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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:

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Editing a profile

Select 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. Select 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.