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.
Creative Ways to Use Automation
Instantly greet new leads with a personalised message
Automatically escalate urgent leads to your A-Team
Create staggered reminder tasks/emails to team members at preset intervals
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.
Remember to switch the automation on once it's been created!
What You Can Automate
Instantly sending emails or text messages to customers when they reach specific stages in your process. For example, sending a welcome message when they first submit an lead.
Automatically moving customers to the next appropriate stage once they meet defined criteria. For instance, moving them from "New Lead" to "In Progress" once a team member has been assigned.
Assigning leads to specific team members automatically based on rules and criteria you configure.
Building in timed delays between process stages to create staggered, sequenced actions. You could set a 1 hour delay before sending a follow-up email to make it feel less “automatey”.
Automatically adding internal notes to customer leads for easier reference later.
Creating scheduled reminder tasks and follow-ups for your team at set intervals, such as scheduling a call back 3 days after initial lead.
Key Benefits:
Saves time spent on repetitive tasks
Ensures consistency in multi-step processes
Enables your team to focus on high-value activities
Customises each Box's processes
For Automation examples Click here