Sales
Live
Sales Agent
Qualifies inbound leads, books meetings, runs follow-up sequences, enriches accounts and keeps the CRM clean.
The Platform · Omni Studio
The AI operating layer
for your business.
A managed control plane — built around the way your shop already runs. Your data, your agents, your tools, your rules. We design it, deploy it and operate it alongside your team.
Private deploy
Audit logs
Human approval
RBAC / SSO
Live observability
Platform overview
Seven layers. Wired to your business.
Same building blocks for every customer. Wired up differently for every shop. Your data, your agents, your tools and your rules — assembled into a control plane that reads, talks and types the way you already do.
Data & Knowledge
All the scattered stuff in your business — in one place an agent can actually use.
Orchestration
The traffic cop. Decides which agent handles what, when to ask you, and how to keep the customer warm.
Agent Roles
Sales, voice, ops, marketing, admin, compliance, reporting — each one scoped to a real job in your business.
Omni Systems
CRM, voice, schedule, knowledge, invoicing — the operational software your agents live inside.
Human QA
The important stuff is reviewed before it goes out. By a person, or by a clear rule you wrote.
Analytics Loop
The agents get better at the things you reject — weekly briefs, proposed by Omni, approved by you.
Security & Compliance
Private tenant, encryption, role-based access, immutable audit — treated as infrastructure, not as a slide.
Data & Knowledge
All the scattered stuff in your business — in one place an agent can use.
Customer records, jobs, conversations, phone transcripts and the docs you keep in your head — pulled together, kept current, and made retrievable. Every fact an agent uses has a source and a timestamp. Nothing is invented.
Bring in your data
Customer records, jobs, calls, emails and the docs your team already trusts — kept in sync as they change.
One record per customer
The same person across phone, email, invoices and the website — resolved into a single, clean record.
Knowledge with sources
Every answer cites the doc, the call, or the policy it came from. Audit anything in two clicks.
Always fresh
New jobs, new tickets, new tariffs — the agents read the same picture your team sees, in real time.
Orchestration
The connective tissue between every agent.
A workflow engine, routing rules, the actions agents are allowed to take, and a human approval gate — running across multi-agent workflows by default. Every step is traceable; every decision lands in your audit log.
Multi-step workflows
Flows that branch, wait and pick up where they left off — spanning nights, weekends and time zones without losing context.
Routing & handoffs
Move work between agents and humans on context, confidence and your policy. Every handoff carries the full thread — no one starts a conversation cold.
Tools agents can use
First-class actions into Omni CRM, Voice, Schedule, Inbox, Knowledge and Invoicing — plus any REST tool your team already uses.
Memory that fits your business
Per-conversation, per-account and long-term memory — scoped, revocable, and reviewable in one place.
Rules you write
When an agent isn't sure, you decide what happens — who to ask, what to say to the customer, and how to keep things warm until the right person picks it up.
Human approval gate
Inline approve or reject on anything sensitive. SLA timers, annotations, and a training signal that goes back into the loop.
Agent Roles
One agent for each job in your business.
Each role ships with its own scope, tools, knowledge and rules — tuned to the way your shop runs. Start with one, add more as you go. The full catalogue lives on the Agent Library page.
Voice
Live
Voice Agent
Answers, triages and books — inbound, outbound, and after-hours emergency routing with SMS confirmation.
Operations
Custom scope
Operations Agent
Reads availability, books, reschedules, dispatches and notifies — across calendars, teams and field tools.
Marketing
Live
Marketing Agent
Drafts campaigns, segments lists, runs A/B variants — always reviewed by a human before send.
Admin
Live
Admin Agent
Triages the inbox, drafts replies, schedules follow-ups, and keeps your knowledge fresh.
Compliance
Beta
Compliance Agent
Reviews drafts and decisions against your policies, flags anything off-policy, and routes to a human reviewer.
Reporting
Live
Reporting Agent
Compiles every agent's actions, outcomes and exceptions into a weekly brief you can hand to the team.
Custom
+ Roll your own role.
Scope, tools, knowledge sources and rules — co-designed with our operators in a single working session.
Browse the agent library
Omni Systems
The agents don't integrate with your stack. They are the stack.
Omni ships the operational software the agents need — CRM, voice, inbox, scheduling, knowledge, invoicing and reports. One audit trail across everything. Pricing rolls up into your monthly number; no separate seat licences or surprise add-ons.
Omni CRM
Native
Accounts, contacts, deals, jobs, customer history — the single source of truth every agent writes to.
Omni Voice
Native
Inbound, outbound, SMS, IVR — the phone system the voice agents live on. SIP-trunked or BYO carrier.
Omni Inbox
Native
Unified email + chat + SMS + voicemail thread per customer — routed and triaged in one queue.
Omni Schedule
Native
Calendars, availability, booking, reschedules, dispatch — for teams and field techs.
Omni Knowledge
Native
Docs, FAQs, SOPs and how-we-do-it notes — the grounded memory every agent reads from.
Omni Invoicing
Approval-gated
Estimates, invoices, payments, refunds, subscription state — with human approval on every send.
Omni Reports
Native
Real-time dashboards, weekly briefs, BI exports, KPI history — across every agent and workflow.
Omni Policy
Native
Plain-English rules that gate, transform or block agent actions — reviewable in one place.
Vertical add-ons
Per playbook
Omni Field (HVAC, plumbing), Omni Practice (accounting), Omni Portal (client-facing) — shipped per industry playbook.
Human QA & Governance
Approved before it ships. Reviewed after it ships.
Sensitive actions stop at a human approval gate. Sampled actions go through quality scoring. Everything is logged, retrievable and tied back to a policy you wrote — reviewers work inside Omni, not in a side chat nobody audits.
Review queues
Per-agent, per-action queues with SLA timers, bulk actions and a calibrated reviewer rota.
Approve / reject
One-click decisions with optional annotation. Annotations return as a training signal — agents get better at the things you reject.
Quality checks
Sampled review with rubrics, scoring trends and reviewer calibration. Trends roll up to your weekly brief.
Policy engine
Plain-English rules that gate, transform or block agent actions before they leave the platform.
Audit log
Immutable record of every action, approval and data access. Queryable, exportable, retained on your terms.
Access controls
RBAC per agent, per tool, per data source — reviewable in one place. SSO + SCIM in the box.
Analytics & Improvement Loop
The platform learns from every conversation.
Every input — conversations, human QA decisions, business KPIs — feeds a six-step loop that tunes agents, updates workflows and improves outcomes over time. Improvements are proposed by Omni, approved by you, and shipped in versioned releases.
Analytics
Insights, trends and KPIs across every agent and workflow — segmentable by queue, channel and team.
Audit log
Every event, change and trace — fully queryable. Plumb directly into your SIEM if that's the bar.
Weekly brief
Dashboards, weekly briefs and BI exports for your team — with a stable schema you can build on.
Tuning
Proposed prompt and rule changes — tested in the background before they touch your customers.
Workflow updates
Routing and automations shipped in versioned releases — with a one-click rollback if it doesn't feel right.
Agent performance
Accuracy, speed and quality tracked per agent over time — with reviewer calibration baked in.
Security & Compliance
Treated as infrastructure, not as a slide.
Private client environments, isolated data, encryption in transit and at rest, customer-managed keys, immutable audit logs, scoped credentials per integration, and human approval on every sensitive action. The full deployment options and review process live on the Enterprise page.
Private client environment
Your control plane runs in your own tenant; data never crosses customers and never trains another tenant's model.
Encryption
TLS 1.3 in transit, AES-256 at rest. Customer-managed keys on enterprise plans.
Role-based access
Granular permissions per agent, tool and data source. SSO + SCIM ready — Okta, Azure AD, Google.
Immutable audit
Every action, approval, data access — written-once, fully traceable, retained per your policy.
Approval gates
Configurable per action, per agent. Bypasses require justification and a reviewer sign-off.
Data residency
US-default with regional options on request. Subprocessor list available under NDA.
Read the enterprise brief
GDPR aligned · CCPA aligned · HIPAA-ready · SOC 2 roadmap
Platform walkthrough
See your business
See your business
stitched into the stack.
Pilot in your env · 7–14 days · Month-to-month after