Partner and affiliate programme

A partner is a business that introduces other businesses to OMAI: an agency that sets WhatsApp up for its clients, an affiliate with an audience, a consultant who implements the product. Where the introduction leads to a paying customer, the partner earns a commission on what that customer actually paid.

A partner is not an OMAI customer account. It is a separate kind of identity with its own portal, its own team and its own roles. A partner has no WhatsApp connection, no assistant and no subscription — and the same person can perfectly well be both a partner team member and a member of a business that uses OMAI.

Who it is for

• Agencies that already build or run WhatsApp, marketing or automation for their clients and want OMAI to be part of what they deliver.
• Affiliates with an audience of small and medium businesses — a newsletter, a community, a channel — who want a trackable link.
• Implementers and consultants who set OMAI up for a business and stay involved afterwards.
• Strategic and internal arrangements, which exist as partner types too but are agreed case by case.

Joining is by invitation. There is no public application form: OMAI creates the partner record and emails an invitation, the recipient accepts it, fills in a short application about their business and how they intend to promote OMAI, and a person reviews it. Approval pins the exact commercial terms that will govern that partner, and the partner becomes active only after accepting the partner agreement in the portal.

How it differs from the referral programme

Both reward an introduction, and both are currently switched off — but they are different arrangements for different people. The referral programme is for an existing OMAI customer telling another business about the product. The partner programme is for a business whose work it is to bring customers.

When both could apply to one signup, one of them wins and the other gets nothing: a direct partner invitation beats a partner tracking link, and either beats a customer referral. A business is attributed once, at the moment its account is created, and never again — there is no way to attach a partner to a business that already exists.

What a partner gets

The portal is a small, purposeful set of screens rather than a second dashboard:

• Tracking links — named links you create yourself, each with its own short code, pointing at the signup, pricing or home page. Each one carries a QR code and a copy button, and shows how many visits it drew in the last 30 days.
• Direct client invitations — invite a specific business by email, in Hebrew or English, with an optional personal message. The invitation expires if it is not used, and can be revoked or resent.
• A client list — the businesses attributed to you, each shown by name and by how far it has got: Invited, Account created, Subscription started, Awaiting qualification, Qualified, Not qualified, Closed.
• Commissions — balances by status, a commission table and an append-only ledger of every movement.
• A team — colleagues invited to the portal with roles that decide what each can see and do, including a finance role that sees money but not clients.
• Programme terms — the exact commercial version that governs you, frozen at approval, readable at any time.
• Marketing materials — a list of approved assets, alongside the conduct rules that go with using the OMAI name.

How commissions work in principle

Every partner is governed by one programme version — a frozen set of commercial terms pinned when the partner is approved. Programme versions are never edited; publishing new terms creates a new version. What that version fixes is the commission model, the caps, the attribution window, the qualification hold and which plans count.

The commission models

Two models can be used: a fixed amount for each qualifying business, or a percentage of that business’s first payment. Recurring revenue shares, tiered rates and non-cash rewards exist as ideas in the system but cannot be selected — they are shown as unavailable. Commissions are recorded in Israeli shekels only.

The base for a percentage is the amount actually captured from the customer, net of VAT — never a list price and never the displayed price. Every programme version must carry a ceiling per business as well, and there is an absolute ceiling above that which no programme version may exceed.

The life of one commission

Nothing is granted at the moment of a click or a signup. A background job re-derives the state of every attributed business roughly once an hour from the account records themselves, so a commission reflects what actually happened rather than what was reported.

1. A business signs up through your link or invitation. Your client list shows it as Invited.
2. Account created, then Subscription started — the business set itself up and began a paid subscription.
3. Awaiting qualification — the business has paid, and the commission is being assessed.
4. Qualified — the assessment passed. A commission is created and enters the ledger as Accrued, held until the qualification hold has run.
5. Approved, then Payable — a person approves it, and it becomes eligible to be paid once the hold has expired.
6. In payout batch, then Paid — it is grouped for payment, and marked paid once payment has actually been made.

A business whose plan is not one the programme covers is rejected outright at the qualification step, and its stage shows as Not qualified. Signups that look artificial — the same WhatsApp number appearing across several of your referrals, or an unusual burst of signups in a day — raise a flag that holds qualification until a person has looked at it.

How payouts happen

Payment is a human step, deliberately. OMAI groups payable commissions into a batch for one currency, a person approves it, and exporting the batch produces a file and a checksum — a record of what is owed, not a transfer. The money moves outside the system, and the batch is then settled against the external payment reference.

A partner sets a payout readiness profile in the portal: the legal payee name, business type, country, the payout method and a minimum amount to be paid out. Bank and payment credentials are never stored there — the profile records how you want to be paid, not the details needed to pay you.

A payout is only assembled for a partner whose status is active, whose payable balance clears both their own minimum and the programme’s minimum, and whose commissions are past their hold.

What the programme does not do

• It does not attribute a business that already has an OMAI account. Attribution happens once, when the account is created.
• It does not resell. A partner introduces a business; that business buys its own subscription, is billed directly and owns its own account.
• It does not give a partner access to a client’s dashboard, inbox or knowledge base.
• It does not move money by itself, and it does not hold bank details.
• It does not run in currencies other than the shekel today.
• It does not accept open applications — an invitation from OMAI is the only way in.

Asking about the programme

While the portal is off, everything here is a description of intent rather than something you can sign up for. If you introduce businesses to OMAI for a living and want to be on the list when it opens, write to support@omai-software.com with who you are, the kind of businesses you work with, and how you would introduce OMAI to them. See Contacting support.

If you are already an OMAI customer and simply want to tell another business about the product, the referral programme is the arrangement meant for you — it is also switched off at the moment, and its terms are published in full.