Documentation

Getting Started

Create your first webinar in under 5 minutes.

Getting Started with Webinars

Step 1: Create a Webinar

  1. Navigate to Webinars in the left sidebar
  2. Click Create Webinar
  3. Fill in:
    • Title — What registrants will see
    • Type — Live (Zoom meeting) or Evergreen (recorded replay)
    • Date & Time — When the webinar starts
    • Timezone — Your local timezone
    • Duration — Expected length in minutes
    • Host Name — Who's presenting

Step 2: Configure Your Drip Sequence

Every webinar comes with 13 pre-built drip steps. Go to the Drip Sequence tab to:

  • Toggle individual steps on/off
  • Edit timing, channel (Email/SMS), and conditions
  • Add custom steps

The default sequence covers:

  • Before: Confirmation, 24h reminder, 2h/30m/5m SMS reminders
  • During: "We're live!" + nudges for no-shows
  • After: Thank you (attended), replay link (no-show), offer follow-ups

Your webinar has a public registration page at:

https://[your-org-slug].rocketagents.com/[webinar-slug]

Share this link in emails, ads, social media, or anywhere you want registrants.

Step 4: Connect Zoom (Optional, for Live)

For live webinars, connect your Zoom account:

  1. Go to Settings > Integrations
  2. Click Connect Zoom
  3. Authorize Rocket Agents to create meetings on your behalf

This enables:

  • Automatic Zoom meeting creation
  • Attendance tracking
  • Recording sync

Step 5: Go Live

When you're ready:

  1. Click Schedule to move from Draft to Scheduled
  2. At event time, click Go Live
  3. After the event, click End Webinar

Post-event automation handles the rest — attendance classification, replay emails, no-show rescheduling.

What Happens When Someone Registers

  1. A Lead is created (stage: Registered) and assigned to your webinar's AI agent
  2. A Conversation starts in WEBINAR mode
  3. The AI drip sequence begins — first reminder fires based on event timing
  4. A calendar invite (ICS) is sent to the registrant's email
  5. If Zoom is connected, the registrant is added to the Zoom meeting

FAQ

Can I use webinars without Zoom?

Yes. Evergreen webinars don't need Zoom — they use your uploaded recording. For live webinars, Zoom integration is recommended for attendance tracking but not required.

How does auto-rescheduling work?

After a live event, no-shows receive an updated ICS calendar invite for the next available session. This happens up to 3 times by default (configurable in Settings). Rescheduling stops if the registrant unsubscribes, bounces, watches the replay, or books a call.

Can I track UTM sources?

Yes. Registration pages automatically capture utm_source, utm_medium, and utm_campaign from the URL. View attribution in the Analytics tab.

On this page

Getting Started with WebinarsStep 1: Create a WebinarStep 2: Configure Your Drip SequenceStep 3: Share Your Registration LinkStep 4: Connect Zoom (Optional, for Live)Step 5: Go LiveWhat Happens When Someone RegistersFAQCan I use webinars without Zoom?How does auto-rescheduling work?Can I track UTM sources?