Log Every Conversation to Smartsheet for Team Visibility

When your organization needs a record of every customer interaction, Smartsheet delivers the structure and governance that basic spreadsheets cannot. Boei's AI agent fills those rows automatically, giving teams a single source of truth for all customer communications.

Complete conversation records

Compliance-ready logging

Cross-team visibility

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Enterprise Conversation Tracking Without Enterprise Complexity

Organizations that use Smartsheet need more than a simple spreadsheet. They need row-level permissions, automated workflows, Gantt views for project timelines, and audit trails for compliance. These teams often track customer interactions as part of larger project management or service delivery workflows.

Boei feeds into those workflows automatically. When a customer reaches out through your website, WhatsApp, or email, the AI agent captures the conversation details and sends them via webhook. Smartsheet receives a new row with the customer's information, the conversation summary, the channel used, and a timestamp. No one needs to manually enter data or switch between apps.

Project managers see customer requests alongside their existing work streams. Compliance teams get timestamped records of every interaction. Support leads can filter by date range or channel to review team performance. The data flows in, and Smartsheet's powerful features take it from there.

How Conversations Reach Smartsheet

Automatic logging with enterprise-grade structure

Customer Interaction Happens

A customer contacts your business through any Boei channel. The AI agent handles the conversation, collects details, and determines whether logging is needed.

Webhook Delivers Structured Data

The AI agent packages the conversation data, including customer info, timestamps, channel, topic category, and summary, and sends it via webhook to your automation platform.

Smartsheet Row Created

A new row appears in your Smartsheet with all columns populated. Your team sees it in their views, dashboards, and reports. Automated workflows can trigger from the new row.

How Teams Use Boei With Smartsheet

Compliance and Audit Logging

Financial services, healthcare, and legal teams need records of customer communications. Every conversation gets logged with timestamps, customer identifiers, and the full exchange summary. Auditors get what they need without manual record-keeping.

Column Mapping to Your Schema

Map webhook data to your existing Smartsheet columns. Contact columns for customer info, dropdown lists for categories, date columns for timestamps, and text columns for conversation summaries. Your schema stays intact.

Attachment Linking

Include links to full conversation transcripts or related documents as row attachments in Smartsheet. Your team can drill into the details without leaving the sheet.

Comment Threading From Conversations

Use Smartsheet row comments to continue internal discussion about a customer interaction. The AI logs the conversation, and your team discusses next steps in the comment thread. Context stays connected.

Dashboards and Reporting

Build Smartsheet dashboards that pull from your conversation log. Total interactions this month, average response topics, channel distribution, and team workload all visualized in real time.

Cross-Sheet References for Projects

Link customer interaction data to project sheets using cross-sheet references. A client services team can see all conversations related to a specific project without duplicating data.

Frequently Asked Questions

How does Boei connect to Smartsheet?

Through webhooks and automation platforms like Zapier or Make. Boei sends conversation data via webhook, and your automation tool uses the Smartsheet API to create rows in your sheet. Power Automate also has a Smartsheet connector.

Can I log to existing Smartsheet sheets?

Yes. You point your automation tool to any existing Smartsheet and map the incoming data to your column headers. The sheet structure stays the way you designed it.

Is this suitable for compliance logging?

Yes. Smartsheet provides audit trails, row-level access controls, and cell history. Combined with Boei's automatic conversation logging with timestamps, you get a compliance-ready record of customer interactions.

Does every conversation get logged?

You control this. You can log all conversations, only those that include lead data, or only conversations flagged by the AI as needing follow-up. The trigger conditions are configurable.

What Boei plan do I need?

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