Efficiently using the Automation
This guide will walk you through the steps to using Whatstool.
Go to app.whatstool.business
1. Click "Chatbot flows"
Click on "Chatbot flows"
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252FhTvFf9VFpCkMD6z5Ne8ugk_doc.png%3Falt%3Dmedia%26token%3Dc3193d5f-1b33-4bf4-8d38-5822eeec03fd&width=768&dpr=4&quality=100&sign=b9c4ec08&sv=1)
2. Click "Create Chatbot"
Navigate to "Create Chatbot"
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252FtLowUREQdZE9UjZXFADJ8D_doc.png%3Falt%3Dmedia%26token%3Dbb805593-96e8-4bfa-baac-25bc7ee0b6f8&width=768&dpr=4&quality=100&sign=28482de3&sv=1)
3. Enter the bot name
Select the "Enter title" option
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252F7NseN8psXW42ycfuRGwbBU_doc.png%3Falt%3Dmedia%26token%3D1c11bbd1-0ceb-46d3-87b5-1c23d51dabed&width=768&dpr=4&quality=100&sign=5736f1a7&sv=1)
4. Click "Create"
Choose the "Create" option
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252F37x8Vtrks5REUPQiU5Cj9C_doc.png%3Falt%3Dmedia%26token%3D2a850deb-1eb0-44f9-8ef9-6faa59222a02&width=768&dpr=4&quality=100&sign=e6186070&sv=1)
5. You can Drag and Drop the messages from here
Navigate to the "Interactive Message" section
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252FxbAbP3v5ShNS3QJ7KJgtGU_doc.png%3Falt%3Dmedia%26token%3Ddd4af5ca-2d21-49bc-9903-4328116306de&width=768&dpr=4&quality=100&sign=2ded52e6&sv=1)
6. This is Editor to edit the message
Click on "Body"
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252FaYxYYYajny77VBejUubci5_doc.png%3Falt%3Dmedia%26token%3D1080ac24-633d-4bec-a4c2-673b3ce62ec1&width=768&dpr=4&quality=100&sign=e8b162bf&sv=1)
7. You can add the buttons here
Select the option to "Add Another Button"
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252FxrF33vj2DeX9UFNEcUqQM9_doc.png%3Falt%3Dmedia%26token%3Dbd5f2cad-9c49-4b35-b8ec-cc56fcc73564&width=768&dpr=4&quality=100&sign=64fc100b&sv=1)
8. Enter the Button text
Navigate to the "Button Title" section
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252FrKvw8xSYJbLH6jYjNjHw4z_doc.png%3Falt%3Dmedia%26token%3Dc481da9d-d97f-47c2-a8ed-a0e604d7c13f&width=768&dpr=4&quality=100&sign=13d220b&sv=1)
9. You can connect from one node to another node
Click here
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252F9WbxbHBYY2Cw6RgRPDvFU7_doc.png%3Falt%3Dmedia%26token%3D210080f7-f788-40fa-97c7-bf22c2363c68&width=768&dpr=4&quality=100&sign=375e5ef4&sv=1)
10. You can duplicate here
Choose the "Duplicate" option
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252F1qZkKdADqJ6LnW5rhes8Ne_doc.png%3Falt%3Dmedia%26token%3D5e53d607-f52d-4767-8347-aac008cabd17&width=768&dpr=4&quality=100&sign=4c2c20e9&sv=1)
11. Click "Action"
Select the option to "Action"
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252F4hQdNa6LxDfNDXQf2xPvnZ_doc.png%3Falt%3Dmedia%26token%3Ddb18482c-9c8c-4ba3-ab3e-a5d6a1f1b43b&width=768&dpr=4&quality=100&sign=53c8ea90&sv=1)
12. Drag and Drop to Update the input to CRM from User
Navigate to the "Update contact fields" section
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252F8WtUDStmfFKmRtnDU8jrVH_doc.png%3Falt%3Dmedia%26token%3D526ce7c5-f20d-47a7-9303-f8ac7ed83034&width=768&dpr=4&quality=100&sign=cc6f253a&sv=1)
13. Click "Assign Team Member"
Navigate to "Assign Team Member"
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252FvkxXzEdGREmmB5Gg1YSYFz_doc.png%3Falt%3Dmedia%26token%3D704448a5-d32f-4272-bfa0-507da644a8d7&width=768&dpr=4&quality=100&sign=9a852e95&sv=1)
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
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252F6WjX9YdmpGbcaBy5QgrncN_doc.png%3Falt%3Dmedia%26token%3D310fb718-289e-4880-b9cb-66f8f82532b9&width=768&dpr=4&quality=100&sign=78969370&sv=1)
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
![](https://docs.whatstool.business/~gitbook/image?url=https%3A%2F%2Fstatic.guidde.com%2Fv0%2Fqg%252FghCodWMyQMWa7oM3Kox1Jg4byV62%252FfQ6ZFrY2Dzp38N8XS9Y5ey%252FbveLSbhDPwo7QfUiHMxGqV_doc.png%3Falt%3Dmedia%26token%3D2300ebba-0566-4e0c-9560-700af8cde58a&width=768&dpr=4&quality=100&sign=639feb48&sv=1)
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