orca.floGetting started with OrcaFlo
Your OrcaFlo panel walks you through setup. Here is the order that works best.
Updated
From sign-up to live
Connect WhatsApp
Scan the QR code in the panel with the WhatsApp Business app on your phone (Linked devices → Link a device). Your number and chats stay on your phone.
Tell it about your business
Answer the setup questions and review the bot prompt in Bot Settings: who you are, your tone, what the assistant must never do, and when to hand a chat to a person.
Add your knowledge
In Knowledge Base, paste your price list, FAQs and policies, or import your website.
Add more channels (optional)
In Setup, “Add more channels” walks you through website chat, email and Telegram. Skip anything you don’t use; you can add them later under Channels.
Test it
Open Test Assistant and chat with it the way a customer would. Nothing is sent to anyone.
Go live
Press Go live in Setup. From then on the assistant answers your customers, and you can take over any chat at any time. If your business type needs a review, the button says Submit for review and we switch you on after a quick check.
Taking over a chat
Open the conversation and press Pause bot. The assistant stops replying to that customer and you reply from the panel. Press Resume bot when you’re done. When the assistant hands a chat over to your team, it pauses itself and you get a notification.