Efficiently using the Automation

WhatsTool Business

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

Go to app.whatstool.business

1. Click "Chatbot flows"

Click on "Chatbot flows"

2. Click "Create Chatbot"

Navigate to "Create Chatbot"

3. Enter the bot name

Select the "Enter title" option

4. Click "Create"

Choose the "Create" option

5. You can Drag and Drop the messages from here

Navigate to the "Interactive Message" section

6. This is Editor to edit the message

Click on "Body"

7. You can add the buttons here

Select the option to "Add Another Button"

8. Enter the Button text

Navigate to the "Button Title" section

9. You can connect from one node to another node

Click here

10. You can duplicate here

Choose the "Duplicate" option

11. Click "Action"

Select the option to "Action"

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

Navigate to the "Update contact fields" section

13. Click "Assign Team Member"

Navigate to "Assign Team Member"

14. Assign the team member here

Select the "Select method Manual Assignment rule" option

15. Click "Ask a question"

Click on the "Ask a question" field

16. Click "Ask text"

Select the option to "Ask text"

17. Enter the questions here

Select this field

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 -..."

19. You can import the templates from here

Choose the "Open Templates" option

20. Click "Save"

Click on the "Save" field