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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.

Once your sequence is live, every lead that engages appears in Conversations.

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Follow conversations in Orsay

In the Conversations page you see every active thread, classified into four buckets the AI updates as the conversation progresses:
  • Positive — booked or about to book
  • Engaged — talking but not yet qualified
  • Negative — not interested
  • Undetermined — no signal yet
You can filter by classification, sort by newest/oldest, search, and click any thread to see the full message history. Re-classify manually if the AI gets it wrong — your correction also helps the AI improve via Conversation Improvements.

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Take over a conversation — two ways

When you want to step in personally:

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From Orsay

Open the thread in Conversations and reply directly. You can:
  • Type a text reply.
  • Send a voice note (record in the input bar).
  • Use Text-to-Audio to convert text into your cloned voice. → Voice cloning
When you reply, the AI agent disables itself for that thread automatically. Re-enable it with the toggle when you’re done.

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From your phone (Personal WhatsApp only)

This is unique to Personal WhatsApp: because Orsay is connected to your real WhatsApp via QR code, the conversation is also on your phone. Open WhatsApp on your phone, find the chat, and reply normally. When you send a message from your phone, the AI agent in Orsay also disables itself for that thread — Orsay sees your reply and steps back, so you and the agent never talk over each other.
Use phone takeover for high-value calls or when you’re already chatting with the lead in person. Use Orsay takeover when you’re at your desk and want to send a voice note in your cloned voice.

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Export everything [#export]

Need the data outside Orsay? Click Export on the Conversations page to download a CSV with every message, lead profile, and qualification status. → Export conversations

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You’re live

That’s the full Personal WhatsApp loop: connect → agent → sequence → conversations. From here: