step 2: AI collects: vehicle type, year, claims history, coverage preference
Step 3: Calculates premium via Duck Creek or your rating engine: EUR 89/mo comprehensive
Step 4: AI: "I see you also have a mortgage with us. We offer a 10% multi-policy discount."
Step 5: Shows bundled pricing: car + home insurance with discount applied
Step 6: Emails full quote with policy comparison
Step 7: Adds to pipeline as "Insurance Bundle - Existing Mortgage Client"
Step 8: Routes to account manager (not new business) via Salesforce Financial Cloud
After action: Sends confirmation and policy documents via email once approved

Boei vs Other Finance Chatbot Solutions

Flat plan pricing. Real actions, not just answers.

Feature Boei ($19/mo) Tidio (EUR 29/mo) LiveChat ($20/agent) Botpress (Usage-based)
AI agent with actions Yes - calculates, emails, books Chat only Chat only Build yourself
Live financial calculations ✓ Yes ✗ ✗ Custom dev needed
Auto-email proposals ✓ Yes ✗ ✗ Custom dev needed
Anti-hallucination ✓ Yes ✗ ✗ ✗ Limited
Deal pipeline built-in ✓ Yes ✗ ✗ ✗
GDPR / EU servers ✓ Yes ✓ Yes ✓ Yes Add-on
WhatsApp + email + SMS ✓ Yes Extra cost Extra cost Partial
Webhook integrations Yes - Salesforce, Temenos, etc. ✗ Limited ✗ Limited ✓ Yes
White-label ✓ Yes ✗ Enterprise only ✓ Yes
Flat pricing ✓ Yes ✗ ✗ ✗

What Our Customers Say

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.
Marcel Hogenhout

Marcel Hogenhout

Managing Director, Orangebeard

Boei integrates all possible chat, mail, and call applications in a very accessible way. It helps us to create a simple but beautiful contact button on our websites without external help.
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.
Neu

Neu

@siddharthaneu

Ruben has been consistent with Boei and made a lot of improvements! All the best brother!
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.
David S.

David S.

CEO/Founder Small-Business (50 or fewer emp.)

What do you like best about Boei? It's extremely easy to gather different communication channels under one UI, simplifying the contact process for users, which is essential because it allows us to meet our clients via their preferred method (and not the one we impose on them) What do you dislike about Boei? I wish they had more design options to make it less standard amongst different websites. Another thing that could be better is the speed at which new integrations are added; it could be faster. What problems is Boei solving and how is that benefiting you? Some users prefer contact forms, other live chats, other Instagram/facebook DmS, ETC. Boei allows us to display all these channels in a simplified and unified manner.
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)
Grant

Grant

I'm a tech noob, but Boei was super easy to install on my site. I've added several options for contacting me through different channels, links to questionnaires / contact forms, and links to my socials... It's so much more than just a chat button, which is awesome!
Hansie

Hansie

Works great, nice variation of apps
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.
Pepe

Pepe

This is a great way to chat with visitors on their favorite channels. I really like this because it's simple to implement. It's also easy to find new integrations because there are many channels to choose from (Line, WhatsApp, Email, Contact form, etc.). Ruben, the founder, is also a great guy, always listening to users requests and feedbacks.
Arjun E.

Arjun E.

Boei is very easy to customize and install on my platforms. Sub-accounts have not yet arrived, and it's very important for my clients' use.
José Manuel D.

José Manuel D.

Very easy to install and use. A lot of options of contact. User doesn´t have an option to close or make it dissappear from a site (if they dont want or need to contact(
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!
Daniel Gyger

Daniel Gyger

A must for simplicity and efficiency. To test it is to approve it, in any case we can only recommend it.
Nitesh Manav

Nitesh Manav

It's a light-weight, easy to set-up and use. It increases conversions by talking to visitors on their favorite channels. Above this, it's also cookie-free and GDPR proof which makes it more light-weight and secure.
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.
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.
Marcel Hogenhout

Marcel Hogenhout

Managing Director, Orangebeard

Boei integrates all possible chat, mail, and call applications in a very accessible way. It helps us to create a simple but beautiful contact button on our websites without external help.
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.
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.
Roscoe Houston

Roscoe Houston

Really love how far Boei has come and grown! A must have in tool box!
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.
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.

Frequently Asked Questions

Can the AI agent really calculate mortgages during a conversation?

Yes. You define your rate parameters, terms, and calculation formulas. The AI agent performs live calculations during the conversation - mortgage payments, loan quotes, insurance premiums, investment projections. Clients ask follow-up questions like "what about with a bigger down payment?" and get instant recalculations. You can also connect to external calculation engines like Figlo or De Hypotheker tools via webhooks.

What happens after the AI calculates a mortgage?

The full action chain: the AI emails the client the complete calculation with a fixed vs variable comparison and a document checklist (ID, payslips, tax returns, bank statements). It adds the lead to your deal pipeline tagged as "Mortgage Lead - Pre-qualified" with all collected details. It books an advisor appointment. Then 24 hours before the meeting, it sends an email reminder with the document checklist. After the meeting, it follows up with next steps.

Which financial systems does Boei integrate with?

Boei connects via webhooks to Salesforce Financial Cloud, Temenos (core banking), Mambu (lending), Ohpen (investments), Pega (customer decisioning), Duck Creek (insurance), and any system with an API. Pull live rates, push qualified leads, trigger workflows, and sync client data. Your IT team can set up integrations using our webhook builder - no custom development needed.

Is Boei GDPR compliant for financial services?

Yes. All data is stored on EU servers in Amsterdam. A Data Processing Agreement (DPA) is available. Full conversation audit trails for regulatory compliance. Anti-hallucination safeguards prevent the AI from inventing rates or giving unauthorized advice. See our security page for details.

Will the AI give financial advice it shouldn't?

No. Safety constraints prevent the AI from giving licensed financial advice, making guarantees about returns, or sharing information outside its training data. It calculates based on your approved parameters and presents numbers - it does not recommend products. When a conversation requires a licensed advisor, the AI hands off to your team with full context and books an appointment.

How does insurance cross-selling work?

After a mortgage calculation, the AI agent can ask if the client wants a home insurance estimate. It calculates premiums based on property value and coverage options, shows a comparison (basic vs comprehensive), bundles it with the mortgage quote showing total monthly cost, and emails a combined proposal. The lead gets tagged as a cross-sell opportunity in your pipeline.

How much does Boei cost for financial services?

Boei starts at $19/mo (Starter annual). Starter at $19/mo adds 2,000 AI credits and email/WhatsApp/SMS automation. Growth at $49/mo includes 3 domains, 3 chatbots, API access, and the deal pipeline. Business at $129/mo adds white-label, custom domain, and 10 chatbots. See pricing.

Can I remove Boei branding from the chat widget?

Yes. The Business plan includes white-label options with custom domain, your branding, and Boei branding removed. Critical for financial services where brand trust impacts conversion. See white-label options.

How do the automated follow-ups work?

After every key action, the AI agent triggers the right follow-up on the right channel. Mortgage calculation - emails fixed vs variable comparison. Appointment booked - email reminder with document checklist. Documents submitted - status update via webhook to your back-office. Advisor meeting completed - email with next steps and timeline. All automatic, all branded to your firm.

Can the AI agent handle multiple products in one conversation?

Yes. A client can ask about a mortgage, get a calculation, then ask about home insurance, get that calculated too, and see a bundled proposal - all in one conversation. The AI agent tracks context across the entire conversation and can cross-sell related products naturally. Existing clients get recognized and offered multi-policy discounts.

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5-minute setup • No credit card required • GDPR compliant, EU hosted • From $19/mo (Starter annual)