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) |
| Insights |
Top menu |
AI agent and website widget performance reports |
| Setup |
Top menu |
Opens the Setup submenu (Business, AI Agent, Website widget, FAQs, Team) |
After clicking Setup, a submenu appears. At the top sits the Business Switcher, which selects the business you are currently editing. The tabs are laid out as:
Business | AI Agent | Website widget | FAQs | (divider) | Team
Per-business tabs live to the left of the divider (they refilter when you change the Business Switcher). Account-wide tabs live to the right (they stay the same regardless of the switcher).
| Submenu Item |
Scope |
What You'll Find |
| Business Switcher |
(chrome) |
Pick which business you are editing, or + Add business to create one |
| Business |
Per-business |
Connected business profile, domain settings, channels, data retention |
| AI Agent |
Per-business (+ Global) |
AI agent management, training, branding, integrations. Global AI agents appear regardless of switcher. |
| Website widget |
Per-business |
Widget editor, channels, appearance, conditions, attention grabbers. Widgets are always tied to one domain. |
| FAQs |
Per-business (+ Global) |
FAQ widget management. Global FAQs appear regardless of switcher. |
| Team |
Account-wide |
Invite collaborators, manage team members |
The Inbox, Contacts, Deals, and Insights top-menu items are all account-wide too. The Business Switcher only affects Setup.
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 |
| Partners / Become a partner |
Partner signup, referrals and payout settings |
| Add Feature or Bug |
Feedback portal |
| Support |
Contact support |
| Appearance |
Choose Light, Dark, or System mode for this browser |
| Sign out |
Log out |
Agency users also see a Partners link in the top right for managing client accounts.
AI Agent Settings
After going to Setup → AI agent and clicking on a chatbot, you'll see a sidebar with a 2-level nested menu. Each main category expands to reveal sub-items.
Copilot
| Sub-tab |
What You'll Find |
| Copilot |
Chat with Boei to configure and improve the AI agent |
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 |
| Full-page chat |
Layout and appearance for the full-page chat experience |
| 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 |
| Workflows |
Prose playbooks with triggers that guide the AI through multi-step flows |
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 |
| 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 |
| 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
The Notifications tab is a single page that covers:
- Conditions that trigger notifications (when to send)
- Notification destinations (email, webhook, Slack, inbox)
- 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 |
| Test Mode |
Interactive test conversation with the bot |
| Linked Knowledge Base |
Link to another bot's KB |
| Test Automation |
Automated testing for chatbot responses |
| Scope |
Move the chatbot between businesses or make it Global (only shown on multi-business accounts) |
| Ownership |
Transfer the chatbot to another account owner (only shown when applicable) |
| Danger Zone |
Delete or reset the chatbot |
After going to Setup → Website widget and clicking on a widget, you'll see these top tabs:
- Panel — Add/remove communication channels (WhatsApp, Email, Phone, Contact Form, etc.). Each channel has its own settings including a Webhook field for forwarding submissions.
- AI Chatbot — Shortcut that jumps to the connected chatbot's settings page
- Design — Brand color, icon, shape, font, position, sizing
- Display & Actions — Conditions (URL/language), attention grabbers, mobile/desktop rules
- Business Hours — Out-of-office schedule
- Integrations — Connect to Google Analytics, GTM, Facebook Pixel, etc.
- Advanced — Custom CSS, per-domain overrides
- Install — Installation code, platform-specific setup, QR codes
Business (Website) Settings
After going to Setup → Business and clicking on a business, you'll see a top tab bar with three main tabs: Profile, Inbox, and Integrations. Each tab has its own sidebar.
Profile
- Profile — Domain, business name, logo, brand color, contact email, phone
- Preferences — Regional settings (currency, language) and visitor-facing behavior
- Ownership — Transfer business ownership (only visible if you have subusers)
- Danger Zone — Merge the business into another business, or move it to the trash for 30 days
Inbox
- Channels — Single page with cards for Email, WhatsApp, SMS, Telegram, and Provider Accounts (click a card to drill into that channel type)
- Reply Format — Greeting and signature added to outbound email replies
- Inbox AI — AI-assisted inbox actions (draft replies, summarize)
- Customer Panel — Public customer panel access
- Live Chat & Escalation — Signpost: configured per chatbot (deep-links into each bot's Behavior → Live Chat)
- Routing & Assignment — Signpost: configured per chatbot
- Transcripts — Signpost: configured per chatbot (deep-links into each bot's Notifications)
- New Message Alerts — Who gets emailed when a conversation needs a person (owner, team member, custom address, or disabled)
- Data Retention — Automatic data cleanup rules
Integrations
- HubSpot — HubSpot CRM sync
- Missive — Missive email client integration
- Custom Actions — Custom integrations / webhooks configured per business
Common Tasks Quick Reference
| I want to... |
Go to... |
| Change the chatbot logo/avatar |
Setup → AI agent → click chatbot → Identity → Name & Avatar (or Identity → Branding for theme colors) |
| Change the widget color |
Setup → Website widget → click widget → Design |
| Change the widget icon |
Setup → Website widget → click widget → Design |
| Train the chatbot on my website |
Setup → AI agent → click chatbot → Training → Website |
| Upload training documents |
Setup → AI agent → click chatbot → Training → Files |
| Add custom text for training |
Setup → AI agent → click chatbot → Training → Text Snippets |
| Add Q&A knowledge entries |
Setup → AI agent → click chatbot → Training → Q&A |
| Edit the welcome / opening message |
Setup → AI agent → click chatbot → Identity → Opening Message |
| Add conversation starters |
Setup → AI agent → click chatbot → Identity → Conversation Starters |
| Set up live chat |
Setup → AI agent → click chatbot → Behavior → Live Chat |
| Collect customer emails |
Setup → AI agent → click chatbot → Leads → Customer Data |
| Manage lead flows |
Setup → AI agent → click chatbot → Leads → Lead Flows |
| View captured leads |
Setup → AI agent → 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 |
Insights in top menu |
| Set up email forwarding |
Setup → Business → click business → Inbox → Channels → Email card → Add Email Channel |
| Install widget on website |
Setup → Website widget → click widget → copy the install code |
| Set up auto-sync |
Setup → AI agent → click chatbot → Training → Website → click sync icon |
| Configure business hours |
Setup → AI agent → click chatbot → Behavior → Live Chat |
| Set up transcript / notification destinations, conditions, and visitor copy |
Setup → AI agent → click chatbot → Notifications |
| Change AI behavior/tone |
Setup → AI agent → click chatbot → Behavior → Response |
| Add custom instructions |
Setup → AI agent → click chatbot → Behavior → Instructions |
| Block topics the bot shouldn't discuss |
Setup → AI agent → click chatbot → Behavior → Topic Limits |
| Add custom tools / AI actions (call APIs, look up data) |
Setup → AI agent → click chatbot → Actions → Overview |
| Add multi-step workflows / prose playbooks |
Setup → AI agent → click chatbot → Behavior → Workflows |
| Embed chatbot via iFrame |
Setup → AI agent → click chatbot → Install → iFrame Embed |
| Get a direct chatbot link |
Setup → AI agent → click chatbot → Install → Direct Link |
| Connect chatbot to a widget |
Setup → AI agent → click chatbot → Install → Widget |
| Set up a chatbot-level webhook |
Setup → AI agent → click chatbot → Integrations → Webhooks |
| Set up a per-channel webhook (forms, etc.) |
Setup → Website widget → click widget → click a channel → scroll to Webhook field |
| Set the AI model |
Setup → AI agent → click chatbot → Advanced → AI Model |
| Set a per-visitor rate limit |
Setup → AI agent → click chatbot → Advanced → Rate Limit |
| Run automated chatbot tests |
Setup → AI agent → click chatbot → Advanced → Test Automation |
| Add another business to my account |
Click the Business Switcher at the top of the Setup submenu → + Add business |
| Switch which business I'm editing |
Click the Business Switcher at the top of the Setup submenu → pick a business |
| Move a chatbot to another business (or make it Global) |
Setup → AI agent → click chatbot → Advanced → Scope |
| Move a FAQ to another business (or make it Global) |
Setup → FAQs → open FAQ → Advanced button → Scope |
| Move a widget to another business |
Setup → Website widget → widget row overflow (⋯) → Move to another business |