Omni Apps

Rooms for the work.

Add a room when the job needs its own data, templates and screen. The agent stays the same.

Tasks

  • Turn a thread into a plan with owners and dates.
  • Keep the checklist next to the conversation that created it.
  • Every change stays on the record.

ExampleA supplier thread becomes a six-step onboarding plan.

Built on Core
  • Connect
  • Knowledge
  • Conversations
  • Workflows

Field

  • Assign visits and site checklists to the people on the ground.
  • Capture photos and notes against the job.
  • Sync the completed work back to the schedule.

ExampleA site inspection arrives with the photos attached to the job.

Built on Core
  • Connect
  • Conversations
  • Workflows

Travel

  • Assemble an itinerary from the confirmations in the inbox.
  • Keep bookings next to the trip they belong to.
  • Collect expenses against the same record.

ExampleFour confirmations become one itinerary.

Built on Core
  • Connect
  • Knowledge
  • Workflows

Learn

  • Publish a course from the knowledge base.
  • Set assessments against the material.
  • Answer learner questions with the same citations.

ExampleA policy update becomes a short course and an assessment.

Built on Core
  • Knowledge
  • Conversations
  • Workflows

Onboarding 6 steps

Showing 3
  • Collect signed contractPriyaDone08 Oct
  • Provision workspaceSamIn progress09 Oct
  • Schedule kickoffYouWaiting approval10 Oct

Approval

Kickoff date · 14 Oct

Requested by Sam · 09 Oct

Waiting approval
An illustrative plan: six onboarding steps with owners and dates, and the approval that holds the last one. Example content, not customer data.

Packaging

Add-ons to the Core licence.

Apps are add-ons to the Core licence. Availability varies by edition.

Pilot · 3–5 owners

Bring your messiest workflow.

We scope the pilot in weeks, not quarters. Bring the tools, the documents and the exception that keeps breaking — we will show you what Omni does with it.