Tips for Better Results

Omni works well out of the box, but a few small habits make a noticeable difference. None of this is required — just useful if you want sharper, more relevant answers.

Be specific when you can

The more detail you give, the more useful the response. Both of these work, but the second one gets you a better answer:

• "How are sales?" — gives you a general summary
• "Show me WooCommerce revenue this month compared to last month" — gives you exactly what you need

You don't need to be precise every time. When you're just checking in, a casual "What's going on today?" is perfectly fine.

Give a bit of context

If you're asking Omni to do something, a sentence of context helps it get things right first time.

• Instead of "Schedule a meeting with Sarah" try "Schedule a meeting with Sarah about the rebrand project, sometime Thursday afternoon"
• Instead of "Draft an email to the supplier" try "Draft an email to the supplier about the late delivery of order #2847"

Think of it like briefing a colleague — the more they know going in, the less back-and-forth you need.

Correct it when it gets things wrong

Omni won't always get it right, and that's fine. When it doesn't, just say so:

• "No, I meant Sarah from the Manchester office, not Sarah Chen"
• "That's not quite right — our margins on that line are closer to 40%"
• "Actually, I'd prefer a more formal tone for that email"

Omni adjusts based on your corrections. Over time, it gets better at understanding how you work and what you prefer.

Upload photos and documents

You can share files directly in the conversation. This is useful for things like:

• A photo of damaged goods for a return claim
• A supplier quote you need summarised
• A document you want Omni to reference when drafting a reply

Just attach the file and tell Omni what you need done with it.

Omni learns how your business works

Behind the scenes, Omni builds up a working knowledge of your business — your goals, your preferences, the products you sell, the way you like emails written. This means:

• You won't need to repeat background information
• Answers get more relevant over time
• Omni can spot patterns and flag things proactively

If something feels off or outdated, just tell Omni to update it. "We've stopped selling the silver range" or "Our new target is 50 orders a week" is all it takes.

Some actions need your approval

Omni will ask before doing anything significant on your behalf. Things like:

• Sending an email or message to a customer
• Processing a refund
• Updating product information
• Making changes to your calendar

You'll always see what Omni is about to do and have the chance to approve, edit, or cancel before it happens.

Use whichever channel suits you

Omni works the same way whether you're on the dashboard, the iOS app, or a connected customer channel like WhatsApp, Instagram, or Messenger. Pick whichever is most convenient — your conversation history and business context carry across.

Start simple, then build up

You don't need to learn everything Omni can do on day one. Start with the things you check most often — orders, calendar, inbox — and branch out as you get comfortable.

For a full list of what you can ask, see What You Can Ask Omni.