AI Chatbot Overview

Boei's AI Chatbot learns from your website and answers customer questions 24/7. This guide walks you through creating and deploying your first AI agent.

How to get there: Go to Setup → Chatbot in the top menu → click Create Chatbot to get started.

Step 1: Access the AI Chatbot Feature

Log into your Boei account and go to Setup → Chatbot in the top menu to begin creating your AI agent.

Step 2: Generate Your Bot

  1. Click Create Chatbot
  2. Enter your website URL - Boei will automatically analyze your site
  3. Provide a brief description of your agent's purpose
  4. Select a default language
  5. Click Generate - the bot will be created within seconds

Step 3: Train Your Bot

The AI needs to learn from your content to answer questions accurately. Boei offers multiple training methods:

  • Website crawling - Automatically discover and learn from your website pages
  • Sitemap import - Import pages from your sitemap
  • Specific URLs - Add individual pages manually
  • File uploads - Upload PDFs, Word documents, and other files

Enter your domain and Boei will crawl your selected pages. Pages turn green once the agent successfully learns them.

Training limits:

  • Free plans: 10 training pages, 100 crawling pages
  • Paid plans: 1,000 training pages, 5,000 crawling pages

Learn more in Training Your Chatbot.

Step 4: Customize Settings

Go to Setup → Chatbot, click on your chatbot, then use the sidebar tabs to configure:

  • Identity → Opening Message tab — Opening message, input placeholder, language, avatar
  • Conversation Starters tab — Quick buttons to help visitors get started
  • Business Info tab — Tone, focus areas, custom instructions
  • Branding tab — Logo/avatar image and theme colors

Learn more in Chatbot Settings.

Step 5: Configure Lead Capture

Enable data collection fields to capture leads:

  • Email address
  • Phone number
  • Name
  • Company

You can also set up automatic transcript delivery via email or webhook.

Step 6: Test and Install

  1. Click the Test button to try your chatbot
  2. Ask questions to verify it answers correctly
  3. Go to the Install tab to connect your chatbot to a widget, embed via iFrame, or share a direct link
  4. Install the widget on your website

Visitor File Uploads

Visitors can attach files (screenshots, PDFs, etc.) directly in the chat widget via the paperclip icon. See Visitor File Attachments for supported formats, limits, and how the AI handles them.

Fullpage Chatbot URL

Every chatbot has a shareable fullpage URL at /p/bot/:key, where :key is the bot's public key. Use it for help-center embeds, one-off support links, or anywhere you want to point someone straight at the bot without installing the widget.

Live Chat Escalation

When the AI can't answer a question or the customer requests human help, the conversation can be escalated to a live agent. Configure this under Behavior → Live Chat in the chatbot sidebar.

Done! Your AI chatbot is now ready to help customers 24/7.