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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.

Omneo’s customer service extensions surface the full customer profile directly inside your support platform — so agents never need to leave their ticket view to find a customer’s transaction history, reward balance, or profile details.

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Zendesk

The Omneo Zendesk app appears as a sidebar within Zendesk Support tickets. When an agent opens a ticket, Omneo automatically looks up the customer by email and surfaces:
  • Full profile data (name, contact details, join date)
  • Transaction history with purchase details
  • Current incentive balances (rewards, points, tier, benefits)
  • Profile tags and statuses
  • Recent interactions and notes
Agents can:
  • View and update profile details
  • Issue incentives (rewards, benefits) as part of issue resolution
  • Add interaction notes directly from the Zendesk sidebar
This eliminates the need for agents to toggle between systems and ensures every customer service interaction is informed by the full customer relationship context.

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Gorgias

Omneo integrates with Gorgias (a Shopify-native support platform) to provide the same profile surfacing capability within Gorgias tickets. Customer data is displayed in the customer sidebar, giving support agents full CX context without leaving Gorgias.

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Benefits for support teams

  • Faster resolution — agents have all relevant customer data in one view
  • Personalised responses — agents know the customer’s tier, spend history, and open incentives
  • Correct remediation — agents can see what incentives were already applied and issue appropriate compensation
  • Reduced escalations — agents have the tools to resolve issues directly
Content needed: step-by-step Zendesk app installation guide and Gorgias integration setup.