About BeeAgent

BeeAgent is a platform for creating and managing intelligent bots that automate key business processes simply and efficiently.

Everything you need to create and manage AI bots

1. Introduction

What is BeeAgent?

BeeAgent is an advanced platform for creating and managing intelligent bots that automate key processes in your company. With a focus on simplicity and efficiency, it allows users of any profile (support, sales, marketing) to configure powerful bots in minutes.

Main Benefits

Smart Automation

Configure bots for multiple use cases

Simplified Integration

Native connection with Stripe and other services

Operational Efficiency

Reduce response times and costs

Scalability

Adjust your bots as your business grows

Featured Use Cases

Customer Service: Respond instantly and collect incident data.

Debt Management: Send reminders and payment links automatically.

Lead Validation: Ensure potential customer information is complete.

Incident Management: Create support tickets and route them to the right team.

Prerequisites

  • Compatible Browser: Google Chrome, Microsoft Edge, or Mozilla Firefox (recent versions)
  • Stable Internet connection
  • Provided access credentials

Create an Account

  • Go to the BeeAgent registration page
  • Fill out the form with your name, email, and password
  • Verify your email through the link you receive

Dashboard

Bots

Create or edit your bots

Integrations

Connect with external services

Statistics

Monitor performance

Settings

Adjust preferences and permissions

Available Bot Types

Incident Bot

Generates support tickets and manages escalations

Payment Bot

Sends reminders and payment links

Lead Bot

Collects and validates potential customer information

Custom Bot

Adapt it to your specific needs

Creation Steps

1

Access the Bots Section

Select Bots and click on Create New Bot

2

Define Metadata

Assign name, description, and bot type

3

Configure Features

Define actions, custom fields, and automated responses

4

Set Rules

Create conditional rules and define variables

5

Testing and Activation

Run tests in the simulator and activate the bot

Stripe (Available Integration)

BeeAgent natively integrates with Stripe, allowing you to:

  • Generate and Send Payment Links
  • Verify Payment Status in real-time
  • Send Automated Reminders and Payments

Stripe Setup

  1. Obtain Credentials
    • In your Stripe account, go to Developers > API Keys
    • Copy your secret key
  2. Connect in BeeAgent
    • From Settings > Integrations, select Stripe
    • Paste the secret key and save changes
  3. Test the Connection
    • Use the Integration Test option
    • Check that everything works correctly

BeeAgent offers a complete set of tools for email management, facilitating automation and organization of internal and external company communications.

Email Classification

  • Predefined Rules: Define conditions based on sender, recipient, subject, etc.
  • Language Models (LLM): Use AI for more complex classifications
  • Custom Categories: Organize according to your workflow

Automatic Actions

Mark as Read

Automated status management

Move to Folder

Automated organization

Automatic Responses

Predefined messages

Drafts with LLM

AI-assisted writing

Provider Integration

Native integration with Gmail, Outlook, and other email providers for unified and efficient management.

Rule Customization

  • Variable-Based Conditions (debt > 100 €, ticket status, etc.)
  • Conditional Actions (transfer to human operator, retry contact)

Automatic Actions

  • Conversation Tracking: Store history to improve responses
  • Sending Payment Links: Use the Stripe integration
  • Complex Case Transfer: Escalate to human agents

Secure Credential Management

Encrypted Storage of sensitive data such as API keys

Centralized Management of credentials in Settings > Credentials

Activate or Deactivate a Bot

Activate

  • When a bot is ready, click on Publish
  • Check that it appears as 'Active' in the Bots panel

Deactivate

  • Select Deactivate or Pause in the options menu
  • The bot will retain its history but will not start new interactions

Manage Contacts

1

Upload Contact Lists

Upload CSV or Excel files with contact information

2

Create Segments

Group contacts by specific criteria

3

Personalize Messages

Use variables like "{name}" to personalize content

Active Bots Monitoring

Control Panel

Real-time visualization of interactions

Activity Logs

Details of conversations and actions

Available Report Types

Conversation Summary

Number of interactions and results

Performance Analysis

Success and efficiency metrics

Detailed History

Transcriptions and key points

Data Interpretation

Success Rate

Percentage of interactions that achieve their objective

Response Times

Measurement of interaction speed