orca.floHelp center
How can we help?
Short, step-by-step guides for everything in your OrcaFlo panel. Can’t find what you need? Email support@orcaflo-panel.com.
Getting started
Channels
Inbox & team
AI assistant
AI assistant
AI Assist: draft, rewrite and summarise
Read more AI assistantSet up a team of AI agents
Read more AI assistantImport your website into the knowledge base
Read more AI assistantCheck your bot prompt before publishing
Read more AI assistantLocations, contact cards, catalog items and status replies
Read moreContacts & CRM
Contacts & CRM
One customer across WhatsApp, Instagram and email
Read more Contacts & CRMContacts: tags, fields, segments, import and export
Read more Contacts & CRMSwitch to OrcaFlo from another tool
Read more Contacts & CRMConnect your CRM
Read more Contacts & CRMSend leads and orders to Google Sheets
Read more Contacts & CRMConnect HubSpot
Read moreBroadcasts & Meta
Broadcasts & Meta
Schedule a broadcast and see who replied
Read more Broadcasts & MetaWhatsApp templates (official WhatsApp API)
Read more Broadcasts & MetaShow your products inside the chat
Read more Broadcasts & MetaReply to comments automatically (comment to DM)
Read more Broadcasts & MetaStory replies, ice breakers and the Messenger menu
Read more Broadcasts & MetaA different first message for each ad (ad openers)
Read more Broadcasts & MetaTell Meta which chats became customers
Read moreAutomation
Automation
Getting started with workflows
Read more AutomationEvery workflow step and trigger
Read more AutomationDescribe a workflow in your own words
Read more AutomationWorkflow templates for your type of business
Read more AutomationLet your AI assistant run workflows
Read more AutomationSee how your workflows perform
Read moreCalendars & bookings
Calendars & bookings
Connect Google Calendar
Read more Calendars & bookingsConnect Calendly or Cal.com
Read more Calendars & bookingsYour online booking page
Read more Calendars & bookingsReschedule or cancel appointments from the chat
Read more Calendars & bookingsBook by service and staff member
Read moreReports
Security & account
Developers
Developers