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"

Click 'Chatbot flows'

2. Click "Create Chatbot"

Navigate to "Create Chatbot"

Click 'Create Chatbot'

3. Enter the bot name

Select the "Enter title" option

Enter the bot name

4. Click "Create"

Choose the "Create" option

Click 'Create'

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

6. This is Editor to edit the message

Click on "Body"

This is Editor to edit the message

7. You can add the buttons here

Select the option to "Add Another Button"

You can add the buttons here

8. Enter the Button text

Navigate to the "Button Title" section

Enter the Button text

9. You can connect from one node to another node

Click here

You can connect from one node to another node

10. You can duplicate here

Choose the "Duplicate" option

You can duplicate here

11. Click "Action"

Select the option to "Action"

Click 'Action'

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

13. Click "Assign Team Member"

Navigate to "Assign Team Member"

Click 'Assign Team Member'

14. Assign the team member here

Select the "Select method Manual Assignment rule" option

Assign the team member here

15. Click "Ask a question"

Click on the "Ask a question" field

Click 'Ask a question'

16. Click "Ask text"

Select the option to "Ask text"

Click 'Ask text'

17. Enter the questions here

Select this field

Enter the questions here

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

19. You can import the templates from here

Choose the "Open Templates" option

You can import the templates from here

20. Click "Save"

Click on the "Save" field

Click 'Save'