orca.floGetting started and going live
The setup checklist that takes you from sign-up to a live assistant.
Video guides
OrcaFlo, shown step by step
28 short videos filmed in a real OrcaFlo dashboard, each two to four minutes. Captions are on, so you can watch with the sound off. Prefer to read? Every topic is in the help center too.
Get started
Plans and pricing
Two plans, one price per message, and a 14-day free trial.
Bot settings and testing
Shape how your assistant talks, then test it like a customer before it goes out.
Knowledge base and products
The facts your assistant answers from: your documents, FAQs, and products with prices.
Phone app and notifications
OrcaFlo on your Home Screen, with an alert the moment a customer needs you.
Inbox and customers
Conversations
Every chat with your customers in one inbox, and how to step in yourself.
Team inbox settings
Teams, automatic assignment, opening hours, response targets and saved replies.
Escalations
Tell your assistant which moments need a person, and decide what happens next.
CRM and contacts
Your pipeline on one board, and everyone who ever messaged you, with their tags and history.
Appointments and booking
Your assistant books real times. Your team marks each visit, and the reminders follow.
Automation and AI
AI agents and handoffs
Turn your assistant into a small team of specialists that hand customers to each other.
Workflows
Ready-made automations, or describe your own in plain words.
Build a workflow from scratch
A trigger, a few steps, a test and a publish. Then watch every run.
Follow-ups
Friendly reminders to customers who went quiet, sent by your assistant.
Broadcasts
One message to many customers, sent safely, with results for every person.
Fix-It Feed
Questions your assistant fumbled, each with a fix you apply in one tap.
Channels, growth and reports
Channels
Your website chat, email and Telegram, answered by the same assistant, in the same inbox.
Growth tools
Trackable chat links and QR codes, so you know which ones bring customers.
Reports, Ask Orca and Sales Quality
See what works, ask your data anything, and learn from every conversation.
Connect your tools
Connections
Send your leads, notes and bookings to the tools you already use.
AI assistants
Connect Claude, ChatGPT or any MCP app, then just ask it about your customers.
Let your AI set up OrcaFlo
Ask Claude in plain words. Every change is saved, with before and after, and Undo.
API and webhooks
Keys, webhooks and incoming webhooks for Zapier, Make, n8n or your own code.
Custom pages
Your own web pages in the OrcaFlo sidebar, behind your OrcaFlo sign-in.
Account and team
OrcaFlo settings and your sidebar
Your account in one place, and a menu that shows only what you use.
Security and your team
A login for everyone, roles that show only what each person needs, and two-factor sign-in.
Subscription and billing
Your plan, your usage, your card and your invoices, in one place.
Your sandbox business
A safe copy of your setup, where you can try anything without reaching a customer.