Omni integration

Use Omni in Zoft workflows, voice agents, chat agents and AI employees. Use Omni from Zoft voice agents, chat agents, workflows and AI employees.

API key
9 actions

Get early access Talk to sales

Starts withA call, a chat message or a schedule
ZoftAgent or workflow decides what happens next
Then in OmniCreate a document
AndCreate a schedule

Illustrative flow built from Omni’s real triggers and actions.

Zoft + Omni

What Zoft can do with Omni.

01Voice agentsA phone agent can use Omni actions such as Create a document and Create a schedule during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Omni while it talks to the customer.
03WorkflowsUse Omni as a step on the workflow canvas, alongside the other apps in your stack.
04AI employeesAn AI employee can find and use Omni actions on its own, and ask for your approval before it sends or changes anything important.

Actions 9

Things Zoft can do in Omni.

Run queryRuns a query and returns the results as base64 encoded Apache Arrow table or in specified format
Edit scheduleUpdates a scheduled task. Only properties included will be updated
Move documentMoves a document to a new folder or to the root level
Generate queryTransforms a natural language description into a structured Omni query
Create a documentCreates a new document
Create a scheduleCreates a scheduled task for a dashboard with support for email, SFTP, and webhook destinations
Custom API CallMake a custom API call to a specific endpoint
Delete a documentDeletes the specified document and places it in the Trash
Delete a scheduleDeletes a schedule using its UUID

Setup

Connect Omni in three steps.

01ConnectChoose Omni in Connections and paste an API key from your Omni account.
02Put it to workAdd Omni as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Analytics and BI

FAQ

Omni on Zoft, answered.

What can Zoft do with Omni?

Zoft supports 9 actions for Omni. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Omni to Zoft?

Choose Omni in Connections and paste an API key from your Omni account.

Can a voice agent or chat agent use Omni?

Yes. Once Omni is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Omni without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Omni to work in your operation.