Omnix Guides Portal
Welcome to the Omnix Guides Portal. Here you will find comprehensive, task-oriented tutorials, reference materials, and integration schemas. The guides are organized into two primary hubs based on how you interact with the platform.
Choose Your Path
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| 📘 USER GUIDES HUB | | 🔌 DEVELOPER HUB |
| "I operate the dashboard" | | "I write API integrations" |
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- Inbox & CRM Operations - API Keys & Client Auth
- Channel Connection Guides - Web Chat Widget Embed
- Telephony & IVR Setup - OTP Verification Flow
- AI Workforce & Automations - Voice SIP & Call Controls📘 User Guides Hub
For customer support agents, queue managers, and workspace administrators. These guides walk through configuring and using the Omnix web application without needing to write code.
| Section | Description | Key Reference Articles |
|---|---|---|
| Getting Started | Initial orientation, account sign-up, and inviting teammates. | Signing Up, Team Invites |
| Unified Inbox | Operating the central conversation pane, replying, and logging tickets. | Unified Inbox Intro, Sending Messages, Tickets |
| Channels | Connecting mailboxes, WhatsApp Business numbers, SMS lines, and Web Chat widgets. | WhatsApp Setup, Email Integration, Web Chat |
| Contacts & CRM | Managing customer profiles, matching identities, and segmenting audiences. | Contacts Overview, Audiences |
| AI Workforce | Configuring in-app assistants, setting up custom bots, and managing human handoffs. | OmnixAssistant, Bot Handoff Rules |
| Telephony | Provisioning user extensions, setting up ring groups, and building IVR menus. | SIP Extensions, Call Queues, IVR Builder |
| Workflows | Building automated triggers, action conditions, and scheduling routines. | Workflow Builder, Action Blocks Catalog |
| Admin Settings | Managing workspace permissions, generating API keys, and handling billing. | Billing, API Key Creation |
🔌 Developer Hub
For software engineers, system integrators, and DevOps teams connecting external applications to the Omnix Gateway RPC engine.
| Section | Description | Key Reference Articles |
|---|---|---|
| Quickstart | Authentication header format, your first API request, and status codes. | Authentication, First API Call |
| Core Concepts | Understanding contact schemas, subscription scoping, and channels. | Contact Matching, Channels Constraints |
| Use Cases | Step-by-step code flows for OTP delivery, notification relays, and telephony control. | OTP flow, AI Agent Webhooks, SIP Call control |
| API Reference Hub | Base URLs, rate limit tiers, pagination formats, and error codes. | Reference Index, ContactSchema Spec |
📖 Direct API Reference Catalog
If you are looking for machine-generated endpoint guides covering parameters, schemas, and cURL commands:
- OmnixGatewayRpc Reference — Core External API (Contacts, OTP, messaging, telephony).
- UnifiedInboxRpc Reference — Agent workspace conversations and assignments.
- OmniContactsRpc Reference — CRM profile operations.
- ChannelManagerRpc Reference — Channel setup and verification.
- Workflow Catalog Reference — Queues and workflow assets.