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 video step-by-step walk-throughs on the key parts of Boxly!
Step-by-step walk-throughs on the key parts of Boxly
Things to do
Multi Select | Snitch Feature
Account Settings
• Boxly Settings Walkthrough
• Inviting a team member or admin to Boxly
• Linking Milestones
• AI Assist
• Follow Up Timer
• Auto Values
• How to Add Reply Templates to Boxly
• Practitioner Feature
• Fields Feature
Box Walkthroughs
• Boxes, Stages and Conversions
• List View
• Stage Checklist Feature Walkthrough
• Logging Calls on Boxly
• Filtering Boxes
• Creating a Manual Lead
• New Lead Status Walkthrough
Reply & Follow-up with Leads
• Card Design
• How to respond to a lead
• Closed Leads
Referral Box
Location Access and Labeling
Creating Automations
• Automation Update: Individual Social & Webform Targeting
• Amending Automations
• Setting up Automations from your channels
Channels
• Connecting channels
• How to Connect Your WhatsApp Channel
• WhatsApp Channel Settings
• How To Create A Template for WhatsApp | WhatsApp Manager
• Change WhatsApp Profile Details
• Webform channel
• Email Forwarding channel
All-in-One Marketing Suite Walkthrough
• How To Create A Email Broadcast | Marketing Suite
• How to create a Whatsapp Template from the Marketing Suite
• WhatsApp Broadcast Walkthrough | Marketing Suite
Boxly Overview of Reports
• Lead Dashboard Report
• Leads By Milestones Report
• Leads By Box Report
• Leads By Channel Report
• Leads By Source Report
• Leads By Treatment Report
• Leads By Location Report
• Team Sales Report
• Reply Time Report
• Team Activity Report
• Practitioner Conversion Report
• Lost Leads Report
Latest update date: 15/10/2025
Check out the latest updates below 
Faster Refresh Cycles – Key reports update every 10 minutes for real-time accuracy.
Clickable Milestone Reports – Instantly see where each lead is now.
Activity View – Track everything that happened during your selected timeframe.
Improved Team Tracking – Reports now credit the person who actually took the action.
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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!
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