💬 WhatsApp

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🚀 What Our AI Does

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🔹 Core Capabilities on WhatsApp

• Direct Messaging Automation: Send personalized WhatsApp messages to reach out to new contacts.
• AI Qualification: Our AI will converse with every contact to make sure they are qualified, and if so, the AI will make them book a call.
• Upload a CSV of contacts and contact them all.

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🔹 Lead Management & CRM Sync

• Automatic Qualification: Screen leads, ask the right questions, and book qualified calls.
• CRM Integrations: Native connection with Zapier and other CRMs.
• CSV Import: Upload thousands of leads and engage them at scale.
• Multi-Step Follow-ups: Run customized follow-up sequences to re-engage prospects.

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🔹 Scheduling & Booking

• Calendar Integrations: Works with Calendly, iClosed, GoHighLevel, ClickFunnels, and others.
• Timezone-Aware Scheduling: Automatically adjusts outreach and bookings to each prospect’s timezone.

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🔹 Analytics & Control

• Advanced Analytics: Track conversions, engagement, and ROI in real time.
• Multilingual AI: Communicates in English, French, Spanish, and more.

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🤳 Set up your account

Step 1: Set up your WhatsApp account

📲 Create the WhatsApp Account

• Go to Integration → WhatsApp

• Create a new profile (add a name + profile picture)

• Connect a new WhatsApp number

• You will be redirected to a Facebook page; approve the first pages, then select your business manager

• Then, create a new WhatsApp Business Account

• Create a name — to be approved, you need a name in this format: ‘Name - Your Company’

• You will need to add a phone number (that is not connected to any WhatsApp yet). We recommend using On Off Business to get a phone number easily.
• You will need to validate the phone number with a 2FA code.
• You can then validate the phone number.

📲 Connect with your phone number

You can use this method only if your phone number was linked with WhatsApp Business.

• Go to Integration → WhatsApp

• Create a new profile (add a name + profile picture)

• Click on “Connect WhatsApp number”

• You will be redirected to a Facebook page; approve the initial pages, then select your Business Manager

• Select “Connect with existing WhatsApp Business App”

• Enter your phone number

• Scan the QR code
• Validate the number with a 2FA code
• You can then confirm the number

✅ Validate the phone number

• Go to https://business.facebook.com/billing_hub → Select the right business you have just added a phone number to → go to WhatsApp and add a payment method to it.

• You will have a ‘TEST’ button to validate your phone number. Click on test, then input your personal WhatsApp and click SEND. If you receive a message, you’re all set.

Create your template message

• You can now create template messages that you will use in the Step 3: Create a Sequence section.

Step 2: Create an Agent

• Tutorial Here: 📤 Agents

Step 3: Create a Sequence

• Create a new sequence

• Choose WhatsApp

Different sequence explanation

• Message received → The sequence will start each time a new lead sends a message to your number.
• Contact created → Contacts any new lead that has not been attributed to any other sequence.
• Contact subscribed to sequence → Starts a sequence for the leads that have been assigned to this sequence.

• Create a new step

• Select your WhatsApp account

• Select the template message you want

• Select the Agent, Response Delay, and add follow-ups if needed, then click ‘Confirm’.

• Then toggle on the sequence and publish it.

Step 4: Connect Zapier

• Tutorial Here: 🧢 Connect Zapier to Orsay

Step 5: Send Bulk Campaign

The integration steps work in the same way for each platform. To upload a file to the dashboard:

• Click on “Bulk Leads”, “Upload Files”.

Upload files:

• Import CSV file
• Fill in the country (“France” if French)
• First name/phone number: fill in the column title with the information
• Select the right sequence
• Click on “Upload File”

To upload a CSV, you need to have a sequence with trigger type CONTACT_SUBSCRIBED_TO_SEQUENCEUpdate auto-run schedule:

• Select upload sequence
• Number of leads to be entered in sequence
• Click on “Update Schedule”