Omneo Console - Omneo API

Omneo Console (formerly CX Manager) is the web-based administration interface for the Omneo platform. It serves as a centralised hub for business users who configure incentives and manage customers, and for technical users who manage integrations and settings.

Who uses Console

Role	Primary use
Administrators	Full platform configuration, user management, integration setup
Managers	Profile viewing, incentive management, reporting
Reporting users	Read-only access for data and reporting
Implementation teams	API token management, webhook and reaction configuration

What Console is not

A reporting platform: it shows individual profile data, not aggregate reports. Use your BI tool for reporting.
A segmentation tool: use your comms platform or CDP for segment building.
A customer-facing surface: customers use Profile Portal; staff use Clienteling.

Key sections

Section	What it does
Dashboard	Metabase-powered reports and KPI overview
Profiles	Search and manage individual customer records
Transactions	View all transactions with filter and search
Incentives	Overview of active rewards and benefits
Configuration	Manage incentive definitions, locations, and products
Settings	API tokens, webhooks, reactions, targets, and user management

Accessing Console

Your Console URL is: https://manager.[tenant].getomneo.com

For a walkthrough of each section, see Console Tour.

See Console for a conceptual overview.