Boxly's Power user guide

Take your lead management to the next level!

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

AI Smart Rules

Follow Up Timer

Things to do

Boxes, Stages and Conversions

List View

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

Referral Box

New Lead Status Walkthrough

Location Access and Labeling

Creating Automations

Amending Automations

Closed Leads

Connecting channels

Setting up automation for Facebook and Instagram

Message templates | WhatsApp Manager

Syncing WhatsApp Templates in Boxly

Webform channel

Email Forwarding channel

Enhanced Reports Features

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.

Don’t miss out—click below to join the next Webinar Training session and take your Boxly skills to the next level!