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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.

CX Manager serves as a centralised interface for integration teams and business users to configure, manage, and monitor the Omneo platform. Here’s a tour of each section.

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Dashboard

The Omneo Dashboard leverages embedded reporting (powered by Metabase) to display key metrics at a glance. Work with your implementation partner to configure the metrics that matter most for your brand — things like new member sign-ups, active profiles, reward issuance rates, and redemption activity.
The Dashboard is a reporting view, not a segmentation or export tool. For full analytics capabilities, connect Omneo to your BI platform.

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Profiles

The Profiles section is the home view for all customer data. From here you can search, view, and edit individual customer profiles. List View:
  • Live feed of recently joined members
  • Quick search by name, email, mobile, or any identity
  • Contact info visible at a glance
Detail View:
  • Complete profile data including attributes, aggregations, and transaction history
  • Incentive balances — rewards, points, benefits, tiers, and achievements
  • All linked identities (Shopify ID, loyalty card number, etc.)
  • Interaction and audit history
Staff with Admin or Manager roles can update profile details and manually issue incentives from the detail view.

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Transactions

The Transactions tab provides a detailed view of customer purchases across all channels. For each transaction you can see the customer, date, receipt number, items purchased, location, serving staff, and spend breakdown.

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Incentives

An overview of all active incentives across the platform. See which rewards and benefits are live, how frequently they’re being used, their value, and creation and expiry dates.

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Configuration

Configure your CX incentive program here:
  • Rewards — create and manage reward definitions
  • Points — set up point definitions and earn rates
  • Benefits — configure benefit definitions and campaigns
  • Tiers — build tier programs with attain and maintain rules
  • Achievements — create achievement definitions with counts and levels
  • Locations — manage physical and virtual store locations
  • Products — validate and view product data in transaction history

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Settings

Settings is where developers spend most of their time managing integrations:
  • API Tokens — generate bearer tokens for integrations
  • Webhooks — configure outbound event notifications
  • Reactions (Triggers and Automations) — build event-driven and scheduled automation
  • Targets — configure formatted payload endpoints for comms platforms
  • Users — manage admin users and their permissions

Next: Extensions Overview

Learn about the integrations that connect Omneo to your broader tech stack.