# Setting up the chat robot

#### Step 1. Open the deals or leads section in your CRM and click the Automation Rules

<figure><img src="/files/6nSGRqhux9UgBLyYQHgb" alt=""><figcaption></figcaption></figure>

#### Step 2. Select the desired stage of the funnel where you want to customize the bot. Then click on the + symbol to add the desired trigger

<figure><img src="/files/PfAaKd3II3ojESGvaqz6" alt=""><figcaption><p><br></p></figcaption></figure>

<figure><img src="/files/42YusqUBiR9dtomAecZF" alt=""><figcaption><p>This is an example of what our chat robot looks like in bitrix, you will have a different name. Choose the necessary connection from the list</p></figcaption></figure>

#### Step 3. Set the necessary conditions when you want the bot to work, either immediately or after the required time.

<figure><img src="/files/RQzAZMEhljW6tNZ3QENq" alt=""><figcaption></figcaption></figure>

#### *In the text field, type the message you want to send and click Save. In this robot you can send an attachment with a picture or a file you need. Copy the direct link to your file and paste it into the Link to file field, save your settings.*


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