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
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
Connect Your WhatsApp Number
~5 minutesLink 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
Set Up Your Automation Triggers
~15 minutesTrigger 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
Build Your First Automation Flow
~20 minutesUse 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
Import Your Contacts
~10 minutesUpload 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
Launch Your First Campaign
~10 minutesSend 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
Invite Your Team
~5 minutesAdd 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
Ready to Get Started?
Create your free account and complete your setup in under an hour. No credit card required.