> ## 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 Tour

> A guided walkthrough of each section of the Omneo CX Manager.

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.

## 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, such as new member sign-ups, active profiles, reward issuance rates, and redemption activity.

<Note>
  The Dashboard is a reporting view, not a segmentation or export tool. For full analytics capabilities, connect Omneo to your BI platform.
</Note>

## 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.

## 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.

## 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.

## 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

## 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

<Card title="Next: Extensions Overview" href="/getting-started/extensions-overview" icon="arrow-right">
  Learn about the integrations that connect Omneo to your broader tech stack.
</Card>
