Your First Week with Omni

Five days, five small steps. By Friday, Omni will feel like part of the team.

Day 1: Connect and say hello

Start by giving Omni something to work with. Head to Integrations in the sidebar and connect your store (WooCommerce or Shopify).

Once connected, open the chat and type your first message:

"How did sales go this week?"

Omni pulls from your real data, such as orders, and gives you a straight answer. No sample data, no demo mode. This is your actual business.

That's it for day one.

Day 2: Put the widget on your website

Your customers have questions outside business hours. Today, you give them answers.

Open the Installation page and copy the snippet. Paste it into your website's HTML — just before the closing </body> tag. The Widget Setup guide walks you through it for any website builder.

Once it's live, open your own website in a browser and test it. Ask the widget something about your products or services. It already knows your catalogue because it's connected to the same data Omni uses.

That evening, a customer asks about delivery times at 11pm. They get an instant answer. You see the conversation in your dashboard the next morning — no missed opportunity, no follow-up needed.

You can customise the widget's appearance to match your brand whenever you're ready. For now, it works out of the box.

Day 3: Connect your email

Head back to Integrations in the sidebar and link your Gmail account. See the Gmail guide for setup.

Once connected, ask Omni:

"Draft a reply to Sarah's email about her order"

Omni drafts a reply in your Gmail for you to review. You tweak the wording and send it.

Day 4: Explore what you can ask

Today is about curiosity. Open the chat and try things you wouldn't normally ask a computer.

Start with business intelligence:

"How's revenue this month compared to last?"

Or set a goal:

"I want to increase repeat customers by 10% this quarter"

For a full list of what Omni can do, see What You Can Ask Omni. You might also pick up a few tricks from Tips for Better Results.

Day 5: Go deeper

You've got the foundations. Now explore the features that fit your business.

Download the iOS app for on-the-go access. Reply to a customer from your phone, check the tasks you share with the web app, or show Omni a photo.

What comes next

By the end of week one, you'll wonder how you managed without it.