# Efficiently using the Automation

## [WhatsTool Business](https://app.guidde.com/playbooks/fQ6ZFrY2Dzp38N8XS9Y5ey)

{% embed url="<https://app.guidde.com/share/playbooks/fQ6ZFrY2Dzp38N8XS9Y5ey>" %}

This guide will walk you through the steps to using Whatstool.

#### Go to [app.whatstool.business](https://app.whatstool.business)

#### 1. Click "Chatbot flows"

Click on "Chatbot flows"

![Click 'Chatbot flows'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FhTvFf9VFpCkMD6z5Ne8ugk_doc.png?alt=media\&token=c3193d5f-1b33-4bf4-8d38-5822eeec03fd)

#### 2. Click "Create Chatbot"

Navigate to "Create Chatbot"

![Click 'Create Chatbot'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FtLowUREQdZE9UjZXFADJ8D_doc.png?alt=media\&token=bb805593-96e8-4bfa-baac-25bc7ee0b6f8)

#### 3. Enter the bot name

Select the "Enter title" option

![Enter the bot name](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2F7NseN8psXW42ycfuRGwbBU_doc.png?alt=media\&token=1c11bbd1-0ceb-46d3-87b5-1c23d51dabed)

#### 4. Click "Create"

Choose the "Create" option

![Click 'Create'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2F37x8Vtrks5REUPQiU5Cj9C_doc.png?alt=media\&token=2a850deb-1eb0-44f9-8ef9-6faa59222a02)

#### 5. You can Drag and Drop the messages from here

Navigate to the "Interactive Message" section

![You can Drag and Drop the messages from here](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FxbAbP3v5ShNS3QJ7KJgtGU_doc.png?alt=media\&token=dd4af5ca-2d21-49bc-9903-4328116306de)

#### 6. This is Editor to edit the message

Click on "Body"

![This is Editor to edit the message](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FaYxYYYajny77VBejUubci5_doc.png?alt=media\&token=1080ac24-633d-4bec-a4c2-673b3ce62ec1)

#### 7. You can add the buttons here

Select the option to "Add Another Button"

![You can add the buttons here](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FxrF33vj2DeX9UFNEcUqQM9_doc.png?alt=media\&token=bd5f2cad-9c49-4b35-b8ec-cc56fcc73564)

#### 8. Enter the Button text

Navigate to the "Button Title" section

![Enter the Button text](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FrKvw8xSYJbLH6jYjNjHw4z_doc.png?alt=media\&token=c481da9d-d97f-47c2-a8ed-a0e604d7c13f)

#### 9. You can connect from one node to another node

Click here

![You can connect from one node to another node](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2F9WbxbHBYY2Cw6RgRPDvFU7_doc.png?alt=media\&token=210080f7-f788-40fa-97c7-bf22c2363c68)

#### 10. You can duplicate here

Choose the "Duplicate" option

![You can duplicate here](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2F1qZkKdADqJ6LnW5rhes8Ne_doc.png?alt=media\&token=5e53d607-f52d-4767-8347-aac008cabd17)

#### 11. Click "Action"

Select the option to "Action"

![Click 'Action'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2F4hQdNa6LxDfNDXQf2xPvnZ_doc.png?alt=media\&token=db18482c-9c8c-4ba3-ab3e-a5d6a1f1b43b)

#### 12. Drag and Drop to Update the input to CRM from User

Navigate to the "Update contact fields" section

![Drag and Drop to Update the input to CRM from User](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2F8WtUDStmfFKmRtnDU8jrVH_doc.png?alt=media\&token=526ce7c5-f20d-47a7-9303-f8ac7ed83034)

#### 13. Click "Assign Team Member"

Navigate to "Assign Team Member"

![Click 'Assign Team Member'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FvkxXzEdGREmmB5Gg1YSYFz_doc.png?alt=media\&token=704448a5-d32f-4272-bfa0-507da644a8d7)

#### 14. Assign the team member here

Select the "Select method Manual Assignment rule" option

![Assign the team member here](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FrZvuoqDTEe57xYbbFaXjqu_doc.png?alt=media\&token=5a7835d8-c09d-4ec8-b8b3-fdde7e0ce41c)

#### 15. Click "Ask a question"

Click on the "Ask a question" field

![Click 'Ask a question'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2F6WjX9YdmpGbcaBy5QgrncN_doc.png?alt=media\&token=310fb718-289e-4880-b9cb-66f8f82532b9)

#### 16. Click "Ask text"

Select the option to "Ask text"

![Click 'Ask text'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2F9XDrtekiKn57Qw5j52ZdBJ_doc.png?alt=media\&token=c6d31f53-17ac-498b-9ddc-d43e31b16e68)

#### 17. Enter the questions here

Select this field

![Enter the questions here](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2Fbp2jzpePtk9bN4BESNuN6Y_doc.png?alt=media\&token=dfbbddf2-d895-4cb1-9fbf-f797e72f9e92)

#### 18. Store this answer in the Custom Field

Navigate to "Noneage - textrole - textcompany\_size - textbusiness\_name - textcampaign\_type - textlead\_type - textlocation - textcustomer\_name - textemail\_1 - textnotes\_1 - textwebsite\_1 -..."

![Store this answer in the Custom Field](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FrMdNJLiD4hXkj24eeo18UJ_doc.png?alt=media\&token=8b1da40b-708b-46ff-9b96-c0f8ecf40ac5)

#### 19. You can import the templates from here

Choose the "Open Templates" option

![You can import the templates from here](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FdPy25TycLj3Hyd2MtHRycb_doc.png?alt=media\&token=c7365617-125a-4d85-a3c9-05293ccedd8e)

#### 20. Click "Save"

Click on the "Save" field

![Click 'Save'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2FfQ6ZFrY2Dzp38N8XS9Y5ey%2FbveLSbhDPwo7QfUiHMxGqV_doc.png?alt=media\&token=2300ebba-0566-4e0c-9560-700af8cde58a)


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.whatstool.business/bots/efficiently-using-the-automation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.