Docs / Boxx

Customer memory

Overview

Setell remembers how each customer likes to work — what you charge them, how they want quotes laid out, and how they like to hear from you. Next time that customer comes up, Boxx already knows. You stop re-explaining the same regular every quote.

What Boxx remembers

Three kinds of things, kept per customer:

  • Pricing — the rates and discounts you tend to give them. "Northwest Fabrication always gets the volume rate over 100 units."
  • Preferences — how they want quotes built. "Always wants a PO number on quotes over $5,000."
  • Communication — tone and timing. "Prefers a heads-up email before the formal quote."

How memory builds itself

  • When a customer accepts a quote, Setell quietly looks at the deal and saves what it learned — no work from you.
  • It updates what it knows instead of piling up duplicates. Stale patterns get replaced as a customer's habits change.
  • The more you quote a customer, the sharper it gets — usually within their first handful of jobs.

Tell Boxx something to remember

You don't have to wait for it to learn on its own. If you know a fact about a customer, just say it:

  1. Open Boxx (the bubble, or press ⌘J).
  2. State the fact plainly. For example: "Remember that Northwest Fabrication always wants a PO number."
  3. Boxx saves it to that customer and uses it from then on. It confirms in the chat.

See what Boxx knows

Ask anytime: "What do you know about Northwest Fabrication?" Boxx reads back what it has on file — pricing patterns, preferences, communication style — so you can check it or add to it.

What happens next

  • The next time you quote or email that customer, Boxx applies what it knows — the right rate, your preferred quote layout, the right tone — without you asking.
  • Memory is private to your account. It's yours, scoped to your shop, never shared.

Troubleshooting

  • Boxx doesn't seem to know a customer yet. It learns from accepted quotes, so a brand-new customer starts blank. Tell Boxx what you know, or quote them a couple of times and it catches on.
  • A saved fact is out of date. Just tell Boxx the new version — "Northwest Fab dropped the PO requirement" — and it replaces the old note.
  • It saved something I didn't mean. Ask what it knows, then tell it the correct fact; the new one takes over.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Do I have to set this up? No. It builds from your accepted quotes automatically. Telling Boxx facts directly just speeds it up.
  • Does it remember different things for the same customer on different jobs? Yes — pricing can differ by the kind of work, and Setell keeps that straight.
  • Is my customer data shared with anyone? No. Memory is scoped to your account only.
  • Can I see everything it's stored? Yes — ask "what do you know about [customer]?"

Related

docs/boxx/draft-and-revise · docs/quotes/edit-line-items · docs/autonomy/pricing-analyst · docs/import/quickbooks-history

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