Help center
Everything you need to run your assistant.
Step-by-step guides written against the product as it works today. Search, or start with the section that matches what you are doing.
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All sections
90 articles
- Getting started
What OMAI does, how to open an account, and how to get your assistant answering customers.
- What OMAI is, and who it is for
- How your assistant answers a customer
- Create your account
- Your first setup, step by step
- WhatsApp and Meta
Connect a WhatsApp Business number through Meta, and understand exactly what changes on that number afterwards.
- What you need before connecting WhatsApp
- Meta, WABA, numbers and OMAI: how they fit together
- The check before Meta’s window opens
- Connect your number with Embedded Signup
- Website chat
Put the assistant on your website with one line of code, and what visitors, your inbox and your plan see.
- Your assistant
Every setting that shapes how the assistant answers, when it stays quiet, and when it hands the conversation to a person.
- What your assistant does
- Every assistant setting explained
- How the assistant chooses a language
- Business hours and after-hours replies
- Business knowledge
The information your assistant answers from: business details, services, prices, common questions and uploaded documents.
- How your assistant learns your business
- Your business details
- Import your business using AI
- Services and prices
- Inbox and leads
Read conversations, take over from the assistant, and keep track of the enquiries worth following up.
See all 7 - Phone numbers
Use a number you already own, or get one through OMAI: countries, prices, verification and renewal.
- Use your own number, or get one from OMAI
- Countries, prices and requirements
- Buy a number
- Verify a number
- Billing and plans
Plans and allowances, the trial, payment, invoices, changing plan and cancelling.
See all 9 - Referrals
How the referral programme works, what it rewards, and whether it is switched on for accounts today.
- Team and account
Roles and permissions, invitations, your profile, workspace settings, and deleting an account.
See all 6 - Reports
What each number on your dashboard measures, how current it is, and what it cannot tell you.
- Security and privacy
What OMAI stores, who can reach it, how long it is kept, and which responsibilities stay with you.
- What OMAI stores, and where
- Who can see your data
- Your responsibilities to your customers
- How long things are kept
- Troubleshooting
Symptom-first guides for the problems people actually run into, with the checks to run in order.
- WhatsApp connection problems
- The assistant isn’t replying
- The assistant gives a wrong answer
- Messages aren’t arriving
- Reference
Glossary, limits, every status value, frequently asked questions, and how to reach support.
See all 7
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