Discover BeAI
Understand the platform's main areas and the recommended path to get started.
BeAI brings together conversational agent creation, telephone and messaging channels, and conversation monitoring. A single bot can answer questions, retrieve information, book an appointment, or perform an authorised action.
Main areas
- Dashboard: recent activity, consumption and active sessions.
- Bots: AI, channels, documents and skills configuration.
- Conversations: history, recordings, transcripts, summaries and completed actions.
- Live calls: monitoring of currently active conversations.
- Outbound campaigns: preparation and monitoring of calls initiated by BeAI.
- Administration: users, organisations, tags, branding and settings, according to your permissions.
Recommended path
- Check your language and time zone in My account.
- Create your first bot.
- Define its role and greeting.
- Connect telephony or WhatsApp.
- Add only the skills it needs.
- Run several tests before making the bot live.
- Review the first conversations and refine its instructions.
An effective bot starts with a clear objective. Add integrations gradually so that each behaviour can be verified.
Looking for something specific?
Use this help centre's search to find a screen, feature, or action. In the application, Ctrl K also opens global search across pages, bots, documents, users and organisations available to you.