5-Minute Quick Start Guide

Quick Start Overview

This guide walks through the four essential steps to get your first autonomous AI lead qualification agent live: creating a visual flow, configuring the Lead Agent parameters to capture essential prospect data, connecting WhatsApp Business or Instagram, and monitoring real-time customer chats with lead capture in the Omni-Inbox.

Prerequisites

Requirements & Prerequisites:

An active OrbionAgents account with administrative access.

Meta WhatsApp Business account or an active Instagram account (needed for Step 3).

Defined lead qualification requirements (e.g., name, email, phone, budget).

Fast-Track Milestones

1

Navigate to Flows & Click "+ Create Flow"

Open the Flows dashboard from the left sidebar navigation. Click the '+ Create Flow' button in the upper right to launch a fresh visual automation canvas.

UI Elements & Actions:

Flows dashboard'+ Create Flow' buttonFlow Quota Usage indicator

Click + Create Flow on Flows Dashboard — Navigate to Flows and click '+ Create Flow' to start building your agent workflow.

2

Configure AI Lead Agent on Visual Canvas

On the flow builder canvas, connect the initial Trigger to an AI Reply Action node. In the Configuration sidebar on the right, set Action Type to 'AI Reply (Brain)', select Agent Type as 'LEAD', choose your Business Type (e.g. 'SaaS'), and enter the Lead Fields you want to collect (such as 'name,email,phone,budget'). You can also enable options like Demo Booking.

UI Elements & Actions:

Init Trigger nodeAI Reply (Action) nodeAgent Type: LEADBusiness Type (SaaS)Lead Fields (name,email,phone,budget)Enable Demo Booking

AI Reply Configuration with Lead Agent and Fields — Configure your AI Lead Agent with Business Type and specific Lead Fields to automatically extract customer details.

3

Connect WhatsApp Business or Instagram Channel

Navigate to Channels from the sidebar. Under Messaging Channels, select WhatsApp Business (Meta Cloud API) or Instagram, and click 'Connect' to authenticate your business account and link incoming messages to your active AI agent flow.

UI Elements & Actions:

Channels consoleWhatsApp Business (Meta Cloud API)Instagram (Meta Business)'Connected' status pill

Channels Dashboard with WhatsApp Business Connected — Connect WhatsApp Business or Instagram so inbound conversations are routed to your configured AI Lead agent.

4

Go Live & Track Qualified Leads in Omni-Inbox

Once your flow is synced and your channel is connected, your AI Lead agent is live 24/7! Inbound customer chats on WhatsApp or Instagram stream directly into the Omni-Inbox. The AI engages prospects, answers questions, gathers their name, email, phone, and budget, and logs the qualified lead into your CRM. You can monitor live conversations and take over with human intervention anytime.

UI Elements & Actions:

Omni-InboxLive message streamContact Details & Lead tags'Human Takeover' control toggle

Omni-Inbox Live WhatsApp Conversation & Lead Qualification — Inbound customer chats stream live into the Omni-Inbox where AI handles inquiries and captures qualified leads.

Expected Outcome

Live AI Lead Agent Operational:Your connected WhatsApp / Instagram channel automatically routes inbound customer inquiries to your configured Lead Agent flow, extracting buyer information, scoring leads, and streaming conversations into the Omni-Inbox with instant human takeover capability.

Troubleshooting

Lead fields (name, email, phone, budget) not being collected?

Root Cause: The AI Reply node is not set to 'LEAD' Agent Type or the lead fields comma-separated string is missing in configuration.

Resolution: Open your Flow canvas, click the AI Reply node, and verify that Agent Type is set to 'LEAD' and Lead Fields are defined.

Inbound WhatsApp messages not triggering the flow?

Root Cause: Flow is not synced / active, or Meta webhook callback URL is not connected in Channels.

Resolution: Ensure you clicked 'Sync Wire' and enabled the flow status toggle on the Flows page, and check Channels for a green 'Connected' badge.