Your AI Agent Runs Keap in the Chat

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

What Your AI Agent Can Do With Keap

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

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

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

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

Tag and segment leads

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

Your Small Business Deserves Automation That Starts at First Contact

Keap is built for small businesses that want to automate their sales and marketing without hiring a team. But there is always a gap at the top of the funnel: getting leads into Keap in the first place. Forms work, but they are passive. An AI agent on your website actively engages visitors, answers their questions, and captures their information through natural conversation.

Once Boei's AI finishes a conversation with a qualified visitor, a webhook sends their data to Keap. A contact is created with name, email, phone, and any custom fields you need. But here is where Keap shines: tags are applied based on what the visitor discussed. Asked about pricing? Tagged as 'pricing-interested.' Mentioned a deadline? Tagged as 'urgent.' Those tags trigger your Keap automation sequences immediately.

For small business owners who have spent hours building their Keap automations, this is the missing piece. The automations are ready, the sequences are written. They just need leads to flow in. Boei provides that flow around the clock, even when you are busy with other work.

How Leads Get Into Keap Automatically

From chat to contact to automation in under two minutes

1

Visitor Chats With Your AI

Someone visits your website and starts asking questions. Boei's AI agent responds helpfully and collects their contact information during the conversation.
2

AI Assigns Tags

Based on the conversation topics, the AI determines which Keap tags to apply. Service interest, urgency level, and lead quality are all tagged.
3

Webhook Creates Keap Contact

The contact is created in Keap with all details and tags applied. This happens within seconds of the conversation ending.
4

Automations Take Over

Keap's automation sequences trigger based on the applied tags. The lead receives their first follow-up email before they have even left your website.

What Small Businesses Do With This

Contact Creation With Tags

A visitor asks about your coaching program. The AI creates a Keap contact tagged as 'coaching-interest' and 'website-chat.' Your coaching sales sequence starts automatically.

Appointment Booking Triggers

The AI offers to schedule a consultation. When the visitor agrees, the webhook creates the Keap contact and applies a 'book-appointment' tag that triggers your scheduling automation.

Automation Sequence Enrollment

Different conversation topics trigger different Keap sequences. Pricing questions start the sales sequence. Support questions start the onboarding sequence. The AI decides which path.

Deal Pipeline Creation

When a visitor shows clear buying intent, the AI creates a Keap opportunity linked to the contact. Your pipeline stays current without any manual input.

After-Hours Lead Capture

A potential client messages via WhatsApp on Sunday evening. The AI qualifies them, creates the Keap contact, and your Monday morning email goes out automatically. You follow up when you are ready.

Returning Visitor Updates

A lead chats again a week later with new questions. The webhook updates their Keap record and adds new tags, triggering the next step in your automation without duplicating the contact.

What Gets Sent to Keap

Contact Record

Name, email, phone, and company details from the conversation.

Tags

AI-assigned tags based on topics, interest level, and urgency.

Custom Fields

Service interest, budget range, and any other data the AI collected.

Conversation Notes

AI summary of the chat attached as a note on the contact.

Opportunity Data

Deal value and stage for contacts with buying intent.

Lead Source

Page URL, channel used, and marketing campaign data.

Frequently Asked Questions

Is this a native Keap integration?

The connection works through webhooks to Keap's API, either directly or via Zapier. Both methods create contacts and apply tags in Keap automatically.

Does it work with Keap Pro and Keap Max?

Yes. The webhook creates contacts and applies tags, which works across all Keap plans. Automation sequence triggers work with any plan that includes the Campaign Builder.

Can different tags trigger different automations?

Absolutely. That is the core idea. The AI applies tags based on the conversation, and Keap's Campaign Builder uses those tags as automation triggers. You build the sequences once, and the AI routes leads into the right one.

What Boei plan do I need?

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

Will it create duplicate contacts in Keap?

Keap deduplicates by email address. If a contact with that email already exists, the webhook updates the existing record and adds new tags. No duplicates are created.

Can the AI book appointments directly in Keap?

The AI can trigger a booking flow by applying a specific tag. Your Keap automation then sends the scheduling link or creates the appointment. The AI handles the conversation, Keap handles the scheduling.

Your Automations Are Ready, They Just Need Leads

Boei captures website visitors and sends them to Keap with the right tags. Your automations do the rest.

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