Navigation Reference

A quick reference for finding any feature in the Boei dashboard. Use the top menu bar to navigate between sections.

The top menu is flat (no dropdowns). When you click Setup, a persistent submenu appears below the top bar.

Menu Item	Location	What You'll Find
Inbox	Top menu	All customer conversations, messages, AI chats
Contacts	Top menu	Customer profiles, contact management
Deals	Top menu	Sales pipeline, kanban board (Follow-ups live at `/deals/follow-ups`)
Analytics	Top menu	Widget and chatbot performance reports
Setup	Top menu	Opens the Setup submenu (Business, Chatbot, Widget, Team, FAQs)

Setup Submenu

After clicking Setup, a submenu appears with these items:

Submenu Item	What You'll Find
Business	Connected businesses/websites, domain settings, channels, data retention
Chatbot	AI chatbot management, training, branding, integrations
Widget	Widget editor, channels, appearance, conditions, attention grabbers
Team	Invite collaborators, manage team members
FAQs	FAQ widget management (if enabled)

Account & Settings

Click your profile icon / name (top right corner) to access:

Menu Item	What You'll Find
Settings	Personal account settings, profile
Account & Billing	Subscription, invoices, plan management
API Keys	API access tokens
Affiliate Program	Affiliate dashboard and payout settings
Add Feature or Bug	Feedback portal
Support	Contact support
Sign out	Log out

Agency users also see a Clients link in the top right for managing client workspaces.

Chatbot Tabs

After going to Setup → Chatbot and clicking on a chatbot, you'll see a sidebar with a 2-level nested menu. Each main category expands to reveal sub-items.

Identity

Sub-tab	What You'll Find
Name & Avatar	Bot name, internal name, avatar image
Business	Business name, description, focus areas
Opening Message	First message visitors see
Chat UI	Input placeholder, customer label, button labels
Conversation Starters	Quick-action buttons visitors can click
Branding	Theme colors, logo
Language	Chatbot language
Privacy	Privacy and data settings

Behavior

Sub-tab	What You'll Find
Response	AI tone, response style, length
Capabilities	Capability checklist and primary goal
Topic Limits	Block-by-default topic restrictions and custom blocked topics
Instructions	Custom AI instructions and per-agent customization
Live Chat	Enable live chat, agent assignment, business hours, saved replies, skip AI routing
Skills	Prose playbooks with triggers, custom and built-in tools

Actions

Sub-tab	What You'll Find
Overview	Configured actions/tools the chatbot can run

Training

Sub-tab	What You'll Find
AI Coach	AI-driven training improvements
Performance	Training quality dashboard, AI performance scores
Website	Train from website pages, sitemaps, auto-sync
Files	Upload PDFs, Word docs, text files for training
Text Snippets	Add custom text content for training
Tickets	Train from support tickets
Products	Product catalog training
Q&A	Manage FAQ-style knowledge entries
Exact Answers	Revised/exact answer overrides
Quality	Training quality scores and issues
Tags	Content tagging and filtering (if enabled)

Leads

Sub-tab	What You'll Find
Lead Flows	Create and manage lead flows (forms or AI conversation)
Leads	Captured leads list
Customer Data	Legacy lead capture fields (email, name, phone), collection timing
Calendar Booking	Calendar integration settings (if enabled)

Notifications

Sub-tab	What You'll Find
Notify Me When	Conditions that trigger notifications
Where to Send	Notification destinations (email, webhook, Slack, inbox)
Visitor Copy	Visitor transcript email settings

Install

Sub-tab	What You'll Find
Widget	Connect the chatbot to a widget
iFrame Embed	iFrame embed code
Direct Link	Direct shareable link to the chatbot
API	API integration details

Integrations

Sub-tab	What You'll Find
Overview	All available integrations
Google Calendar	Calendar booking integration
WhatsApp	WhatsApp integration
HubSpot	HubSpot CRM sync
Google Tag Manager	GTM tracking
Google Analytics	GA4 tracking
Facebook Pixel	Meta Pixel tracking
Webhooks	Per-chatbot webhook delivery
Missive	Missive integration
Mailchimp	Mailchimp newsletter sync

Advanced

Sub-tab	What You'll Find
AI Model	AI provider and model selection
Custom Prompt	Custom system prompt override
Display Settings	Show thinking, show sources, show feedback
Rate Limit	Per-visitor rate limit
Linked Knowledge Base	Link to another bot's KB
Test Automation	Automated testing for chatbot responses

After going to Setup → Widget and clicking on a widget, you can configure:

Channels — Add/remove communication channels (WhatsApp, Email, Phone, Contact Form, etc.). Each channel has its own settings including a Webhook field for forwarding submissions.
Customize your widget — Brand color, icon, shape, font, position, sizing
Conditions — Show/hide widget based on URL, language, or other criteria
Attention Grabbers — CTA messages, animations, tooltips
Custom CSS — Advanced styling for developers

Business (Website) Settings

After going to Setup → Business and clicking on a business, you can configure:

Channels — Email forwarding channels (e.g. Add Email Channel)
Settings — Data retention, visitor tracking, domain settings

Common Tasks Quick Reference

I want to...	Go to...
Change the chatbot logo/avatar	Setup → Chatbot → click chatbot → Identity → Name & Avatar (or Identity → Branding for theme colors)
Change the widget color	Setup → Widget → click widget → Customize your widget
Change the widget icon	Setup → Widget → click widget → Customize your widget
Train the chatbot on my website	Setup → Chatbot → click chatbot → Training → Website
Upload training documents	Setup → Chatbot → click chatbot → Training → Files
Add custom text for training	Setup → Chatbot → click chatbot → Training → Text Snippets
Add Q&A knowledge entries	Setup → Chatbot → click chatbot → Training → Q&A
Edit the welcome / opening message	Setup → Chatbot → click chatbot → Identity → Opening Message
Add conversation starters	Setup → Chatbot → click chatbot → Identity → Conversation Starters
Set up live chat	Setup → Chatbot → click chatbot → Behavior → Live Chat
Collect customer emails	Setup → Chatbot → click chatbot → Leads → Customer Data
Manage lead flows	Setup → Chatbot → click chatbot → Leads → Lead Flows
View captured leads	Setup → Chatbot → click chatbot → Leads → Leads
View all conversations	Inbox in top menu
Manage contacts	Contacts in top menu
Track sales deals	Deals in top menu
Send follow-ups for overdue deals	Deals → Follow-ups (or `/deals/follow-ups`)
Invite team members	Setup → Team
View analytics	Analytics in top menu
Set up email forwarding	Setup → Business → click business → Channels tab → Email Channels → Add Email Channel
Install widget on website	Setup → Widget → click widget → copy the install code
Set up auto-sync	Setup → Chatbot → click chatbot → Training → Website → click sync icon
Configure business hours	Setup → Chatbot → click chatbot → Behavior → Live Chat
Set up transcript / notification destinations	Setup → Chatbot → click chatbot → Notifications → Where to Send
Set up notification conditions	Setup → Chatbot → click chatbot → Notifications → Notify Me When
Visitor transcript email	Setup → Chatbot → click chatbot → Notifications → Visitor Copy
Change AI behavior/tone	Setup → Chatbot → click chatbot → Behavior → Response
Add custom instructions	Setup → Chatbot → click chatbot → Behavior → Instructions
Block topics the bot shouldn't discuss	Setup → Chatbot → click chatbot → Behavior → Topic Limits
Add custom skills / tools	Setup → Chatbot → click chatbot → Behavior → Skills
Embed chatbot via iFrame	Setup → Chatbot → click chatbot → Install → iFrame Embed
Get a direct chatbot link	Setup → Chatbot → click chatbot → Install → Direct Link
Connect chatbot to a widget	Setup → Chatbot → click chatbot → Install → Widget
Set up a chatbot-level webhook	Setup → Chatbot → click chatbot → Integrations → Webhooks
Set up a per-channel webhook (forms, etc.)	Setup → Widget → click widget → click a channel → scroll to Webhook field
Set the AI model	Setup → Chatbot → click chatbot → Advanced → AI Model
Set a per-visitor rate limit	Setup → Chatbot → click chatbot → Advanced → Rate Limit
Run automated chatbot tests	Setup → Chatbot → click chatbot → Advanced → Test Automation