WhatsTool Business
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  • Get started with WhatsTool Business
  • 📌WHATSTOOL BUSINESS
    • Create an account in WhatsTool Business.
    • How to connect your number to WhatsApp API ?
    • WhatsTool Business Demo - Complete Walkthrough
    • Quick Short Videos
  • 📖Meta Guide
    • Q&A Best Practices
      • 1. How to verify facebook business account ?
      • 2. How to see quality score ?
      • 3. How to apply for green tick ?
      • 4. How often phone number status changes ?
      • 5. What are the types of error code for failed message ?
      • 6. How to request review to enable the business manager account ?
      • 7. Template guidelines
      • 8. How to Edit display name and delete the Whatsapp API Number ?
      • 8. How to disable 2FA in the Meta
    • Frequently asked questions
    • Q&A Best Practices
  • 🈁CHATS
    • WhatsTool Business Chats Guide
    • Shared Inbox
    • Reply Box
    • Q&A Best Practices
      • 1. How to initiate a new chat ?
      • 2. How to send a template ?
      • 3. How to send a catalog product ?
      • 4. How to send a quick reply ?
      • 5. How to request payment ?
      • 6. How to add private note ?
      • 7. How to assign label, team member & status in chat ?
      • 8. How to send multiple media in chat ?
      • 9. How to assign labels, custom field & status in bulk ?
      • 10. How to use click to chat ?
    • Efficiently using Chats
  • 📕CONTACTS & CRM
    • WhatsTool Business Contacts guide
    • Features
      • Labels
      • Custom Field
      • Status
      • Quick Reply
    • Q&A Best Practices
      • 1. How to import CSV to add Contacts ?
      • 2. How to add contacts manually ?
      • 3. How to start campaign by selecting contacts ?
      • 4. How to edit the contacts ?
    • Efficiently using Contacts & CRM
    • Frequently asked questions
  • 📣CAMPAIGN
    • WhatsTool Business Campaign guide
    • Broadcasting the message
    • Campaign Analytics
    • Q&A Best Practices
      • 1. How to create a campaign ?
      • 2. How to schedule a campaign ?
      • 3. How to send session message in bulk ?
      • 4. How to retarget the customer using analytics ?
    • Efficiently using the Campaign
    • Frequently asked questions
  • 🤖BOTS
    • WhatsTool Business Bot guide
    • Ask Questions
      • Ask Email
      • Ask Text
      • Ask Date
      • Ask Number
      • Ask Address
      • Ask URL
      • Ask Location
      • Ask Phone
    • Bot Actions
      • Assign Conversation
      • Update Contact Fields
      • Unassign Conversations
      • Update Conversation Fields
    • Set up Default Bot
    • Q&A Best Practices
      • 1. How to create my customise bot message ?
      • 2. How to get the feedback using the bot and retrieve the data in Google sheet ?
    • Efficiently using the Automation
    • Frequently asked questions
  • 🛒COMMERCE
    • WhatsTool Business Commerce guide
    • Connect the Catalog with Meta
    • Q&A Best Practices
      • 1. How to connect my catalogs in WhatsApp API ?
      • 2. How to create a catalogue ?
      • 3. How to add product items to catalogue ?
    • Frequently Asked Questions
    • Efficiently using the Ecommerce
  • 📄TEMPLATES
    • WhatsTool Business Templates guide
    • Q&A Best Practices
      • 1. How to create a template ?
    • Efficiently using Templates
    • Frequently asked questions
  • 🛠️SETTINGS
    • WhatsApp API Number
      • 1. How to update the whatsapp profile ?
    • Manage Team
      • 2. How to add team member in WhatsTool Business ?
      • 3. How to assign team member in assignment rule ?
    • Media Gallery
  • 💰Pricing
    • WhatsApp Conversation Credit (WCC)
    • WhatsTool Platform Pricing
    • Team Member - Add-Ons
  • 🖇️App Integration
    • Google Sheet
    • Zoho CRM
    • Pabbly Integration
    • Razorpay
    • Page
    • Shopify
    • Facebook Ads
  • 👨‍💻API DOCS
  • Miscellaneous
    • WhatsApp Business API - Unsupported Messages
    • Commonly asked questions in support
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  1. BOTS

Efficiently using the Automation

Previous2. How to get the feedback using the bot and retrieve the data in Google sheet ?NextFrequently asked questions

Last updated 10 months ago

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

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

Go to

Click 'Chatbot flows'
Click 'Create Chatbot'
Enter the bot name
Click 'Create'
You can Drag and Drop the messages from here
This is Editor to edit the message
You can add the buttons here
Enter the Button text
You can connect from one node to another node
You can duplicate here
Click 'Action'
Drag and Drop to Update the input to CRM from User
Click 'Assign Team Member'
Assign the team member here
Click 'Ask a question'
Click 'Ask text'
Enter the questions here
Store this answer in the Custom Field
You can import the templates from here
Click 'Save'
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WhatsTool Business