Boxly's Power user guide

Guide to keeping your momentum powered up!

Take your lead management to the next level!

To keep the momentum going, we’ve put together Boxly's Power user Guide—your very own step-by-step walk-throughs on the key parts of Boxly!

Step-by-step walk-throughs on the key parts of Boxly

AI Smart Rules


Follow Up Timer


Boxes, Stages and Conversions


Auto Values


Practitioner Feature


Stage Checklist Feature Walkthrough


Inviting a team member or admin


Managing User Access and Permissions in Boxly


Creating a manual lead


Viewing your contact “digital file”


Card design


How to Add Reply Templates to Boxly


How to respond to a lead


Filtering Boxes


Creating Automations


Amending Automations


Closed Leads


Connecting channels


Setting up automation for Facebook and Instagram


Creating a WhatsApp Template on Meta


Syncing WhatsApp Templates in Boxly


Webform channel


Email Forwarding channel


Viewing Reports


Articles for you:
WhatsApp Channel Connect
Reply Templates
Automation
Lead Routing


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.

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