Omnix
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Workspace Overview

When you log in to Omnix, your workspace is divided into zones based on your role. This page explains the layout and what's available to each role.

The Sidebar

The left sidebar is your primary navigation. What you see depends on your role:

Section Available to What it contains
Dashboard All roles Summary metrics, activity feed
Inbox Agents (User) Unified inbox for all conversations
Contacts Agents, Managers Contact CRM and search
Tickets Agents, Managers Open and resolved support tickets
Templates Managers Message template library
Audiences Managers Contact segments
Campaigns Managers Outbound campaign management
Admin Admins only Channels, users, agents, billing, API keys

Dashboard

Your dashboard is the first thing you see after login. It shows:

  • Recent conversations — latest activity across your inbox
  • Active campaigns — status of running campaigns
  • Team performance metrics — response times, conversation volumes (manager and admin views)
  • AI agent activity — ongoing automated conversations

Widgets are role-specific — agents see their personal queue, managers see team-wide stats, admins see the system overview.

The Unified Inbox

The inbox is the primary workspace for agents. It shows all conversations from every connected channel in a single, chronological view.

Key elements:

  • Conversation list (left panel) — filterable by channel, status, assignee, and tag
  • Conversation timeline (center) — full message history with the customer
  • Contact panel (right) — contact profile, open tickets, notes, and conversation metadata

See The Unified Inbox for the full guide.

Roles Explained

Omnix has three roles that inherit from each other:

Admin
  └─ inherits → Manager
                  └─ inherits → User (Agent)
Role What they can do
User (Agent) Handle conversations, manage contacts, create tickets, use the AI assistant
Manager Everything a user can do, plus campaigns, workflows, audience management, and team dashboards
Admin Everything a manager can do, plus channel setup, user management, billing, branding, and API keys

Your role is assigned by an admin when you're invited. Admins can change roles in Admin → Manage Users.

Account Menu

Click your avatar in the top-right corner to access:

  • Profile — Update your name, avatar, and notification preferences
  • Extension settings — Your SIP/phone extension (if telephony is enabled)
  • Sign out

Next Steps