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
Things to do
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. 