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Omni Core

One agent. Four capabilities.

Connect, Knowledge, Conversations and Workflows — one agent, one permission model, one audit trail.

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01 · Connect

The tools you already run.

Every tool your business runs, reached through one connection layer. Google Workspace, WhatsApp, LinkedIn, Zoho, Slack, Teams, CRM, finance and data — plus any system with an interface.

  • Seven groups, one connection layer.
  • 26 vendor connectors, plus a kit for any system with an interface.
  • Availability varies by edition.

  • Communicate

    • WhatsApp
    • LinkedIn
    • Google Workspace
    • Slack
    • Microsoft Teams
    • Mattermost

  • Sell

    • Salesforce
    • HubSpot
    • Zoho

  • Run

    • Jira
    • ServiceNow
    • Trello
    • Notion

  • Finance

    • Xero
    • QuickBooks
    • NetSuite
    • SAP

  • Data

    • Snowflake
    • Databricks
    • BigQuery
    • AWS
    • Azure
    • GCP

  • Documents

    • SharePoint
    • Confluence
    • Drive

  • Custom

    • Yours

Standard connectors and a connector kit. Availability varies by edition.

Trademarks belong to their owners.

02 · Knowledge

Every answer shows its source.

A native knowledge base and wiki, plus the documents you already have. Every answer cites the page and the timestamp, and respects who is allowed to read it.

Question

What is our refund window for duplicate invoices?

30 days from the invoice date. Duplicate invoices are the documented exception to the standard 14-day window[1][2].

  1. [1]Refund policy v4 · Finance · updated 12 Oct
  2. [2]Ledger control SOP v2 · Finance · updated 3 Oct

2 sources · permission-checked

Refund policy

v4

Approved by Finance

Cited as [1]

Change · v4

Duplicate invoice window 14 → 30 days

v3 → v4approved 12 Oct
One answer, two sources, one approved page. Example content, not customer data.

03 · Conversations

Three rooms. One context.

Home for your team, Concierge for customers and suppliers, Companion inside Slack, Teams and Mattermost. One agent, one context, wherever the conversation happens.

Omni Companion · SlackIllustrative. A cited answer, one drafted action, one approval waiting.
Omni Concierge · WhatsAppIllustrative. An order window, a tracking reference, a route to a person.
Omni Home · MobileIllustrative. Today's tasks, one approval, one place to ask.

04 · Workflows

The answer becomes the action.

A visual builder with Decide and Read steps, branches, approvals and a full run history. The answer becomes the action.

WorkflowQuote from enquiryRun 1042 · 1 pending

  1. New enquiry

    WhatsApp trigger

    From Acme, 09:41

  2. Read

    Read · extract

    Customer, items, due date

  3. Decide

    Decide · route

    Quote, not a ticket

  4. Create quote

    Write · CRM

    Draft Q-1042 prepared

  5. Approve

    Human approval

    Owner sign-off required

    Pending approval

Example workflow. Capabilities vary by edition.
  • Trigger — A message, a schedule or a change in a connected tool starts the run.
  • Decide and Read — Branch on what the content says, and extract the fields the next step needs.
  • Approve — Writes can wait for a named owner before they happen.

One permission model

The same rules in every room.

Home, Concierge and Companion sit on the same agent, so identity, data boundary and control do not change with the room.

Identity

Home

The same account and permissions as the rest of your team.

Data boundary

Concierge

Customer and supplier access stays inside the same boundary.

Control

Companion

Approvals and audit follow the conversation into Slack, Teams and Mattermost.

Continue

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.

Request a pilotSee the apps