Boxly Webinars are designed to get you fully up to speed on some exciting new Boxly developments, and to help you get the most out of the tools you already use every day.
In this session, we walked through the latest Boxly updates designed to help practices work smarter, manage conversations more effectively, and get even more value from WhatsApp. We also shared a look at what’s coming next, including exciting developments in AI and automation.
Recap on nudges and benefit over tasks
PMS integrations
Marketing reports
Account Health Dashboard – Live quality rating, messaging limits, and approval status pulled directly from Meta
Template Quality Indicators – Instantly see the approval and quality status of templates
Suppression List – View all unsubscribed leads; automations now respect per-lead opt-outs
WhatsApp Voice Notes – Send and receive audio messages directly inside Boxly
Edit & Send Templates – Customise approved templates before sending without changing the original
WhatsApp Link Sharing – Copy and share your practice WhatsApp link with customers
Full WhatsApp Settings Overhaul – Improved structure and easier account management
UI Sidebar Redesign – New channel categorisation for faster and easier navigation
Box & Channel Filters in Things To Do – Filter and sort TTD by box and communication channel
Hide PMS Leads Toggle – Control whether PMS-generated leads appear in Things To Do
Snapshot Report – Consolidated lead reporting by location with email delivery support
Unlink Patient for Dentally – Resolve duplicate or incorrectly linked patient records in Dentally
AI Front Desk
AI Follow Up new feature
Boxly Lab
Follow up Nudges
WhatsApp Account Health and Spam Protection
Update an Existing WhatsApp Template on Meta
Dentally & Boxly Integration: View Dentally Patient in Boxly: View details, Dentally Scheduler, and Unlink patient
Boxly UI - Interface Redesign
Understanding the Pro Plan: Tracking, Ad Optimisation, and Broadcasts
Boxly is here to help you work smarter, not harder! Let’s keep streamlining your lead management together!
Contact us at [email protected] if you need any assistance!
