# Efficiently using Chats

{% embed url="<https://app.guidde.com/share/playbooks/7Hz86Z3DD7PxP8KiCzPdhz>" %}
Chats
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Enhance your employee training with this comprehensive guide on utilizing Whatstool. From sending messages to setting up quick replies, this guide will walk you through each step effortlessly.

#### Go to [app.whatstool.business](https://app.whatstool.business)

#### 1. Click "Chats"

Navigate to the "Chats" section.

![Click 'Chats'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FireusSYystpPqnLzWiYLzL_doc.png?alt=media\&token=b82ae021-3b10-49c5-8d34-cb827a3a3630)

#### 2. Click "New Chat"

Start a new chat by selecting "New Chat."

![Click 'New Chat'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FsjRtq1TqXVR1V51bowp5tb_doc.png?alt=media\&token=fd10702d-d5b8-45e9-ba65-2754642a3598)

#### 3. Enter the Customer number

Enter the WhatsApp number in the designated field.

![Enter the Customer number](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FstavyVThvXaQf8pmTuakL1_doc.png?alt=media\&token=5b3a3be8-2c71-4c7c-aa88-1fb0835a6383)

#### 4. Click "Select template"

Choose a template by clicking "Select template."

![Click 'Select template'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FbE24psDSDamLHDPmx22M29_doc.png?alt=media\&token=a135aa66-3be3-48d6-8082-03ed3313f796)

#### 5. Click "Choose"

Select your choice by clicking on "Choose."

![Click 'Choose'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FsD7Xy325rknLFySYsAmfTi_doc.png?alt=media\&token=9e111891-b147-4edb-be1e-e3f198f9c863)

#### 6. Enter the Default variable {{1}}

Proceed by clicking on "Enter default variable {{1}}."

![Enter the Default variable {{1}}](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2F7n3YR63LmN5sLt3SbrCCeF_doc.png?alt=media\&token=19a1d899-af7a-4c42-8d96-bf712012d903)

#### 7. Click "Select Template"

Select a template by clicking on "Select Template."

![Click 'Select Template'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2Fk9zbeyDNtanPNfSd4neD98_doc.png?alt=media\&token=530b8998-393a-4c8e-921d-1e8ee9facf55)

#### 8. Click "Send"

Send the message by clicking on "Send."

![Click 'Send'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2Fc1hvMv9isQZedAAyKDFQvt_doc.png?alt=media\&token=13fbf0d1-c44b-45bb-b624-cdd52f3874ff)

#### 9. Click on mic to record the voice note

Click here

![Click on mic to record the voice note](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FqZYavqLmLpmthawbd7D2Ev_doc.png?alt=media\&token=9acff19a-9799-4738-baca-b547157f4cd2)

#### 10. Click "Send"

Send the message by clicking on "Send."

![Click 'Send'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FvsgRDau3MMjSX1Bzr4hiQU_doc.png?alt=media\&token=02199f44-5c41-48ca-8063-e5cf1ad623fe)

#### 11. You change the style of the fonts

Click the selected button

![You change the style of the fonts](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FpBGFMQwGP5rBcJK4nLDpNz_doc.png?alt=media\&token=ddc1486b-78ff-4262-af04-e20a2d1fc8d3)

#### 12. Add emojis in the text to make the sentence attractive

Click the selected option

![Add emojis in the text to make the sentence attractive](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2Fb9o3d8casVmwKin4JBMbb1_doc.png?alt=media\&token=49edb6df-f3e7-41e8-8903-a1c7c94830e4)

#### 13. Click here

Select this field

![Click here](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2F8gfQKjDSWidprjPEyopoXb_doc.png?alt=media\&token=55be7829-d738-483d-a7c7-6901953e9f17)

#### 14. You'll get all those pre-defined Answers here

Click here

![You'll get all those pre-defined Answers here](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FaZ265GPcDgGHhwoAWCnVHC_doc.png?alt=media\&token=9e7edca8-0a17-440b-8434-fda724b8ef7a)

#### 15. Click "get\_started\_with\_wtb"

Access "get\_started\_with\_wtb" by clicking on it.

![Click 'get\_started\_with\_wtb'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FhYabUS7WrbjqkSmQXRbDH4_doc.png?alt=media\&token=940651e4-e7b7-459f-94d0-be8ae5b48feb)

#### 16. Choose the media

Click the selected option

![Choose the media](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2Fj5U5wFfSR7J3X4Zy9jBbUm_doc.png?alt=media\&token=b5f0a62a-2319-41d3-bb62-9f20b2c46bf1)

#### 17. Select the media

Choose the "QR Code.jpg" file.

![Select the media](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FesYySa246RVjVjukJEeHuc_doc.png?alt=media\&token=7c2c7732-6868-4e17-990e-717f8fefb099)

#### 18. Choose the template

Navigate to this section

![Choose the template](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2F9b6nBL6G5VRNU2Z9A2pFFj_doc.png?alt=media\&token=cefd1d2c-99ab-4d55-b268-8d3ff42fa242)

#### 19. Click "Choose"

Select an option by clicking on "Choose."

![Click 'Choose'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FgfR5DHgkbmUzN6EWQqu7v3_doc.png?alt=media\&token=b5996849-9be0-45ac-920e-23b12f6191a1)

#### 20. Enter the default variable

Enter "Sir" as the default variable.

![Enter the default variable](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FktJbLPSXfAeLdwWqec9q3y_doc.png?alt=media\&token=68005326-8b1e-4c33-8a35-2e88dbd73a14)

#### 21. Click "Select Template"

Choose a template by clicking on "Select Template."

![Click 'Select Template'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FgH8qygCcFFxib2PexUK8DJ_doc.png?alt=media\&token=3cc77fdf-8ef7-4fdd-953d-334589e10205)

#### 22. Click on send Template

Select this option

![Click on send Template](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2F6VACfSqmFUp2szGf4Ev76L_doc.png?alt=media\&token=5cd627b9-e916-4a7f-b2a5-0de0c0e683c9)

#### 23. You can even request the payment from Dashboard

Navigate here

![You can even request the payment from Dashboard](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FhDwA8VDQnjD9dSkX7Uyi9S_doc.png?alt=media\&token=3b70a2d5-0048-4220-8b31-e24a7d17433f)

#### 24. Enter the amount

Fill in the amount as "1."

![Enter the amount](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FwsYkVcyyZdesKc7A82xfqV_doc.png?alt=media\&token=549043ee-67bb-4aef-aaba-c6f7e5fcff32)

#### 25. Click "Send"

Send the message by clicking on "Send."

![Click 'Send'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FqiXvRX4qFudQ9VKEVSfMQa_doc.png?alt=media\&token=9b7d4e18-ad4f-418f-a1a3-4ceb0c791da3)

#### 26. Click "Private note"

Access the "Private note" section.

![Click 'Private note'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FaM47f56w5Lon4McX73er4H_doc.png?alt=media\&token=4600af0e-bab3-4ea5-80d8-c0524c8a2382)

#### 27. Enter the Text that will be visible to only your team members

Select the option "Only visible to you and the team."

![Enter the Text that will be visible to only your team members](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2FmnFxoYVddQYJFThuLUv2Lu_doc.png?alt=media\&token=bb2979fc-3d78-4f20-9ac0-e1c200d3a713)

#### 28. Click "Send"

Send the message by clicking on "Send."

![Click 'Send'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2F7Hz86Z3DD7PxP8KiCzPdhz%2F4AxFDMjZmfWejLFZey5ooM_doc.png?alt=media\&token=b974f978-3363-4260-a3ce-f0720cd90e37)

This guide covered a range of actions in Whatstool for employee training purposes, from composing and sending messages to setting up quick replies and private notes. Master the functionalities of Whatstool with these detailed instructions.