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!