Your First Week with Omni

Five days, five small steps. Each one takes about five minutes. 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 Settings → Integrations and connect your store (WooCommerce or Shopify) or your calendar (Google Workspace).

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

"What's happening in my business?"

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

You connect your Shopify store at 9am. By 9:05, you're asking "What were yesterday's sales?" and getting a real answer. By 9:10, you've asked "Who are my top customers this month?" and you're looking at names you recognise.

That's it for day one. You've already done more than most analytics tools manage in a week.

Day 2: Put the widget on your website

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

Go to Settings → Widget 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 Settings → Integrations and link your Gmail or Outlook account. See the Google Workspace guide or the Microsoft 365 guide for setup.

Once connected, ask Omni:

"Any new leads in my inbox?"

Omni sorts your incoming emails — leads, support requests, scheduling — so you see what matters first. It can draft replies for you to review before sending. You stay in control; Omni does the legwork.

Three lead emails came in overnight. Omni drafted replies for each one. You review them, tweak the wording on one, and send all three before your coffee gets cold. That's your Email & Lead Management working.

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?"

Then try something that sounds more like a request to a colleague:

"Schedule a meeting with David on Thursday at 2pm"

Or set a goal:

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

Omni tracks goals over time and checks in with progress. It's not a one-off answer — it remembers what you asked for.

For a full list of what Omni handles, 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.

If you run an online store:

• "Show me my customer segments" — see who your champions are and who's at risk of leaving. Customer Intelligence explains how this works.
• "Are there any abandoned carts from today?" — Cart Recovery can chase these up automatically.
• "What's running low in stock?" — Inventory & Pricing keeps you ahead of shortages.

Both:

Download the iOS app for on-the-go access. You're between tasks and check your phone. "Any new orders or leads?" Two came in overnight. "Show me tomorrow's schedule." Full day. "Move my 4pm to Thursday." Done.

What comes next

By the end of week one, you'll wonder how you managed without it. And you've only scratched the surface — Omni gets better the more you use it, learning your preferences and adapting to how you work.

To see what a typical day looks like once you're settled in, read A Day with Omni.