---
title: "What are Boxes?"
description: "Understand Boxes and how you can use them to get organised, automate and report on leads for specific departments or services"
url: https://help.boxly.ai/en/articles/7228380-what-are-boxes
collection: "Getting Started"
updated: 2026-11-02
language: en
---

# What are Boxes?

Understand Boxes and how you can use them to get organised, automate and report on leads for specific departments or services

Managing all the leads, requests and questions from customers can get confusing if they aren't organised properly. That's where "**Boxes**" in Boxly can really help.

Boxes are like file folders for your customer leads. Sort them by department, service type, salesperson, or project, whatever works best for your team.

  
**There are many benefits to putting your leads in a Box!**  
Here's a few👇

-   Stay **organised** and only deal with specific types of leads in one place.
    
-   Customise the **stages** of the Box to reflect the process you have in place for dealing with that type of lead.
    
-   Customise **Box** **forms** so you only input the relevant information
    
-   You can **report** in detail on all the leads and sales inside that Box.
    

## Types of Boxes to Create

> For new treatment leads: Make a new Box and add stages, automations, and settings.
> 
> Manage a process or workflow once a lead becomes a patient: Perfect for once a lead turns into a customer. Now, it’s about making their experience unforgettable.
> 
> Copy an existing work setup: Copy/Duplicate a pre-existing Box setup and start from that point.

![](https://staticfiles.gleap.io/helpcenter/675987af739a1be6e25ad7a0/20241211125325_9284.png)

* * *

## Customise Your Boxes

-   Name your Boxes based on department, service, product, individual, or other criteria.
    
-   Add, delete, and arrange stages to match your workflow steps.
    
-   Set up automations, labels, [stage checklists](https://help.boxly.ai/en/articles/9857077-stage-checklists.md) and other settings.
    
-   Add your [Lead Routing](https://help.boxly.ai/en/articles/9615572-lead-routing.md) description as you create a new Box in “**AI-Assist’s: Lead** **Sorter”** once the box has been created.
    

![](https://staticfiles.gleap.io/helpcenter/675987af739a1be6e25ad7a0/20241211125330_5855.gif)

> **Benefits of Custom Boxes**
> 
> Categorise leads logically for easy management.  
> Maintain organised workflows for each service area.  
> Ensure no leads slip through the cracks.  
> Gain actionable insights with custom reporting.

With the flexibility to tailor Boxes, seamlessly adapt Boxly to your unique business structure and workflow requirements.

* * *

**Here are examples of how these businesses might set up their Boxes**

> **Dental Practice**
> 
> A Dental practice will offer multiple treatment types, each following a specific process.
> 
> **Here's how they might structure their boxes to get organised:**
> 
> General  
> Orthodontic Treatment  
> Child Dentistry  
> Cosmetic Treatments  
> Post treatment follow up

> **Hotel, Golf & Country Club**
> 
> A hotel with a Golf & Country Club will have multiple departments and sales people in the business looking after the various departments.
> 
> **Here's how they might structure their Boxes to get organised:**
> 
> Hotel Reservations  
> Conferences  
> Functions & Events  
> Weddings  
> Membership  
> Complaints  
> Recruitment

* * *

## AI Features to Save Time ✨

**Boxly's AI Assist: Lead Routing**  
Lead Routing automatically sorts leads into the right Boxes based on your services.  
[​](https://help.boxly.ai/en/articles/9615572-lead-routing.md)[Click here](https://help.boxly.ai/en/articles/9615572-lead-routing.md) to go to the Lead Routing article.

**Boxly's AI Assist: Lead Labelling**  
This Smart Rule labels your leads with descriptive 'tags' based on treatment, product, or service.  
[Click here](https://help.boxly.ai/en/articles/9615033-lead-labelling.md) to go to the Lead Labelling article.

**Forward your Emails to Boxly**  
Boxly can turn customer emails into leads automatically!  
If customers are emailing your business directly (like your reception@ or info@ email addresses), Boxly can automatically bring these emails in and turn them into leads.  
[Click here](https://help.boxly.ai/en/articles/9465050-forward-your-emails-into-boxly.md) to go to the Email Forwarding article.