Your home page shows a quick summary of your AI agent, contacts, and inbox activity.
How to get there: Click the Boei logo or navigate to the home page after logging in.
Top cards
Three summary cards at the top:
- Inbox shows your total messages and unread count. Click to go to the Inbox.
- Contacts shows your total contacts and how many are new this month. Click to go to Contacts.
- AI agent shows conversations in the last 7 days and your resolution rate (when enough data is available). Click to go to Insights.
Charts
Two charts side by side:
- CRM shows new contacts and new deals over the last 7 days. Click "View contacts" to go to the Contacts page.
- AI agent activity shows conversations, handoffs, and AI actions over the last 7 days. Click "View insights" to go to the Insights page.
Both charts stop at yesterday, and say so underneath ("Complete days through ..."). Today is still running, so a bar for it would always look like a sudden drop. The numbers in the cards above do count today.
Setup
A quick navigation card with four links:
- Configure AI agent opens your chatbot settings.
- Manage channels opens the channel configuration for your business.
- Customize website widget opens the widget editor.
- More settings opens the full business settings page.
Recent messages
The latest messages from your Inbox, showing the sender, preview, and time. Click any message to open it in the Inbox.