Boxly's Quick Start Guide

Your guide for a Boxly beginner!

Kickstart Your Boxly Success!

To keep the momentum going, we’ve put together Boxly's Quick Start Guide—your very own personal guide as a Boxly beginner! This guide includes step-by-step walkthroughs on the key features of Boxly.

Getting Started with Boxly

Boxly Intro


Things To Do & Tasks


Auto Values


Creating a manual lead


Viewing your contact “digital file”


Card design


How to Add Reply Templates to Boxly


How to respond to a lead


How to move a lead


Stage Conversion


Filtering Boxes


Reply Templates


Reply By Channel


WhatsApp Template


Closed Leads


Global Search Bar



Stuck? We’re Here to Help!

You can find our Help Centre here it is always available, and you will find a wealth of resources and support.

If you need a quick answer you can always hop on our live support chat when logged in.

You can also contact our Customer Success Team for any further assistance at support@boxly.ai but rest assured you and your team should find everything pretty straightforward to set up.

Want to keep your momentum up? Link the link below to Boxly’s Power user guide!

Boxly's Power user guide

Guide to keeping your momentum powered up!

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