Turn Website Conversations Into Monday.com Action Items

Your team manages work in Monday.com, but customer requests arrive through chat. Boei connects both worlds, creating items with the right columns filled in, status set, and people notified, all from a single conversation.

Items with columns pre-filled

Team gets notified instantly

Full team visibility on requests

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Give Every Team Member Visibility on What Customers Need

Monday.com is where your team tracks everything, from sales pipelines to support queues to product launches. But when customer requests come through website chat, someone has to manually create an item and fill in the columns. That handoff is where things get lost.

Boei eliminates that gap. The AI agent handles customer conversations on your website, WhatsApp, or email. When a conversation produces something your team needs to act on, the agent fires a webhook that creates a Monday.com item with structured column data, including the request type, customer info, urgency level, and the full conversation for context.

The item shows up on the right board with the right status. Your team sees it in their views, gets notified, and can start working immediately. No one needs to translate a chat log into a work item.

How It Works

Customer conversations become trackable work items

Customer Reaches Out

A website visitor starts a conversation through chat, WhatsApp, email, or SMS. They describe what they need, report a problem, or ask a question that requires follow-up.

AI Agent Structures the Request

Boei's AI extracts the key details: what the customer wants, how urgent it is, what category it falls into, and what contact info they shared.

Monday.com Item Created

A new item appears on the correct board with columns filled in: status, priority, request type, customer name, email, and conversation summary. Team members get notified.

Monday.com Workflows Powered by Customer Input

Column Updates From Conversation Data

The AI maps conversation details to your Monday.com columns automatically. Customer email goes to the Email column. Priority goes to the Status column. Request type fills the Category dropdown. No manual data entry needed.

Subitems for Multi-Part Requests

When a customer asks for several things at once, the AI can create subitems under a parent item. Each sub-request gets its own line so nothing gets bundled together and forgotten.

Trigger Monday.com Automations

New items from Boei can kick off your existing Monday.com automations. Automatically assign an owner, send a Slack notification, move the item to a group, or start a time tracker.

Track Request Volume Over Time

With every customer request logged as an item, you can use Monday.com's dashboards to visualize trends. See spikes in support volume, track resolution times, and spot recurring issues.

Priority Setting From Urgency Cues

The AI agent reads conversation tone and content to suggest a priority level. Urgent issues get flagged high. General inquiries come in as low priority. Your team focuses on what matters first.

Cross-Team Request Routing

Different boards for different teams. Sales requests go to the CRM board. Support tickets go to the Help Desk board. Product feedback goes to the Roadmap board. All routed by the AI.

Frequently Asked Questions

Is this a native Monday.com integration?

No, the connection works through webhooks. Boei's AI agent sends structured conversation data via webhook, and tools like Zapier or Make create items in your Monday.com workspace. This gives you full control over field mapping.

Can I map data to custom Monday.com columns?

Yes. In your Zapier or Make workflow, you map each piece of webhook data to the specific columns in your Monday.com board. Text columns, status columns, dropdowns, dates, and people columns are all supported.

Which Monday.com plans does this work with?

The integration works with all Monday.com plans that support API access, which includes Standard and above. The webhook and item creation functionality is not limited by Monday.com's plan tier.

How do I prevent duplicate items?

You can configure your Zapier workflow to check for existing items by customer email before creating a new one. If a match is found, it updates the existing item instead of creating a duplicate.

What does the Boei Growth plan cost?

The Growth plan is $49/month with annual billing. It includes webhooks, API access, 3 chatbots, 7,000 AI credits, and 3 agent seats. This is the minimum plan needed for the Monday.com webhook integration.