A sequence on the WhatsApp Business API always starts with an approved template message (Meta’s rule). After the lead replies, the agent runs the rest of the conversation.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 WhatsApp Business sequence
Create a new sequence
Go to Sequences → Create sequence.
Choose a trigger
| Trigger | When it fires |
|---|---|
| Message received | Each time a new lead messages your number |
| Contact created | For any new lead not already in another sequence |
| Contact subscribed to sequence | For leads added to this sequence (CSV upload or Zapier) |
Add the first action step
Click + and Add action step.
Attach the agent
Pick the agent. Set the answer delay and add follow-ups if needed, then click Confirm.
The 24-hour rule
WhatsApp Business has a 24-hour messaging window: after a lead replies, the agent can write freely for 24 hours. After that, you must send another approved template to re-open the conversation. Use follow-ups in the sequence to schedule template-based re-engagements at the right cadence.Bulk leads via CSV or Zapier
Got an existing lead list? Two ways to push them into a sequence:- CSV upload — Integrations → Bulk Leads → Upload Files. The sequence must use the Contact subscribed to sequence trigger.
- Zapier — connect your lead source (Facebook Ads, ClickFunnels, etc.) and route every new lead automatically. → covered in the next step.