Trigger Transactional Emails the Moment a Chat Ends

A visitor books an appointment through chat, and the confirmation email is already in their inbox. Boei's AI agent handles the conversation, then fires a webhook that triggers the right SendGrid template instantly.

Instant email delivery after chat

Dynamic templates with chat data

Confirmations, receipts, follow-ups

Enterprise? Schedule a demo →

from 159 reviews

Close the Loop Between Chat and Email

SendGrid is built for transactional and operational emails, the kind that need to arrive immediately and reliably. Think appointment confirmations, quote summaries, resource links, and follow-up messages. The challenge is triggering them at the right moment with the right data.

Boei solves this by connecting your AI chatbot to SendGrid through webhooks. When a visitor completes a booking, requests a quote, or finishes a support conversation, Boei sends the conversation data to your automation tool. That tool calls SendGrid's API with the right dynamic template and the visitor's details.

The visitor gets a professional email within seconds of their chat ending. No manual follow-up, no delay, no chance of forgetting. Your team stays focused on higher-value work while SendGrid handles delivery.

From Chat to Inbox in Seconds

Automated emails triggered by real conversations

Conversation Happens

A visitor uses your AI chatbot to book an appointment, request information, ask for a quote, or complete any action that requires a follow-up email.

Webhook Triggers SendGrid

Boei fires a webhook with the conversation data. Your automation tool (Zapier, Make, or n8n) picks the right SendGrid template and fills in the dynamic fields.

Email Arrives Instantly

The visitor receives a professional confirmation, summary, or follow-up email within seconds. Delivered reliably through SendGrid's infrastructure.

Emails You Can Automate From Chat

Appointment Confirmations

Visitor books a meeting or consultation through the chatbot. SendGrid sends a confirmation email with the date, time, and any prep instructions.

Quote and Invoice Delivery

After the AI collects requirements and provides a quote in chat, SendGrid emails a formatted summary with pricing details and next steps.

Resource and Document Sharing

When a visitor requests a brochure, whitepaper, or guide during chat, trigger a SendGrid email with download links. Lead magnet delivery on autopilot.

Post-Chat Follow-ups

After a support conversation ends, send a follow-up email with a summary of what was discussed, helpful links, and a feedback request.

Dynamic Template Selection

Different chat outcomes trigger different SendGrid templates. A booking gets a confirmation template. A support question gets a knowledge base template.

Reliable Delivery at Scale

SendGrid's infrastructure handles deliverability, so your automated emails don't end up in spam. Even during traffic spikes, every email gets delivered.

Frequently Asked Questions

How does Boei connect to SendGrid?

Via webhooks through Zapier, Make, or n8n. When a chat event occurs, Boei sends data to your automation tool, which calls SendGrid's API to send the appropriate email.

Can I use my existing SendGrid templates?

Yes. Your automation tool selects which SendGrid dynamic template to use based on the chat event type. You design the templates in SendGrid as usual.

What Boei plan do I need?

Webhook integrations require the Growth plan at $49/month (annual billing). This includes API access, 3 AI chatbots, and 7,000 AI credits.

Is this for transactional or marketing emails?

Primarily transactional: confirmations, receipts, and follow-ups triggered by specific chat events. For marketing email list building, consider pairing with a dedicated email marketing tool.

What data can I pass to SendGrid templates?

Anything collected during the chat: visitor name, email, phone, the questions they asked, products discussed, appointment details, and any custom data your AI agent gathered.

How fast are the emails sent?

Within seconds. The webhook fires immediately when the chat event occurs, your automation tool processes it in real-time, and SendGrid delivers the email almost instantly.