The Complete Whatbot Operating Playbook
Use this step-by-step guide to run the latest Whatbot: agent profiles, persistent memory, startup pipelines, Fincept finance, marketing skills, QUEST Studio documents, browser automation, MCP/A2A tools, office artifacts, and chat iteration workflows.
Setup & Persistent Context
Start every serious run by choosing the right profile, saving durable context, and confirming the workspace, model, skills, and MCP setup.
Remember this as durable venture context: Company: [Company name] One-line description: [What you build and for whom] Stage: [Idea / MVP / Revenue / Growth / Fundraising] Target market: [ICP + geography] Business model: [SaaS / marketplace / services / licensing / hybrid] Competitors: [3-5 competitors] Current metrics: [MRR, users, pilots, retention, CAC, runway] Funding goal: [Round size, timing, use of funds] Preferred output language: English. Use this context in every future analysis unless I update it.
Choose the Right Agent Profile
v1.7 combines Agent Zero core profiles with Whatbot domain profiles. Use the profile selector for the lead agent, then delegate specialist work when needed.
I want to run a complete venture-building workflow. Use Venture Builder as the lead profile. When needed, delegate: - market and source research to Researcher - financial modeling to Financial Analyst - GTM and messaging to Marketing Strategist - technical feasibility to Developer - security and risk checks to Hacker - document generation to QUEST Studio Keep a single shared context and tell me when an agent/profile switch would improve output quality.
Run the Venture Builder Pipeline
The core `venture_pipeline` has a 7-stage venture-build method with language support. It creates research-backed analysis, image prompts, and HTML outputs with download links.
Run the full Venture Builder pipeline in English. Venture name: [Company] Description: [3-5 sentence product, target customer, problem, solution] Industry: [Industry / vertical] Target market: [ICP + geography] Competitors: [Competitor 1, Competitor 2, Competitor 3] Team background: [Founder/team strengths] Generate: 1. Market and competitor discovery 2. Product gap analysis 3. Value proposition and positioning 4. SWOT, risk matrix, and viability score 5. Investor and customer Q&A 6. HTML venture brief 7. HTML market landscape Preserve every download link exactly in your final response.
Use Multi-Agent Venture Consulting
Route questions to one specialist, smart-select 1-3 analysts, or run all five in turbo mode for a board-level review.
Run a Venture Consultant review in turbo mode.
Context:
[Summarize company, product, traction, business model, market, funding goal]
Ask all five specialists to analyze:
1. Market size, growth, and timing
2. Business model and pricing
3. Competitive positioning and moat
4. Financial projections, unit economics, runway
5. Pitch narrative, investor objections, and funding readiness
End with a prioritized 30 / 60 / 90 day action plan.
Act as a skeptical Series A investor. Challenge the latest venture analysis: - What would make you pass immediately? - Which assumptions need evidence this month? - Which metrics are missing or weak? - What is the clearest path to a fundable milestone? Be direct, specific, and quantify the risk where possible.
Build Finance, Valuation & Quant Analysis
The Financial Analyst profile uses Fincept Terminal with 80+ modules across equity valuation, portfolios, derivatives, statements, economics, corporate finance, quant, and backtesting.
Use the Financial Analyst profile or delegate to it. Build a 36-month financial model for [Company]. Inputs: - Current MRR / revenue: [$] - Customers / users: [#] - Pricing: [$ / plan / ACV] - Gross margin: [%] - CAC: [$] - Monthly burn: [$] - Cash on hand: [$] - Planned raise: [$] Produce bear/base/bull scenarios, CAC/LTV, payback, runway, break-even, funding need, valuation range, dilution, and charts suitable for a pitch deck.
Activate the Marketing Engine
The Marketing Strategist profile includes 25 specialized skills for growth work. Load the specific skill when you want the full framework.
Act as Marketing Strategist and build a full GTM engine. Product: [Product] ICP: [Buyer, user, segment] Stage: [Prelaunch / launched / scaling] Budget: [$] Timeline: [Weeks/months] Primary conversion goal: [Demo / trial / purchase / waitlist] Cover: 1. Positioning and messaging 2. Landing page CRO and copy 3. Channel prioritization 4. SEO and content plan 5. Paid/social plan 6. 7-email lifecycle sequence 7. Analytics and A/B test plan 8. First 90-day execution calendar
Create Business Documents with QUEST Studio
QUEST Studio is the new document engine: 35+ document types, PPTX/PDF export, 18 styles, theme wizard, style extraction, slide editing, and quality tiers from draft to hideft_max.
Use QUEST Studio `generate_doc`. Document type: pitch_deck Quality: hideft Audience: Seed / Series A investors Topic: [Company summary, product, traction, market, business model, raise amount, use of funds] Style direction: [Brand colors, mood, references, visual constraints] Create a 12-slide investor deck with problem, why now, solution, product, market, traction, business model, GTM, competition, team, financials, and ask. Save the editable file and preserve the PPTX download link.
List QUEST Studio document types and recommend the best format for my goal: Goal: [Fundraising / sales / investor update / board meeting / social launch / research memo] Audience: [VCs / board / enterprise buyer / customers / internal team] Output needed: [PPTX / PDF / social asset] Explain which doc_type to use, what quality tier to choose, and what input I should provide.
Use Tools, MCP & Automation
v1.7 has a plugin platform, external MCP client setup, A0 connector, browser tools, office artifacts, communication integrations, and code execution.
Help me configure an external MCP server. Goal: [browser automation / Gmail / database / n8n workflow / IDE workflow] Server type: [local command / remote HTTP] Environment: [Docker / local Windows / VPS] Give me the JSON config, required environment variables, where to paste it in Settings → MCP/A2A → External MCP Servers, and how to verify the available tools after clicking Apply.
Deliver, Branch & Iterate
Use the latest workspace features to turn the first run into a reusable venture package, then branch conversations for alternate strategies without losing the main thread.
Compile everything from this chat into a final venture operating package. Include: 1. Executive summary 2. Venture brief 3. Market and competitive analysis 4. Financial model summary 5. GTM strategy 6. Investor deck checklist 7. Open risks and assumptions 8. 30 / 60 / 90 day execution plan 9. File/download link inventory Then suggest three useful chat branches: - conservative financial case - aggressive growth case - skeptical investor diligence case