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Boxly's Power user guide
Boxly's Power user guide

Guide to keeping your momentum powered up!

Updated over 2 months ago

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


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 respond to a lead


Creating Automations


Connecting channels


Creating a WhatsApp Template on Meta


Syncing WhatsApp Templates in Boxly


Webform channel


Email Forwarding channel


Viewing Reports



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. 🥳

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