Setup & Account

How to get started, connect your tools, and manage your account.

How do I get started?

Sign up, connect your store or calendar, and start chatting with Omni. The whole process takes about 15 minutes.

For a step-by-step walkthrough, see the Quickstart Guide.

What do I need to connect my online store?

It depends on your platform:

  • WooCommerce — you'll need connection credentials (secure keys that let Omniops talk to your store). These are a consumer key and consumer secret, generated from your WordPress admin under WooCommerce > Settings > Advanced > REST API. Each setup takes a few minutes and you'll be guided through it step by step. Full details in the WooCommerce guide.
  • Shopify — you'll need your store domain and an Admin API access token from a custom app. Each setup takes a few minutes and you'll be guided through it step by step. Full details in the Shopify guide.

Both platforms sync your products, orders, and customer data automatically once connected.

Can I connect multiple integrations?

Yes, and it's encouraged. The more tools you connect, the more Omni can do for you. You can connect your store, Google Workspace or Microsoft 365, Stripe, and Xero today. WhatsApp, Instagram, Messenger, and QuickBooks are coming soon and should be treated as setup-dependent until they appear as ready in your integrations view.

Each integration adds new capabilities. For example, connecting Google Workspace or Microsoft 365 lets Omni manage your email and calendar alongside your store data — so you can ask things like "schedule a call with the customer who placed that large order yesterday."

How do I install the chat widget?

  1. Go to your dashboard and open the Installation page
  2. Copy the embed code
  3. Paste it into your website's HTML, just before the closing </body> tag

That's it. The widget will appear on your site and start answering customer questions using your trained content.

For customisation options, see Widget Customisation.

Can I customise how the widget looks?

Yes. You can set the widget's colours to match your brand from the dashboard, and colour changes apply immediately on your live site.

More display options, such as the welcome message, position, and avatar, are rolling out.

How do I add team members?

  1. Go to the Team page in your dashboard
  2. Click Invite Member
  3. Enter their email address
  4. Assign a role:
    • Admin — full access to all settings and data
    • Member — can manage content, training, and conversations
    • Viewer — read-only access to conversations and analytics

Team members receive an email invitation and can start using Omniops straight away.

What happens to my data if I cancel?

Your data is yours. You can export it at any time from the dashboard.

If you cancel your account, we comply fully with GDPR and CCPA deletion requests. You can request a complete data export before deletion, and we'll remove all your business data, credentials, and conversation history from our systems.