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Getting started

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.
  1. Check your language and time zone in My account.
  2. Create your first bot.
  3. Define its role and greeting.
  4. Connect telephony or WhatsApp.
  5. Add only the skills it needs.
  6. Run several tests before making the bot live.
  7. 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.

Documentation updated with the application