# Omnio AI

> Omnio isn't a CRM. It's the AI employee that answers every WhatsApp chat and call, closes the sale, and remembers the customer — while you sleep.

Omnio AI unifies omnichannel chat (WhatsApp, Messenger, Instagram, Telegram, web, and
Facebook/Instagram/TikTok comments), voice calls, leads, carts, sales orders, and appointment
scheduling into one account — with an AI agent that has direct, allowlisted access to that same
data. The agent can look up orders, search the catalog, manage a cart, check real staff
availability, and book an appointment inside the conversation itself, rather than just describing
what a human should do next. An org can require staff approval before that agent actually cancels
an order, books an appointment, or touches a cart/order/contact — full AI authority by default, a
per-action human checkpoint the moment an org turns it on. Phone and WhatsApp calls forward to a
real phone, are recorded, and are transcribed into the same customer thread as the chats — and
Customer Insight builds a persistent per-customer AI profile from every chat and call transcript.
Omnio Brain, a proactive AI layer, checks each org's sales data daily and surfaces
evidence-grounded findings before anyone has to look for them. Beyond the customer-facing agent,
Agent Mode gives staff 8 named AI teammates — Ava, Deon, Priya, Marcus, Jules, Riley, Nora, and
Otto — real tool-calling agents scoped to their own role, each able to schedule its own follow-up
(one-time or standing/recurring) or hand work to a colleague. Built and operated by
ENAMEX SDN. BHD.

This domain (omnio-crm.ai) is the AI/product-positioning site. The full application — signup,
login, pricing, and documentation — lives at omnio-crm.com.

## Key facts

- Serves three business types from one platform: physical-product sellers, service businesses
  (salons, spas, clinics), and appointment-based agents (property, insurance, consulting) — an org
  picks its type at signup, which sets sensible module defaults, and can change it anytime.
- AI reply agent: replies on WhatsApp/Messenger/Instagram/web chat using an org's own FAQ and
  documents, with allowlisted CRM tools (order lookup/create/cancel, item search, cart management,
  contact updates, appointment availability check and booking) and a mandatory handoff path to a
  human when not confident. Billed as reply credits (1 credit = 1 AI reply) with a monthly
  allowance included.
- Chat → order in one click: staff select the customer's own Live Chat messages and click
  Create Sales Order (or Create Cart); one AI pass drafts contact fields, shipping address, and
  item lines matched against the org's real catalog — unmatched phrases are flagged for staff,
  never invented.
- Bring your own WhatsApp number: besides the official WhatsApp Business API, an org can connect
  one or more existing WhatsApp numbers by QR scan, with messages typed on the phone itself
  landing in the same Live Chat thread. Live Chat also tracks Meta's 24-hour/7-day reply windows
  and WhatsApp template-only state per thread, so the AI never sends into a closed window — it
  parks a draft for a human instead.
- Voice notes: a customer's WhatsApp voice message is transcribed into the thread and read by the
  AI like typed text.
- Mona (AI sales training): a rep roleplays a sale against an AI customer persona — optionally
  grounded in a real customer's history — and is scored on persuading, upselling, proposing, and
  explaining. Personas and rubrics are editable per org.
- Appointments & scheduling: staff working hours and time off, a database-level guard that makes
  double-booking impossible (not just discouraged), published bookable slots (single or bulk),
  public no-login booking pages, and pay-to-book checkout when a slot has a priced product
  attached. The AI agent can book through the same engine.
- Voice calling with transcripts: WhatsApp Business Calling and dedicated phone numbers forward
  to a real phone the business chooses; answered calls are recorded and transcribed into the
  customer's conversation thread (Whisper for WhatsApp calls, carrier-native for phone calls).
  Outbound WhatsApp calls are consent-gated — the customer approves via a one-tap WhatsApp
  prompt — and billed per minute from a prepaid voice wallet; unanswered calls are never billed,
  and calling pauses automatically below a $2.00 balance.
- Customer Insight & Sales Guru: a persistent AI profile per customer (tone, language,
  preferences, complaints, verbatim unhappy moments) built from every chat and call transcript,
  plus an AI advisor staff can ask free-form questions grounded in that specific customer's
  history.
- Omnio Brain: a proactive AI that checks sales data daily across six signal types (revenue
  velocity, average order value drift, discount leakage, stalling carts, customer concentration,
  sales-rep performance variance) and surfaces evidence-grounded findings on the dashboard —
  suggest-then-approve, never acts on its own, with an optional daily/weekly push+email digest.
- AI Employees (Agent Mode): 8 named AI teammates staff chat with directly — Ava (Customer
  Service), Deon (Sales), Priya (Digital Marketing), Marcus (CEO), Jules (Admin), Riley (Finance),
  Nora (Quality & Performance), and Otto (Operations) — each a real, tool-calling agent scoped to
  a fixed set of CRM tools for its role, not a generic chatbot. Superuser-only.
- Human-in-the-loop control: an opt-in, per-org toggle requires staff approval before the
  customer-facing reply agent cancels an order, books an appointment, or touches a
  cart/order/contact — off by default, never applied to Agent Mode.
- API: revocable per-account API keys with interactive OpenAPI/Swagger docs.
- MCP server: on plans with MCP access, connect Claude Desktop, Claude Code, or any MCP client
  using the same API key as the REST API — including tools to read and respond to Omnio Brain
  findings.
- OAuth 2.0 authorization server: RFC 8414 / 9728-compliant, with dynamic client registration, for
  third-party integrators that need standards-based auth.
- 30-day free trial on the full product, no credit card required.

## Boundaries

- Org checkout (charging an org's own customers, including pay-to-book appointments) only supports
  senangPay and Billplz — never Stripe. Stripe is used exclusively for an org's own SaaS
  subscription billing to Omnio and cannot be selected as a customer-facing checkout gateway.
- Omnio Brain is read-only — it only ever suggests a finding; it never messages a customer, changes
  a price, or takes an action on its own. A superuser approves or dismisses each finding.
- Agent Mode (the 8 named AI employees) is never subject to the customer-facing approval gate —
  a staff member is already directly driving that conversation, which is a different, stronger
  kind of oversight, not an absence of one.

## Links

- [Homepage](https://omnio-crm.ai/): This page — product positioning and how it works.
- [Full reference](https://omnio-crm.ai/llms-full.txt): Everything in this file plus the full FAQ.
- [Product app, signup, pricing](https://omnio-crm.com/): The full application.
- [AI Employees / Agent Mode](https://omnio-crm.com/features/ai-employees): 8 named AI teammates staff chat with directly.
- [AI reply agent](https://omnio-crm.com/features/ai-agent): The customer-facing agent, including the human-approval control.
- [Sign up](https://omnio-crm.com/signup): Start the 30-day free trial.

## Optional

- [API docs](https://omnio-crm.com/_swagger): Interactive OpenAPI/Swagger docs.
- [Sitemap](https://omnio-crm.ai/sitemap.xml)