Wilmot Academy
Everything you need to become a Wilmot power user. Guides, videos, templates and expert tips for every skill and workflow.
5 Learning Modules
From getting started through to advanced automation. A complete learning path for every level of user.
6 Video Tutorials
Step-by-step video guides covering every key feature and workflow, from first login to advanced automation.
3 Resource Downloads
Practical templates, prompt guides and checklists you can use immediately in your business.
Learning Modules
Work through the modules in order for the best learning experience, or jump to the topics most relevant to where you are right now.
Setting Up Your Bot
Once you sign up, our onboarding team will connect Wilmot to your chosen channel. For WhatsApp, this involves setting up a WhatsApp Business API account and linking it to Wilmot. For Slack, we install Wilmot as a bot in your workspace. For iMessage, we configure a dedicated business number. Most setups are complete within 24 hours.
Choosing Your Channel
WhatsApp is the most popular choice and is recommended for most businesses, particularly those where mobile usage is high or where you want your team to interact with Wilmot on the go. Slack is ideal if your team already uses Slack heavily and you want Wilmot integrated into existing workflows. iMessage suits Apple-centric sole traders and small teams who prefer a native mobile experience.
Your First Conversation
When you first message Wilmot, introduce yourself and your business. Tell Wilmot your name, your company name, what your business does, who your customers are, and what you are hoping Wilmot will help with. This initial briefing sets the foundation for everything that follows. Wilmot will ask clarifying questions and confirm its understanding.
How the Brain Works
Wilmot's memory system works in two layers. The first is your business context: the facts, preferences and procedures you have explicitly told Wilmot about your business. The second is conversational context: the memory of recent exchanges within the current session. When you train Wilmot with new information, it stores it in the first layer and applies it consistently in all future interactions.
How to Add Skills
Skills are activated simply by using them. If you ask Wilmot to help with an HR task, it applies the HR skill. If you ask it to draft a contract, it applies the legal skill. You do not need to switch modes or select skills manually. Wilmot determines which skills are relevant based on what you are asking and combines multiple skills when needed.
How to Correct Mistakes
When Wilmot produces something you are not happy with, be specific about what was wrong. Do not just say "try again". Instead, tell Wilmot exactly what it got wrong and how you would prefer it to be different. For example: "This email is too formal. We always use first names and a friendly, direct tone. Can you revise it?" This kind of feedback is significantly more effective than a simple correction.
Writing Skill Instructions
A custom skill is a set of instructions that tells Wilmot how to handle a specific type of task. Good skill instructions are clear, specific and include examples. For a custom skill that handles a specific type of customer enquiry, your instructions might specify: the tone to use, the key information to include, what to do if the enquiry escalates and any standard phrases or disclaimers to include.
Giving Examples
The most effective way to define a custom skill is to show Wilmot examples. Provide three to five examples of how you would ideally handle the task in question. Show good examples and, where relevant, contrast them with poor examples. The more concrete the examples, the more accurately Wilmot will apply the skill.
Testing Custom Skills
Before relying on a custom skill for real work, test it thoroughly with a range of scenarios, including edge cases and tricky situations. If Wilmot handles them well, the skill is ready. If it struggles with particular scenarios, add those scenarios to your skill instructions with guidance on how to handle them.
What to Tell Your Bot
The most valuable things to tell Wilmot are: your products and services in detail, including pricing; your standard processes for common tasks; your brand voice with examples; your key contacts and relationships; your competitors and how you differ from them; your common customer objections and how you address them; and any policies that affect how you communicate with customers.
How Often to Train
Treat training as an ongoing habit rather than a one-time task. Any time Wilmot produces something that is not quite right, correct it. Any time something changes in your business, update Wilmot. A weekly five-minute review is a good discipline: think about what Wilmot has helped with this week, what it got right and what could be better, then address any gaps.
Common Mistakes to Avoid
The most common mistake is treating Wilmot like a search engine: asking brief, decontextualised questions and expecting perfect answers. Wilmot responds much better to conversational, context-rich requests. The second most common mistake is not correcting errors. Every uncorrected mistake is a missed training opportunity. The third is trying to use Wilmot for tasks that require human judgement without reviewing its output first.
Setting Up Agents
Wilmot's agent capability allows you to set up automated workflows that trigger without your direct input. For example, you can configure an agent that automatically responds to new customer enquiries within minutes, or an agent that sends payment reminders seven days before an invoice is due, or an agent that posts to your social media on a pre-set schedule. Agents are configured through a simple conversation with Wilmot.
Automation Workflows
More complex automation workflows can chain multiple actions together. For example: when a new job application arrives, screen the CV, score the candidate, send an acknowledgement, and if they score above a threshold, send a WhatsApp message inviting them to an initial screening call. All of these steps happen automatically, without your involvement. Workflows are defined through natural language instruction.
Connecting to Your Business Stack
Wilmot integrates with a wide range of business software. Common integrations include Google Workspace, Microsoft 365, accounting platforms, CRM systems and e-commerce tools. Integrations allow Wilmot to pull information from your existing systems (such as checking a customer's order status from your CRM) and to push information back (such as logging a completed task or updating a contact record). Contact our technical team to discuss integration options for your specific stack.
Video Tutorials
Watch our step-by-step tutorials to see Wilmot in action and learn at your own pace.
Video tutorials are available to all active Wilmot subscribers. Sign up to get access.
Download Resources
Practical templates and guides to help you get the most out of Wilmot from your very first week.
Starter Prompt Guide
A comprehensive guide to the most effective ways to phrase requests to Wilmot, with 50+ example prompts across every skill.
Download (Subscribers Only)Skill Template Library
Ready-to-use instruction templates for 30+ common custom skills, including customer service, HR onboarding, sales follow-up and social media.
Download (Subscribers Only)Onboarding Checklist
A step-by-step checklist for your first week with Wilmot, covering everything from initial setup to completing your first full workflow automation.
Download (Subscribers Only)Power User Tips
From our most experienced subscribers, the habits that separate average users from power users.
Be specific, not vague
Wilmot works best with detailed, contextual instructions. Instead of "write me an email about the project", try "write a friendly but professional email to our client Sarah at Bloom Co updating her that the project is on track, two weeks ahead of schedule, and asking whether she would like to schedule a progress call next week."
Give context before asking
Always give Wilmot the context it needs before asking it to act. If you are asking Wilmot to draft a response to a complaint, give it the original complaint and any relevant background before asking for the response. The more context it has, the better the output.
Review high-stakes outputs
For important communications, contracts, financial reports and any other high-stakes outputs, always review before sending or using. Wilmot is accurate but not infallible. Your review adds the final layer of quality control.
Use Wilmot to train Wilmot
One of the most effective training techniques is to ask Wilmot what additional information it needs to do a particular task better. It will tell you what context it is missing. Then provide that context. This is a fast way to identify and fill training gaps.
Create a business glossary
Early in your relationship with Wilmot, create a glossary of your business-specific terms, acronyms and jargon. Tell Wilmot what each term means and how you use it. This prevents misunderstanding and dramatically improves the relevance of Wilmot's responses.
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