Your AI Agent Runs Insightly in the Chat

Capture leads, update deals, and look up records inside the chat. Boei's agentic AI calls the Insightly 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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Insightly Capabilities

What Your AI Agent Can Do With Insightly

Boei's agentic AI calls the Insightly 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 Insightly with the full chat transcript attached.

I'm interested in your enterprise plan
Got it. I've added you to Insightly 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 Insightly and replies with the answer.

What's the status of my account?
Looking it up in Insightly... 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 Insightly from the conversation.

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

Tag and segment leads

The agent applies the right tags or list memberships in Insightly 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 Insightly 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 Insightly API call and runs it live.

Win the Client, Start the Project, All From One Chat

Insightly is one of the few CRMs that combines relationship management with project delivery. For service businesses, agencies, and consultancies, that combination is essential. A lead comes in, becomes a client, and the project kicks off, all in the same system. Boei adds the missing piece: the initial conversation that turns a website visitor into that lead.

When someone visits your website and chats with Boei's AI agent, the AI handles the discovery conversation. What services do they need? What is their timeline? What is their budget? The AI captures all of this and sends it to Insightly via webhook. A contact is created, an opportunity is opened in your pipeline, and when the deal is structured enough, a project record can be generated with the scope details from the chat.

The practical outcome is that your team does not need to re-enter information from a chat log into the CRM, and then again into a project brief. The data flows once, from conversation to contact to project, in Insightly.

How It Works

From visitor question to Insightly records, automatically

1

AI Has the Discovery Call

A visitor lands on your services page and chats with Boei's AI. It asks about their needs, timeline, and scope, just like a first discovery call.
2

Contact and Opportunity Created

The webhook creates an Insightly contact with full details and opens an opportunity in your sales pipeline with the scope and estimated value.
3

Project Record Generated

For qualified leads, a project record is created in Insightly with the requirements from the chat, ready for your delivery team to review.

Built for Service Businesses

Contact Creation With Context

An agency prospect asks about branding services. The AI captures their company, budget range, and project scope. An Insightly contact is created with linked notes summarizing everything discussed.

Opportunity Tracking

When the AI identifies a viable lead, it creates an Insightly opportunity with deal value, expected close date, and the specific services they asked about. Your pipeline stays current.

Project Creation From Chat

A consultant's website AI captures project requirements during the chat. The webhook creates an Insightly project with milestones based on the timeline the visitor shared.

Linked Records Across Modules

Contact, opportunity, and project records are linked in Insightly from the start. When the deal closes, the project already has the client's requirements and contact details.

Organization Records

When the AI captures a company name, an Insightly organization record is created or updated. All contacts from the same company are automatically associated.

Activity Timeline

The website chat is logged as an activity on the contact record. Your team sees the full history of interactions, starting from the very first AI conversation.

What Gets Sent to Insightly

Contact Record

Name, email, phone, title, and background info from the conversation.

Organization

Company name and details, linked to the contact record.

Opportunity

Deal name, value, pipeline stage, and probability.

Project Data

Project name, requirements, and timeline from the chat.

Activity Notes

Full conversation summary attached to the contact.

Tags and Categories

Service type, lead source, and priority level tags.

Frequently Asked Questions

Can it really create projects from a chat conversation?

Yes. The AI captures requirements, timeline, and scope during the conversation. The webhook sends this data to Insightly where a project record is created with those details. Your delivery team reviews and refines it from there.

Is this a native Insightly integration?

The connection works through webhooks to Insightly's REST API, either directly or via Zapier. Insightly has a well-documented API that supports creating contacts, opportunities, projects, and activities.

Which Insightly plans does this work with?

Any Insightly plan with API access. That includes Plus, Professional, and Enterprise editions. The Free plan has limited API access.

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 for webhook configurations.

Can opportunities convert to projects automatically?

Insightly supports converting opportunities to projects natively. The lead from Boei starts as an opportunity, and when your team marks it as won, Insightly creates the project with all the linked data.

From First Chat to Project Kickoff, All in Insightly

Boei captures the lead and the requirements. Insightly manages the relationship and the delivery. One system, no data re-entry.

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