> For the complete documentation index, see [llms.txt](https://docs.whatstool.business/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.whatstool.business/bots/efficiently-using-the-automation.md).

# 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)