Docs / Boxx

Follow up & nudge customers

Overview

Quotes go quiet. Boxx writes the follow-up so you don't have to — a short, friendly "checking in, here it is again" with the same link to the quote. Tell it who to nudge, or ask it to find everyone who's gone cold, and it does the rest.

Before you start

  • The quote has to already be sent. You nudge a quote the customer hasn't answered yet — not a draft.
  • Nothing else to set up.

Nudge one customer

  1. Open Boxx (the bubble, or press ⌘J).
  2. Say who to follow up with. For example: "Follow up with Dana on the bracket job." You can name the person, the company, or the job.
  3. Boxx writes a short follow-up and sends it — same friendly tone, same link to the quote. It confirms in the chat.
  4. Want to say something specific? Add it: "Follow up with Dana and mention we can start next week."

Find everyone who's gone quiet

  1. Ask Boxx the open question: "Which quotes haven't been opened yet?" or "Who's gone cold?"
  2. Boxx lists the stalled deals. Pick one — "nudge that one" — or say "nudge all of them."
Your dashboard also flags quiet deals in a Going cold view, so you can spot them at a glance and hand them to Boxx.

What happens next

  • The follow-up goes out as a normal email with the original quote link. It also shows up in the job's conversation, so your thread stays complete.
  • There's a 24-hour cooldown per quote — Boxx won't let you nudge the same customer twice in a day, so you never come across as spammy.
  • A follow-up doesn't count against your quote's accept rate — it's a reminder, not a new send.

Troubleshooting

  • "This quote can't be nudged yet." It's not in Sent status — it's still a draft, or it's already accepted, signed, or declined. You only nudge a sent quote that's waiting on a reply.
  • "You nudged this recently." The 24-hour cooldown is on. Wait a day, or follow up by phone.
  • Boxx asks which customer. More than one match — add the company or the job name.
  • The customer says they never got it. The first email may have gone to spam. Check the email address on the customer, and consider setting up your own sending domain (docs/integrations/sending-domain).
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Does Boxx write the message itself? Yes — a short, warm check-in by default. You can tell it what to say instead.
  • Can it follow up with several people at once? Yes — ask it who's gone quiet, then say "nudge all of them."
  • Will it pester my customer? No. One nudge per quote per day, max.
  • Can Boxx follow up on its own? In the default Watch mode it sends when you ask. As you build trust you can let it handle routine follow-ups for you — see docs/autonomy/overview.

Related

docs/quotes/send · docs/boxx/what-you-can-ask · docs/autonomy/overview · docs/integrations/sending-domain

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