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
Creating a manual lead
Viewing your contact “digital file”
Card design
How to respond to a lead
Reply Templates
Reply By Channel
WhatsApp Template
How to move a lead
Stage Conversion
Global Search Bar
Stuck? We’re Here to Help! 🤓
If you or your team have any questions or require additional training, please click the button below and book a call with us, we would be happy to assist.
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. 🥳