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AI Properties are the fields BEA Radar fills in on each chat. They come from two places. Most are created by BEA Radar itself: it reads your conversations, works out what your team tracks, and creates those fields. The rest are added by an Admin, for anything specific you want captured that has not been created for you. Both kinds behave the same once they exist. They are filled on every relevant chat, can be used to filter the inbox, and are written to the connected CRM record.
Requirements: the Admin role is needed to add, rename, or delete properties and their options. Employees can change a property’s value on a chat, but not the property itself.

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Property Types

Every property is one of two types.

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Auto-Created Properties

BEA Radar studies your conversations, works out which fields your team tracks, and creates them. It then keeps them filled on every chat. The resulting set differs by business:
  • A real estate team gets fields such as Property Type and Budget.
  • A SaaS team gets Plan Interest and Seat Count.
  • A travel team gets Destination and Travel Dates.
Nothing is configured to start this. The set is learned from your chats and builds up over your first conversations.

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Editing a Property or Its Options

1

Open the Property Options

Properties and their options can be renamed, added to, or deleted. Click the three dots next to a property to view the available options.Click the three dots to view the Rename property and Delete property options
2

Change a Value or Add an Option

Open the option drop-down to change the property value or add a new option to the list. Click Save changes to apply.Change property value or add a new option, then save

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Adding a Property

Add a property when you want a specific field captured that has not been created for you. The same dialog is reachable from the AI Properties panel on a chat and from Team Inbox → Settings using + Add Property.
1

Click 'Add AI Properties'

Click on the “Add AI Properties” button at the top of the AI Properties panel.Add AI Properties button at the top of the AI Properties panel
2

Define the Property

Enter the Property name, choose the Property type, either Text/Number or Dropdown, and then write a short description of the property. The description is what the AI reads to decide what to capture, so state exactly what the field represents.Add property dialog with name, type and description fields
From then on, the AI fills that property in on every relevant chat.

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Configuring from Team Inbox Settings

Properties can also be managed outside an individual chat, from the Team Inbox settings.
1

Open the Integration Page

Open the Integration page in the Team Inbox settings.Integration page in Team Inbox settings
2

Open AI Property Configuration

Click on “AI Property Configuration” to configure your AI Properties.AI Property Configuration option

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Behaviour to Be Aware Of

  • A new property fills going forward. After you add a property, it is filled on relevant chats from that point on.
  • The description defines what is captured. The AI reads the description to decide what to look for, so a vague description produces vague values. Write one short, specific sentence.
  • The auto-created set differs per workspace. Properties are derived from your own conversations, so another business on BEA Radar sees a different set of fields.
  • Editing options is Admin-only. Employees can select a different value from a dropdown, but cannot add or remove the options in it.

AI Filters

Filter the inbox by any of these properties

AI Insights on a Chat

The sales brief written beside every conversation