Customer Messages Become Basecamp To-Dos Without Copy-Paste

Remote teams rely on Basecamp to know what needs doing. Boei's AI agent makes sure customer requests show up there automatically, as to-dos with context, assigned to the right person, ready to work on.

To-dos created from chat

Message board posts for visibility

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Remote Teams Need Customer Context Where They Already Work

Basecamp keeps things calm and organized. That is the whole point. But customer requests do not wait for someone to check a chat log and manually add them to a to-do list. Especially when your team is spread across time zones and someone's request might sit unread until the next workday.

Boei fixes this by connecting your website conversations directly to Basecamp. When the AI agent identifies something that needs follow-up, it sends the details via webhook. A to-do gets created in the right project with the customer's request, their contact information, and the conversation summary.

Your team wakes up, opens Basecamp, and sees what customers need. No separate chat dashboard to check. No messages lost between shifts. Just clear to-dos in the tool your team already checks every day.

Customer Request to Basecamp To-Do

Simple, automatic, no apps to switch between

Someone Reaches Out

A customer messages your website through chat, WhatsApp, or email. They describe a problem, make a request, or ask for something that needs human attention.

AI Agent Handles the Conversation

Boei's AI agent responds to the customer, answers what it can, and identifies requests that need team follow-up. It packages the relevant details into structured data.

To-Do Appears in Basecamp

A to-do is created in the appropriate Basecamp project with the request details, customer info, and a link to the conversation. Your team member gets notified and can act on it.

Basecamp Workflows That Start With Customer Conversations

Automatic To-Do Creation

Customer requests become to-dos in the right to-do list. A support request goes to the Client Support project. A sales inquiry goes to Leads. No one needs to sort through chat transcripts to build their task list.

Message Board Posts for Awareness

For requests that the whole team should know about, the AI creates a message board post in Basecamp. Everyone in the project sees the customer's feedback without needing a meeting or a forwarded email.

Automatic Assignment

Route to-dos to the right person based on what the customer asked about. Billing questions go to your finance person. Technical issues go to your developer. Basecamp pings them directly.

Due Dates From Customer Expectations

When a customer mentions a timeline or the request is urgent, the to-do gets a due date. Your team can filter Basecamp by upcoming deadlines to prioritize customer commitments.

Frequently Asked Questions

How does Boei connect to Basecamp?

Through webhooks and Zapier. Boei's AI agent sends conversation data via webhook when it identifies a request needing follow-up. Zapier receives the data and creates a to-do or message in your Basecamp project using the Basecamp API.

Can I choose which Basecamp project gets the to-dos?

Yes. You configure the project and to-do list mapping in Zapier. Different conversation types can route to different projects. For example, sales inquiries to one project and support requests to another.

Will this work with Basecamp 4?

Yes. The integration works with Basecamp 3 and Basecamp 4 through Zapier's Basecamp connector. Any version with API access is compatible.

Does every conversation create a to-do?

No. The AI agent only triggers to-do creation for conversations that contain actionable requests. Questions that the AI fully answers or casual inquiries do not create to-dos.

What Boei plan do I need for this?

Webhook functionality requires the Growth plan at $49/month with annual billing. This plan includes 3 chatbots, 7,000 AI credits, API access, and 3 agent seats.

Is Basecamp good for tracking customer requests?

Basecamp excels at keeping remote teams aligned on what needs doing. The to-do lists and message boards give everyone visibility without the noise of a traditional ticketing system. Combined with Boei's automatic task creation, it becomes a lightweight customer request tracker.