The automation feature allows you to set up automatic actions within your Boxes to streamline repetitive tasks. This frees up your team's time to focus on more important work.
How Automations Work:
Go to Box Setup and click "Automate Stuff" or click the automation button in a stage to go directly to Automations, then click "+ Automation".
There are two options for creating a new automation
Use a Template (only available for Dental customers at the moment)
Create From Scratch
Create From Scratch
Click "+ Automation" and then "Create From Scratch".
Give it a descriptive name for easy reference.
Choose which Stage you want the automation to start on. When a customer lead reaches that Stage, the automated steps you configure will trigger.
Select which Channels the automation should apply to, or "Any Channel" to run it for leads from all channels.
Use the "+" button to add sequenced steps to your automation, such as:
When Leads Reaches Stage 1
Send Welcome Email Template
Delay 2 Hours
Assign to [Team Member]
Schedule Follow-up Call Task
Use a Template (for Dental Customers)
Click "+ Automation" and then "Use a Template".
We've included 3 templates to choose from:
Lead Acknowledgment Sequence
No response follow-up sequence
90 Days re-engagement sequence
You can edit a template and click "Save" or just click "Save" if you want to leave it as is.
What You Can Automate
For Automation examples Click here