Integrations / Analytics
LeadBoxer on WhatsApp: manage events with an AI agent
Flann turns LeadBoxer into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in LeadBoxer for you. LeadBoxer holds data about how your business is doing. Flann turns it into answers you can read on WhatsApp.
9 actions in LeadBoxer. 5 only look things up, and 4 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in LeadBoxer
You do not need the exact wording. These are the kinds of messages Flann turns into LeadBoxer actions.
“Show me my events in LeadBoxer.”
“Look up the lead detail in LeadBoxer.”
“Look up the lead score formula in LeadBoxer.”
“Delete the custom tracking domain in LeadBoxer.”
What Flann can work with in LeadBoxer
LeadBoxer gives Flann 9 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Events | look uppost | 2 |
| Custom tracking domains | deletelook up | 2 |
Side by side, the two ways of working in LeadBoxer:
| Compare | Opening LeadBoxerLog in, find it, do it | LeadBoxer through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about events | Filters and searches you run yourself | 5 look-ups, answered straight away |
| Making changes | Typed in by hand | 4 changes, made from a message |
| LeadBoxer records | All of them, one screen at a time | 5 kinds, from one chat |
| Getting connected | Nothing new to set up | Your LeadBoxer API key, once |
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Step by step: LeadBoxer jobs you can hand to Flann
How a request turns into real LeadBoxer actions, one step at a time.
Create an event from a voice note
- You message Flann on WhatsApp: “Create an event in LeadBoxer with these details.”
- Flann runs
Get Eventsin LeadBoxer and shows you what it found. - Flann runs
Post Event Datain LeadBoxer. - Flann creates it in LeadBoxer and confirms in the chat.
Get answers about your leads
- You message Flann on WhatsApp: “What is the latest on our leads in LeadBoxer?”
- Flann runs
Get Lead Detailin LeadBoxer and shows you what it found. - Nothing in LeadBoxer is changed: these are look-ups, so they run straight away.
Check your sessions from WhatsApp
- You message Flann on WhatsApp: “Show me where our sessions in LeadBoxer stand.”
- Flann runs
Get Sessionsin LeadBoxer and shows you what it found. - Nothing in LeadBoxer is changed: these are look-ups, so they run straight away.
Where Flann saves you time in LeadBoxer
Small jobs, repeated often, are where the time goes. Here is how they change once LeadBoxer is connected.
Finding what earns and what does not
Today
Instinct tells you which products or services carry the business, but checking means exporting from LeadBoxer and sorting a spreadsheet.
With Flann
“Rank our services by revenue for the quarter from LeadBoxer. What’s slipping?”
Every product or service in LeadBoxer is ranked by revenue and by volume, and Flann points out the ones slipping compared with last quarter. You get the top and the bottom of the list, not the whole thing.
What you stop doing: Exporting and sorting spreadsheets to test a hunch is over.
Cleaning up duplicate records
Today
The same customer appears in LeadBoxer three times with slightly different spellings. Reports count them separately, and nobody gets round to merging them.
With Flann
“Find duplicate customers in LeadBoxer and show me what you’d merge.”
Records in LeadBoxer that share a phone number, an email or a close spelling are grouped as likely duplicates.
What you stop doing: Merging duplicate records one by one is no longer on you.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to LeadBoxer
- Search for LeadBoxer in Flann’s Connectors.
- Paste your LeadBoxer API key into the secure form Flann opens. You will find the key in your LeadBoxer account settings.
- From then on, message Flann on WhatsApp. It works in LeadBoxer whenever a request needs it.
Of the 9 LeadBoxer actions, 5 only read. The other 4 create, update, send or delete. Disconnect LeadBoxer in Connectors whenever you like.
Ways to use LeadBoxer with Flann
Check before you decide
Before a big call, ask Flann for the figure that matters. It looks it up in LeadBoxer first.
Spot what changed
Ask what went up or down. Flann checks LeadBoxer and tells you what moved.
Ask, do not dig
Ask how this week compares to last. Flann pulls the numbers from LeadBoxer and answers in plain words.
Everything Flann can do in LeadBoxer
Every LeadBoxer action Flann can run, split into what it reads and what it changes.
Looks up 5
- Get Events
- Get Lead Detail
- Get Sessions
- Get Custom Tracking Domains
- Get Lead Score Formula
Changes 4
- Add or Update Lead Tags
- Log Server-Side Event
- Post Event Data
- Delete Custom Tracking Domain
More Analytics apps Flann works with
Common questions
What can Flann do with events in LeadBoxer?
Flann can look up and post events in LeadBoxer, using 2 actions (Get Events, Post Event Data). Looking up runs straight away and changes nothing. The other actions create or change events in LeadBoxer.
What can Flann do with custom tracking domains in LeadBoxer?
Flann can delete and look up custom tracking domains in LeadBoxer, using 2 actions (Delete Custom Tracking Domain, Get Custom Tracking Domains). Looking up runs straight away and changes nothing. The other actions create or change custom tracking domains in LeadBoxer.
How does Flann connect to LeadBoxer?
Open Connectors in Flann, choose LeadBoxer and paste your LeadBoxer API key into a secure form. You will find the key in your LeadBoxer account settings. Once it is connected, Flann can use 9 actions in LeadBoxer.
Do I need to open LeadBoxer to use it with Flann?
No. Once LeadBoxer is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in LeadBoxer.
Is LeadBoxer included in my Flann plan?
Yes. Every Flann plan includes every app, LeadBoxer included.