One AI Employee · One recurring job

Give one AI Employee the work your team repeats.

Omni reads your business context, moves approved work, and brings judgment calls back to your team.

THE OMNI WORKFORCE

Give the work a clear owner.

You start with one AI Employee and one recurring workflow. Add specialist employees around the same business context when the first result earns its place.

AI EMPLOYEE AT WORK

One request. One next action.

The employee reads the situation, follows your rules, and keeps the handoff visible.

WORKFLOW PREVIEW
  1. 01
    CONTEXTcaptured
    A customer reaches out

    Call, text, web lead, or follow-up arrives with the right business details.

  2. 02
    UNDERSTANDmatched
    The employee reads your context

    Services, prices, history, permissions, and tone travel with the request.

  3. 03
    ACTIONwithin rules
    The next step gets done

    It answers, qualifies, follows up, or prepares the work your team needs.

  4. 04
    HANDOFFrecorded
    Your team sees what matters

    The action, result, and judgment call stay together until the work is complete.

RESULTLess owner follow-up. A clear handoff.
SPECIALIST ROLES

Support for the work that follows.

The AI Employee keeps the story together. Specialist roles step in for front desk, reputation, and support when the next bottleneck earns one.

THE RESULTLess owner follow-up. Clearer next actions.

CONTEXT → ACTION → RESULT

From first message to finished handoff.

One AI Employee reads the context, takes the next approved action, and brings your team in when judgment matters.

SHARED BUSINESS CONTEXT

Every role sees the same story.

One clear story for every handoff.

Services, prices, customer history, and boundaries travel with the work, so every next action starts with the right facts.

Business rulesServices, prices, boundaries
Customer historyMessages, notes, prior work
Visible handoffAction, result, open decision
Try one AI Employee free

ONE WORKFLOW

From request to next action.

One accountable owner, with a clear human path when the work needs judgment.

01

A request arrives

Call, text, web lead, or social message enters with the business context attached.

02

The AI Employee moves it

It answers, qualifies, follows up, or prepares the next action inside your rules.

03

Your team sees what matters

The record, result, and open decision stay together until the work is complete.

SPECIALIST ROLE

Reputation protects the work you earned.

Feedback arrives at the right moment, with the customer context still attached.

Explore the specialist roles →

ONE WORKFLOW · ONE AI EMPLOYEE

Start with the work your team repeats.

We configure one AI Employee around your services, rules, and customer context—then show you exactly what changed.

Two service-business operators reviewing a customer request at a front desk, with the Omni Studio mark on the wall behind them
REAL WORKFLOW · 14 DAYSKeep the next action visible.

WHAT THE TRIAL PROVES

One recurring job, handled the way you work.

Your AI Employee reads the context, moves the permitted work, and brings judgment calls back to your team.

  1. 01
    Bring one job

    Missed calls, reviews, estimates, invoices, or another task your team repeats.

  2. 02
    Watch it move

    See what the employee reads, what it does, and where a person takes over.

  3. 03
    Keep what works

    Start free for 14 days. Continue only when the result is clear.

No credit cardReal business dataHuman-backed setup
A service desk turning a customer call into a clear next action
AI Employee at work
Keeping the next customer action moving Context connected…
Context connected
Customer request
Next action created
Business rules applied
Human escalation
Judgment call returned
History updated
Work stays visible
See a role in action
Two operators reviewing the business context behind a customer request
AI Sales Assistant follow-up
Matched open estimates: 31 jobs found
Pulling payouts from Stripe 34 receipts
Ready for human review
Estimated 10 seconds remaining…
Approve & sendReview draft
A service-business team reviewing the work and deciding the next move
What’s at risk this week?

Finance found recurring follow-up to organize, reconciled the available context, and returned the sensitive decisions to your team.

PDFLast-week_summary.pdf
$24,380ready to collect 14follow-ups drafted 7decisions returned
Human review: finance decision returned with contextReady

Everyrequest createsa next action

Specialists addcapacity with context

Omni gives each role the context to do useful work, keeps every action visible, and returns sensitive decisions to the person who owns them.

Connected stack

Your tools stay the source of truth.

QuickBooks, Stripe, Gmail, and Calendar feed one live operating layer.

QuickBooksInvoice trail matched
$1,943.88
StripePayouts synced
Live
CalendarApproval window held
Queued
Executing

One shared system keeps the work moving.

The right role reads the context, prepares the next action, flags judgment calls, and records what happened.

Matching payment recordLive
01
Read the toolsInvoices, calls, jobs, and messages line up.
Synced
02
Draft the actionReminder, proposal, reply, or review request prepared.
Drafting
03
Escalate judgmentSensitive decisions return to the human owner.
Human
04
Record the workHistory updates so the next action stays visible.
Done
See this workflow in your trial
Shipped outcomes

The owner sees finished work, not busywork.

Payments, proposals, follow-ups, and review asks move with a clear audit trail.

Illustrative customerPayment collected
$8,471.30
Proposal draftedRiverside remodel
Just now
Work history updatedWork and decisions summarized
$24,380
128calls routed 14follow-ups drafted 7decisions returned
One AI Employee. One clear handoff.

See the work move from context to result.

Omni reads the context you approve, takes the next permitted action, and returns finished work with any decision that needs you.

01 Context Connected
Business context The facts behind the request
Live
CRM Customer historyLast conversation and preferences Synced
CAL AvailabilityService area and open slots Synced
RULE Prices and rulesApproved services and boundaries Synced
AI EmployeeOwns: missed calls → booked jobs

It reads the context you approve.

Services, availability, customer history, and rules stay attached to the job.

02 Action Working
Request in motion The next permitted step
Within rules
09:42 · New request “Can you fit us in Thursday?” Customer call + account context
01
Match the requestService, location, history, availability
02
Move the next actionBook, notify, and update the record
Human boundary Discount outside your rules Your call

It takes the next permitted action.

It qualifies the request, moves the work, and pauses when a person must decide.

03 Result Visible
Work returned The finished handoff
Recorded
Appointment bookedThursday · 2:00 PM Done
Customer notifiedConfirmation sent by SMS Sent
! Owner handoffDiscount needs a decision Review
Recorded1 clear next action
Returned1 decision for you

You receive the work, not another inbox.

The record, customer update, and open decision arrive together.

The value to the owner Less follow-up. More work finished.

One shared history keeps the customer, action, and exception together.

Put one workflow to work
Primary industries

See where the roles fit.

Every industry has its own context, language, and finished handoff. Choose the part of the work that keeps pulling your team away from customers.

See all industries

Questions owners ask

What can Omni take off my plate?

Start with the role that solves the interruption you feel most often. Add reputation, support, sales, finance, accounting, marketing, or another specialist when the next job is clear.

How fast can we go live?

Seven days from the first call. We configure the first customer journey around your business context.

Will I have to switch systems?

No. Omni connects with QuickBooks, Gmail, Stripe, and Google Calendar, so your first workflow does not depend on duct-taped software.

What stays with me?

Your context, your data, and your final say on the way the business works. Every role operates around the rules you set.

Which industries does Omni fit?

Omni supports home services, healthcare and dental, real estate and rentals, personal and local services, automotive and transport, legal services, finance and professional services, and restaurants and hospitality. Each playbook starts with the work your team repeats most.

What happens after the free trial?

The first 14 days are free and do not require a credit card. If Omni earns a permanent place in your office, the paid plan is $247 for the first month, then $497 a month. It stays month to month, and you can cancel any time.

Is my data secure?

Encrypted end to end, with full audit logging on every action. Your data exports any time, with no lock-in.