Docs / Boxx

What you can ask Boxx

Overview

Boxx is your Setell agent. You talk to it in plain English and it does the work — drafts quotes, revises them, writes follow-ups, finds jobs and customers, and tells you what's stalling. This page is the cheat sheet: the kinds of things you can ask, with examples you can copy.

You don't need to learn commands. Say it the way you'd say it to a coworker.

Where to ask

  • The Boxx bubble in the corner of any page — click it, or press ⌘J (Ctrl+J on Windows).
  • The full-screen Boxx page when you want room to work.

The empty Boxx panel even suggests a couple of starters: "What's in the pipeline?" and "What did I charge for drywall?"

What you can ask

Find things

  • "Show me everything for Northwest Fabrication."
  • "Which quotes haven't been opened yet?"
  • "What's in the pipeline right now?"
  • "Pull up the bracket job."

Draft a quote

  • "Quote 50 aluminum brackets for Northwest Fabrication."
  • "Start a quote for a new customer, Dana at Northwest Fab."
  • "Use my powder-coating template for this job."

Revise a quote

  • "Drop the rush fee and add 10 more brackets."
  • "Bump the unit price to forty dollars."
  • "Take the second line item off."

Send (you confirm first)

  • "Send the bracket quote to Dana."
  • "Show me what'll go out before you send it."
  • "Schedule that to send tomorrow at 8am."

Follow up

  • "Follow up with Dana on the bracket job."
  • "Nudge anyone who's gone quiet."
  • "Write a friendly check-in on the Northwest Fab quote."

Pricing help

  • "What did I charge for powder coating last time?"
  • "Is this priced right?"
  • "What's normal pricing for Northwest Fabrication?"

Know your customers

  • "What do you know about Northwest Fabrication?"
  • "Remember that Northwest Fab always wants a PO number."

Housekeeping

  • "Archive the old test job."
  • "Recall the quote I just sent — wrong price."
  • "Is QuickBooks connected?"

What happens next

Boxx shows its work right in the chat — a drafted quote, a follow-up it wrote, a list of stalled jobs. Anything that changes a quote or a job opens up so you can see exactly what changed. Anything that goes out to a customer waits for your OK first (that's Watch mode — see docs/autonomy/overview).

Troubleshooting

  • Boxx asks which customer or job you mean. You have more than one match. Add a detail — the company name, or "the bracket job" — and it'll narrow it down.
  • Boxx says it can't do something. A few things only happen through their own flow — marking a job paid, signing a contract. Boxx will point you to the right place.
  • "You've hit your limit for this month." Drafting quotes is metered on the Free plan. See docs/account/plans.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Do I have to phrase things a certain way? No. Plain English. "Nudge Dana" and "can you check in with Dana about the bracket quote" both work.
  • Can Boxx send a quote without me? Not in the default Watch mode — it always shows you a preview and waits for your OK. You can let it run on its own later (see docs/autonomy/overview).
  • Is Boxx different from the buttons? No — it's the same Setell underneath. Boxx is just the fastest way to drive it.
  • Can I talk instead of type? Yes — tap the mic. See docs/boxx/voice-input.

Related

docs/boxx/meet-boxx · docs/boxx/draft-and-revise · docs/boxx/follow-up · docs/boxx/customer-memory · docs/autonomy/overview

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