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Documentation Index

Fetch the complete documentation index at: https://docs.omneo.io/llms.txt

Use this file to discover all available pages before exploring further.

CX Manager is the primary administrative interface for Omneo. The Profiles section lets you search and manage any customer in your database.

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Searching for a profile

Use the search bar at the top of the Profiles section. Search supports:
  • Full name (first name, last name, or both)
  • Email address
  • Mobile phone number
  • Membership card number (if configured as an identity)
Search is powered by Algolia and is typo-tolerant — you do not need an exact match.

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Profile detail tabs

Each profile has several tabs:
TabWhat it shows
DetailsCore profile fields: name, email, phone, address, DOB, tags
TransactionsTransaction history with dates, totals, and locations
IncentivesCurrent reward balance, point balance, tier, active benefits, achievements
AttributesComms preferences, appearance attributes, custom attributes
IdentitiesExternal system IDs linked to this profile

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Editing a profile

Click Edit on any profile to update fields. You can update:
  • Name, email, phone
  • Date of birth
  • Address
  • Comms preferences (opt-in/opt-out)
  • Tags
  • Appearance attributes
Some fields (like aggregations and incentive balances) are computed and cannot be directly edited.

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Manually issuing an incentive

From the Incentives tab, use the issue controls to:
  • Issue a reward (dollar value)
  • Issue a benefit (select from a definition)
  • Award points
Manual issuance creates a record in the profile’s incentive history and can be audited.

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Viewing transaction history

The Transactions tab shows all transactions attributed to this profile. Click any transaction to view line items, payment methods, the location, and any redemptions applied.

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Profile notes

Some implementations enable a notes field on profiles for CS staff to add free-text notes. These are internal and not visible to customers.