Omni · Workflow automation

Workflow automation for the work between your systems.

Omni helps businesses reduce manual follow-up, route work, create tasks, manage tickets, update CRM activity, and connect communication to real operational action.

omni / workflows
Conversations
CRM
Tickets
Tasks
Campaigns
Agents
Knowledge
Dashboards
Calls today
83
Open tickets
27
Agents active
12 / 20
The problem

The work slowing teams down is often between the tools.

Teams spend time copying notes, chasing follow-up, updating records, routing requests, assigning tasks, and checking whether work was completed. Omni helps automate the steps between communication, CRM, ticketing, tasks, campaigns, and internal collaboration.

What can be automated

What Omni can automate

Lead follow-up
CRM activity
Ticket creation
Task assignment
Approval routing
Campaign replies
Customer updates
Internal summaries
Status requests
Workflow handoffs
Voice Agent follow-up
Team notifications
Example workflow

From inquiry to follow-up — automated.

01
Customer inquiry arrives

Email, voice agent handoff, form, or campaign reply lands in Omni.

02
Omni identifies intent

AI-powered workflow intelligence interprets what the customer needs.

03
CRM record updated

Contact, lead, or deal is updated with the latest activity.

04
Task created

Right teammate or agent gets the task with full context.

05
Follow-up drafted

Draft reply prepared for review or auto-send where configured.

06
Approval requested

Sensitive actions wait for human review before execution.

07
Response sent where configured

Reply goes out — by email, SMS, or WhatsApp.

Benefits

What changes when the work runs through Omni.

Benefit 01
Less manual admin

Routine updates and routing handled in the background.

Benefit 02
Faster follow-up

Hours, not days — every conversation gets a next step.

Benefit 03
Better accountability

Every task and approval is logged and visible.

Benefit 04
More consistent processes

Same steps every time, regardless of who handles it.

Benefit 05
Stronger visibility

Dashboards show what's moving and what's stuck.

Benefit 06
Human control where needed

Approvals stay in the loop for sensitive actions.

Voice Agents + Omni

Omni continues the work after a call.

When a SpeakNova Voice Agent captures a lead, qualifies an opportunity, summarizes a call, or identifies a follow-up request, that information can be pushed into Omni. From there, Omni can help create CRM activity, assign a task, open a ticket, continue the conversation by email, SMS, or WhatsApp, or route the work to the right automation agent or team member.

From call to follow-through
Voice Agent call
Caller's intent and details captured live.
Summary generated
Per-call summary written to your inbox.
Lead pushed into Omni
Conversation lands in the Omni inbox.
CRM / ticket / task created
Right module is updated automatically.
Follow-up continues
Email, SMS, WhatsApp, or automation agent steps in.
FAQ

Frequently asked questions

Don’t see your question? .

Omni is SpeakNova’s business automation platform and operating layer powered by AI. It helps businesses manage workflows, CRM activity, ticketing, tasks, outbound campaigns, internal AI-powered work, automation agents, integrations, approvals, and operating visibility.
Omni starts at $399/month and includes 500 credits per month, up to 20 users, up to 20 automation agents, built-in CRM, ticketing, task modules, Omni Chat, outbound campaign tools, supported LLM model access, and a dedicated account manager.
Yes. Omni includes a built-in CRM module for managing contacts, leads, opportunities, conversation history, and follow-up activity.
Yes. Omni includes a built-in ticketing module for managing requests, support issues, assignments, escalations, and resolution workflows.
Yes. Omni includes a task module so teams can create, assign, track, and manage work created from conversations, workflows, campaigns, tickets, or internal requests.
Yes. SpeakNova Voice Agents can push leads, call summaries, callback requests, booking inquiries, and customer conversations into Omni so follow-up can continue through CRM activity, tickets, tasks, outbound communication, or automation agents where configured.

Ready to see how Omni could work inside your business?

SpeakNova can help configure Omni around your workflows, users, agents, campaigns, CRM activity, ticketing needs, internal work, and automation goals.