Your AI Agent Runs Copper in the Chat

Capture leads, update deals, and look up records inside the chat. Boei's agentic AI calls the Copper API on the fly and works across web chat, WhatsApp, email, and SMS.
✓Lead capture + tagging✓Update deals + records✓You pick which actions are on
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Copper Capabilities

What Your AI Agent Can Do With Copper

Boei's agentic AI calls the Copper API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Capture a new lead

The agent collects qualifying info, then creates a contact and deal in Copper with the full chat transcript attached.

I'm interested in your enterprise plan
Got it. I've added you to Copper as 'Enterprise interest' and our sales team will reach out today.

Look up an existing record

Returning customers ask for status, the agent fetches the record from Copper and replies with the answer.

What's the status of my account?
Looking it up in Copper... your account is active, last renewal was on Jan 15. Anything else?

Move a deal to the next stage

After verifying who's chatting, the agent updates deal stage, owner, or amount in Copper from the conversation.

We're ready to sign, can you move us forward?
Done. I've moved your deal to 'Negotiation' in Copper and pinged your account exec.

Tag and segment leads

The agent applies the right tags or list memberships in Copper based on what the visitor says, so segmentation happens in real time.

I'm just researching for now
No problem. I've tagged you 'Researching' in Copper so we send you the right resources, not pushy emails.

Need something else? Tell the AI in plain English. The agent figures out the right Copper API call and runs it live.

Your Relationship CRM, Fed by AI Conversations

Copper CRM is designed for teams that value relationships. It sits inside Gmail, surfaces contact history when you need it, and stays out of the way when you do not. But getting new contacts into Copper still requires manual effort, unless you connect it to an AI that does the legwork for you.

Boei puts an AI agent on your website that has real conversations with visitors. Not just form submissions, actual back-and-forth dialogue. The AI learns what the visitor needs, captures their contact information, and sends it to Copper via webhook. A new person record appears in Copper with their email, phone, company, and a summary of what they discussed. If they are a potential client, an opportunity is created too.

Because Copper lives inside Gmail, your team sees these new contacts right where they work. When someone opens an email from a new lead, Copper shows the full context from the website conversation in the sidebar. The relationship starts informed, not cold.

How It Works

From website chat to Copper CRM in seconds

1

AI Starts the Conversation

A visitor on your website engages with Boei's AI agent. The AI answers their questions naturally and collects their details.
2

Contact Data Gets Structured

Name, email, company, and conversation highlights are organized into clean fields ready for Copper's data model.
3

Webhook Creates Copper Records

A new person is created in Copper, and if the visitor showed buying intent, an opportunity is added to your pipeline.

How Google Workspace Teams Use This

Automatic People Creation

A prospect visits your consulting website and asks about your services. The AI captures their details and creates a Copper person with email, phone, company, and relationship tags.

Opportunity Tracking

When the AI identifies buying intent, such as asking about pricing or timelines, it creates a Copper opportunity linked to the person record with an estimated value.

Activity Logging

The conversation summary is logged as an activity in Copper. When your team member opens the contact in Gmail, they see what the prospect already discussed with your AI.

Gmail Sidebar Context

The prospect emails you the next day. Copper's Gmail sidebar shows their complete record including the AI chat summary. You respond with full context, not a blank slate.

Company Record Enrichment

When the AI captures a company name, Copper creates or updates the company record. Multiple leads from the same company are automatically linked.

What Gets Sent to Copper

Person Record

Name, email, phone, title, and social profiles when shared.

Company Record

Company name and details, linked to the person record.

Opportunity

Deal name, value, pipeline stage, and close date estimate.

Activity Log

Conversation summary attached as an activity on the person.

Tags

Relationship type, lead source, and interest area tags.

Source Data

Website page, channel, and campaign parameters.

Frequently Asked Questions

Is this built specifically for Copper CRM?

The connection works through webhooks to Copper's API, either directly or via Zapier. Copper has a well-documented REST API that makes field mapping straightforward.

Does it work with Copper's Gmail integration?

Yes. Contacts created via the webhook appear in Copper's Gmail sidebar just like any other contact. When the lead emails you, their full record including chat history is visible.

Which Copper plans does this work with?

Any Copper plan with API access. That includes the Professional and Business plans. The Basic plan may have API limitations.

What Boei plan do I need?

Webhook integrations require the Boei Growth plan at $49/month (annual). This includes AI agent capabilities, 7,000 AI credits, and API access.

Will it link new people to existing companies in Copper?

Yes. The webhook can include company data, and Copper's matching logic links the person to an existing company record if one exists. This keeps your relationship data organized.

New Relationships, Already in Your Inbox

Boei captures the lead, Copper organizes the relationship, and Gmail is where you follow up. All connected, no extra tools.

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