Help center

Searchable docs + tutorials.

Setup guides, integrations, troubleshooting — everything you need to get the most out of OmniMark Pro.

ACC
OmniMark Pro
Account 2 min

Exporting data and deleting your workspace

How to export your data and permanently delete your workspace.

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ACC
OmniMark Pro
Account 2 min

Two-factor sign-in

Protect your account with a code from an authenticator app.

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ADS
OmniMark Pro
Ads 3 min

Managing ad campaigns on Google, Meta, LinkedIn and TikTok

See, pause, resume and re-budget your campaigns on every network from one screen — with your own ad accounts.

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OmniMark Team
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ANA
OmniMark Pro
Analytics 2 min

The weekly growth report email

One email a week: this week against last, what needs attention and what to do next.

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OmniMark Team
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ANA
OmniMark Pro
Analytics 3 min

The Money dashboard

See which channels and campaigns bring in revenue, next to what they cost.

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OmniMark Team
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SAL
OmniMark Pro
Sales 4 min

Taking payments

Invoices, payment links, text-to-pay and subscriptions — paid into your own account.

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AI
OmniMark Pro
AI 3 min

AI Agents

Give an agent a task in plain words — it works in your CRM, inbox and calendar, with approvals.

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AI
OmniMark Pro
AI 3 min

Speed to Lead

Reply to every new lead within a minute — forms, missed calls, DMs and WhatsApp.

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AI
OmniMark Pro
AI 5 min

Setting up the AI Employee

An assistant that answers DMs, WhatsApp, SMS, website chat and calls — safely.

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OmniMark Team
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BAS
OmniMark Pro
Basics 2 min

OmniMark on your phone

Install OmniMark on your phone for the inbox, contacts, calls, alerts and AI Employee approvals — with push notifications.

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OmniMark Team
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BAS
OmniMark Pro
Basics 3 min

Industry starter packs and snapshots

Start with a ready-made setup for your kind of business, or reuse your own setup in other workspaces.

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OmniMark Team
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SAL
OmniMark Pro
Sales 4 min

Booking pages

Let people book meetings with you or your team, in their own time zone.

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CON
OmniMark Pro
Conversations 3 min

Connecting Gmail or Outlook

Sync emails and meetings with your contacts, and send replies from your own mailbox.

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CRM
OmniMark Pro
CRM 2 min

Contact memory: what every agent knows

One shared memory per contact, used by the AI employee, agents, the command bar and connected AI assistants.

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OmniMark Team
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MAR
OmniMark Pro
Marketing 3 min

Sell in WhatsApp: catalog, carts and payment links

Show products in WhatsApp, turn carts into orders and get paid by card, UPI or Pix with a “Pay now” button.

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OmniMark Team
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AUT
OmniMark Pro
Automation 2 min

Do it with AI — the command bar

Type what you want done; see exactly who gets what before anything happens; undo for 24 hours.

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OmniMark Team
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AUT
OmniMark Pro
Automation 3 min

Content agent — drafts from your CRM, approved before use

Get content ideas from what customers actually tell you, then one brief becomes social posts, an email and a blog article in your brand voice.

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OmniMark Team
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CON
OmniMark Pro
Conversations 3 min

Helpdesk response-time targets (SLA)

Set first-reply and resolution targets per priority, add policies for VIP customers or channels, skip holidays, pause while waiting on the customer, and get warned before targets are missed.

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OmniMark Team
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CON
OmniMark Pro
Conversations 3 min

Live chat on your website

Add a chat bubble to your site, answer from the agent inbox (or let AI answer first), take messages by email when you're away, and see ratings and reply times.

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OmniMark Team
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CON
OmniMark Pro
Conversations 3 min

Knowledge base and help center

Write help articles, publish a help center where customers get AI answers from them, and see which questions still turn into tickets.

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