Platform Basics
Meet Omni AI
Asks, answers and acts, with your approval. The fastest way to get things done in Omni. Start by open Omni AI from the top bar, or the Omni AI pill on a phone, or press Cmd/Ctrl-J.
What it does
Omni AI is the labelled button in the top bar on a computer, and the labelled pill near the bottom of the screen on a phone (or press Cmd/Ctrl-J). Ask it anything about your business, it can read your schedule, customers, jobs, invoices and business metrics to answer. It can also act: draft a new job, quote, invoice or customer record, always as a proposal you review and confirm before anything is saved. It remembers facts you tell it, and shows a running credit counter per conversation. Buy credits in the AI Hub or under AI & Privacy → Top-Up.
When to use it
Reach for it whenever the question is faster to ask than to click through, "what's on tomorrow?", "draft an invoice for the Smith job".
Steps
- Open Omni AI from the top bar, or the Omni AI pill on a phone, or press Cmd/Ctrl-J
- Ask about your schedule, customers, jobs, invoices or numbers
- Ask it to create something, review the proposal card and confirm (or discard)
- Watch the credit counter; top up in the AI Hub or AI & Privacy → Top-Up
About 5 minutes.
What it solves
Eliminates the click-hunt: one question replaces five screens, and routine record creation becomes a confirmation.
Why it matters
Nothing is ever written without your explicit approval, you get AI speed with human control.
Last updated 2026-09-25.