Client story · Creative agency · branding · professional services

How Navigate Group uses Omni as an internal AI workspace for client work and operations.

Navigate Group uses Omni for general AI chat, team collaboration, CRM, tasks, ticketing, internal automation agents, client-specific brand agents, and multi-model LLM access — supported by Voice Agents for inbound call handling.

Client · Navigate GroupOmni internal workspace + Voice
Omni Chat · 5+ internal agents
Finance · HR · Marketing · Client Brand · Inbound calls
Client overview

Client
Navigate Group
Industry
Creative agency / branding / professional services
Deployment
Internal AI workspace + inbound Voice Agent deployment
Products used
  • Omni Platform
  • Omni Chat
  • Multi-model LLM access
  • Internal automation agents
  • CRM
  • Tasks
  • Ticketing
  • Voice Agents

A creative agency using Omni to centralize AI-powered internal work.

Navigate Group is a creative, branding, and professional services business that manages client strategy, brand systems, content, marketing support, and internal collaboration. The team uses Omni to bring general AI chat, client-specific agents, internal task management, CRM, ticketing, and team collaboration into one company-managed workspace.

SpeakNova also supports Navigate Group with Voice Agents for inbound call handling.

The challenge

Creative teams need fast access to context, collaboration, and controlled AI tools.

Before Omni, teams working across clients, brand guidelines, social media content, creative briefs, marketing tasks, and internal operations could easily end up with scattered AI usage, disconnected chat histories, and repetitive manual coordination.

Challenge 01
Team members needing general AI support for daily work
Challenge 02
Different users needing access to different LLMs depending on task
Challenge 03
Client-specific brand context needing to stay organized
Challenge 04
Internal collaboration needing to happen in one workspace
Challenge 05
Staff needing help with marketing, HR, finance, and project support
Challenge 06
CRM, tasks, and ticketing needing to support internal follow-up
Challenge 07
Inbound calls needing to be captured and routed properly
Challenge 08
Company ownership and admin control over AI usage being important
SpeakNova solution deployed

Omni for internal AI work, client-specific agents, and operational follow-up.

Navigate Group uses Omni as a company-managed AI workspace and operating layer. The deployment includes general AI chat, multiple LLM model options, internal agents, client-specific brand agents, CRM, tasks, ticketing, and team collaboration. Navigate Group has deployed internal agents for finance, HR support, internal marketing coordination, and client-specific brand support — each client-specific agent can carry relevant brand guidelines, tone, social media context, and working knowledge for that client. Navigate Group also uses Voice Agents for inbound call handling.

Omni · workspace + modules
  • Omni Chat
  • General AI chat
  • Multi-model LLM access
  • Internal automation agents
  • Client-specific brand agents
  • CRM, Tasks, Ticketing
  • Team collaboration
  • Notes and follow-up
  • Admin controls
Voice Agents
  • Inbound call handling
  • Call capture
  • Summary and routing support where configured
Internal agents deployed

Internal agents built around agency workflows.

Finance Agent

Supports internal finance-related questions, summaries, and administrative support workflows.

HR Agent

Supports internal HR policy questions, onboarding support, employee FAQs, and internal guidance.

Marketing Coordinator Agent

Supports Navigate Group's own marketing planning, content coordination, campaign ideas, and follow-up.

Client Brand Agents

Dedicated agents for individual clients, carrying brand manual guidance, tone, social media information, content direction, and approved context for that client.

Project / Operations Support

Supports task summaries, coordination notes, follow-up actions, and internal organization.

General AI Chat

Multi-model LLM access for daily work — drafts, research, summaries, and content support.

How it works

From team conversation to organized client work.

Navigate Group team members can use Omni Chat to talk to one another, collaborate with AI agents, use different LLM model options, and work with client-specific context inside one company-managed environment.

Example flow
Team member starts a chat
1-to-1, group, or with an internal agent.
Relevant client brand agent added
Brand context becomes part of the conversation.
Brand guidelines or context referenced
Approved tone, style, and direction used.
Draft, summary, task, or direction created
Output is ready for the team to review.
Team reviews · work continues
Notes, tasks, or follow-ups created in Omni.

For inbound calls, Voice Agents can help capture call context and route relevant information to the team.

Example workflows

Example workflows at Navigate Group.

Workflow 01
Designer or marketer needs client context
1
Client Brand Agent references approved brand guidance
2
Draft content or direction is prepared
3
Team reviews
Workflow 02
Internal HR question
1
HR Agent provides approved internal guidance
2
Follow-up note or task created if needed
Workflow 03
Marketing planning request
1
Marketing Coordinator Agent generates campaign ideas
2
Tasks created for the team
Workflow 04
Finance-related internal request
1
Finance Agent helps summarize or organize information
2
Follow-up assigned
Workflow 05
Inbound call
1
Voice Agent captures caller information
2
Summary routed to team
3
Follow-up task created where configured
Workflow 06
Team collaboration
1
Users chat with each other and AI inside Omni
2
Notes, tasks, and documents created from the conversation
Outcome themes

What changed for the business.

Outcome 01
Centralized AI-powered work

Omni helps Navigate Group bring general AI chat, client context, internal agents, team collaboration, and LLM access into one company-managed workspace.

Metric · pending approval
Approved AI workspace usage metric to be added.
Outcome 02
Client-specific brand support

Dedicated client brand agents help the team work with brand guidelines, social media direction, tone, and client context more consistently.

Metric · pending approval
Approved client-agent usage or productivity metric to be added.
Outcome 03
Better internal collaboration

Team members can chat with each other, collaborate with AI agents, upload context, create notes, and turn discussions into tasks inside Omni.

Metric · pending approval
Approved collaboration or task metric to be added.
Outcome 04
Improved governance and admin control

Omni allows company-managed access to LLMs, agents, users, chat history, and internal work instead of scattering AI usage across separate individual accounts.

Metric · pending approval
Approved governance or subscription consolidation metric to be added.
Outcome 05
Inbound call capture

Voice Agents help support inbound call handling so inquiries can be captured and routed more consistently.

Metric · pending approval
Approved inbound call metric to be added.
Client quote

"Approved Navigate Group quote to be added."

We don't invent quotes — an approved client quote will be added here.

FAQ

Frequently asked questions

Don’t see your question? .

Navigate Group uses Omni, including Omni Chat, general AI chat, multiple supported LLM model options, internal automation agents, CRM, tasks, ticketing, and team collaboration. Navigate Group also uses Voice Agents for inbound call handling.
Navigate Group uses internal agents for finance, HR support, internal marketing coordination, project support, and client-specific brand guidance. Client-specific agents can carry brand manual guidance, tone, social media context, and other approved client information.
Yes. Omni Chat supports team chat, group collaboration, AI-assisted conversations, notes, tasks, document work, and internal collaboration.
Yes. Omni can provide access to supported LLM model options based on company policy, user permissions, and configuration.
Yes. Creative agencies, marketing teams, professional services firms, and internal departments can use Omni to centralize AI-powered work, client context, internal agents, tasks, and team collaboration.

Bring client work, AI tools, and internal collaboration into one workspace.

SpeakNova can help configure Omni around your team, clients, brand knowledge, internal agents, CRM, tasks, and workflow needs.