Omnix User Guide
Omnix is an AI-powered command center for customer communications. Manage conversations from WhatsApp, SMS, email, voice, and web chat in one place — with AI agents and workflow automation to handle the routine work so your team focuses on what matters.
Are you a developer? If you're integrating Omnix into your own application, see the Developer Hub instead.
What Omnix Does
| Feature | What it means for you |
|---|---|
| Unified Inbox | Every customer conversation — from any channel — in a single view |
| AI Workforce | Deploy AI agents that handle conversations and hand off to humans seamlessly |
| Multi-Channel | WhatsApp, SMS, email, voice, and web chat — all connected |
| Contact CRM | A full contact database with conversation history, tags, and notes |
| Campaigns | Send bulk messages to segmented audiences across any channel |
| Workflow Automation | Automate routing, ticket creation, reminders, and follow-ups |
| Ticketing | Track customer issues from open to resolved without leaving Omnix |
Navigate by Role
Omnix has three role tiers. Find your role to jump straight to what's relevant:
👤 Agent (User)
You're handling conversations and supporting customers.
- The Unified Inbox — Your home base
- Managing Conversations
- Sending Messages
- Internal Notes
- Tickets
📊 Manager
You oversee team performance and run outreach campaigns.
- Campaigns — Bulk outbound messaging
- Templates — Reusable message templates
- Audiences — Segmented contact lists
- AI Workforce — Managing AI agents
- Workflow Automation
🔧 Admin
You configure the workspace and manage the team.
- Getting Started — Initial setup walkthrough
- Channels — Connect WhatsApp, email, SMS, and voice
- User Management — Invite teammates, assign roles
- API Keys — For developer integrations
- Billing
Getting Started
New to Omnix? Start here: