Training sources

Train your AI on everything your customers ask about

Point Boei at the sources you already have. Files, your website, product catalogs, past tickets, plus live actions and real-time visitor context. It stays in sync as your business changes.

8 source types Auto-sync included EU-hosted
01
Files

Upload the docs your team already has.

Boei extracts and structures the content, including scanned text via OCR and audio via transcription. Drop them in once, keep re-training with new versions as they change.

  • Documents: PDF, DOCX, PPTX, XLSX, TXT, MD
  • Web + data: HTML, XML, JSON, EPUB
  • Images with OCR: JPG, PNG, GIF, BMP, TIFF, WEBP, SVG
  • Audio & video: MP3, WAV, SRT subtitles (link a video URL)
  • Email + archives: MSG (Outlook), ZIP
Supported formats (14+)
PDF DOCX PPTX XLSX TXT MD HTML XML JSON EPUB MP3 WAV SRT JPG PNG GIF BMP TIFF WEBP SVG MSG ZIP
Hidden powers
  • OCR reads text from scanned images automatically
  • Audio and SRT get transcribed to trainable text
  • Link a subtitle file to a video URL for citation
02
Website

Point Boei at your site. Choose exactly what it reads.

Three crawl modes, CSS selector include/exclude, and auto-sync so answers stay accurate when you update the site.

Sitemap crawl

Feed a sitemap URL, Boei crawls the whole site. Up to 20,000 URLs.

Single page

Grab one URL when you only need a specific page indexed.

JS-rendered

Headless-browser crawl for SPAs and pages that render client-side.

CSS selectors

Include only the parts of the page that matter. Skip nav, footer, banners.

include: main, article, .content
exclude: nav, footer, .cookie-banner
Auto-sync schedule

Recrawl automatically so answers reflect the latest copy.

Daily Weekly Monthly Manual
03
Products

Feed your catalog. Boei knows what you sell.

Upload a CSV or paste a Google Sheets URL, and Boei keeps the catalog in sync on the schedule you pick. Answers cite the right SKU, price, and availability.

  • Upload CSV, or paste a Google Sheets edit URL
  • Auto-sync hourly, daily, weekly or monthly
  • Title, description, thumbnail, price, availability, brand, category
  • Extra attributes for anything specific to your business
Title
Price
Availability
Garden room 20 m²
€24,900
In stock
Garden room 30 m²
€32,400
In stock
Studio annex 12 m²
€18,750
2 weeks
Google Sheets connected Syncs daily
04
Past support tickets

Learn from how you already answered.

Import past support tickets so Boei answers new questions in your team's voice, with your team's fixes. This is where you get from "generic AI" to "sounds like us".

  • Every past resolution becomes training data
  • Boei answers new tickets the way you did the last one
  • Tag sources so you can retire outdated resolutions later
Past ticket · #4821
Do you ship to the Channel Islands?
Yes, we ship to Jersey and Guernsey via UPS. Add 3-4 days. Duties handled at checkout.
Trained · Boei now answers the same way
05
Revised answers & FAQ

Override the answer for a specific question, exactly.

Some answers can't be inferred: refund policy, pricing edge cases, opening hours. Pin a revised answer and Boei uses your exact wording whenever the question matches.

  • Exact Q&A overrides, hit-count tracked so you see what's working
  • Add extra trigger phrases per answer
  • Manual FAQ with AI-assisted generation
Pinned answer
Q: Do you offer refunds?
Yes, full refund within 14 days of purchase, no questions asked. Refund lands on your original payment method within 5 business days.
Also triggers on: "money back", "cancel order" 147 hits
06
Instructions, tone & persona

Set the rules of the house. No prompt engineering.

Tell Boei how to behave in plain language: tone of voice, escalation rules, what to never say, when to hand off to a human. Layer as many training texts as you need.

  • House rules ("never quote a price without asking for square meters first")
  • Tone of voice and persona
  • Guardrails and escalation triggers
Instruction · Tone
Warm but concise. Never longer than 3 sentences. Address the customer by first name once you know it. If they mention a competitor, don't disparage. Ask what they liked about that option.
07
Real-time visitor context

Know who you're talking to before they say a word.

Identify signed-in users through the Boei SDK. Pass anything you already know (email, plan, MRR, last order) and Boei uses it in every answer.

Identify a visitor via the SDK
Boei({
  id: 'user_4821',
  email: '[email protected]',
  name: 'Liam Anderson',
  phone: '+31 6 12 34 56 78',
  company: 'Anderson Ltd',
  custom: {
    plan: 'Business',
    mrr: 149,
    last_order: '2026-08-12',
  }
});
Boei uses it in the answer
Hi, I want to upgrade.
Hey Liam, you're on Business at €149. Scale is €299 and unlocks 20 AI actions and unlimited seats. Want the upgrade link?
Two ways in: SDK prefills for signed-in users, or Boei calls your CRM mid-conversation via an AI action when a visitor gives their email.
08
Live actions & API calls

When knowledge isn't enough, call your systems.

Give Boei any HTTP endpoint (GET, POST, PUT, PATCH, DELETE) and it can fetch live data or trigger workflows mid-conversation. Look up a customer in your CRM, pull an order status, check stock, book a slot, then answer with the real answer, not a generic one. Placeholders inject visitor context, live input, and stored credentials into each call.

Placeholder syntax
GET https://api.your-app.com/orders
     ?email={{context.email}}
     &order_id={{input.ORDER_ID}}

Header: Authorization: Bearer {{credential:API_KEY}}

Pull from visitor context, live input, custom fields, or securely-stored credentials.

Pre-built templates
WooCommerce
HubSpot
Google Calendar
Zapier
Currency
Translation

Or build your own from scratch with the generic HTTP tool.

Common patterns
Order status · fetch by email or order ID and answer inline.
Availability check · call your inventory API for a live stock answer.
Book & reschedule · write to Google Calendar or your booking API.
Mid-chat CRM lookup · hit HubSpot, Pipedrive, Salesforce, or your own DB. Whatever's behind an HTTP endpoint. Personalise before you reply.
Zapier trigger · kick off any workflow you already automate.
Post-completion action · fire after the conversation closes.

Fresh, always

Your sources stay in sync while you focus on the business.

Auto-sync schedule
SourceFrequencies
WebsiteDaily, weekly, monthly
Product catalogHourly, daily, weekly, monthly
FilesManual re-upload
TicketsContinuous (as they close)
Plan limits
FeatureStarterGrowthBusinessScale
Website URLs1K3.5K10K15K
Auto-syncnoYesYesYes
Products50UnlimitedUnlimitedUnlimited
Ticket trainingnoYesYesYes
Live actions5101520
"I run Boei across ~10 client sites. Setup is minutes per site and the AI trains itself on their content. It replaced three tools we used to bolt together."
Susan Jones
Susan Jones
Founder & CEO · WebMaxSEO

Train Boei on your business. Go live this week.

Start with the sources you already have. Add live actions when you're ready.

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