CX Manager is the primary admin interface for Omneo. It’s a web-based application used by administrators, implementation teams, and business users to configure and manage the Omneo platform.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.
Finding your CX Manager URL
Your CX Manager URL is unique to your Omneo instance and follows this format:Logging in
- Navigate to your CX Manager URL in a web browser
- Enter your email address and password
- Click Sign in
Passwords must be at least 32 characters. This is a security requirement enforced at account creation.
User roles
Each user is assigned a role that determines their access level:| Role | Capabilities |
|---|---|
| Admin | Full read, write, update, and delete access to all CX Manager features |
| Manager | Read, update, and delete — cannot create new records or configurations. Can create profiles in Clienteling. |
| Reporting | Read-only access for generating reports and insights |
| Machine | For integration users only — not for human login |
First login checklist
- Confirm you can access the Profiles section and view customer records
- Check that your incentive configuration (rewards, points, tiers) is visible under Configuration
- Verify the Settings section shows your integrations and API tokens
Next: CX Manager Tour
A guided tour of every section in CX Manager.