A sequence is the automated flow that runs whenever a lead enters the funnel: it sends the first message, hands the conversation to the agent, and runs follow-ups if the lead goes silent.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.
Build a Personal WhatsApp sequence
Create a new sequence
Go to Sequences → Create sequence. Give it a name.
Pick Personal WhatsApp
Select Personal WhatsApp as the channel, then choose your trigger:
- Message received — runs when a lead messages your number first
- Contact subscribed to sequence — runs when a lead is added (CSV upload, Zapier, or manual)
Configure the first action step (the template)
The first step is the template message — the very first thing the lead sees. With Personal WhatsApp, you have a choice:
- Text — write a personalized opener (supports
{{first_name}},{{last_name}}). - 🎙️ Voice message — record directly in the editor or upload a file (max 25 MB; MP3, M4A, WAV, OGG, AAC, WebM). The voice message is sent before the text.
Attach the agent
Pick the agent you created in step 2. Set the answer delay (3–10 minutes feels natural) and decide whether the agent should reply to people you’ve already talked to.
Add follow-ups (optional)
Configure automatic follow-ups — these re-engage leads who replied once and went quiet. Set how long to wait before each follow-up.