---
title: "Boxly's AI Assist: Classifying Leads"
description: "Boxly AI Classification: Smarter Lead Organisation, with all your AI settings in one place"
url: https://help.boxly.ai/en/articles/10182686-boxly-s-ai-assist-classifying-leads
collection: "AI Features"
updated: 2026-10-28
language: en
---

# Boxly's AI Assist: Classifying Leads

Boxly AI Classification: Smarter Lead Organisation, with all your AI settings in one place

Managing leads just got **smarter, faster, and more automated** with **AI Assist** in Boxly! Now, all your AI-powered tools for **sorting, classifying, and labelling leads** are in **one central place**, making it easier than ever to stay organised and respond efficiently.

> **Info:** All your **Smart Rules** have moved to **AI-assist** in your account settings; they are no longer managed in your Box setup.

## What’s Inside AI Assist?

AI Assist is divided into **four powerful sections** to streamline your lead management:

> ✨ **Classifier**: Automatically categorise leads as **Qualified, Spam, or Other** (or create your own custom classifiers).  
> ✨ **Lead** **Sorter**: Routes leads into the right **Boxes** based on their category.  
> ✨ **Treatment Labeller**: Assigns labels like **Invisalign, Teeth Whitening, or General Dentistry** for clear treatment sorting.  
> ✨ **Location Labeller**: Automatically tags leads with the correct **clinic location**.

![](https://staticfiles.gleap.io/ghelparticle/NAaECfUnP8hw9IizLaDq3lyPyAsrAwswk0aduD2jH8WIBEJrI0VMj0Ns1qa8nLaB1RmcCtAeQwC.png)

## What is AI Classification?

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Boxly’s **AI-powered classification system** analyses incoming leads and **automatically sorts them into the right categories**, saving you time and effort.

**How does it work?**

The AI reads the lead’s message and determines **if the leads are genuine, spam, or something else.**

> **Leads are instantly organised so you don’t have to manually sort them.**
> 
> **Each lead is classified into one of the following:**  
> ✨ **Qualified Leads –** Genuine leads interested in your services.  
> ✨ **Spam –** Catches spam messages and removes them from your pipeline.  
> ✨ **Other –** Includes non-sales inquiries like _Appointment Reschedules, Supplier Messages, Complaints, etc._

✨ **You can add your own custom classifiers** to fit your business needs!  
Simply click on the “**\+ Category**” button and add a Classifier!

![](https://staticfiles.gleap.io/ghelparticle/sfGm7scOk1zEC3FGwD32T0BwMmZBSWZoZjgR3WY1FnzmM7X5B1u1n5Ue5HkiD6jbXoH65hNTO9X.png)

## How to Manage AI Classification in AI Assist?

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![](https://staticfiles.gleap.io/ghelparticle/dLiXiNo5nGNVnLIEeC6XpEnmxaJjJpkHr8S00CyqzGYGcz9YZYi2PO2VLj2xr4GSazQDlXcK9wc.gif)

✅ **Go to AI Assist**  
Go to your **Settings** and click on “**AI Assist**” from your **Account** options.

✅ **Click on the Classifier tab**  
Here, you can view, edit, or add new classifiers.

When you click on the “**Edit”** option in your lead classifier you can edit the **Qualification description.**

![](https://staticfiles.gleap.io/ghelparticle/w1dljKSF0J5nxoQnNIh7PRl2JaXqDzUJw9cdZcvXuH2GlVWzC6JOkOY9u0HmVa2ZLj0mqzYqNTG.png)

To add a _Classification Category_ click on the “**\+ Category**” button in “**Other**”.  
✅ Add your category; like Supplier or Complaints.  
✅ Click “**Add**”

![](https://staticfiles.gleap.io/ghelparticle/z5AvY9qTJ9gmIk2e2qxcFt4TsJA3dGHT5SHPEHPjaMR7TE2sKuGweZlWwH3BKKwpUIrkxderkE1.png)

> **Info:** Leads will display their classifier directly in their profile, so you always know how they’ve been categorised.

## Managing Lead Sorter

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Now, all your lead sorting settings are in one place under **Lead Sorter** in AI Assist.  
This means **no more scattered prompts** inside different Boxes**, everything is now centralised.**

![](https://staticfiles.gleap.io/ghelparticle/lTXTDouOXwzH2umObM8oUHPIkIDLFOTlP5PU7O2ab8jz6uqYAoCYVKA6Wm2YBf3XJNlIy8YdWRD.png)

You can edit any Boxes sorting rule (Lead description) in AI Assist and toggle the Boxes AI sorting on and off.

![](https://staticfiles.gleap.io/ghelparticle/XXtNSPq2rLpcpMS5JKi3mZMA8qQc789SwKAkfRutdabuloByfBqBkn3g35X6SwZtweQpgATPN9K.png)

## Treatment & Location Labellers

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These still work the same way, but now they’re easier to manage because they’re part of AI Assist.

✅ Assign treatment labels like Teeth Whitening or General Dentistry.  
You can decide in AI Assists Treatment Labeller whether or not to have one or two labels showing for each lead.

![](https://staticfiles.gleap.io/ghelparticle/u7l7SiqsGpiytdRGI4JL2KSCJte1nlkMqOSkJFq22LKKsvhipQaa1yRdcEahUKmWlQ9MByQQhoC.png)

✅ Automatically tag leads with the correct clinic location for better organisation

> Only relevant for users on a Multi-Location Plan, head over to the [**Multi-Location Plan** 📍](https://help.boxly.ai/en/articles/9850550-multi-location-plan-%F0%9F%93%8D.md) article to find out more & upgrade!

![](https://staticfiles.gleap.io/ghelparticle/uIjDqeYfSBSMrbOStCHIny0mqOOGPpjgsUD2ej1Vm1GNhatb469lLqq1EY9QtapNEzvadoJ4g5U.png)

## Where Can You See AI Classification in Action?

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You’ll find AI-classified labels and values on your Lead Cards, giving you an instant overview of what a lead is interested in, without needing to dig through messages.

**Fine-Tuning Your AI Classification**  
While Boxly’s AI is constantly learning and improving, you can **manually adjust classifications** if needed.

✅ Go to a lead, click on “**View Contact**”, in the Contact section find the field “**Classification”**  
✅ Click on the dropdown arrow to edit the classification of your lead if it needs manual adjustments.

![](https://staticfiles.gleap.io/ghelparticle/bB4B9wyWoWV7jt1uZoUywJV36YP6tkBSkigPMbgd4S5DHGUn7AMCaZCF3Ncu6UMKIIL06svz9KQ.png)

### What happens when a lead does not classify?

A pop up will appear and ask you to select the leads classification.  
✅ Select the appropriate status  
✅ If the desired label isn’t there, simply go to your Account settings and create it in your [**Classifier**](https://app.boxly.ai/settings/account-settings/ai-assist/classifier) tab as shown above.

**With AI Classification, Boxly takes the heavy lifting off your plate**, so you can focus on converting leads, not sorting them. 🚀

[Check out your AI-assist in Boxly](https://app.boxly.ai/settings/account-settings/ai-assist/classifier)