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Documentation Index

Fetch the complete documentation index at: https://docs.orsay.ai/llms.txt

Use this file to discover all available pages before exploring further.

A Campaign is a one-shot bulk send to existing WhatsApp leads. Unlike a sequence (which runs continuously on a trigger), a campaign goes out once, to the audience you select, with the message you write.
WhatsApp only. Campaigns work on personal WhatsApp and the WhatsApp Business API. They are the right tool when you want to broadcast something now (a launch, an event, a promo) — and especially powerful for sending a voice message as the first contact.

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When to use a Campaign vs a Sequence

Use a Sequence when…Use a Campaign when…
You want continuous, trigger-based automation (every new lead enters the flow)You want a one-time blast to a defined list
Each lead is processed individually, on their own clockEvery lead receives the message at the same time
The first message is a template that runs foreverYou’re announcing something now

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Send an audio-first Campaign on WhatsApp

The headline use case: open a campaign with a voice message so leads hear your real voice before any text.
1

Open Campaigns

In the sidebar, click Campaigns → + New campaign.
2

Filter your audience

On the left panel, narrow down who receives the campaign:
  • Channel — pick Personal WhatsApp or WhatsApp Business
  • Classification — Positive / Negative / Engaged / Undetermined
  • Search by name, phone, or username
The right panel updates live with matching leads. Select all, or pick manually with the checkboxes.
3

Compose the message

In the message editor:
  • Switch the message type to 🎙️ Voice message.
  • Record directly in the editor or upload an audio file (max 25 MB; MP3, M4A, WAV, OGG, AAC, WebM).
  • Optionally add a follow-up text message that goes out right after the voice note.
  • Personalize text with {{first_name}}, {{last_name}}, {{username}}.
The live preview on the right shows the exact message each lead will receive.
4

Send or schedule

Click Send now to broadcast immediately, or Schedule to set a future date/time.

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Text-only campaigns

Voice isn’t mandatory — you can send a text-only Campaign exactly the same way (skip the voice step in the editor). All the same filters, variables, and scheduling apply.

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After the campaign

Every reply lands in Conversations and is handled by the assigned agent (or by you if you take over). Track open rate, response rate, and positive rate in Analytics.

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Bulk lead import (CSV)

If your audience isn’t yet in Orsay, upload a CSV first via Integrations → Bulk Leads → Upload Files. Then run a Campaign on the freshly imported leads. → For ongoing automation on every new lead, use a WhatsApp sequence instead.