# Setting up the chat robot

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

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FChlBn0UC68jm5ulZLHvR%2Fimage.png?alt=media&#x26;token=e448b27d-9d65-43c1-b285-97958f964c65" 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="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2Fep1aLSXNgg8iPPrFOaLP%2Fimage.png?alt=media&#x26;token=9ed59082-25d2-460c-8c0d-f5f74439d646" alt=""><figcaption><p><br></p></figcaption></figure>

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2Fd9O49EMegDMyj4nFMZvt%2Fimage.png?alt=media&#x26;token=4995e097-2d2b-4521-9be6-abf2f77972ab" 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="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2F4H4pVuLp9TjcgM1WkKDK%2Fimage.png?alt=media&#x26;token=84d416bb-2702-46e8-95b2-30e319869d07" 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.*