Contacts, files, schedules, history and settings in Omni
The ☰ menu at the top right holds everything Omni keeps for you.
Open OmniSteps
- Protocols: what Omni knows how to do, and the ones you made.
- Contacts: the contacts Omni can automate with: invoice, email, wait for or remind you about. They come from Contacts, from ClockWork and the ones added in Omni. Add, change or remove people added in Omni, and start an invoice or an email from anyone.
- Schedule & events: every schedule and trigger Omni made, with the next run and the last result, and your calendar for the week. Remove a schedule, or add a reminder or an event.
- Files: invoices, presentations, documents and the files you gave Omni, and all your Ocalt files. Open, attach to the next email, or delete.
- History: what you asked Omni, newest first, with Run again.
- What Omni can do: every command of your Ocalt apps, by app, with a search.
- Settings: your business name, address, VAT number and payment details for invoices; the currency, VAT and payment terms; the mailbox replies come to; how often Omni looks for a reply; and the language you speak in.
What happens next
Settings are saved as you change them and used from the next step on.
Still stuck?
Tell us which step stopped you and what you saw on screen. We answer from Support.