This month, we’re rolling out key feature enhancements within Account Settings, including Search Bars for most of your account tools, AI Assist, & Custom Variables in your Business Info tab. These updates give you more control over your lead journey and help refine your tracking and automation.
We’re also introducing some small but mighty improvements because the little things make all the difference!
Let’s dive into what’s new!
These updates are the first steps toward the new reports launching later this month! 
New Features in Account Settings
Search BarsBoxly now includes search bars/fields in the following account tools:
Labels
Fields
Reply Templates
Locations
Lead Sources
Drag and Drop deactivates when searching: If you’re actively searching for something in Fields, Reply Templates, or Labels you can’t drag and drop your listed items.
Your Search bar needs to be clear to Drag and Drop items.
You need to be in the correct tab (Treatments) if you’re searching for a specific treatment label. For example, in the image above, if you’re in “Other” and search for Dental Bonding you won’t find anything, because it doesn’t sit in “Other”.
Custom Variables & Business Info UpdateYour Business Info tool has had an update - we split the tool into three tabs:
Business Info: Set your brand theme colours & default currency
Opening Hours: Choose & edit your businesses opening hours
Custom variables: Store details like a business phone number or booking link and use them in automations and reply templates.
Until now, adding things like booking links or business phone numbers into your messages meant lots of manual work, especially if you had multiple locations. We figured it was time to make that way easier.
What are my Default Variables?
Boxly will automatically have the below Default Variables:
First Name
Last Name
Phone
Full Name
With Custom Variables, you can now:
Create your own variables (like booking links and phone numbers)
Create your custom variable the first time and when sending a message, simply choose which booking link/phone number/form you need from the options you’ve already set and send!
We are creating 3 variables by default:
Business Name
Booking URL
Business Phone Number
Location variables will only be available for users on a Multi-Location Plan, head over to the Multi-Location Plan
article to find out more & upgrade!
Create a new custom variable
Click “+ Add another field“ at the bottom of your custom variable list. Fill in the two fields - Enter the display name and value. Click “Save”
If you want to add multiple links or numbers, for example you’re adding a general booking link for an appointment, and you have three locations, once saved, click on the three-dot menu and select “Enable location values”. This will show all your locations, just pop in the specific link or number for each one
Why do I need multiple options?
Even if you’ve only got one location, you might be juggling different services, booking forms, or types of enquiries.
Custom Variables let you store and manage them all in one place. When you’re ready to send a message or email, simply choose which version of the variable you’d like to use - quick, clean, and consistent.
How to use the variables:
Once you’ve created your new Custom Variables, go to “Reply templates” You can now add the custom variables, and easily include the (booking) links, phone numbers, or any other variable you need!
AI Assist: Centralised Lead Sorting & CategorisationWe’ve introduced AI Assist!
All your AI-powered tools for sorting, classifying, and labelling leads are in your account settings in your AI Assist tool, making it easier than ever to stay organised and respond efficiently.
Boxly’s AI (Classification) reads the lead’s message and automatically sorts leads into Qualified leads, Spam, or Other for a faster, more efficient workflow.
Check out the AI Assist article:
AI Assist ArticleBoxly is here to help you work smarter, not harder - let’s keep streamlining your lead management together! 
Contact us at support@boxly.ai if you need any assistance!
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