# 🆕 What's new Source: https://docs.orsay.ai/en/changelog Every feature shipped in Orsay — newest first. Click through for the full guide. This is the **single source of truth** for everything we've shipped recently. Each entry links to the deep guide so you can go from headline to setup in one click. The same list powers the **What's new** modal in-app. If you closed it too fast, you're in the right place. *** ## WhatsApp round videos (PTV) \[#whatsapp-round-video] *Released May 2026* · `whatsapp` · `video` Send **round videos** (Push To Video) in your WhatsApp sequences — the native circular format that shows up directly in chat as a video note. Open rates skyrocket compared to a regular video link. * Format: square video (1:1), **max \~60 seconds**, MP4 H.264. * Record on the spot from your device or upload a file (public URL, base64, or multipart). * Works on Personal WhatsApp and WhatsApp Business API. * Available options: `delay`, `quoted`, `mentionsEveryOne`, `mentioned`. **Where it shines:** * **Ultra-personal cold outreach** — A video circle with your face in the WhatsApp chat catches the eye instantly. The lead sees a real human before even tapping. * **Quick product demos** — 30 seconds of screen-share in a round video > a paragraph of text. * **Creative follow-ups** — Combine cloned voice + round video in a multi-step sequence to maximize replies. * **Personal branding** — Coaches, founders: a short personalized video message beats any text template. **→ [Full guide: WhatsApp round videos](/en/guides\&tutorials/sequences#whatsapp-round-video)** *** ## Voice notes in personal WhatsApp sequences \[#personal-whatsapp-audio] *Released April 2026* · `personal-whatsapp` · `audio` Connect your **personal WhatsApp** with a QR code — no Business API setup — and **send a voice note as the template (first message)** of any sequence. Leads hear your real voice before reading any text, which dramatically lifts reply rate on cold outreach. * Connect via **[Integrations](https://app.orsay.ai/integrations) → [Personal WhatsApp](https://app.orsay.ai/integrations/personal-whatsapp)** → scan the QR code on your phone. * In any Personal WhatsApp sequence, switch the **first action step** to *Voice note* — record in-editor or upload (max 25 MB; MP3, M4A, WAV, OGG, AAC, WebM). * The voice note plays *before* the text; subsequent steps stay in text and delays. **→ [Full guide: Personal WhatsApp + voice notes](/en/guides\&tutorials/sequences#personal-whatsapp-audio)** *** ## Claude MCP integration \[#claude-mcp] *Released April 2026* · `integrations` · `mcp` Use Orsay's tools — sequences, conversations, lead lookups — directly from **Claude** (or any MCP-compatible client) with one-click MCP setup. Pipe Orsay into your existing AI workflow without writing code. * One-click connect from **[Integrations](https://app.orsay.ai/integrations) → [Connect MCP](https://app.orsay.ai/integrations/claude-mcp/connect-claude-mcp)**. * Authenticated, scoped to your organization. * Works with Claude Desktop and any MCP client. **What you can do with it:** * **Ask Claude about your pipeline** — *"Which leads from last week's Instagram sequence replied positively but never booked?"* Claude queries Orsay, returns the list, drafts a follow-up. * **Reporting in plain English** — *"Compare reply rates across my 3 active sequences this month"* without opening dashboards. * **Pull conversation context anywhere** — Bring a lead's full thread into Claude while writing a custom proposal or email. * **Cross-tool workflows** — Combine Orsay's MCP with other servers (Notion, Linear, Gmail) so Claude can read an Orsay conversation → create a Linear ticket → draft a proposal in Notion, all in one prompt. * **Ad-hoc segmentation** — *"Find leads who mentioned 'pricing' in the last 30 days but haven't received the pricing sequence"* → push them into the right flow. → Open Orsay → **[Integrations](https://app.orsay.ai/integrations)** → **[Connect MCP](https://app.orsay.ai/integrations/claude-mcp/connect-claude-mcp)**, copy the URL into Claude Desktop or any MCP client. *** ## Voice cloning \[#voice-cloning] *Released March 2026* · `voice` · `tts` Clone your voice from a 1-2 minute sample and send **personalized AI voice messages** to leads — at scale, in your own voice, with three tone presets. * Record or upload a sample → cloned voice ready in minutes. * Three tones: *Professional*, *Friendly*, *Enthusiastic*. * Optional **natural hesitations** ("um", "you know") and **background noise** (cafĂ©, street) for extra realism. * Up to **5 cloned voices** per organization. **Where it shines:** * **Personalized cold outreach at scale** — Voice notes typically lift WhatsApp reply rates 2–3× vs. text. Send one in *your* voice to every new lead without recording 200 takes. * **Re-engaging cold leads** — A *Friendly*-tone "hey, just thinking about you
" lands very differently from a text follow-up. * **Multilingual presence** — Clone once, write the script in any language, deliver in your voice across French / English / Spanish leads. * **Founders & coaches selling personal brand** — When the relationship *is* the product, audio in your voice beats perfect text. * **Booking confirmations & reminders** — A short *Professional*-tone note 24h before a call feels like a human assistant, not a bot. * **High-ticket sales nudges** — *Enthusiastic* tone + cafĂ© background = "I just thought of you between meetings" — drives mid-funnel leads off the fence. **→ [Full guide: Clone your voice](/en/guides\&tutorials/voice-cloning#clone-your-voice)** *** ## Build sequences with AI \[#build-with-ai] *Released March 2026* · `sequences` · `ai` Stop writing sequences from scratch. Describe your goal in plain language and the AI builds the **complete flow** — triggers, messages, delays, follow-ups — that you can edit step by step. * Click **Build with AI** when creating a sequence. * Re-run the AI on a single step at any time. **→ [Full guide: Build sequences with AI](/en/guides\&tutorials/sequences#build-with-ai)** *** ## Resources & external links on agents \[#resources] *Released March 2026* · `agents` Give your agent a **library of links** — landing pages, case studies, testimonials, videos — and the AI shares the right one at the right moment in conversation. Stop pasting links manually. * Add a name, URL, and short description per resource. * The AI decides when to share based on conversation context. **→ [Full guide: Resources on agents](/en/guides\&tutorials/agents#resources)** *** ## AI improvement suggestions \[#improvements] *Released February 2026* · `quality` · `agents` An AI quality reviewer scans the last 24h of conversations and **flags issues** — quality, guardrail, and tone misses — with suggested fixes you can approve into your agent's rules. * Severity levels: HIGH / MEDIUM / LOW. * Approve a fix → it becomes a rule on the assigned agent. **→ [Full guide: Conversation Improvements](/en/overview/conversation-improvements)** *** ## Connect your WhatsApp instantly \[#whatsapp] *Released February 2026* · `whatsapp` · `integrations` Link your WhatsApp Business account in **under 2 minutes** with the streamlined integration flow. Scan, validate, send. **→ [Full guide: Connect WhatsApp](/en/quickstart/whatsapp)** *** ## Keyword-based flows for Instagram \[#instagram-keyword-flows] *Released February 2026* · `instagram` · `sequences` Trigger an Instagram inbound sequence **only when a specific keyword** appears in a comment or story reply. Run different flows for "price", "info", "demo" — all from the same post. * Case-insensitive, OR-matched. * Optional scope to specific posts or stories. **→ [Full guide: Instagram keyword flows](/en/guides\&tutorials/sequences#instagram-keyword-flows)** *** ## Export your analytics \[#analytics-export] *Released December 2025* · `analytics` Export everything visible on the Analytics dashboard — filtered by date range and sequence — as a **CSV in one click**. **→ [Full guide: Export analytics](/en/overview/analytics#export)** *** ## Export your conversations \[#conversations-export] *Released December 2025* · `conversations` Download **every conversation, every message, every lead profile** with qualification status as a single CSV from the Conversations page. **→ [Full guide: Export conversations](/en/guides\&tutorials/conversations#export)** *** Want a feature that isn't here? Tell us in the in-app chat or [WhatsApp our team](https://wa.me/33780905889) — most requests ship within a few weeks. # 📾 Agents Source: https://docs.orsay.ai/en/guides&tutorials/agents Set up your AI agent on Orsay On the **[Agents](https://app.orsay.ai/agents)** page, you can view, create, and manage your AI Agents. Each agent is designed to automate lead engagement and manage conversations for your workspace. * **Click on Agents** When you first access the **[Agents](https://app.orsay.ai/agents)** page, you may see: * A list of existing agents (if any have already been created) * Agent names, statuses (Active/Inactive), and the primary **Goal** of each agent ## Create Agents **When you start building your AI agent on Orsay.ai, you’ll see two options. Think of them like two different paths:** ### 1 - Custom Prompt Agent: The **Custom Prompt Agent**, where you write detailed instructions to shape the agent’s behavior. This gives you more control, but it’s better suited for advanced users. ### 2 - Guided AI Agent Setup: The **Guided AI Setup** is quick and beginner-friendly. You just answer a few questions and your agent is ready. For most users, the guided option is the easiest and recommended. 1. **Click on “GUIDED AI AGENT SETUP”** 2. **Fill in the agent details**: * **Agent name**: Give your agent a recognizable name (e.g., “Rico Coolz”) * **Agent personality**: Lets you choose a preset personality for your agent. For example, “Man 25yo – Confident, Resourceful, Determined, Charismatic” * **Agent language**: Choose the main language for the agent’s responses * **Business description (1 sentence)**: Provide a brief description of your business so the agent can reference it when interacting with leads * **Your business offer**: Describe what you’d like the AI to pitch or highlight (e.g., product, service, special promotion) and share everything you want the AI to know about your offer * **Qualification questions**: List questions your agent should ask the leads for qualification (e.g., current situation, budget, interest). Click on + if you want to add multiple questions * **Call strategy**: Specify whether the agent should check if the lead agrees to a callback or invite them to book a call directly (**Booking call link is required**). It's about choosing between passive follow-up or active scheduling * **Emoji frequency**: Control how often the agent uses emojis (we recommend 25%) * **Emoji list (optional)**: You can choose the emojis your agent will use in its responses * **Directness**: Determine whether the agent’s tone is more empathetic or more direct (**0 = empathetic, 10 = highly direct for more calls**, we recommend 2) 3. **Click on “Save draft”** and **“Publish agent” (top right)** to finalize and add it to your list ### Editing Agents You can modify an agent’s details at any time to better suit your needs: 1. **Locate the agent** in the list on the **[Agents](https://app.orsay.ai/agents)** page 2. **Click the ellipsis (three dots)** next to the agent’s name 3. **Select “Edit”**: You’ll be taken to the same form used to create the agent 4. **Make your changes**: Adjust any fields, such as agent name, personality, language, or strategy 5. **Click “Publish agent”**: The agent’s configuration will update accordingly **While editing, you can also preview the agent to verify the conversation flow (Conversation test).** ## Resources & external links \[#resources] Give your agent a library of links — landing pages, case studies, testimonials, videos — and the AI will share the right one at the right moment in a conversation. Go to **[Agents](https://app.orsay.ai/agents)**, pick the agent, and open the **Resources** section. For each link, provide: * A **name** (what it is) * A **URL** * A short **description** (when the AI should share it) The agent will reference these resources contextually — e.g. drop a booking link when a lead asks for a call, or share a testimonial when a lead is hesitant. Resources work best when descriptions are written from the AI's perspective: *"Send this link when the lead asks about pricing."* If you need help configuring your AI agent, Orsay's support team is here for you! Reach out to us on [WhatsApp](https://wa.me/33780905889) for quick and personalized assistance. # 📣 Campaigns Source: https://docs.orsay.ai/en/guides&tutorials/campaigns Send a one-off bulk message — including a voice message — to filtered WhatsApp leads. 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**. ## 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 clock | Every lead receives the message at the same time | | The first message is a template that runs forever | You're announcing something *now* | ## 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. In the sidebar, click **[Campaigns](https://app.orsay.ai/campaigns)** → **+ New campaign**. 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. In the message editor: * Switch the message type to **đŸŽ™ïž 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. Click **Send now** to broadcast immediately, or **Schedule** to set a future date/time. ## 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. ## After the campaign Every reply lands in [Conversations](/en/personal-whatsapp/5-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](/en/overview/analytics). ## Bulk lead import (CSV) If your audience isn't yet in Orsay, upload a CSV first via **[Integrations](https://app.orsay.ai/integrations) → [Bulk Leads](https://app.orsay.ai/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](/en/personal-whatsapp/3-sequence) instead. # đŸ€– MCP Integration Source: https://docs.orsay.ai/en/guides&tutorials/mcp Connect Orsay to Claude and any MCP-compatible client to manage sequences and conversations in plain English The **Model Context Protocol (MCP)** is an open standard that lets AI clients (Claude, Cursor, etc.) call external tools directly from a prompt. Orsay exposes its data — conversations, sequences, analytics, leads — through a secure, authenticated MCP server. The result: query your pipeline in plain English, trigger Orsay actions, and chain multiple tools together (Notion, Linear, Gmail
) — no code required. ## Connect Go to **[Integrations](https://app.orsay.ai/integrations)** and click **[Connect MCP](https://app.orsay.ai/integrations/claude-mcp/connect-claude-mcp)**. You'll find the MCP server URL to copy: ``` https://client.api.prod.orsay.ai/mcp ``` Open your MCP client (Claude.ai, Claude Desktop, Cursor
) and add a new server with that URL. See the [Compatible clients](#clients) section below for step-by-step instructions. Your client will redirect you to Orsay to sign in and grant access. Authorization is **scoped to your organization** — no other account can read your data. ## Compatible clients \[#clients] 1. Go to **[claude.ai/settings/connectors](https://claude.ai/settings/connectors)** 2. Click **Add custom connector** 3. Paste the URL: `https://client.api.prod.orsay.ai/mcp` 4. Give it a name (e.g. *Orsay*) and click **Add** 5. Authorize the connection in the Orsay window that opens Once connected, the Orsay icon appears in Claude's toolbar and the tools are available in all your conversations. Open your Claude Desktop config file: * **macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json` * **Windows**: `%APPDATA%\Claude\claude_desktop_config.json` Add the Orsay server under `mcpServers`: ```json theme={null} { "mcpServers": { "orsay": { "url": "https://client.api.prod.orsay.ai/mcp" } } } ``` Restart Claude Desktop. Orsay will appear in the available tools list. 1. Open **Settings** → **MCP** 2. Click **Add new global MCP server** 3. Paste the URL: `https://client.api.prod.orsay.ai/mcp` 4. Save and restart Cursor if prompted Any client supporting the MCP protocol (Streamable HTTP) can connect using: ``` https://client.api.prod.orsay.ai/mcp ``` Refer to your client's documentation for how to add a custom MCP server. ## Available tools \[#tools] 13 tools are exposed. You don't need to call them directly — Claude selects and chains them automatically based on your prompt. ### 💬 Conversations & leads | Tool | What it does | | ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------- | | `list_conversations` | List conversations with optional filters: classification (positive, negative, engaged
), channel (WhatsApp / Instagram), result count | | `get_conversation` | Retrieve the full thread of a conversation with all its messages | | `search_conversations` | Search across conversations by text content | | `get_lead_info` | Lead details: name, channel, creation date, profile picture | ### 📊 Analytics | Tool | What it does | | --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `get_analytics` | Metrics over a date range: contacts reached, classification breakdown (positive, engaged, negative, undetermined), funnel (conversations started, qualified, links sent). Filterable by sequence or channel | ### ⚡ Sequences | Tool | What it does | | --------------------- | ------------------------------------------------------------------------------------------ | | `list_sequences` | List all sequences in the organization (name, trigger, channel, active status) | | `get_sequence_detail` | Full details of a sequence: flow steps, associated agent, working hours, advanced settings | | `create_sequence` | Create a new sequence: trigger, message flow, agent, response delay, working hours
 | | `update_sequence` | Update an existing sequence — only provided fields are changed | | `delete_sequence` | Permanently delete a sequence | ### đŸ€– Agents | Tool | What it does | | ----------------------- | ------------------------------------------------------------ | | `list_agents` | List AI agents available in the organization | | `list_filtering_agents` | List filtering agents (lead qualification before engagement) | ### 🏱 Organization | Tool | What it does | | -------------------- | ----------------------------------------------------------------------------------------- | | `list_organizations` | List all organizations your account belongs to — useful if you manage multiple workspaces | ## Prompt examples \[#examples] Ready-to-use prompts for Claude. **Analyze your pipeline** > *"How many leads replied positively in my Instagram sequences this month? Compare with last month."* **Ad-hoc segmentation** > *"Find leads who mentioned 'pricing' in the last 30 days but haven't received my pricing sequence yet."* **Natural-language reporting** > *"Compare the positive classification rates of my 3 active sequences over the past 14 days and tell me which one performs best."* **Summarize a conversation** > *"Summarize the conversation with lead \[leadId] and write a personalized follow-up based on their last replies."* **Create a sequence** > *"Create an Instagram inbound sequence for the account @myaccount using the 'Sales Agent' agent, a 2-minute response delay, and a welcome message 'Hi there, how can I help you?'. Leave it inactive for now."* **Update a sequence** > *"Activate the 'Spring 2026 Campaign' sequence and change its response delay to 5 minutes."* **Cross-tool workflow** (combining other MCP servers) > *"Read this week's positive Orsay conversations, create a Linear ticket for each one with the lead context, then generate a summary in Notion."* ## Technical reference \[#reference] | Value | Description | | -------------------------------- | --------------------------------------- | | `CONTACT_CREATED` | New contact created in the organization | | `CONTACT_SUBSCRIBED_TO_SEQUENCE` | Contact manually added to a sequence | | `WHATSAPP_MESSAGE` | Incoming WhatsApp message (inbound) | | `INSTAGRAM_COMMENT` | Comment on an Instagram post | | `INSTAGRAM_MESSAGE` | Incoming Instagram direct message | | `INSTAGRAM_STORY_REPLY` | Reply to an Instagram story | `seconds` · `minutes` · `hours` · `days` | Value | Meaning | | -------------- | ---------------------------------------- | | `positive` | Qualified lead, interested | | `engaged` | Lead replied but not yet fully qualified | | `negative` | Unqualified or uninterested lead | | `undetermined` | No reply yet | ## Important notes \[#notes] The `create_sequence`, `update_sequence`, and `delete_sequence` tools **modify your Orsay account in real time**. Always review Claude's proposed actions before confirming. If you manage multiple organizations, Claude will automatically call `list_organizations` to ask which one to use. Mention the organization name in your prompt to skip that step. * Access is authenticated via OAuth 2.0 — only your organization's data is accessible. * The MCP server is **stateless**: each request is independent, with no persistent server-side session. * Compatible with any client supporting the MCP protocol over Streamable HTTP. # đŸŽ™ïž Voice Cloning & AI Voice Messages Source: https://docs.orsay.ai/en/guides&tutorials/voice-cloning Clone your voice and send ultra-realistic voice messages from your conversations The **voice cloning** feature lets you create a digital copy of your voice, then generate personalized audio messages directly from your conversations. Your leads will receive voice notes indistinguishable from real ones. ## Clone your voice To clone your voice, go to **[Integrations](https://app.orsay.ai/integrations) → [Voice Cloning](https://app.orsay.ai/integrations/voice-cloning)**. Record yourself via the microphone or upload existing audio files. The more varied and high-quality your samples, the more accurate the clone. * Up to **25 audio files** * Maximum **25 MB** total * Maximum **5 voices** per organization Give your voice a name (e.g. "My pro voice", "Enthusiastic voice"). Click **"Clone"**. The voice is created in seconds and immediately available in your conversations. ## Generate a voice message From any conversation, click the **audio** icon to open the voice message generator. Choose from your cloned voices or the default voice. Type the text you want to convert to audio. The text will be automatically optimized for natural speech delivery. Three tones are available: * **Professional** — stable and composed * **Friendly** — casual and warm * **Enthusiastic** — dynamic and energetic * **Natural hesitations** — Add filler words (um, well, you know
) for an even more human feel. You can customize the word list. * **Background noise** — Add ambient sound (cafĂ© or street) to make it sound like the message was recorded in a real setting. Preview the audio, then click **"Use this audio"** to attach it to your WhatsApp message. ## Natural hesitations To make your voice messages even more realistic, enable **natural hesitations**. The AI will inject filler words and self-corrections into your text before synthesis. Default words: `um, well, so, like, you know, I mean` You can edit the hesitation word list directly in the text field. Adapt them to your speaking style! ## Background noise Two ambient sounds are available: | Ambiance | Description | | ------------- | --------------------------------------------------------------------- | | ☕ **CafĂ©** | Coffee shop background — distant conversations, cups, warm atmosphere | | 🚗 **Street** | Traffic noise — cars, urban atmosphere | The noise is mixed at a subtle volume so it doesn't overpower your voice. ## Manage your voices From **[Integrations](https://app.orsay.ai/integrations) → [Voice Cloning](https://app.orsay.ai/integrations/voice-cloning)**, you can: * View all your cloned voices * Listen to a preview of each voice * Delete a voice Deleting a voice is permanent. Previously generated audio messages remain available, but you won't be able to create new messages with that voice. # 1. Connect Instagram Source: https://docs.orsay.ai/en/instagram-inbound/1-connect Link your Instagram account to Orsay so the AI can reply to DMs, story replies, and comments. Connect your Instagram account once, and Orsay can automatically reply to every **DM**, every **reply on your stories**, and every **comment on your posts**. This is the **inbound** Instagram integration — Orsay reads and responds to people who already engaged with your account. There are **no daily limits** on inbound: every message gets a reply. ## Connect your Instagram account In the sidebar, click **[Integrations](https://app.orsay.ai/integrations)** → **Instagram** → **[Connect Instagram](https://app.orsay.ai/integrations/instagram/connect)**. You're redirected to Facebook. Log in to the Facebook account that owns the Instagram business profile, then approve the permissions Orsay needs (read messages, send messages, read comments). If your Facebook account manages multiple Instagram accounts, pick the one you want to connect. You're sent back to Orsay. The [integrations page](https://app.orsay.ai/integrations) shows the new account as **Connected**. Your Instagram account must be a **Business** or **Creator** account (not Personal), and it must be linked to a **Facebook page**. This is Meta's requirement for any messaging integration. ## Next step → [2. Create an agent](/en/instagram-inbound/2-agent) # 2. Create an agent Source: https://docs.orsay.ai/en/instagram-inbound/2-agent Build the AI agent that replies to every Instagram DM, story reply, and comment. The **agent** is the AI that replies to every incoming Instagram interaction. Same agent system as every channel. ## Quick path Open **[Agents](https://app.orsay.ai/agents)** and click **+ Create agent**. Use **Guided AI Setup** for the fastest start. Answer 8 short questions and Orsay writes the prompt for you. Preview in the test panel, then **Publish**. → Full walkthrough: [Agents — full guide](/en/guides\&tutorials/agents) ## Sharpen the prompt → [Prompt examples & best practices](/en/resources/prompt) Add **Resources & external links** so the agent shares booking links, case studies, or testimonials at the right moment in DM. → [How to add resources](/en/guides\&tutorials/agents#resources) ## Next step → [3. Create your sequence](/en/instagram-inbound/3-sequence) # 3. Create your sequence Source: https://docs.orsay.ai/en/instagram-inbound/3-sequence Build inbound sequences for Instagram DMs, story replies, and comments — including keyword-based routing. An Instagram inbound **sequence** runs automatically every time someone interacts with your account. You can create one sequence per trigger type, or use **keywords** to route different topics to different agents. ## Three inbound triggers | Trigger | Fires when | | -------------------- | -------------------------------------- | | **Message received** | Someone DMs your account | | **Story reply** | Someone replies to one of your stories | | **Comment** | Someone comments on one of your posts | ## Build a sequence Go to **[Sequences](https://app.orsay.ai/sequences)** → **Create sequence**, give it a name, and select **Instagram**. Choose **Message received**, **Story reply**, or **Comment**. Click **+** and **Add action step**, then select your Instagram account. For **Story reply** and **Comment**, you can add **trigger keywords**: * Sequence runs **only when** the comment/reply contains one of the keywords * Case-insensitive, OR logic * Without keywords, the sequence is **global** and runs on every comment/reply You can also **scope the sequence to specific posts or stories** — useful when one post has very different intent from the others. **Matching priority:** post/story-scoped sequences run first, then keyword sequences, then the global fallback. This is the **first reply** sent. You can include a link or a button. Personalize with `{{first_name}}`, `{{last_name}}`. Pick the agent. Set **answer delay**, choose whether to reply to people you've already talked to, and add **follow-ups** for leads who go quiet. Toggle on and publish. The sequence is live. ## Keyword routing example \[#keyword-routing] A coach has one Instagram post titled *"Drop a đŸ”„ if you want my pricing."* They build: * A **keyword sequence** with `pricing, price, fire` → routes to the **sales agent** that sends the offer. * A **global sequence** → routes everything else to the **conversation agent** that simply engages. → Changelog entry: [Keyword-based flows for Instagram](/en/changelog#instagram-keyword-flows) ## Next step → [4. Manage conversations](/en/instagram-inbound/4-conversations) # 4. Manage conversations Source: https://docs.orsay.ai/en/instagram-inbound/4-conversations Follow every Instagram conversation in Orsay — and take over when you want to handle a lead personally. Every Instagram lead that interacts appears in **[Conversations](https://app.orsay.ai/conversations)**. ## Follow conversations in Orsay The [Conversations](https://app.orsay.ai/conversations) page lists every active thread (DM, story reply, or comment-converted-to-DM), classified by the AI: * **Positive** — booked or about to book * **Engaged** — talking but not qualified yet * **Negative** — not interested * **Undetermined** — no signal yet Each thread shows the trigger (DM / Story reply / Comment) and links to the original post or story. Filter, sort, and search across everything. ## Take over a conversation For high-value leads, step in yourself: * Open the thread and reply directly in Orsay. * Send text, an image, or a voice note from the input bar. * Use **Text-to-Audio** to send a voice note in your cloned voice. → [Voice cloning](/en/guides\&tutorials/voice-cloning) When you reply, the AI agent **disables itself for that thread automatically**. Re-enable it with the toggle when you're done. Instagram messages are not synced to your phone via Orsay. All takeover happens inside the [Conversations](https://app.orsay.ai/conversations) page (or directly inside the Instagram app, if you prefer — but Orsay won't know you replied there until the next message arrives). ## Re-classify and improve the agent If the AI puts a thread in the wrong bucket, re-classify it manually. Your corrections feed [Conversation Improvements](/en/overview/conversation-improvements), where the AI scans the last 24h of conversations and suggests rules to add to your agents. ## Export everything Click **Export** on [Conversations](https://app.orsay.ai/conversations) to download a CSV with every message and lead profile. → [Export conversations](/en/changelog#conversations-export) ## You're live The full Instagram inbound loop: **connect → agent → sequence → conversations**. Next: * Track performance → [Analytics](/en/overview/analytics) * Add voice replies → [Voice cloning](/en/guides\&tutorials/voice-cloning) * See what shipped → [What's new](/en/changelog) # 📊 Analytics Source: https://docs.orsay.ai/en/overview/analytics Track your conversation performance metrics A metrics dashboard for conversation performance. * Date range picker (defaults to today) * Sequence filter to drill into specific campaigns * Auto-refreshes every 30 seconds * Metrics cards: Total Leads, Total Responded, Positive / Negative / Engaged / No Answer counts and percentages, Response Rate, Positive Rate ## Export your analytics \[#export] You can export everything visible on the Analytics dashboard with a single click. Go to **[Analytics](https://app.orsay.ai/analytics)** and apply any filters you want (date range, sequence). Click the **Export** button at the top right of the page. A CSV containing all metrics for the current filter range is downloaded to your computer. # ✹ Conversation Improvements Source: https://docs.orsay.ai/en/overview/conversation-improvements AI-powered quality review system that audits conversations and flags issues AI-powered quality review system that audits conversations and flags issues. * Status filter tabs: Pending, Approved, Dismissed, All * **Run Review** button — triggers an AI scan of the last 24 hours of conversations (rate-limited) * Shows last run time * Review cards displaying: * Lead name, severity (HIGH / MEDIUM / LOW), type (QUALITY, GUARDRAIL, TONE), channel, status * The problematic message (highlighted) * The AI-suggested fix/rule * Actions: Approve (assign to an agent), Dismiss, Cancel (revert approval) * Link to view the full conversation # 1. Connect your WhatsApp Source: https://docs.orsay.ai/en/personal-whatsapp/1-connect Link your personal WhatsApp to Orsay by scanning a QR code — no Business API setup required. **Why personal WhatsApp?** Two big advantages over the Business API: * **Send a voice message as the very first message** — leads hear your real voice before reading any text. * **No 24-hour messaging window** — you can message and reply at any time without restrictions. ## Connect via QR code In the left sidebar, click **[Integrations](https://app.orsay.ai/integrations)** → **[Personal WhatsApp](https://app.orsay.ai/integrations/personal-whatsapp)**. Click the **Connect** button. A QR code appears on screen. On your phone, open WhatsApp → **Settings** → **Linked devices** → **Link a device**, then scan the QR code displayed in Orsay. Keep your phone connected to the internet. Orsay sends from your real WhatsApp account, so the phone needs to be reachable. ## Connection status Once linked, the [integrations page](https://app.orsay.ai/integrations/personal-whatsapp) shows a live **Connected / Disconnected** indicator (refreshed every 15 seconds). If your phone goes offline or you log out from your phone, Orsay will show **Disconnected** and pause the sequence — reconnect by re-scanning a new QR code. ## Daily sending limit \[#daily-sending-limit] To protect your number from being flagged or banned by WhatsApp, each connected number is capped at **\~37 new conversations per day**. This cap is lower than a regular Business API number on purpose — personal numbers are more sensitive to being flagged for automated behavior. Once the cap is hit, new leads wait until the next day; it resets on a rolling 24-hour basis. Connect additional numbers to raise your total daily capacity. ## Next step → [2. Create an agent](/en/personal-whatsapp/2-agent) # 2. Create an agent Source: https://docs.orsay.ai/en/personal-whatsapp/2-agent Build an AI agent that talks to your leads on personal WhatsApp. The **agent** is the AI brain that replies to every lead. Personal WhatsApp uses the same agent system as every other channel — once built, an agent can power any sequence. ## Quick path In the left sidebar, click **[Agents](https://app.orsay.ai/agents)** → **+ Create agent**. The fastest start. Answer 8 short questions about your business, your offer, and your tone. Orsay generates the prompt for you. Click **Save draft**, preview the conversation in the test panel, then **Publish agent**. → Full walkthrough: [Agents — full guide](/en/guides\&tutorials/agents) ## Sharpen the prompt Need ideas for what to put in the agent's brief? The Resources page shows real prompt examples by industry, plus the structure that consistently books calls. → [Prompt examples & best practices](/en/resources/prompt) Add **Resources & external links** to your agent (booking links, case studies, landing pages, testimonials). The AI will share each one at the right moment in the conversation. → [How to add resources](/en/guides\&tutorials/agents#resources) ## Next step → [3. Create your sequence](/en/personal-whatsapp/3-sequence) # 3. Create your sequence Source: https://docs.orsay.ai/en/personal-whatsapp/3-sequence Build the automated flow that reaches your leads on personal WhatsApp — including voice messages as the first template. 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. ## Build a Personal WhatsApp sequence Go to **[Sequences](https://app.orsay.ai/sequences)** → **Create sequence**. Give it a name. 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) 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}}`). * **đŸŽ™ïž 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. Voice messages on the first step dramatically lift reply rate on cold outreach — your lead hears your voice before they read anything. 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. Configure automatic follow-ups — these re-engage leads who replied once and went quiet. Set how long to wait before each follow-up. Activate the sequence with the toggle and click **Publish**. The sequence is now live — every matching lead enters automatically. ## Voice message as the template \[#voice-message-template] Only on Personal WhatsApp, the **first action step** can be a voice note. Subsequent steps stay in text and delays as usual. This is the single highest-impact lever Personal WhatsApp gives you. → Changelog entry: [Voice notes in personal WhatsApp sequences](/en/changelog#personal-whatsapp-audio) ## No 24-hour window Unlike the WhatsApp Business API, **Personal WhatsApp has no 24-hour reply window**. You and the agent can send messages whenever you want, even days after the last lead message. ## Daily sending limit Each connected number can start **\~37 new conversations per day** (see [1. Connect your WhatsApp](/en/personal-whatsapp/1-connect#daily-sending-limit) for why). If your sequence's daily volume exceeds this, leads queue and enter on the following day rather than failing — connect more numbers to raise the ceiling. ## Next step → [4. Connect Zapier](/en/personal-whatsapp/4-zapier) # 4. Connect Zapier to Orsay Source: https://docs.orsay.ai/en/personal-whatsapp/4-zapier Pipe leads from Facebook Ads, landing pages, or any source straight into your Personal WhatsApp sequence. If your leads come from outside Orsay — Facebook Ads, ClickFunnels, systeme.io, your CRM — connect **Zapier** so every new lead automatically flows into your Personal WhatsApp sequence and gets contacted within minutes. ## How it works A Zap watches your lead source. When a new lead is captured, Zapier calls Orsay's **Create Lead for Sequence** action, which drops the lead into the sequence you choose. Your sequence's first message (text or voice) goes out automatically. ## Set it up Go to **[Integrations](https://app.orsay.ai/integrations)** → click **[Connect Zapier](https://app.orsay.ai/integrations/zapier/connect-zapier)**. In Zapier, click **+ Create** to start a new Zap. Choose the platform that captures your leads — **Facebook Lead Ads**, **ClickFunnels**, **systeme.io**, or any compatible source. Select **Create Lead for Sequence** so each lead lands directly into a specific Personal WhatsApp sequence. Map the lead's **First Name**, **Last Name**, and **Phone Number** from your source to Orsay's fields. Select the **Organization** and the **Personal WhatsApp sequence** the lead should enter. To find a sequence ID, click next to the sequence name on the [Sequences page](https://app.orsay.ai/sequences). Once the Zap is live, every new lead captured by your source flows into Orsay and triggers your Personal WhatsApp sequence — voice message included if you set one. ## Sequence trigger requirement The Personal WhatsApp sequence you point Zapier at must use the **Contact subscribed to sequence** trigger. This trigger fires every time Orsay receives a new lead via Zapier (or CSV import). ## Next step → [5. Manage conversations](/en/personal-whatsapp/5-conversations) # 5. Manage conversations Source: https://docs.orsay.ai/en/personal-whatsapp/5-conversations Watch every conversation in Orsay — and take over directly from Orsay or from your phone. Once your sequence is live, every lead that engages appears in **[Conversations](https://app.orsay.ai/conversations)**. ## Follow conversations in Orsay In the **[Conversations](https://app.orsay.ai/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](/en/overview/conversation-improvements). ## Take over a conversation — two ways When you want to step in personally: ### From Orsay Open the thread in **[Conversations](https://app.orsay.ai/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](/en/guides\&tutorials/voice-cloning) When you reply, the AI agent **disables itself** for that thread automatically. Re-enable it with the toggle when you're done. ### 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. ## Export everything \[#export] Need the data outside Orsay? Click **Export** on the [Conversations page](https://app.orsay.ai/conversations) to download a CSV with every message, lead profile, and qualification status. → [Export conversations](/en/changelog#conversations-export) ## You're live That's the full Personal WhatsApp loop: **connect → agent → sequence → conversations**. From here: * Add **voice cloning** for AI voice replies → [Voice cloning](/en/guides\&tutorials/voice-cloning) * Watch your numbers → [Analytics](/en/overview/analytics) * See what shipped recently → [What's new](/en/changelog) # 🔑 REST API Source: https://docs.orsay.ai/en/resources/api Programmatic access to Orsay via API key ## Overview The Orsay REST API allows you to manage sequences and access conversations programmatically from your own server. This is useful for: * Automating sequence creation from a VPS or cron job * Integrating Orsay into your existing pipeline (e.g., Instagram → DM sequence) * Building custom automations without going through the dashboard * Retrieving conversation data for your CRM or analytics tools ## Authentication All API requests require a **Bearer token** using your API key. ```bash theme={null} curl -X GET https://client.api.prod.orsay.ai/api/v1/sequences \ -H "Authorization: Bearer sk_live_your_api_key_here" ``` ### Getting your API key 1. Go to **Settings → API Keys** in the Orsay dashboard 2. Click **Generate API Key** 3. Copy the key immediately — it won't be shown again Your API key gives full access to your organization's sequences. Keep it secret and never expose it in client-side code. ## Rate Limiting The API is rate-limited to **200 requests per hour** per organization. If you exceed this limit, you'll receive a `429 Too Many Requests` response with a `Retry-After` header indicating how many seconds to wait. ## Base URL ``` https://client.api.prod.orsay.ai/api/v1 ``` ## Endpoints ### List Agents ```bash theme={null} GET /agents ``` Returns all AI agents for your organization. **Response:** ```json theme={null} [ { "id": "e5f6g7h8-...", "name": "Sales Agent", "is_published": true } ] ``` *** ### List Profiles ```bash theme={null} GET /profiles ``` Returns all connected Instagram and WhatsApp profiles. **Response:** ```json theme={null} { "instagram": [ { "id": "12345678", "username": "mybusiness", "status": "CONNECTED" } ], "whatsapp": [ { "id": "abcd-1234-...", "name": "My WhatsApp", "status": "CONNECTED" } ] } ``` *** ### List Sequences ```bash theme={null} GET /sequences ``` Returns all sequences for your organization. **Response:** ```json theme={null} [ { "id": "a1b2c3d4-...", "name": "Welcome DM", "trigger": "INSTAGRAM_MESSAGE", "channel": "INSTAGRAM", "active": true } ] ``` *** ### Get Sequence ```bash theme={null} GET /sequences/{sequence_id} ``` Returns full details of a specific sequence. **Response:** ```json theme={null} { "id": "a1b2c3d4-...", "name": "Welcome DM", "trigger": "INSTAGRAM_MESSAGE", "channel": "INSTAGRAM", "active": true, "type": "INBOUND", "agent_id": "e5f6g7h8-...", "profile_id": "12345", "inbound_response_delay": 5, "inbound_response_delay_unit": "MINUTES", "flow": [ { "delay": 0, "delay_unit": "MINUTES", "content": "Hello! How can I help you?", "template_id": null, "action": null } ] } ``` *** ### Create Sequence ```bash theme={null} POST /sequences ``` **Request body:** ```json theme={null} { "name": "My New Sequence", "trigger": "INSTAGRAM_MESSAGE", "inbound_response_delay": 5, "inbound_response_delay_unit": "MINUTES", "agent_id": "e5f6g7h8-...", "profile_id": "12345", "active": false, "flow": [ { "delay": 0, "delay_unit": "MINUTES", "followup_delays": [ { "delay": 30, "delay_unit": "MINUTES" } ] } ] } ``` **Required fields:** | Field | Type | Description | | --------- | ------ | ------------------------ | | `name` | string | Name of the sequence | | `trigger` | string | Trigger type (see below) | **Optional fields:** | Field | Type | Default | Description | | ---------------------------------------- | ------ | --------- | -------------------------------- | | `inbound_response_delay` | int | 5 | Delay before first response | | `inbound_response_delay_unit` | string | "MINUTES" | SECONDS, MINUTES, or HOURS | | `agent_id` | string | null | AI agent ID to use | | `profile_id` | string | null | Instagram or WhatsApp profile ID | | `active` | bool | false | Whether the sequence is active | | `flow` | array | \[] | Flow steps definition | | `filtering_agent` | string | null | Filtering agent ID | | `should_continue_existing_conversations` | bool | false | Continue existing conversations | | `keywords` | array | null | Trigger keywords | | `target_accounts` | array | null | Target accounts for scraping | | `enable_agent_on_conversation` | bool | true | Enable AI agent on conversations | | `require_manual_approval` | bool | false | Require manual message approval | **Response (201):** ```json theme={null} { "id": "new-sequence-uuid" } ``` *** ### Update Sequence ```bash theme={null} PUT /sequences/{sequence_id} ``` Only include the fields you want to update. **Request body:** ```json theme={null} { "name": "Updated Name", "active": true, "inbound_response_delay": 10 } ``` **Response:** ```json theme={null} { "id": "a1b2c3d4-...", "status": "updated" } ``` *** ### Delete Sequence ```bash theme={null} DELETE /sequences/{sequence_id} ``` **Response:** ```json theme={null} { "status": "deleted" } ``` *** ### List Conversations ```bash theme={null} GET /conversations ``` Returns conversations for your organization with optional filters. **Query parameters:** | Parameter | Type | Default | Description | | ---------------- | ------- | ------- | --------------------------------------------------------------------------- | | `classification` | string | null | Filter by classification: `positive`, `negative`, `undetermined`, `engaged` | | `is_active` | boolean | null | Filter by active (`true`) or inactive (`false`) status | | `since` | string | null | ISO 8601 date — only return conversations updated after this date | | `page_size` | int | 20 | Number of results per page (max 50) | | `last_lead_id` | string | null | Cursor for pagination (use `next_cursor` from previous response) | **Example:** ```bash theme={null} curl -X GET "https://client.api.prod.orsay.ai/api/v1/conversations?classification=positive&is_active=true&page_size=10" \ -H "Authorization: Bearer sk_live_your_api_key_here" ``` **Response:** ```json theme={null} { "conversations": [ { "lead_id": "a1b2c3d4-...", "channel": "WHATSAPP", "classification": "positive", "is_active": true, "first_name": "John", "last_name": "Doe", "username": null, "phone_number": "+33612345678", "latest_message_at": "2025-06-01T14:30:00+00:00", "latest_inbound_at": "2025-06-01T14:30:00+00:00", "latest_outbound_at": "2025-06-01T14:25:00+00:00" } ], "next_cursor": "a1b2c3d4-..." } ``` Use `next_cursor` as the `last_lead_id` parameter in subsequent requests to paginate through results. When `next_cursor` is `null`, there are no more results. *** ### Get Conversation Messages ```bash theme={null} GET /conversations/{lead_id} ``` Returns the full message history of a conversation. **Path parameters:** | Parameter | Type | Description | | --------- | ---- | ------------------------------- | | `lead_id` | UUID | The lead ID of the conversation | **Example:** ```bash theme={null} curl -X GET "https://client.api.prod.orsay.ai/api/v1/conversations/a1b2c3d4-5678-90ab-cdef-1234567890ab" \ -H "Authorization: Bearer sk_live_your_api_key_here" ``` **Response:** ```json theme={null} { "lead_id": "a1b2c3d4-...", "channel": "WHATSAPP", "classification": "positive", "is_active": true, "lead": { "first_name": "John", "last_name": "Doe", "username": null, "phone_number": "+33612345678" }, "messages": [ { "message_id": "msg-uuid-1", "content": "Hello! How can I help you?", "inbound": false, "timestamp": "2025-06-01T14:00:00+00:00", "status": "DELIVERED", "sent_by": "ai", "type": "CUSTOM" }, { "message_id": "msg-uuid-2", "content": "I'd like to know more about your services", "inbound": true, "timestamp": "2025-06-01T14:05:00+00:00", "status": null, "sent_by": null, "type": null } ], "total_messages": 2 } ``` ## Trigger Types | Trigger | Channel | Type | | -------------------------------- | --------- | -------- | | `INSTAGRAM_MESSAGE` | Instagram | Inbound | | `INSTAGRAM_COMMENT` | Instagram | Outbound | | `INSTAGRAM_STORY_REPLY` | Instagram | Inbound | | `WHATSAPP_MESSAGE` | WhatsApp | Inbound | | `CONTACT_CREATED` | WhatsApp | Outbound | | `CONTACT_SUBSCRIBED_TO_SEQUENCE` | WhatsApp | Outbound | ## Error Codes | Code | Description | | ----- | ----------------------------------------------------------------------- | | `401` | Invalid or missing API key | | `404` | Resource not found (sequence or conversation) | | `429` | Rate limit exceeded (200 req/hour) | | `400` | Invalid request (bad trigger, missing field, invalid date format, etc.) | ## Example: Full Pipeline ```python theme={null} import requests import time API_KEY = "sk_live_your_key_here" BASE_URL = "https://client.api.prod.orsay.ai/api/v1" HEADERS = {"Authorization": f"Bearer {API_KEY}"} # 1. List sequences sequences = requests.get(f"{BASE_URL}/sequences", headers=HEADERS).json() print(f"Found {len(sequences)} sequences") # 2. Create a new sequence new_seq = requests.post(f"{BASE_URL}/sequences", headers=HEADERS, json={ "name": "Auto DM Pipeline", "trigger": "INSTAGRAM_MESSAGE", "inbound_response_delay": 2, "inbound_response_delay_unit": "MINUTES", "agent_id": "your-agent-id", "profile_id": "your-instagram-profile-id", "active": True, "flow": [ { "delay": 0, "delay_unit": "MINUTES", "followup_delays": [ {"delay": 30, "delay_unit": "MINUTES"}, {"delay": 120, "delay_unit": "MINUTES"} ] } ] }).json() print(f"Created sequence: {new_seq['id']}") # 3. Update it later time.sleep(1) # Small delay between requests requests.put(f"{BASE_URL}/sequences/{new_seq['id']}", headers=HEADERS, json={ "name": "Auto DM Pipeline v2", "inbound_response_delay": 5, }) ``` # đŸ€– Get a Claude API Key Source: https://docs.orsay.ai/en/resources/claude-api-key Step-by-step guide to create your Anthropic account and generate a Claude API key ## Why a Claude API key? Orsay uses Claude (Anthropic's AI) to power your conversational agents. To connect your own Claude API key to Orsay, you need to create one in the Anthropic console. With your own API key, you control your usage directly with Anthropic. ## Step 1 — Create an Anthropic account 1. Go to [console.anthropic.com](https://console.anthropic.com) 2. Click **Sign Up** 3. Register with your email or via Google ## Step 2 — Add credits Before you can generate an API key, you need to add credits to your account. 1. In the console, go to **Billing** (left menu) 2. Click **Add credits** 3. Enter your credit card details and choose an amount Start small ($5–$10) to test. You can top up at any time. ## Step 3 — Generate an API key 1. In the console, go to **API Keys** (left menu) 2. Click **Create Key** 3. Give it a name (e.g., `Orsay`) 4. Copy the key shown — **it won't be visible again** Your API key starts with `sk-ant-...`. Never share it or commit it to a Git repository. ## Step 4 — Add the key to Orsay 1. In Orsay, go to **Settings → Integrations** 2. Paste your key in the **Claude API Key** field 3. Click **Save** Your agents now use your own Claude key. ## Choosing the right model Anthropic offers several Claude models. Here's an overview: | Model | Recommended use | Cost | | ------------- | ------------------------------------ | -------------- | | Claude Haiku | Fast replies, simple conversations | Cheapest | | Claude Sonnet | Quality / cost balance (recommended) | Medium | | Claude Opus | Complex tasks, advanced reasoning | Most expensive | For most Orsay use cases, **Claude Sonnet** is the best trade-off. ## Monitor your usage In the Anthropic console, the **Usage** tab shows you: * Tokens consumed per day * Associated cost * Breakdown by model You can also set up **budget alerts** under **Billing → Budget & Alerts** to get notified when your usage exceeds a threshold. ## Frequently asked questions Go to **API Keys** in the Anthropic console, delete the old key, then create a new one. Update the key in Orsay immediately. Yes, technically you can — but we recommend creating a separate key per workspace to better isolate usage tracking. Anthropic does not offer a free trial on the API. You need to add credits upfront, but the minimum is very low — a few dollars is enough to get started. # 🚹 F.A.Q Source: https://docs.orsay.ai/en/resources/faq Some questions about Orsay ## 1. How quickly will my leads be contacted? * **Answer**: Leads are typically contacted within 5 minutes after they sign up, ensuring timely engagement and a higher chance of conversion. You can change the timing in Sequences. ## 2. Can I change my AI agent's script? * **Answer**: Yes, you have full control over the agent's messages and can customize them directly in the dashboard to align with your brand and objectives. ## 3. What if a lead asks about pricing? * **Answer**: The AI agent is designed to handle pricing inquiries by highlighting the value of a personalized consultation. It will encourage the lead to book a call for detailed information. ## 4. How do I add team members to Orsay? * **Answer**: Provide their emails, and we will grant them access to your organization within the platform. They can then collaborate and monitor performance. ## 5. Is my data secure with Orsay? * **Answer**: Absolutely. We prioritize data security and comply with all relevant data protection regulations to ensure your information is safe and confidential. ## 6. Can the AI agent handle multiple languages? * **Answer**: Yes, our AI agents can be configured to interact in multiple languages. Please specify your language preferences during the setup process. ## 7. How do I integrate Orsay with my existing CRM or tools? * **Answer**: Orsay integrates seamlessly with platforms like Zapier and [Make.com](http://make.com/), allowing you to connect with various CRMs and tools. Detailed integration guides are available in our documentation. ## 8. What platforms does Orsay support? * **Answer**: Currently, Orsay supports WhatsApp, Instagram, and cross-channel engagement, ensuring you can reach leads on their preferred platforms. However, we are currently focusing only on WhatsApp. ## 9. How do I monitor my AI agent's performance? * **Answer**: You can access real-time analytics and performance metrics through the Orsay dashboard, including conversation history, engagement rates, and conversion metrics. ## 10. What happens if a lead wants to opt out? * **Answer**: The AI agent is programmed to respect opt-out requests promptly, ensuring compliance with communication regulations and maintaining a positive brand image. ## 11. If the contact already exists in the Orsay database, we don't send them a message, right? * **Answer**: Yes, that's exactly it! If the lead is already in the database, it will not be recontacted (to avoid duplicates). ## 12. Is it possible to adjust the chatbot's level of insistence? * **Answer**: Yes, we can adjust the follow-ups accordingly. ## 13. How long does it take when I add leads manually before the messages are sent? * **Answer**: After one day, the messages will be activated. ## 14. Can AI announce different prices for different requests? * **Answer**: Yes, of course. ## 15. Do the brackets appear in the final message? * **Answer**: No, everything appears normally for the customer on WhatsApp; the brackets are only displayed in the dashboard. ## 16. Are there affiliate links? * **Answer**: Yes. ## 17. Why aren't leads imported via CSV contacted directly? * **Answer**: Leads are contacted the next day. # 💳 Pricing Source: https://docs.orsay.ai/en/resources/pricing Simple, transparent pricing for Orsay ## Free Trial Try Orsay free for **7 days** — no credit card required. Explore all features and see how Orsay can grow your business before committing. *** ## Subscription — \$97/month A single plan that gives you everything you need to run your inbound automation at scale. Unlimited replies to DMs, comments, and story replies — powered by your AI agent. Unlimited messaging on WhatsApp Business and your personal WhatsApp. *** ## Pay per AI Message — \$0.10/message AI messages are charged at **\$0.10 each**, on top of your monthly subscription. You only pay for the messages the AI actually sends. Sending more than **10,000 AI messages/month**? Contact our support team to get a **volume discount** tailored to your usage. *** ## Summary | | Details | | ------------------------ | ------------------------------------------------ | | **Free trial** | 7 days | | **Monthly subscription** | \$97/month | | **Included** | Unlimited Instagram inbound + WhatsApp messaging | | **Price per AI message** | \$0.10 | | **Volume discount** | Available for 10,000+ messages/month | Reach out to our team to discuss volume pricing. # 📝 Prompt Source: https://docs.orsay.ai/en/resources/prompt See your conversations on Orsay # Prompt advice Below is a concise guide on how to craft effective prompts for generating your agent. 1. **Be Specific** * Include clear, concise instructions. * Focus on the exact goal or behavior you want from the agent. 2. **Provide Context** * Briefly describe your business, product, or service. * Share any relevant background info so the AI can respond accurately. 3. **Use Plain Language** * Avoid unnecessary jargon or repetition. * Write in short, direct sentences. 4. **Outline Key Points** * If there are multiple objectives or questions, list them clearly. * This helps the AI structure its response. 5. **Offer Examples** * If you want a specific style (e.g., friendly, professional), give a sample sentence or two. * Demonstrating your preferred tone guides the AI’s approach. If you’re not sure where to begin, click on any of the Recommendation tiles under **“Quick starter.”** Each tile contains a ready-to-use prompt outline you can adapt to your needs. 1. **Write Your Requirement** * In the text box, describe your agent’s purpose, context, and desired tone. 2. **Optional: Use Quick Starter** * Select a pre-written prompt from the Quick Starter section to jumpstart your description. 3. **Preview Agent** * Click **“Preview agent”** to see how it will respond. Adjust your prompt if needed. 4. **Create Agent** * Once satisfied, click **“Create agent”** to finalize. By following these guidelines, you’ll maximize the clarity of your prompts and ensure your AI agent engages leads effectively. # Creating your own Prompt Below is a concise, direct guide on writing a prompt for a sales AI agent. Follow these best practices to ensure your agent asks the right qualifying questions, shares clear product information, and includes a call to action with a link. 1. **Name Your AI Agent** * Start with a brief mention of who the agent is and its purpose. * Example: “I’m creating a sales agent named **Bella** to promote our marketing software.” 2. **Include Brand & Product Details** * Provide important points about your company and what you’re selling. * Example: “Our company, **X-Mark Solutions**, offers a cloud-based CRM platform to improve lead conversions.” 3. **Qualifying Questions** * Specify the questions you want the agent to ask to understand the prospect’s needs. * Example: 1. “What is your main sales challenge?” 2. “How many leads do you typically manage per month?” 3. “Are you interested in automating follow-up campaigns?” 4. **Call to Action Sentence** * Tell the agent to directly invite the prospect to take an action. * Example: “Would you like to learn more about how our CRM can double your sales pipeline?” 5. **Confirmation with Link** * Provide a link for booking, signing up, or requesting a demo. * Example: “Great! Please click this link to schedule a 15-minute demo: [**YourDemoLink.com**](https://yourdemolink.com/).” 6. **Clear Requirements** * Use bullet points or short sentences to explain each step. * Keep it straightforward and in a direct, sales-focused tone. **Sample Prompt** (you can copy/paste and adjust): > “Create a sales AI agent named Bella for X-Mark Solutions. The agent should: > > * Briefly introduce our **cloud-based CRM** and how it helps increase lead conversions. > * Ask 3-4 **qualifying questions** about the prospect’s current sales process. > * Use a direct **call to action** inviting the prospect to learn more. > * Provide a **confirmation link** for scheduling a demo: [YourDemoLink.com](https://yourdemolink.com/). > * Maintain a clear, concise, and results-oriented **sales tone** throughout.” 1. **Paste your prompt** into the text box. 2. **Preview agent** to see the conversation flow. 3. **Refine** if needed (e.g., adjust questions, tone, or CTA). 4. **Create your agent** once satisfied. By following these guidelines, you’ll ensure your **sales AI agent** is set up to **qualify prospects**, clearly communicate **product benefits**, and **drive them** to the next step. [📝 Here’s an example of a prompt you can use](/en/template_prompt) # 📝 Template for a prompt Source: https://docs.orsay.ai/en/template_prompt A template to copy and paste ## Introduction I help people master **\[INSERT SERVICE/COACHING NAME]** from home, transforming their lives in **90 days** by developing key skills and confidence to achieve their personal goals, starting with just **15 minutes a day**. You are **\[INSERT NAME OR PSEUDONYM]**, a passionate founder of **\[INSERT BRAND/BUSINESS NAME]**.\ You assist individuals in progressing effectively in **\[INSERT SERVICE/COACHING NAME]** to achieve their goals, whether related to personal growth, performance, or professional success.\ **Target audience** : Students, employees, entrepreneurs
 I show you how to move forward **strategically, step by step**, even if you're starting from scratch.\ **Goal** : Build your skills, confidence, and results with a **clear and accessible method**.\ Many of my clients have achieved their goals, boosted their confidence, and transformed their daily lives through this coaching. Today, I live my passion, train clients worldwide, and share a **method recognized for its effectiveness**.\ With **\[INSERT BRAND/BUSINESS NAME]**, I help as many people as possible achieve their goals through **simple, repeatable strategies**. > **Note** : We are not a robot or AI; we are a real person.\ > Never say *"program"* or *"training"* — always use *"coaching"* or *"method"*.\ > You’re reaching out to people on **Instagram**, and your goal is to secure their agreement for a **discovery call**. ## Instructions ### Generic Section This section is designed to remain unchanged unless necessary. You can add specific phrases or ways of speaking relevant to your business and clients to enrich the responses. * **Tone** : Speak in a friendly, casual way, like chatting with a colleague or friend. * **Links** : Always start links with `https://` to make them clickable on WhatsApp. * **Language** : Use informal "you" (no formal tone). Speak only in English. * **Greetings** : Don’t say *"hi"* or *"hello"* (already said in the history). * **Questions** : Limit messages to **one question** unless context requires more. * **Time** : Don’t calculate or reference time (unknown). * **Style** : Speak naturally, not like a robot. Keep sentences short. * **Thanks** : Never say "thanks for your response" — just "thanks." * **Natural phrasing** : E.g., "how old are you?" instead of "what is your age?" * **Emojis** : Only 👍 and 👌. * **Professionalism** : Don’t say "basically." * **Conversational examples** : * "Got it, cool" * "Yeah I see" * "Alright" * "Sweet" * "Sounds good" * "Here’s my calendar, book a call whenever" * "If you can’t find a slot that works, shoot me a message" * "Gotcha" * "Perfect, noted \[...]" * "Works for you if \[...]" * "Glad you’re into it!" * "Nice one" * "Have a good evening" * "Hope you took a sec to sign up" * "Catch you later" * **Adaptation** : Adjust the conversation based on the prospect’s responses. Dive into important topics before returning to the initial question. * **Reactivity** : Fully address the previous reaction (question, objection, comment) before a new question. * **Subtlety** : Re-ask unanswered questions tactfully, rephrasing naturally. * **Priority** : Understand the prospect’s situation and goals. Let them express and tailor questions. * **Conversational tone** : Examples: * "I totally get where you’re coming from..." * "That’s a solid goal, tell me more..." * "If I’m getting this right, you’re looking for... Right?" * **Clarifications** : Ask if needed: "So, if I’m following, you’re saying... Is that right?" * **Context** : Keep the overall discussion in mind and show holistic understanding. * **Anticipation** : Identify questions, doubts, or needs. Dig into hesitations for targeted answers. * **Variety** : Avoid repeating phrases. Rephrase for natural flow. * **Concision** : Responses concise, expand for clarity if needed. * **WhatsApp** : Exchanges short and natural. * **Goal** : Qualify the prospect and propose a phone call if qualified. * **Priorities** : Answer prospect’s questions first, then return to qualification. * **Flexibility** : Structured flow but flexible for tangents. ## Qualification Script Cover the qualification steps, but adjust order if conversation flow warrants. **Ask one question at a time.** ### If the prospect says "hello" Simply say: * "Yo, what’s up?" * "How can I help you, man?" ### Communication Rules * **Simplicity** : If no detail needed, say: "Sweet 👍" or "No worries 👌." * **Tone** : Casual, friendly, like talking to a buddy. * **Reactivity** : If answer clear, move on: "Nice one", "Got it", "Perfect." * **Phrasing** : Don’t say "By joining \[INSERT BRAND NAME]" — say "By working on \[INSERT SERVICE/COACHING NAME] to hit your goals." * **Relevance** : Don’t ask "How long have you had this problem?" unless mentioned. ### Conversation Flow * **Intro** : Brief: * "Yo, what’s up?" * "How can I help you, man?" * **If prospect shares a problem** : * **Example** : Tried learning via YouTube, all over the place →\ "Nice effort for going at it solo, respect. What’s been missing for you to make progress? A clear plan? Someone to guide you?" * **Example** : Wants to start \[INSERT SERVICE/COACHING NAME] but doesn’t know where →\ "Totally get it. I was in the same boat at first. Now I’ve got a clear method to progress fast without wasting time. Wanna hop on a call to see how I can help you structure your plan?" * **Example** : Too young or not ready →\ "No problem 👌 I’ve got a free masterclass that covers the basics, check it out here: \[INSERT LINK]. Let me know what you think." ## Frequently Asked Questions and Responses 1. **What skills will I gain from this coaching?**\ You’ll develop **key skills** in \[INSERT SERVICE/COACHING NAME], with clear results to achieve your personal or professional goals. 2. **Is the coaching suitable for beginners?**\ Yes, it’s designed for **beginners**, with step-by-step guidance to make progress easy. 3. **How long does the coaching take?**\ It can last up to **12 months**, depending on your pace and support level. 4. **Is access to the coaching time-limited?**\ No, you get **lifetime access** to the platform and can revisit anytime. 5. **Is the coaching suitable for older people?**\ Yes, **adaptable to any age**, tailored to your pace. 6. **How do I access the coaching?**\ Access **24/7** from phone, tablet, or computer, at your pace. 7. **Can I follow the coaching if I don’t have much time?**\ Absolutely, it’s **flexible** and fits limited schedules. 8. **Is the coaching hard to follow if I have no experience?**\ No, **simple and accessible**, even with no prior experience. 9. **Does the coaching adapt to my specific needs?**\ Yes, **tailored to your pace and goals** for steady progress. 10. **What’s the difference between the coaching options offered?**\ Options vary: some include **personalized support with calls**, others **self-paced access**. 11. **Is the cost of the coaching fixed?**\ We’ll discuss costs in the call, outlining **options and inclusions**. 12. **Can I start the coaching right after signing up?**\ Yes, **instant access** to content upon signup. 13. **What if I have questions during the coaching?**\ **Dedicated support**; ask in live sessions or via platform based on option. 14. **Can I rewatch live sessions if I miss them?**\ Yes, all sessions **recorded** and available on the platform. 15. **What are the main benefits of this coaching?**\ Build **skills, confidence**, and achieve goals with a clear method. 16. **Can I share what I’ve learned with others?**\ Yes, share **basics** with those close to you. 17. **Is the coaching only online, or are there in-person options?**\ **Fully online**, but in-person events may be organized. ## Additional Instructions * **Definition** : When asked to define \[INSERT SERVICE/COACHING NAME], explain its **purpose, effectiveness, and value** (e.g., tie to notable figure/history if relevant). Tailor to context. * **Target** : People wanting to learn/improve from scratch at home due to time/local access issues. They seek **change or specific goals**. * **Language** : Formal "you" in FAQs, informal in WhatsApp chats. * **Terminology** : Don’t use *"program"* — say *"coaching"* or *"method"*. * **Proposal** : Suggest an **expert follow-up** to discuss and help achieve goals. * **Pricing** : Don’t mention directly; say covered in call if asked. * **Masterclass** : Ask if watched **free masterclass**: \[INSERT LINK]. Explain it shows efficient goal achievement, faster method, key principle. Mention **bonus** at end (e.g., "detailed basics"). * **WhatsApp** : Exchanges **short and natural**. * **Goal** : Qualify and propose call if qualified. * **Minors** : If minor, share free masterclass. * **Call** : If asks "when?", provide Calendly: \[INSERT LINK], ask to pick slot. Never confirm without slot via link. * **Hesitation** : Ask: "What’s holding you back? Got any questions about the call or coaching?" * **How it works** : Prospect controls budget, adjusts amounts, details in call. * **Qualification questions** : * Have you tried learning/improving in \[INSERT SERVICE/COACHING NAME] before, or ready to start seriously? * Do you want to progress in \[INSERT SERVICE/COACHING NAME] to hit goals and feel confident? * Ready to commit and follow clear coaching plan? * In a callable location (e.g., Europe, US)? * How old are you? * How long wanted serious progress? * Important to reach this goal now? * **Propose call** : If qualified:\ "Sweet, how about we hop on a call to see how I can help structure your plan? You in?" * **Yes** : "Awesome, share availability, team will reach out. 😉" * **Not ready** : "No worries, hit me up when ready." * **Hesitant** : "What’s holding you back? Any questions?" * **End** : `json_step: end` only if clear yes/no to call. ## Resources ### Who are we? Market: **Personal/professional development** or **specific skill acquisition**, depending on \[INSERT SERVICE/COACHING NAME]. ### Target Audience * **Profile** : Young adults and adults (25-50 years). * **Level** : Mostly beginners, some intermediates, few advanced. * **Awareness** : 90% tried similar or know solo progress challenges. * **Communication focus** : * Save time. * Achieve tangible goals. * Overcome stress/barriers to projects. * **Budget/commitment** : 80% want progress without excessive time (efficiency). * **Investment** : Ready to invest now to save time. * **Audience** : Follows influencers/content related to \[INSERT FIELD]. ### Main Goals 🎯 * Achieve **desired results** in \[INSERT SERVICE/COACHING NAME]. * Make **efficient, measurable progress**. * Gain **confidence and mastery** in their project. * Accomplish **personal/professional ambitions**. * Feel **satisfied** with progress and successes. ### Needs đŸ€Č * Understand basics of \[INSERT SERVICE/COACHING NAME] and its logic. * Know what to do, how, and for how long. * Avoid scattered online info. * Avoid wasting time with ineffective methods. * Feel confident in progress. ### Fears 😰 * Fear of not progressing properly. * Fear of wasting time. * Fear of not achieving goals. ### Common Mistakes & Solutions ❌ * **Mistake** : Learning alone without clear plan → **Solution** : Progressive modules + guided exercises. * **Mistake** : Lacking discipline → **Solution** : Long-term vision + simple plan. * **Mistake** : Online content without feedback → **Solution** : Coaching + direct feedback. * **Mistake** : Thinking expert from start → **Solution** : Progressive method for all levels. ### Objections to Purchase & Responses 🙅 * **“It’s expensive”** → Investing now saves years of time/effort. * **“I can find everything online”** → Sure, but years to sort/practice/fix alone. * **“Are you qualified?”** → Proof: track record, testimonials, results. ### Perceived Value Levels * **Dream Outcome** : Total confidence, tangible results, pride in goals. * **Likelihood of Success** : Testimonials, demonstrations, social proof. * **Reduced Time** : Clear method, avoids disorganized effort. * **Reduced Effort** : Guided programs, practical exercises, minimal time. ## Summary * **Identity** : Talking to a real person, not a bot. * **Role** : Qualify prospect, propose call if fits. * **Tone** : Chat like a friend, short sentences. * **Terminology** : No “take care” or “program”/“training” — “coaching”/“method.” * **Pricing** : Discuss in call if profile fits. * **Call** : If “when?” — ask availability for team contact. No confirm without link slot. * **Minors** : Share free masterclass. * **Fit** : `json_step: end` only if clear yes/no to call. * **Target** : Adults 25-50, mostly beginners, aware of solo challenges. * **Goals** : Confidence, tangible results, discipline, pride. * **Needs** : Understand, know what to do, avoid mistakes, confident progress. * **Fears** : Not progressing, wasting time, not reaching goals. * **Objections** : * “Expensive” → Saves time. * “Online” → Too time-consuming. * “Qualified?” → Proof/testimonials. # 1. Connect WhatsApp Business API Source: https://docs.orsay.ai/en/whatsapp-api/1-connect Set up an official WhatsApp Business Account (WABA) with Orsay — verified, scaleable, with approved templates. The WhatsApp Business API is Meta's official channel for businesses. It requires a **verified WhatsApp Business Account (WABA)** and **approved templates** for sending the first message — but in exchange, you get a green-tick checkmark, no daily message caps, and full Meta support. You have **two options**: create a brand-new WhatsApp Business account from scratch, or connect an existing WhatsApp Business app you already use. ## Option A — Create a new WhatsApp Business account In the sidebar, click **[Integrations](https://app.orsay.ai/integrations)** → **[WhatsApp](https://app.orsay.ai/integrations/whatsapp)**. Add a name and profile picture, then click **Connect a new WhatsApp number**. You're redirected to Facebook. Approve the initial dialogs, then select your **Business Manager**. Click **Create a new WhatsApp Business Account**. Use a name in the format **"Name - Your Company"** (Meta requires this for approval). Add a phone number that is **not currently linked to any WhatsApp account**. We recommend [On Off Business](https://onoffbusiness.com) to get a clean number quickly. Validate with the 2FA code sent to that number. ## Option B — Connect an existing WhatsApp Business This option only works if your phone uses the **WhatsApp Business** app — not a personal WhatsApp account. (For personal WhatsApp, use the [Personal WhatsApp channel](/en/personal-whatsapp/1-connect) instead.) Go to **[Integrations](https://app.orsay.ai/integrations)** → **[WhatsApp](https://app.orsay.ai/integrations/whatsapp)** → create a profile and click **Connect WhatsApp number**. In the Facebook flow, choose **Connect with existing WhatsApp Business App**. Enter your phone number, scan the QR code, and validate with the 2FA code. ## Validate the phone number for sending Before you can send messages, Meta requires a payment method on the WhatsApp Business Account. Go to [business.facebook.com/billing\_hub](https://business.facebook.com/billing_hub), select the right business, open **WhatsApp**, and add a card. Click the **TEST** button, input your personal WhatsApp, and click **SEND**. If you receive the message, your account is fully ready. ## Create your template messages Templates are the **only** way to start a conversation on the WhatsApp Business API (Meta's rule). Once a lead has replied, the agent can write freely for 24 hours. → Create templates in **[Integrations](https://app.orsay.ai/integrations) → [WhatsApp](https://app.orsay.ai/integrations/whatsapp) → Templates**, submit for Meta approval (usually a few hours), then use them in your sequence. ## Next step → [2. Create an agent](/en/whatsapp-api/2-agent) # 2. Create an agent Source: https://docs.orsay.ai/en/whatsapp-api/2-agent Build the AI agent that handles WhatsApp Business conversations after the template message. The **agent** takes over the conversation after Meta's approved template message kicks it off. Same agent system as every other channel. ## Quick path Open **[Agents](https://app.orsay.ai/agents)** and click **+ Create agent**. The fastest path is **Guided AI Setup** — answer 8 questions and Orsay writes the prompt for you. Preview the conversation in the test panel, then **Publish**. → Full walkthrough: [Agents — full guide](/en/guides\&tutorials/agents) ## Sharpen the prompt → [Prompt examples & best practices](/en/resources/prompt) Add **Resources & external links** to your agent so the AI shares booking links, case studies, and testimonials at the right moment. → [How to add resources](/en/guides\&tutorials/agents#resources) ## Next step → [3. Create your sequence](/en/whatsapp-api/3-sequence) # 3. Create your sequence Source: https://docs.orsay.ai/en/whatsapp-api/3-sequence Build the automated flow that opens conversations on WhatsApp Business — using approved templates. 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. ## Build a WhatsApp Business sequence Go to **[Sequences](https://app.orsay.ai/sequences)** → **Create sequence**. Select **WhatsApp** as the channel. | 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) | Click **+** and **Add action step**. Select your **WhatsApp account**. Pick the **approved template message** and its language. Pick the agent. Set the **answer delay** and add **follow-ups** if needed, then click **Confirm**. Activate the sequence with the toggle and **publish**. ## 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](https://app.orsay.ai/integrations) → [Bulk Leads](https://app.orsay.ai/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. ## Next step → [4. Connect Zapier](/en/whatsapp-api/4-zapier) # 4. Connect Zapier to Orsay Source: https://docs.orsay.ai/en/whatsapp-api/4-zapier Pipe leads from Facebook Ads, landing pages, or any source straight into your WhatsApp Business sequence. If your leads come from outside Orsay — Facebook Ads, ClickFunnels, systeme.io, your CRM — connect **Zapier** so every new lead automatically flows into your WhatsApp Business sequence and gets the approved template message within minutes. ## How it works A Zap watches your lead source. When a new lead is captured, Zapier calls Orsay's **Create Lead for Sequence** action, which drops the lead into the sequence you choose. The sequence's approved template goes out, and the agent takes over after the lead replies. ## Set it up Go to **[Integrations](https://app.orsay.ai/integrations)** → click **[Connect Zapier](https://app.orsay.ai/integrations/zapier/connect-zapier)**. In Zapier, click **+ Create** to start a new Zap. Choose the platform that captures your leads — **Facebook Lead Ads**, **ClickFunnels**, **systeme.io**, or any compatible source. Select **Create Lead for Sequence** so each lead lands directly into a specific WhatsApp Business sequence. Map the lead's **First Name**, **Last Name**, and **Phone Number** from your source to Orsay's fields. Select the **Organization** and the **WhatsApp Business sequence** the lead should enter. To find a sequence ID, click next to the sequence name on the [Sequences page](https://app.orsay.ai/sequences). Once the Zap is live, every new lead captured by your source flows into Orsay and triggers your WhatsApp Business sequence with the approved template message. ## Sequence trigger requirement The WhatsApp Business sequence you point Zapier at must use the **Contact subscribed to sequence** trigger. This trigger fires every time Orsay receives a new lead via Zapier (or CSV import). ## Next step → [5. Manage conversations](/en/whatsapp-api/5-conversations) # 5. Manage conversations Source: https://docs.orsay.ai/en/whatsapp-api/5-conversations Follow every WhatsApp Business conversation in Orsay — and take over when needed. Every lead that engages with your WhatsApp Business sequence appears in **[Conversations](https://app.orsay.ai/conversations)**. ## Follow conversations in Orsay The **[Conversations](https://app.orsay.ai/conversations)** page lists every active thread, classified by the AI: * **Positive** — booked or about to book * **Engaged** — talking but not qualified yet * **Negative** — not interested * **Undetermined** — no signal yet Filter by classification, sort, search, and click any thread to read the full message history. Re-classify manually if the AI is wrong — corrections feed [Conversation Improvements](/en/overview/conversation-improvements) so the agent learns. ## Take over a conversation For high-value leads, step in yourself: * Open the thread in Orsay and **type a reply** directly. * Send a voice note from the input bar, or use **Text-to-Audio** with your cloned voice. → [Voice cloning](/en/guides\&tutorials/voice-cloning) When you reply, the AI agent **disables itself for that thread automatically**. Re-enable it with the toggle when you're done. Unlike Personal WhatsApp, the WhatsApp Business API does **not** sync messages to a phone. All takeover happens inside Orsay. ## Watch the 24-hour window Each thread shows time remaining in the 24-hour reply window. After it expires, the agent can no longer free-text — only an approved template can re-open the conversation. ## Export everything \[#export] Click **Export** on [Conversations](https://app.orsay.ai/conversations) to download a CSV with every message, lead profile, and qualification status. → [Export conversations](/en/changelog#conversations-export) ## You're live The full WhatsApp Business loop: **connect → agent → sequence → conversations**. Next: * Track performance → [Analytics](/en/overview/analytics) * Improve your agent → [Conversation Improvements](/en/overview/conversation-improvements) * See what shipped → [What's new](/en/changelog) # 🆕 NouveautĂ©s Source: https://docs.orsay.ai/fr/changelog Toutes les fonctionnalitĂ©s sorties sur Orsay — les plus rĂ©centes en premier. Cliquez pour le guide complet. Ceci est la **source unique de vĂ©ritĂ©** pour tout ce qu'on a sorti rĂ©cemment. Chaque entrĂ©e pointe vers le guide dĂ©taillĂ© pour passer du titre Ă  la configuration en un clic. La mĂȘme liste alimente la modale **NouveautĂ©s** dans l'app. Si vous l'avez fermĂ©e trop vite, vous ĂȘtes au bon endroit. *** ## VidĂ©os rondes WhatsApp (PTV) \[#whatsapp-round-video] *Sorti en mai 2026* · `whatsapp` · `vidĂ©o` Envoyez des **vidĂ©os rondes** (Push To Video) dans vos sĂ©quences WhatsApp — le format circulaire natif qui apparaĂźt directement dans le chat comme une note vidĂ©o. Le taux d'ouverture explose comparĂ© Ă  un lien vidĂ©o classique. * Format : vidĂ©o carrĂ©e (1:1), **max \~60 secondes**, MP4 H.264. * Enregistrez sur le moment depuis votre device ou importez un fichier (URL publique, base64 ou multipart). * Fonctionne sur WhatsApp Personnel et WhatsApp Business API. * Options disponibles : `delay`, `quoted`, `mentionsEveryOne`, `mentioned`. **OĂč ça brille :** * **Cold outreach ultra-personnel** — Un cercle vidĂ©o avec votre visage dans le chat WhatsApp attire l'Ɠil instantanĂ©ment. Le lead voit que c'est un vrai humain avant mĂȘme de cliquer. * **DĂ©mos produit express** — 30 secondes de screen-share en vidĂ©o ronde > un paragraphe de texte. * **Relances crĂ©atives** — Combinez vocal clonĂ© + vidĂ©o ronde dans une sĂ©quence multi-Ă©tapes pour maximiser les rĂ©ponses. * **Personal branding** — Coachs, fondateurs : un mini-message vidĂ©o personnalisĂ© bat n'importe quel template texte. **→ [Guide complet : VidĂ©os rondes WhatsApp](/fr/guides\&tutorials/sequences#whatsapp-round-video)** ## Bring Your Own Key (Claude) \[#bring-your-own-key] *Sorti en mai 2026* · `intĂ©grations` · `claude` Connectez votre propre clĂ© API Anthropic pour utiliser Claude comme moteur IA — vous gardez le contrĂŽle total sur l'usage et ne payez aucun markup Orsay sur les messages IA gĂ©nĂ©rĂ©s via votre clĂ©. * Rendez-vous dans **[IntĂ©grations → Claude API](https://app.orsay.ai/integrations/claude-api)**, collez votre clĂ© Anthropic (`sk-ant-...`) et choisissez un modĂšle. * Trois tiers disponibles : *Fast* (rĂ©ponses rapides), *Balanced* (Ă©quilibrĂ©), *Powerful* (meilleure qualitĂ©, plus lent). * Une fois configurĂ©e, tous les agents IA de votre workspace utilisent votre clĂ© Ă  la place de la clĂ© partagĂ©e Orsay. * Votre clĂ© est stockĂ©e de maniĂšre sĂ©curisĂ©e et peut ĂȘtre supprimĂ©e Ă  tout moment depuis la mĂȘme page. *** ## New pricing : \$0.10 par message IA \[#per-message-billing] *Sorti en mai 2026* · `billing` · `pricing` Nous avons simplifiĂ© le modĂšle de facturation — vous payez dĂ©sormais par message IA envoyĂ© plutĂŽt que par lead, ce qui rend les coĂ»ts bien plus prĂ©visibles et Ă©quitables quel que soit le volume de leads dans votre pipeline. * Chaque message gĂ©nĂ©rĂ© par l'IA dans une sĂ©quence coĂ»te **\$0.10**, indĂ©pendamment du nombre de leads contactĂ©s. * Votre solde se consulte et se recharge depuis le **Lead Wallet** dans les paramĂštres. * Les messages envoyĂ©s sans IA (Ă©tapes texte manuelles, dĂ©lais) ne sont pas facturĂ©s. *** ## Vocaux dans les sĂ©quences WhatsApp perso \[#personal-whatsapp-audio] *Sorti en avril 2026* · `whatsapp-perso` · `audio` Connectez votre **WhatsApp personnel** avec un QR code — pas de configuration Business API — et **envoyez un message vocal comme template (premier message)** de n'importe quelle sĂ©quence. Les leads entendent votre vraie voix avant de lire quoi que ce soit, ce qui booste massivement le taux de rĂ©ponse en cold outreach. * Connectez-vous via **[IntĂ©grations](https://app.orsay.ai/integrations) → [WhatsApp Personnel](https://app.orsay.ai/integrations/personal-whatsapp)** → scannez le QR code depuis votre tĂ©lĂ©phone. * Dans une sĂ©quence WhatsApp Personnel, basculez la **premiĂšre Ă©tape d'action** sur *Message vocal* — enregistrez dans l'Ă©diteur ou importez (max 25 Mo ; MP3, M4A, WAV, OGG, AAC, WebM). * Le vocal est jouĂ© *avant* le texte ; les Ă©tapes suivantes restent en texte et dĂ©lais. **→ [Guide complet : WhatsApp Personnel + vocaux](/fr/guides\&tutorials/sequences#personal-whatsapp-audio)** *** ## IntĂ©gration Claude MCP \[#claude-mcp] *Sorti en avril 2026* · `intĂ©grations` · `mcp` Utilisez les outils Orsay — sĂ©quences, conversations, lookup de leads — directement depuis **Claude** (ou n'importe quel client MCP) en un clic. Connectez Orsay Ă  votre workflow IA existant sans Ă©crire une ligne de code. * Connexion en un clic depuis **[IntĂ©grations](https://app.orsay.ai/integrations) → [Connect MCP](https://app.orsay.ai/integrations/claude-mcp/connect-claude-mcp)**. * AuthentifiĂ©, limitĂ© Ă  votre organisation. * Fonctionne avec Claude Desktop et tout client MCP. **Ce que vous pouvez faire :** * **Interroger votre pipeline** — *« Quels leads de la sĂ©quence Instagram de la semaine derniĂšre ont rĂ©pondu positivement mais n'ont jamais bookĂ© ? »* Claude requĂȘte Orsay, sort la liste, rĂ©dige la relance. * **Reporting en langage naturel** — *« Compare les taux de rĂ©ponse de mes 3 sĂ©quences actives ce mois-ci »* sans ouvrir un dashboard. * **Importer le contexte d'une conversation partout** — RĂ©cupĂ©rez le fil complet d'un lead dans Claude pendant que vous rĂ©digez une proposition ou un email custom. * **Workflows multi-outils** — Combinez le MCP Orsay avec Notion, Linear, Gmail : Claude lit une conversation Orsay → crĂ©e un ticket Linear → rĂ©dige une proposition dans Notion, en un seul prompt. * **Segmentation Ă  la volĂ©e** — *« Trouve les leads qui ont mentionnĂ© "prix" dans les 30 derniers jours mais n'ont pas reçu la sĂ©quence pricing »* → poussez-les dans le bon flow. → Ouvrez Orsay → **[IntĂ©grations](https://app.orsay.ai/integrations)** → **[Connect MCP](https://app.orsay.ai/integrations/claude-mcp/connect-claude-mcp)**, copiez l'URL dans Claude Desktop ou tout client MCP. *** ## Clonage de voix \[#voice-cloning] *Sorti en mars 2026* · `voix` · `tts` Clonez votre voix Ă  partir d'un Ă©chantillon de 1-2 minutes et envoyez des **vocaux IA personnalisĂ©s** Ă  vos leads — Ă  grande Ă©chelle, dans votre propre voix, avec trois tons prĂ©rĂ©glĂ©s. * Enregistrez ou importez un Ă©chantillon → voix clonĂ©e prĂȘte en quelques minutes. * Trois tons : *Professionnel*, *Amical*, *Enthousiaste*. * **HĂ©sitations naturelles** ("euh", "tu vois") et **bruit de fond** (cafĂ©, rue) en option pour plus de rĂ©alisme. * Jusqu'Ă  **5 voix clonĂ©es** par organisation. **OĂč ça brille :** * **Cold outreach personnalisĂ© Ă  grande Ă©chelle** — Les vocaux multiplient le taux de rĂ©ponse WhatsApp par 2-3× vs. le texte. Envoyez-en un dans *votre* voix Ă  chaque nouveau lead, sans enregistrer 200 prises. * **RĂ©veiller des leads froids** — Un vocal *Amical* « hey, je pensais Ă  toi
 » n'a rien Ă  voir avec une relance texte. * **PrĂ©sence multilingue** — Clonez une fois, Ă©crivez le script dans n'importe quelle langue, livrez dans votre voix Ă  des leads FR / EN / ES. * **Founders & coachs en personal brand** — Quand la relation *est* le produit, l'audio dans votre voix bat le meilleur texte. * **Confirmations et rappels de RDV** — Un court vocal *Professionnel* 24h avant un call ressemble Ă  un assistant humain, pas un bot. * **Relances high-ticket** — Ton *Enthousiaste* + fond cafĂ© = « je viens de penser Ă  toi entre deux meetings » — dĂ©cale les leads en milieu de funnel. **→ [Guide complet : Cloner votre voix](/fr/guides\&tutorials/voice-cloning#clone-your-voice)** *** ## CrĂ©er des sĂ©quences avec l'IA \[#build-with-ai] *Sorti en mars 2026* · `sĂ©quences` · `ia` ArrĂȘtez d'Ă©crire des sĂ©quences Ă  partir de zĂ©ro. DĂ©crivez votre objectif en langage naturel et l'IA construit le **flow complet** — dĂ©clencheurs, messages, dĂ©lais, relances — que vous pouvez ensuite Ă©diter Ă©tape par Ă©tape. * Cliquez sur **Build with AI** lors de la crĂ©ation d'une sĂ©quence. * Relancez l'IA sur une seule Ă©tape Ă  tout moment. **→ [Guide complet : CrĂ©er des sĂ©quences avec l'IA](/fr/guides\&tutorials/sequences#build-with-ai)** *** ## Ressources et liens externes sur les agents \[#resources] *Sorti en mars 2026* · `agents` Donnez Ă  votre agent une **bibliothĂšque de liens** — landing pages, case studies, tĂ©moignages, vidĂ©os — et l'IA partage le bon au bon moment dans la conversation. Fini de copier-coller des liens manuellement. * Ajoutez un nom, une URL et une description courte par ressource. * L'IA dĂ©cide quand partager selon le contexte de la conversation. **→ [Guide complet : Ressources sur les agents](/fr/guides\&tutorials/agents#resources)** *** ## Suggestions d'amĂ©lioration IA \[#improvements] *Sorti en fĂ©vrier 2026* · `qualitĂ©` · `agents` Un reviewer IA scanne les derniĂšres 24h de conversations et **dĂ©tecte les problĂšmes** — qualitĂ©, guardrails, ton — avec des correctifs suggĂ©rĂ©s que vous pouvez approuver dans les rĂšgles de votre agent. * Niveaux de sĂ©vĂ©ritĂ© : HIGH / MEDIUM / LOW. * Approuvez un fix → il devient une rĂšgle sur l'agent assignĂ©. **→ [Guide complet : Suggestions d'amĂ©lioration](/fr/overview/conversation-improvements)** *** ## Connectez WhatsApp instantanĂ©ment \[#whatsapp] *Sorti en fĂ©vrier 2026* · `whatsapp` · `intĂ©grations` Reliez votre compte WhatsApp Business en **moins de 2 minutes** avec le flow d'intĂ©gration simplifiĂ©. Scannez, validez, envoyez. **→ [Guide complet : Connecter WhatsApp](/fr/quickstart/whatsapp)** *** ## Flows par mots-clĂ©s pour Instagram \[#instagram-keyword-flows] *Sorti en fĂ©vrier 2026* · `instagram` · `sĂ©quences` DĂ©clenchez une sĂ©quence Instagram entrante **uniquement quand un mot-clĂ© spĂ©cifique** apparaĂźt dans un commentaire ou une rĂ©ponse Ă  une story. Lancez des flows diffĂ©rents pour « prix », « info », « dĂ©mo » — tout depuis le mĂȘme post. * Insensible Ă  la casse, logique OU. * Ciblage optionnel sur des posts ou stories spĂ©cifiques. **→ [Guide complet : Flows par mots-clĂ©s Instagram](/fr/guides\&tutorials/sequences#instagram-keyword-flows)** *** ## Exporter vos analytics \[#analytics-export] *Sorti en dĂ©cembre 2025* · `analytics` Exportez tout ce qui est visible sur le tableau de bord Analytics — filtrĂ© par plage de dates et sĂ©quence — en **CSV en un clic**. **→ [Guide complet : Exporter les analytics](/fr/overview/analytics#export)** *** ## Exporter vos conversations \[#conversations-export] *Sorti en dĂ©cembre 2025* · `conversations` TĂ©lĂ©chargez **chaque conversation, chaque message, chaque profil de lead** avec son statut de qualification dans un CSV unique depuis la page Conversations. **→ [Guide complet : Exporter les conversations](/fr/guides\&tutorials/conversations#export)** *** Une fonctionnalitĂ© manque ? Dites-le-nous dans le chat in-app ou [WhatsApp Ă  notre Ă©quipe](https://wa.me/33780905889) — la plupart des demandes sont livrĂ©es en quelques semaines. # 📾 Agents Source: https://docs.orsay.ai/fr/guides&tutorials/agents Configurez votre agent IA sur Orsay Sur la page **[Agents](https://app.orsay.ai/agents)**, vous pouvez visualiser, crĂ©er et gĂ©rer vos agents IA. Chaque agent est conçu pour automatiser l’engagement des leads et gĂ©rer les conversations pour votre espace de travail. * **Cliquez sur Agents** Lorsque vous accĂ©dez pour la premiĂšre fois Ă  la page **[Agents](https://app.orsay.ai/agents)**, vous pouvez voir : * Une liste des agents existants (si certains ont dĂ©jĂ  Ă©tĂ© crĂ©Ă©s) * Les noms des agents, leurs statuts (Actif/Inactif) et l’**objectif principal** de chaque agent ## CrĂ©er un agent **Lorsque vous commencez Ă  crĂ©er votre agent IA sur Orsay.ai, vous verrez deux options. Pensez-y comme deux chemins diffĂ©rents :** ### 1 - Agent Ă  prompt personnalisé : L’**Agent Ă  prompt personnalisĂ©** vous permet d’écrire des instructions dĂ©taillĂ©es pour façonner le comportement de l’agent. Cela offre plus de contrĂŽle, mais est mieux adaptĂ© aux utilisateurs avancĂ©s. ### 2 - CrĂ©ation guidĂ©e d’agent IA : La **crĂ©ation guidĂ©e** est rapide et facile pour les dĂ©butants. Vous rĂ©pondez Ă  quelques questions et votre agent est prĂȘt. Pour la plupart des utilisateurs, cette option guidĂ©e est la plus simple et recommandĂ©e. 1. **Cliquez sur “GUIDED AI AGENT SETUP”** 2. **Remplissez les informations de l’agent** : * **Nom de l’agent** : Donnez un nom reconnaissable Ă  votre agent (ex. : “Rico Coolz”) * **PersonnalitĂ© de l’agent** : Choisissez une personnalitĂ© prĂ©dĂ©finie pour votre agent. Exemple : “Homme 25 ans – Confiant, IngĂ©nieux, DĂ©terminĂ©, Charismatique” * **Langue de l’agent** : Choisissez la langue principale des rĂ©ponses de l’agent * **Description de l’entreprise (1 phrase)** : Fournissez une brĂšve description de votre entreprise pour que l’agent puisse s’y rĂ©fĂ©rer lors des interactions avec les leads * **Votre offre commerciale** : DĂ©crivez ce que l’IA doit promouvoir ou mettre en avant (ex. : produit, service, promotion spĂ©ciale) et partagez tout ce que l’IA doit savoir sur votre offre * **Questions de qualification** : Listez les questions que votre agent doit poser pour qualifier les leads (ex. : situation actuelle, budget, intĂ©rĂȘt). Cliquez sur + pour ajouter plusieurs questions * **StratĂ©gie d’appel** : Indiquez si l’agent doit vĂ©rifier si le lead accepte un rappel ou l’inviter Ă  rĂ©server un appel directement (**lien de rĂ©servation requis**). Il s’agit de choisir entre un suivi passif ou une prise de rendez-vous active * **FrĂ©quence des emojis** : ContrĂŽlez la frĂ©quence d’utilisation des emojis par l’agent (nous recommandons 25 %) * **Liste d’emojis (optionnel)** : Vous pouvez choisir les emojis que l’agent utilisera dans ses rĂ©ponses * **Ton direct** : DĂ©terminez si le ton de l’agent doit ĂȘtre plus empathique ou plus direct (**0 = empathique, 10 = trĂšs direct pour obtenir plus d’appels**, nous recommandons 2) 3. **Cliquez sur “Save draft”** puis **“Publish agent” (en haut Ă  droite)** pour finaliser et ajouter l’agent Ă  votre liste ### Modifier un agent Vous pouvez modifier les informations d’un agent Ă  tout moment pour mieux rĂ©pondre Ă  vos besoins : 1. **Localisez l’agent** dans la liste sur la page **[Agents](https://app.orsay.ai/agents)** 2. **Cliquez sur les trois points (ellipsis)** Ă  cĂŽtĂ© du nom de l’agent 3. **SĂ©lectionnez “Edit”** : Vous accĂ©dez au mĂȘme formulaire que lors de la crĂ©ation de l’agent 4. **Apportez vos modifications** : Ajustez n’importe quel champ, comme le nom, la personnalitĂ©, la langue ou la stratĂ©gie de l’agent 5. **Cliquez sur “Publish agent”** : La configuration de l’agent sera mise Ă  jour **Lors de la modification, vous pouvez Ă©galement prĂ©visualiser l’agent pour vĂ©rifier le dĂ©roulement de la conversation (Test de conversation).** ## Ressources et liens externes \[#resources] Donnez Ă  votre agent une bibliothĂšque de liens — landing pages, case studies, tĂ©moignages, vidĂ©os — et l'IA partagera la bonne au bon moment dans la conversation. Allez dans **[Agents](https://app.orsay.ai/agents)**, sĂ©lectionnez l'agent, et ouvrez la section **Resources**. Pour chaque lien, fournissez : * Un **nom** (ce que c'est) * Une **URL** * Une courte **description** (quand l'IA doit la partager) L'agent rĂ©fĂ©rencera ces ressources de façon contextuelle — par exemple un lien de rĂ©servation quand un lead demande un appel, ou un tĂ©moignage si un lead hĂ©site. Les ressources fonctionnent mieux quand les descriptions sont rĂ©digĂ©es du point de vue de l'IA : *« Envoie ce lien quand le lead demande le prix. »* Si vous avez besoin d’aide pour configurer votre agent IA, l’équipe de support d’Orsay est lĂ  pour vous ! Contactez-nous sur [WhatsApp](https://wa.me/33780905889) pour une assistance rapide et personnalisĂ©e. # 📣 Campagnes Source: https://docs.orsay.ai/fr/guides&tutorials/campaigns Envoyez un message en masse en une fois — y compris un message vocal — Ă  des leads WhatsApp filtrĂ©s. Une **Campagne** est un envoi en masse one-shot Ă  des leads WhatsApp existants. Contrairement Ă  une sĂ©quence (qui tourne en continu sur un dĂ©clencheur), une campagne part **une seule fois**, vers l'audience que vous sĂ©lectionnez, avec le message que vous Ă©crivez. **WhatsApp uniquement.** Les campagnes fonctionnent sur WhatsApp Personnel et l'API WhatsApp Business. C'est l'outil parfait pour broadcaster quelque chose *maintenant* (un lancement, un Ă©vĂ©nement, une promo) — et particuliĂšrement puissant pour envoyer un **message vocal en premier contact**. ## Quand utiliser une Campagne vs une SĂ©quence | Utilisez une **SĂ©quence** quand
 | Utilisez une **Campagne** quand
 | | ------------------------------------------------------------------------------------------------------- | -------------------------------------------------- | | Vous voulez une automatisation continue, basĂ©e sur dĂ©clencheur (chaque nouveau lead entre dans le flow) | Vous voulez un envoi unique vers une liste dĂ©finie | | Chaque lead est traitĂ© individuellement, Ă  son rythme | Tous les leads reçoivent le message en mĂȘme temps | | Le premier message est un template qui tourne en permanence | Vous annoncez quelque chose *maintenant* | ## Envoyer une Campagne audio sur WhatsApp Le use case phare : ouvrir une campagne avec un **message vocal** pour que les leads entendent votre vraie voix avant tout texte. Dans la barre latĂ©rale, cliquez sur **[Campaigns](https://app.orsay.ai/campaigns)** → **+ Nouvelle campagne**. Sur le panneau de gauche, affinez qui reçoit la campagne : * **Canal** — choisissez WhatsApp Personnel ou WhatsApp Business * **Classification** — Positif / NĂ©gatif / EngagĂ© / IndĂ©terminĂ© * Recherchez par nom, tĂ©lĂ©phone, ou username Le panneau de droite se met Ă  jour en direct avec les leads correspondants. SĂ©lectionnez tout, ou choisissez manuellement avec les cases Ă  cocher. Dans l'Ă©diteur de message : * Basculez le type de message sur **đŸŽ™ïž Message vocal**. * **Enregistrez** directement dans l'Ă©diteur ou **importez** un fichier audio (max 25 Mo ; MP3, M4A, WAV, OGG, AAC, WebM). * Ajoutez optionnellement un message texte de suivi envoyĂ© juste aprĂšs le vocal. * Personnalisez le texte avec `{{first_name}}`, `{{last_name}}`, `{{username}}`. L'aperçu en direct Ă  droite montre le message exact que chaque lead recevra. Cliquez sur **Envoyer maintenant** pour broadcaster tout de suite, ou **Planifier** pour fixer une date/heure future. ## Campagnes texte uniquement Le vocal n'est pas obligatoire — vous pouvez envoyer une campagne texte exactement de la mĂȘme façon (sautez l'Ă©tape vocal dans l'Ă©diteur). MĂȘmes filtres, mĂȘmes variables, mĂȘme planification. ## AprĂšs la campagne Chaque rĂ©ponse atterrit dans [Conversations](/fr/personal-whatsapp/5-conversations) et est gĂ©rĂ©e par l'agent assignĂ© (ou par vous si vous reprenez la main). Suivez taux d'ouverture, taux de rĂ©ponse et taux positif dans [Analytics](/fr/overview/analytics). ## Import de leads en masse (CSV) Si votre audience n'est pas encore dans Orsay, uploadez un CSV via **[IntĂ©grations](https://app.orsay.ai/integrations) → [Bulk Leads](https://app.orsay.ai/integrations/bulk-leads) → Upload Files**. Puis lancez une Campagne sur les leads fraĂźchement importĂ©s. → Pour une automatisation continue sur chaque nouveau lead, utilisez plutĂŽt une [sĂ©quence WhatsApp](/fr/personal-whatsapp/3-sequence). # đŸ€– IntĂ©gration MCP Source: https://docs.orsay.ai/fr/guides&tutorials/mcp Connectez Orsay Ă  Claude et tout client MCP pour piloter vos sĂ©quences et conversations en langage naturel Le **Model Context Protocol (MCP)** est un standard ouvert qui permet Ă  des clients IA (Claude, Cursor
) d'appeler des outils externes directement depuis un prompt. Orsay expose ses donnĂ©es — conversations, sĂ©quences, analytics, leads — via un serveur MCP sĂ©curisĂ© et authentifiĂ©. RĂ©sultat : interrogez votre pipeline en langage naturel, dĂ©clenchez des actions Orsay, croisez plusieurs outils (Notion, Linear, Gmail
) — sans Ă©crire une ligne de code. ## Connexion Rendez-vous dans **[IntĂ©grations](https://app.orsay.ai/integrations)** puis cliquez sur **[Connect MCP](https://app.orsay.ai/integrations/claude-mcp/connect-claude-mcp)**. Vous y trouverez l'URL du serveur MCP Ă  copier : ``` https://client.api.prod.orsay.ai/mcp ``` Ouvrez votre client MCP (Claude.ai, Claude Desktop, Cursor
) et ajoutez un nouveau serveur avec cette URL. Consultez la section [Clients compatibles](#clients) pour les instructions dĂ©taillĂ©es. Votre client vous redirigera vers Orsay pour vous connecter et autoriser l'accĂšs. L'autorisation est **limitĂ©e Ă  votre organisation** — aucun autre compte ne peut accĂ©der Ă  vos donnĂ©es. ## Clients compatibles \[#clients] 1. Allez dans **[claude.ai/settings/connectors](https://claude.ai/settings/connectors)** 2. Cliquez sur **Add custom connector** 3. Collez l'URL : `https://client.api.prod.orsay.ai/mcp` 4. Donnez un nom (ex. *Orsay*) et cliquez sur **Add** 5. Autorisez la connexion dans la fenĂȘtre Orsay qui s'ouvre Une fois connectĂ©, l'icĂŽne Orsay apparaĂźt dans la barre d'outils de Claude et les outils sont disponibles dans toutes vos conversations. Ouvrez votre fichier de configuration Claude Desktop : * **macOS** : `~/Library/Application Support/Claude/claude_desktop_config.json` * **Windows** : `%APPDATA%\Claude\claude_desktop_config.json` Ajoutez le serveur Orsay dans la section `mcpServers` : ```json theme={null} { "mcpServers": { "orsay": { "url": "https://client.api.prod.orsay.ai/mcp" } } } ``` Relancez Claude Desktop. Orsay apparaĂźtra dans la liste des outils disponibles. 1. Ouvrez **Settings** → **MCP** 2. Cliquez sur **Add new global MCP server** 3. Collez l'URL : `https://client.api.prod.orsay.ai/mcp` 4. Sauvegardez et redĂ©marrez Cursor si nĂ©cessaire Tout client supportant le protocole MCP (Streamable HTTP) peut se connecter en utilisant l'URL : ``` https://client.api.prod.orsay.ai/mcp ``` Consultez la documentation de votre client pour la procĂ©dure d'ajout d'un serveur MCP personnalisĂ©. ## Outils disponibles \[#tools] 13 outils sont exposĂ©s. Vous n'avez pas besoin de les appeler directement — Claude les sĂ©lectionne et les enchaĂźne automatiquement en fonction de votre prompt. ### 💬 Conversations & leads | Outil | Ce qu'il fait | | ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | | `list_conversations` | Liste les conversations avec filtres optionnels : classification (positif, nĂ©gatif, engagé ), canal (WhatsApp / Instagram), nombre de rĂ©sultats | | `get_conversation` | RĂ©cupĂšre le fil complet d'une conversation avec tous ses messages | | `search_conversations` | Cherche dans les conversations par contenu texte | | `get_lead_info` | Informations sur un lead : nom, canal, date de crĂ©ation, photo de profil | ### 📊 Analytics | Outil | Ce qu'il fait | | --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `get_analytics` | MĂ©triques sur une pĂ©riode : contacts touchĂ©s, rĂ©partition des classifications (positif, engagĂ©, nĂ©gatif, indĂ©terminĂ©), funnel (conversations dĂ©marrĂ©es, qualifiĂ©es, liens envoyĂ©s). Filtrable par sĂ©quence ou canal | ### ⚡ SĂ©quences | Outil | Ce qu'il fait | | --------------------- | ---------------------------------------------------------------------------------------------------- | | `list_sequences` | Liste toutes les sĂ©quences de l'organisation (nom, trigger, canal, statut actif) | | `get_sequence_detail` | DĂ©tail complet d'une sĂ©quence : Ă©tapes du flow, agent associĂ©, heures de travail, paramĂštres avancĂ©s | | `create_sequence` | CrĂ©e une nouvelle sĂ©quence : trigger, flow de messages, agent, dĂ©lai de rĂ©ponse, heures de travail
 | | `update_sequence` | Modifie une sĂ©quence existante — seuls les champs fournis sont mis Ă  jour | | `delete_sequence` | Supprime dĂ©finitivement une sĂ©quence | ### đŸ€– Agents | Outil | Ce qu'il fait | | ----------------------- | ---------------------------------------------------------------------- | | `list_agents` | Liste les agents IA disponibles dans l'organisation | | `list_filtering_agents` | Liste les agents de filtrage (qualification de leads avant engagement) | ### 🏱 Organisation | Outil | Ce qu'il fait | | -------------------- | ------------------------------------------------------------------------------------------------------------- | | `list_organizations` | Liste les organisations auxquelles votre compte appartient — utile si vous gĂ©rez plusieurs espaces de travail | ## Exemples de prompts \[#examples] Voici des prompts prĂȘts Ă  utiliser dans Claude. **Analyser votre pipeline** > *"Combien de leads ont rĂ©pondu positivement dans mes sĂ©quences Instagram ce mois-ci ? Compare avec le mois dernier."* **Segmentation Ă  la volĂ©e** > *"Trouve les leads qui ont mentionnĂ© 'prix' ou 'tarif' dans les 30 derniers jours mais qui n'ont pas encore reçu ma sĂ©quence pricing."* **Reporting en langage naturel** > *"Compare les taux de classification positive de mes 3 sĂ©quences actives sur les 14 derniers jours et dis-moi laquelle performe le mieux."* **RĂ©sumĂ© de conversation** > *"RĂ©sume la conversation avec le lead \[leadId] et rĂ©dige une relance personnalisĂ©e en tenant compte de ses derniĂšres rĂ©ponses."* **CrĂ©er une sĂ©quence** > *"CrĂ©e une sĂ©quence Instagram inbound pour le compte @moncompte avec l'agent 'Agent Commercial', un dĂ©lai de rĂ©ponse de 2 minutes, et un message d'accueil 'Bonjour, je suis lĂ  pour vous aider !'. Laisse-la inactive pour l'instant."* **Mettre Ă  jour une sĂ©quence** > *"Active la sĂ©quence 'SĂ©quence Printemps 2026' et passe son dĂ©lai de rĂ©ponse Ă  5 minutes."* **Workflow multi-outils** (en combinant d'autres serveurs MCP) > *"Lis les conversations positives Orsay de cette semaine, crĂ©e un ticket Linear pour chacune avec le contexte du lead, puis gĂ©nĂšre un rĂ©sumĂ© dans Notion."* ## RĂ©fĂ©rences techniques \[#reference] | Valeur | Description | | -------------------------------- | ------------------------------------------ | | `CONTACT_CREATED` | Nouveau contact crĂ©Ă© dans l'organisation | | `CONTACT_SUBSCRIBED_TO_SEQUENCE` | Contact ajoutĂ© manuellement Ă  une sĂ©quence | | `WHATSAPP_MESSAGE` | Message WhatsApp entrant (inbound) | | `INSTAGRAM_COMMENT` | Commentaire sur un post Instagram | | `INSTAGRAM_MESSAGE` | Message direct Instagram entrant | | `INSTAGRAM_STORY_REPLY` | RĂ©ponse Ă  une story Instagram | `seconds` · `minutes` · `hours` · `days` | Valeur | Signification | | -------------- | ------------------------------------------- | | `positive` | Lead qualifiĂ©, intĂ©ressĂ© | | `engaged` | Lead qui a rĂ©pondu mais pas encore qualifiĂ© | | `negative` | Lead non qualifiĂ© ou dĂ©sintĂ©ressĂ© | | `undetermined` | Pas encore de rĂ©ponse | ## Notes importantes \[#notes] Les outils `create_sequence`, `update_sequence` et `delete_sequence` **modifient votre compte Orsay en temps rĂ©el**. VĂ©rifiez toujours le plan d'action proposĂ© par Claude avant de confirmer. Si vous gĂ©rez plusieurs organisations, Claude appellera automatiquement `list_organizations` pour vous demander laquelle utiliser. PrĂ©cisez le nom de l'organisation dans votre prompt pour aller plus vite. * L'accĂšs est authentifiĂ© via OAuth 2.0 — seules les donnĂ©es de votre organisation sont accessibles. * Le serveur MCP est **stateless** : chaque requĂȘte est indĂ©pendante, sans session persistante cĂŽtĂ© serveur. * Compatible avec tout client supportant le protocole MCP via Streamable HTTP. # đŸŽ™ïž Clonage Vocal & Messages Audio IA Source: https://docs.orsay.ai/fr/guides&tutorials/voice-cloning Clonez votre voix et envoyez des messages vocaux ultra-rĂ©alistes depuis vos conversations La fonctionnalitĂ© de **clonage vocal** vous permet de crĂ©er une copie numĂ©rique de votre voix, puis de gĂ©nĂ©rer des messages audio personnalisĂ©s directement depuis vos conversations. Vos leads recevront des vocaux indistinguables de vrais messages vocaux. ## Cloner votre voix Pour cloner votre voix, rendez-vous dans **[IntĂ©grations](https://app.orsay.ai/integrations) → [Voice Cloning](https://app.orsay.ai/integrations/voice-cloning)**. Enregistrez-vous via le microphone ou uploadez des fichiers audio existants. Plus vos Ă©chantillons sont variĂ©s et de bonne qualitĂ©, plus le clone sera fidĂšle. * Jusqu'Ă  **25 fichiers audio** * Maximum **25 Mo** au total * Maximum **5 voix** par organisation Donnez un nom Ă  votre voix (ex : "Ma voix pro", "Voix enthousiaste"). Cliquez sur **"Cloner"**. La voix est crĂ©Ă©e en quelques secondes et immĂ©diatement disponible dans vos conversations. ## GĂ©nĂ©rer un message vocal Depuis n'importe quelle conversation, cliquez sur l'icĂŽne **audio** pour ouvrir le gĂ©nĂ©rateur de messages vocaux. Choisissez parmi vos voix clonĂ©es ou la voix par dĂ©faut. Saisissez le texte que vous souhaitez convertir en audio. Le texte sera automatiquement optimisĂ© pour un rendu vocal naturel. Trois tons sont disponibles : * **Professionnel** — stable et posĂ© * **Amical** — dĂ©contractĂ© et chaleureux * **Enthousiaste** — dynamique et Ă©nergique * **HĂ©sitations naturelles** — Ajoutez des mots de remplissage (euh, enfin, du coup
) pour un rendu encore plus humain. Vous pouvez personnaliser la liste de mots. * **Bruit de fond** — Ajoutez une ambiance sonore (cafĂ© ou rue) pour donner l'impression que le message a Ă©tĂ© enregistrĂ© en situation rĂ©elle. PrĂ©visualisez l'audio, puis cliquez sur **"Utiliser cet audio"** pour l'attacher Ă  votre message WhatsApp. ## HĂ©sitations naturelles Pour rendre vos messages vocaux encore plus rĂ©alistes, activez les **hĂ©sitations naturelles**. L'IA injectera des mots de remplissage et des auto-corrections dans votre texte avant la synthĂšse. Mots par dĂ©faut : `euh, enfin, bon, genre, tu vois, du coup` Vous pouvez modifier la liste de mots d'hĂ©sitation directement dans le champ texte. Adaptez-les Ă  votre style de parole ! ## Bruit de fond Deux ambiances sonores sont disponibles : | Ambiance | Description | | ---------- | --------------------------------------------------------------------------------- | | ☕ **CafĂ©** | Bruits de fond d'un cafĂ© — conversations lointaines, tasses, ambiance chaleureuse | | 🚗 **Rue** | Bruit de circulation — voitures, ambiance urbaine | Le bruit est mixĂ© Ă  un volume subtil pour ne pas couvrir votre voix. ## GĂ©rer vos voix Depuis **[IntĂ©grations](https://app.orsay.ai/integrations) → [Voice Cloning](https://app.orsay.ai/integrations/voice-cloning)**, vous pouvez : * Voir toutes vos voix clonĂ©es * Écouter un aperçu de chaque voix * Supprimer une voix La suppression d'une voix est dĂ©finitive. Les messages audio dĂ©jĂ  gĂ©nĂ©rĂ©s restent disponibles, mais vous ne pourrez plus crĂ©er de nouveaux messages avec cette voix. # Documentation Orsay Source: https://docs.orsay.ai/fr/home Tout pour faire tourner votre business en pilote automatique — agents, sĂ©quences et conversations sur WhatsApp personnel, WhatsApp Business et Instagram inbound. Bienvenue. Orsay est un **commercial IA qui tourne sur WhatsApp personnel, WhatsApp Business et Instagram inbound** — il qualifie vos leads, rĂ©pond dans votre ton de voix, et prend des rendez-vous pendant que vous dormez. Cette documentation est organisĂ©e **par canal** pour que vous puissiez choisir le vĂŽtre et suivre la configuration en quatre Ă©tapes : **connexion → agent → sĂ©quence → conversations**. ## Choisissez votre canal Scannez un QR code, envoyez des vocaux en premier message, pas de fenĂȘtre de 24h. Configuration officielle WABA avec templates vĂ©rifiĂ©s et la pastille verte. Auto-rĂ©ponse aux DMs, rĂ©ponses aux stories et commentaires — avec routing par mots-clĂ©s. ## NouveautĂ©s Toutes les fonctionnalitĂ©s sorties — les plus rĂ©centes en premier. ## Approfondir Le cerveau IA qui parle Ă  vos leads. Prompt custom ou setup guidĂ©. Clonez votre voix et envoyez des vocaux IA personnalisĂ©s. Taux de rĂ©ponse, taux positif, exports. Reviewer IA qualitĂ© qui dĂ©tecte les problĂšmes et suggĂšre des rĂšgles. Vrais prompts d'agents que vous pouvez adapter Ă  votre business. # 1. Connecter Instagram Source: https://docs.orsay.ai/fr/instagram-inbound/1-connect Reliez votre compte Instagram Ă  Orsay pour que l'IA rĂ©ponde aux DMs, aux rĂ©ponses aux stories et aux commentaires. Connectez votre compte Instagram une seule fois, et Orsay peut rĂ©pondre automatiquement Ă  chaque **DM**, chaque **rĂ©ponse Ă  vos stories** et chaque **commentaire sur vos posts**. C'est l'intĂ©gration **inbound** Instagram — Orsay lit et rĂ©pond aux personnes qui s'engagent dĂ©jĂ  avec votre compte. Pas de **limite quotidienne** sur l'inbound : chaque message reçoit une rĂ©ponse. ## Connectez votre compte Instagram Dans la barre latĂ©rale, cliquez sur **[IntĂ©grations](https://app.orsay.ai/integrations)** → **Instagram** → **[Connecter Instagram](https://app.orsay.ai/integrations/instagram/connect)**. Vous ĂȘtes redirigĂ© vers Facebook. Connectez-vous avec le compte Facebook qui possĂšde le profil business Instagram, puis approuvez les permissions dont Orsay a besoin (lire les messages, envoyer des messages, lire les commentaires). Si votre compte Facebook gĂšre plusieurs comptes Instagram, choisissez celui que vous voulez connecter. Vous ĂȘtes renvoyĂ© vers Orsay. La [page d'intĂ©grations](https://app.orsay.ai/integrations) affiche le nouveau compte comme **ConnectĂ©**. Votre compte Instagram doit ĂȘtre un compte **Business** ou **CrĂ©ateur** (pas Personnel), et il doit ĂȘtre liĂ© Ă  une **page Facebook**. C'est l'exigence de Meta pour toute intĂ©gration de messagerie. ## Étape suivante → [2. CrĂ©er un agent](/fr/instagram-inbound/2-agent) # 2. CrĂ©er un agent Source: https://docs.orsay.ai/fr/instagram-inbound/2-agent Construisez l'agent IA qui rĂ©pond Ă  chaque DM, rĂ©ponse Ă  story et commentaire Instagram. L'**agent** est l'IA qui rĂ©pond Ă  chaque interaction Instagram entrante. MĂȘme systĂšme d'agent que sur tous les canaux. ## Chemin rapide Ouvrez **[Agents](https://app.orsay.ai/agents)** et cliquez sur **+ CrĂ©er un agent**. Utilisez **Guided AI Setup** pour le dĂ©marrage le plus rapide. RĂ©pondez Ă  8 courtes questions et Orsay Ă©crit le prompt pour vous. PrĂ©visualisez dans le panneau de test, puis **Publish**. → Guide complet : [Agents — guide complet](/fr/guides\&tutorials/agents) ## Affinez le prompt → [Exemples de prompts & bonnes pratiques](/fr/resources/prompt) Ajoutez des **Ressources et liens externes** pour que l'agent partage liens de rĂ©servation, case studies ou tĂ©moignages au bon moment en DM. → [Comment ajouter des ressources](/fr/guides\&tutorials/agents#resources) ## Étape suivante → [3. CrĂ©er votre sĂ©quence](/fr/instagram-inbound/3-sequence) # 3. CrĂ©er votre sĂ©quence Source: https://docs.orsay.ai/fr/instagram-inbound/3-sequence Construisez des sĂ©quences inbound pour DMs, rĂ©ponses aux stories et commentaires Instagram — avec routing par mots-clĂ©s. Une **sĂ©quence** Instagram inbound se dĂ©clenche automatiquement Ă  chaque interaction. Vous pouvez crĂ©er une sĂ©quence par type de dĂ©clencheur, ou utiliser les **mots-clĂ©s** pour router diffĂ©rents sujets vers diffĂ©rents agents. ## Trois dĂ©clencheurs inbound | DĂ©clencheur | Se lance quand | | ---------------- | ------------------------------------- | | **Message reçu** | Quelqu'un envoie un DM Ă  votre compte | | **Story reply** | Quelqu'un rĂ©pond Ă  une de vos stories | | **Comment** | Quelqu'un commente un de vos posts | ## Construire une sĂ©quence Allez dans **[Sequences](https://app.orsay.ai/sequences)** → **Create sequence**, donnez-lui un nom, et sĂ©lectionnez **Instagram**. Choisissez **Message reçu**, **Story reply** ou **Comment**. Cliquez sur **+** et **Add action step**, puis sĂ©lectionnez votre compte Instagram. Pour **Story reply** et **Comment**, vous pouvez ajouter des **mots-clĂ©s dĂ©clencheurs** : * La sĂ©quence se lance **uniquement quand** le commentaire/rĂ©ponse contient l'un des mots-clĂ©s * Insensible Ă  la casse, logique OU * Sans mots-clĂ©s, la sĂ©quence est **globale** et se dĂ©clenche sur tous les commentaires/rĂ©ponses Vous pouvez aussi **scoper la sĂ©quence Ă  des posts ou stories spĂ©cifiques** — utile quand un post a une intention trĂšs diffĂ©rente des autres. **PrioritĂ© de matching :** les sĂ©quences scopĂ©es (post/story) tournent en premier, puis les sĂ©quences Ă  mots-clĂ©s, puis la sĂ©quence globale en fallback. C'est la **premiĂšre rĂ©ponse** envoyĂ©e. Vous pouvez inclure un lien ou un bouton. Personnalisez avec `{{first_name}}`, `{{last_name}}`. Choisissez l'agent. RĂ©glez le **dĂ©lai de rĂ©ponse**, choisissez si vous voulez rĂ©pondre aux personnes avec qui vous avez dĂ©jĂ  parlĂ©, et ajoutez des **relances** pour les leads silencieux. Activez et publiez. La sĂ©quence est live. ## Exemple de routing par mots-clĂ©s \[#keyword-routing] Un coach a un post Instagram : *« Mettez đŸ”„ si vous voulez les tarifs. »* Il construit : * Une **sĂ©quence Ă  mots-clĂ©s** avec `tarif, prix, fire, feu` → route vers l'**agent commercial** qui envoie l'offre. * Une **sĂ©quence globale** → route tout le reste vers l'**agent conversation** qui engage simplement. → EntrĂ©e changelog : [Flows par mots-clĂ©s pour Instagram](/fr/changelog#instagram-keyword-flows) ## Étape suivante → [4. GĂ©rer les conversations](/fr/instagram-inbound/4-conversations) # 4. GĂ©rer les conversations Source: https://docs.orsay.ai/fr/instagram-inbound/4-conversations Suivez chaque conversation Instagram dans Orsay — et reprenez la main quand vous voulez gĂ©rer un lead vous-mĂȘme. Chaque lead Instagram qui interagit apparaĂźt dans **[Conversations](https://app.orsay.ai/conversations)**. ## Suivre les conversations dans Orsay La [page Conversations](https://app.orsay.ai/conversations) liste chaque thread actif (DM, rĂ©ponse Ă  story, ou commentaire converti en DM), classĂ© par l'IA : * **Positif** — pris ou sur le point de prendre rendez-vous * **EngagĂ©** — discute mais pas encore qualifiĂ© * **NĂ©gatif** — pas intĂ©ressĂ© * **IndĂ©terminĂ©** — pas encore de signal Chaque thread montre le dĂ©clencheur (DM / Story reply / Comment) et lie au post ou Ă  la story d'origine. Filtrez, triez et recherchez Ă  travers tout. ## Reprendre une conversation Pour les leads Ă  fort enjeu, intervenez vous-mĂȘme : * Ouvrez le thread et rĂ©pondez directement dans Orsay. * Envoyez du texte, une image, ou un vocal depuis la barre. * Utilisez **Text-to-Audio** pour envoyer un vocal avec votre voix clonĂ©e. → [Clonage de voix](/fr/guides\&tutorials/voice-cloning) Quand vous rĂ©pondez, l'agent IA **se dĂ©sactive automatiquement pour ce thread**. RĂ©activez-le avec le toggle quand vous avez fini. Les messages Instagram ne sont **pas synchronisĂ©s** avec votre tĂ©lĂ©phone via Orsay. Tout takeover se fait dans la [page Conversations](https://app.orsay.ai/conversations) (ou directement dans l'app Instagram, si vous prĂ©fĂ©rez — mais Orsay ne saura pas que vous avez rĂ©pondu lĂ -bas avant le prochain message reçu). ## Reclassez et amĂ©liorez l'agent Si l'IA met un thread dans la mauvaise catĂ©gorie, reclassez-le manuellement. Vos corrections nourrissent [Conversation Improvements](/fr/overview/conversation-improvements), oĂč l'IA scanne les derniĂšres 24h de conversations et suggĂšre des rĂšgles Ă  ajouter Ă  vos agents. ## Tout exporter Cliquez sur **Export** sur [Conversations](https://app.orsay.ai/conversations) pour tĂ©lĂ©charger un CSV avec chaque message et profil de lead. → [Export des conversations](/fr/changelog#conversations-export) ## Vous ĂȘtes live La boucle complĂšte Instagram inbound : **connexion → agent → sĂ©quence → conversations**. Et aprĂšs : * Suivez la performance → [Analytics](/fr/overview/analytics) * Ajoutez des vocaux → [Clonage de voix](/fr/guides\&tutorials/voice-cloning) * Voyez ce qu'on a sorti → [NouveautĂ©s](/fr/changelog) # 📊 Analytiques Source: https://docs.orsay.ai/fr/overview/analytics Suivez les metriques de performance de vos conversations Un tableau de bord de metriques pour les performances des conversations. * Selecteur de periode (par defaut aujourd'hui) * Filtre par sequence pour analyser des campagnes specifiques * Actualisation automatique toutes les 30 secondes * Cartes de metriques : Total Leads, Total Repondu, Positif / Negatif / Engage / Sans reponse en nombre et pourcentage, Taux de Reponse, Taux Positif ## Exporter vos analytics \[#export] Vous pouvez exporter tout ce qui est visible sur le tableau de bord Analytics en un seul clic. Allez dans **[Analytics](https://app.orsay.ai/analytics)** et appliquez les filtres souhaitĂ©s (plage de dates, sĂ©quence). Cliquez sur le bouton **Export** en haut Ă  droite de la page. Un CSV contenant toutes les mĂ©triques pour la plage de filtres actuelle est tĂ©lĂ©chargĂ© sur votre ordinateur. # ✹ Ameliorations des Conversations Source: https://docs.orsay.ai/fr/overview/conversation-improvements Systeme de revue qualite par IA qui audite les conversations et signale les problemes Systeme de revue qualite par IA qui audite les conversations et signale les problemes. * Onglets de filtre par statut : En attente, Approuve, Rejete, Tous * Bouton **Lancer la Revue** — declenche un scan IA des dernieres 24 heures de conversations (limite de frequence) * Affiche la date du dernier scan * Cartes de revue affichant : * Nom du lead, severite (HAUTE / MOYENNE / BASSE), type (QUALITE, GARDE-FOU, TON), canal, statut * Le message problematique (surligne) * La correction/regle suggeree par l'IA * Actions : Approuver (assigner a un agent), Rejeter, Annuler (revenir sur l'approbation) * Lien pour voir la conversation complete # 1. Connecter votre WhatsApp Source: https://docs.orsay.ai/fr/personal-whatsapp/1-connect Reliez votre WhatsApp personnel Ă  Orsay en scannant un QR code — pas de configuration Business API. **Pourquoi WhatsApp personnel ?** Deux gros avantages sur l'API Business : * **Envoyez un message vocal en tout premier message** — vos leads entendent votre vraie voix avant de lire quoi que ce soit. * **Pas de fenĂȘtre de 24h** — vous pouvez Ă©crire et rĂ©pondre Ă  n'importe quel moment, sans restriction. ## Tuto vidĂ©o