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Documentation Index

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

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Reactions are the top-level term for Omneo’s automation system. They allow Omneo to execute pre-configured logic in response to events or on a schedule — without requiring manual intervention.

Two types of reactions

Triggers (event-driven reactions)

Triggers fire in response to a specific Omneo event. When the event occurs, the trigger evaluates its conditions and executes its actions. Example: When a transaction is created and the profile’s rolling 12-month spend exceeds 1,000,issuea1,000, issue a 25 reward.

Automations (scheduled reactions)

Automations run on a schedule — daily, weekly, on a specific date, or on a recurring interval. They are typically used for time-based logic. Example: Every day, find all profiles whose rewards expire within 14 days and send a reminder via the comms platform Target.

Reaction structure

Every reaction consists of:
  1. Trigger event — the event that initiates the reaction (e.g., transaction.created, tier.achieved, profile.updated)
  2. Filters — conditions that must be met for the reaction to proceed (JSON Logic conditions evaluated against the event context)
  3. Actions — what happens when the conditions are met (sorted by sort_order)

Common action types

ActionDescription
filterConditional gate — stop processing if condition is false
reward.createIssue a reward to the profile
benefit.createIssue a benefit to the profile
point.createAward points to the profile
tier.assignManually assign a tier
achievement.addIncrement an achievement count
target.sendSend a formatted payload to a configured Target

Event contexts

The data available for use in filters and action arguments comes from the Event Context — the payload Omneo returns for each event type. Contexts include profile data, aggregations, tier information, and the specific data for the triggering object (e.g., the transaction, the tier definition). See Event Contexts for the full context reference.

Where reactions are configured

Reactions are configured in CX Manager under Settings → Reactions (or via the Triggers/Automations API). New reactions can also be created via the API — see Creating a Reaction for a walkthrough.
The Omneo API uses the term “Triggers” for event-driven reactions and “Automations” for scheduled reactions. The broader term “Reactions” encompasses both.