Chat Conversations Create Asana Tasks Your Team Can Act On

When a customer asks for something during a website conversation, that request should not live and die in a chat window. Boei's AI agent picks up on action items and creates Asana tasks with the right project, assignee, and deadline attached.

Tasks created in the right project

Auto-assigned to team members

Due dates based on urgency

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Customer Requests Deserve More Than a Chat Transcript

Every day, customers tell you exactly what they need through your website chat. They report issues, ask for changes, request quotes, and flag problems. But those messages usually stay trapped in a conversation log where no one tracks follow-through.

With Boei connected to Asana, the AI agent identifies action items during conversations and fires a webhook that creates a task in the correct Asana project. It includes the customer's request, their contact details, the conversation context, and even suggests a due date based on how urgent the request sounds.

Your team opens Asana in the morning and sees exactly what customers need, already organized into projects, assigned to the right people, and ready for work. No one has to read through yesterday's chat logs to figure out what needs doing.

How Conversations Become Tasks

From customer message to team action item

Customer Makes a Request

A visitor asks for something specific through your website chat, WhatsApp, email, or any Boei channel. Could be a quote, a change, a complaint, or a question that needs follow-up.

AI Agent Identifies the Action Item

Boei's agentic AI recognizes that this conversation contains a task. It extracts the request details, assesses urgency, and determines which project it belongs to.

Asana Task Created and Assigned

A webhook fires and creates a task in the right Asana project with the customer's details, the full request, a suggested assignee, and a due date. Your team picks it up from there.

How Teams Use Boei With Asana

Route Tasks to the Right Project

Sales inquiries go to the Sales project. Support issues go to Customer Support. The AI agent reads the conversation and maps it to the correct Asana project based on what the customer is asking about.

Auto-Assign Based on Topic

Billing questions get assigned to finance. Technical issues go to engineering. Set up routing rules so tasks land on the right person's plate without a manager playing traffic cop.

Set Due Dates From Urgency

When a customer says their site is down or they need something by Friday, the AI picks up on urgency cues and sets an appropriate due date on the Asana task.

Create Subtasks for Complex Requests

If a customer asks for three things in one conversation, the AI can break those into separate subtasks under a parent task. Each item gets tracked individually so nothing falls through the cracks.

Frequently Asked Questions

How does Boei connect to Asana?

Through webhooks and Zapier. When Boei's AI agent identifies an action item in a conversation, it sends structured data via webhook. Zapier receives that data and creates a task in your Asana workspace with the fields you configure.

Can I control which Asana project tasks go to?

Yes. You can set up routing rules based on conversation topic, channel, or keywords. Sales inquiries can go to one project while support issues go to another. The mapping is fully configurable in your Zapier workflow.

What information gets included in the Asana task?

The task typically includes the customer's request as the title, a description with full context, the customer's contact info, which page they were on, and the conversation channel. You can customize which fields are mapped.

Does every chat conversation create an Asana task?

No. The AI agent only creates tasks when it identifies a genuine action item, like a request, complaint, or question that needs follow-up. General conversations and resolved questions do not trigger task creation.

What Boei plan includes webhook support?

Webhooks are available on the Growth plan at $49/month with annual billing. This plan also includes 3 chatbots, 7,000 AI credits, and full API access.

Can I test the integration before going live?

Yes. Boei offers a 7-day free trial with no credit card required. You can set up the webhook connection to Asana and test the full flow before committing to a plan.