Onboarding

Get Up and Running in Under an Hour

Trigger personalised WhatsApp messages based on customer actions, events, and third-party data. This step-by-step guide gets you fully set up — no technical knowledge needed.

Event-Based Triggers
Delay & Schedule Nodes
Webhook Support
Multi-Step Workflows

Event-Based Triggers

Fire automations the moment a customer takes an action — purchase, sign-up, cart abandon, or any custom event.

Delay & Schedule Nodes

Add time delays between messages. Send follow-ups 1 hour, 1 day, or 1 week after the triggering event.

Webhook Support

Connect any external system via HTTP webhooks. Push data from your CRM, ERP, or custom app into WhatsApp flows.

Multi-Step Workflows

Build complex branching logic with conditions, loops, and parallel paths — all visually, without any code.

Your Onboarding Checklist

01

Connect Your WhatsApp Number

~5 minutes

Link your existing WhatsApp Business number to WAOrbit via the official Meta Business API. No new number needed.

  • Enter your Facebook Business Manager ID
  • Verify your business phone via OTP
  • WAOrbit handles the Meta API connection
  • Your number is live and ready within minutes
💡Already have a WhatsApp Business App? You can migrate your number to the API without losing your chat history.
02

Set Up Your Automation Triggers

~15 minutes

Trigger personalised WhatsApp messages based on customer actions, events, and third-party data.

  • Event-based triggers — new order, cart abandoned, sign-up, payment
  • Webhook triggers — connect any external system via HTTP
  • Delay & schedule nodes — send at the perfect time
  • Keyword triggers — respond when a customer sends a specific word
💡Start with the Welcome Message trigger — it fires when a new contact messages you for the first time. It's the highest-impact automation you can set up in under 5 minutes.
03

Build Your First Automation Flow

~20 minutes

Use the visual drag-and-drop flow builder to create multi-step workflows that run 24/7 without manual effort.

  • Drag nodes onto the canvas and connect them
  • Add conditions, delays, and branching logic
  • Use AI Response nodes for intelligent, open-ended replies
  • Include Assign to Agent for seamless human handoff
💡The flow builder auto-saves as you work. Use the Preview mode to test the entire flow as a real customer before going live.
04

Import Your Contacts

~10 minutes

Upload your existing contact list and start sending personalised messages to opted-in customers immediately.

  • Import via CSV with custom field mapping
  • Sync contacts from Shopify, WooCommerce, or your CRM
  • Add tags for easy segmentation later
  • WAOrbit validates opt-in status automatically
💡Only import contacts who have given explicit consent to receive WhatsApp messages. This protects your number's quality rating with Meta.
05

Launch Your First Campaign

~10 minutes

Send your first broadcast to a segment of your audience and watch real-time delivery, read, and reply rates.

  • Choose a pre-approved template or submit a new one
  • Select your audience segment
  • Schedule or send immediately
  • Track live analytics in the Campaign dashboard
💡Start with a small test segment (100–500 contacts) before sending to your full list. This lets you validate message performance risk-free.
06

Invite Your Team

~5 minutes

Add team members to the Shared Inbox, assign roles, and set up conversation routing so every message gets answered.

  • Invite agents via email with role-based access
  • Set up auto-assignment rules by keyword or department
  • Create canned replies for common questions
  • Monitor team performance in the analytics dashboard
💡Create agent groups (Sales, Support, Billing) and route conversations automatically based on keywords or chatbot intent detection.
Get Started

Ready to Get Started?

Create your free account and complete your setup in under an hour. No credit card required.