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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.

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Finding your CX Manager URL

Your CX Manager URL is unique to your Omneo instance and follows this format: 
https://[your-tenant].manager.getomneo.com
Your tenant name is provided during onboarding. If you’re unsure of your tenant name, contact your Omneo implementation partner or support@omneo.io.

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Logging in

  1. Navigate to your CX Manager URL in a web browser
  2. Enter your email address and password
  3. Select Sign in
Passwords must be at least 32 characters. This is a security requirement enforced at account creation.

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User roles

Each user is assigned a role that determines their access level:
RoleCapabilities
AdminFull read, write, update, and delete access to all CX Manager features
ManagerRead, update, and delete (cannot create new records or configurations). Can create profiles in Clienteling.
ReportingRead-only access for generating reports and insights
MachineFor integration users only (not for human login)

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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.