Alto Vale Omni
AI agent for WhatsApp, Instagram and e-mail, with CRM, calendar, orders and automations. Pick a feature. Each guide shows what it is for, the step by step, every action on the screen with examples and the shortcuts.
Features
- What Omni is forOverview of Alto Vale Omni: serve customers on WhatsApp, Instagram and email with AI, all kept on your computer.
- Getting startedFrom license to first conversation: the 5-step initial setup and the Getting started card on the Dashboard.
- DashboardThe business summary: what needs you right now and how service is going in the period, with comparison.
- InboxAll WhatsApp and Instagram conversations in one place: read, take over from the AI, reply, add notes and schedule.
- EmailRead your inbox and reply from your own email, with the AI suggesting drafts that only go out when you click.
- ApprovalsAI replies waiting for your review before they go out to the customer.
- MessagesReady-made texts, automatic messages, scheduled sends and the Safe sending limits.
- CRMFollow conversations, contacts and sales in one place, as a board, list or funnel, and drag each card to the right stage.
- CalendarBook appointments, confirm attendance, use the waiting list and see external calendars, with the AI booking through the chat.
- TasksWhat the team needs to do outside the conversation, with reminder, due date and a shortcut to the original message.
- Document collectionAsk for IDs, proofs and reports on WhatsApp, let the app check each photo on your computer and approve what arrived.
- FilesKeep price lists, contracts and catalogs of your company, encrypted on this computer, to look up and send to customers.
- OrdersTake orders on WhatsApp with the Catalog menu, notify the customer at each step and follow your delivery apps.
- CatalogThe official product, price and stock data the AI uses to answer, imported from a website, a spreadsheet or added by hand.
- ListingsWrite the listing once and let the app fill in the form on OLX, Webmotors, Mercado Livre and others; you review and publish.
- Bulk sendPersonalized campaigns from a spreadsheet, sent gradually by WhatsApp, email or Instagram Direct.
- InstagramAnalysis of your profile, posts and Direct inbox, plus automatic replies to comments, all read-only and calculated on your computer.
- FlowsStep-by-step service scripts (menu, questions, booking, handover to a person) that start on their own or when you start them.
- AutomationsSequences that act on their own, such as reviving a cold conversation, flagging a stalled opportunity or after-sale follow-up, with limits and simulation.
- SurveysCSAT (1 to 5) and NPS (0 to 10) satisfaction surveys after service, with a results dashboard and low-score alerts.
- AI agentDefine who the AI that serves customers is: name, tone, what it knows, what it must never do and how you train it.
- AI: providers and connectionTurn on one or more AIs, set the priority order and see what happens when one runs out of credits.
- System connectionsLet the AI look up your website and other systems during a conversation, and notify or send data to other systems.
- WhatsApp and InstagramConnect WhatsApp (QR code or official API), Instagram and email accounts, and choose what happens on first connection.
- SettingsThe app's general settings: language, business, features, service, alerts, data, security and license.
- Reseller brandHow an authorized agency or reseller applies its own name, logo and colors to the app with a signed brand package.
- Assistant (⌘J)A chat with the AI just for you: answers app questions, explains why the AI did not reply and prepares changes for you to confirm.
- Updates and dataWhere your data lives, how backups work and how the app updates itself without losing anything.
- Help and tourFind answers inside the app, see the walkthrough of each screen and reach support.
- TroubleshootingThe most common everyday problems (AI, WhatsApp, license, opening the app) and what to do about each.
Frequently asked questions
Common problems on each screen and what to do. Installation, license, price and updates are on the product page. Installation, license and updates
In the guide What Omni is for
Check that Automatic service is On and that an AI is connected under AI.
A license works on one computer at a time; activate again with the key.
In the guide Getting started
On the phone, open WhatsApp › Linked devices and scan again.
Allow it in Privacy & Security, just once.
In the guide Dashboard
The area is turned off in Settings › Features.
Switch the period to 30 days or check the filters.
In the guide Inbox
Check the badge: AI paused (service paused) or a Who the AI serves rule. Ask the Assistant.
That is expected: it does not talk over you.
In the guide Email
Create a new app password; do not use your regular Gmail password.
Microsoft requires browser sign-in with an app you register yourself.
On purpose: for safety, everything is shown as plain text.
In the guide Approvals
It appears when there is something to approve or when you use approval.
Complete the Catalog in Settings › Business.
In the guide Messages
It may be in the Safe sending queue; check the Scheduled tab and the mode you chose.
Replace it with your own data before using it.
In the guide CRM
If it is not with a teammate, first drag it to In service (Take over). I cannot see a contact on the board. It may be marked personal or internal: turn on Show personal and internal. The funnel is empty. Create an opportunity with the button or from a contact's card.
In the guide Calendar
Enable the calendar for the agent in Hours and reminders. The reminder did not go out. Check the connected channel and Safe sending; a personal contact only receives it if the option is on in their card. A Google event cannot be edited. Imported events are read-only; change them in the source calendar.
In the guide Tasks
Check the app's notifications and whether the due time has passed. I cannot find the task. Clear the tag filter or use Show completed.
In the guide Document collection
Check the reason on the item; if it is only a visual check ("check manually"), approve it by hand. The files are gone. They are erased at the end of the checklist's Keep for (days). I cannot find "Request documents". It is in the More menu of the conversation in the Inbox.
In the guide Files
It may live only in the conversation; filter by Origin: Received from customer. I want to send a file. Use Attach in the Inbox; this screen is for storing and looking up.
In the guide Orders
Register products with price and stock in the Catalog. The delivery-app alert failed. There is no official integration; if the portal changes, the alert may stop. Check the portal. Neighborhood not accepted. A neighborhood outside the list gets no delivery; add it in Delivery fee by neighborhood.
In the guide Catalog
Nothing is deleted; what vanished from the source stays "Out of the catalog". My edit disappeared. Imported products are refreshed from the source; edit at the source or keep them manual. The AI quotes a wrong price. Fix the item here and check Approvals.
In the guide Listings
Sites have no open API: if the form changes, fill in by hand (use Copy). Facebook blocked it. Meta forbids automation; use it sparingly. The app did not detect the publication. Click I published it.
In the guide Bulk send
There were repeated failures or the channel asked to reconnect. Check the connection under WhatsApp and Instagram and use Resume.
See the reason in the list: opted out, no WhatsApp, empty variable, a teammate in the conversation.
Save it as .xlsx or .csv.
In the guide Instagram
Instagram is not connected, or was disconnected. Reconnect under WhatsApp and Instagram.
There is not enough history: you need a few days of collection and at least 6 posts with numbers.
Check that Instagram is connected and the rule is On. Replies use the Instagram page open in the app, so they go slowly on purpose.
In the guide Flows
Check that it is on, automatic service is not paused and no teammate is in the conversation. Use Test to understand the decision.
The flow has pending items: click the notice to jump to the first one.
Use the arrows or the restrictions.
In the guide Automations
Automatic service may be paused, the allowed hours may be over or the daily cap was reached.
The sequence stops when the customer replies, when someone takes over, or when the customer asks to stop.
By design: automations never send to them.
In the guide Surveys
It is skipped if the customer wrote again, a teammate is in the conversation, it is outside business hours (it is rescheduled) or the contact is personal. The reason appears in the list.
With a "when finished" survey on, those flows no longer fire; the screen lists which.
Messages that do not look like a score continue as a normal conversation.
In the guide AI agent
Turn on Answer only with what is in your documents and check Knowledge.
Do it in AI › AI connection.
See Troubleshooting.
In the guide AI: providers and connection
All enabled AIs stopped. Check credits, keys and logins here.
Top up with the provider or turn on a second AI as backup.
Generate another key with the provider and paste it again.
Open Ollama on the computer and click Test.
In the guide System connections
The site may build results with JavaScript, or require a login. Try the Browser Task or check the search URL.
Check that it is On and the description says clearly when to use it.
See the error in History; check the token and that the system is online.
In the guide WhatsApp and Instagram
Click Connect and scan the QR again. Check the phone has internet.
Use the reload icon and wait a few seconds.
Sign in again and avoid opening the same account on another computer at the same time.
A provider may be missing under AI, or automatic service may be paused.
In the guide Settings
Turn the area on in Features.
They only show in reseller licenses.
In the guide Reseller brand
The license doesn't include the own-brand right.
The file was altered after signing: ask the agency for another.
Ask the agency to renew the key's authorization with Alto Vale.
That only happens with the reseller's own installer.
In the guide Assistant (⌘J)
Use Connect an AI and pick a provider.
It does not send messages to customers, delete data or touch passwords, keys or the license.
In the guide Updates and data
The app stays on the previous version with data intact. Try Install now again or install from the file.
It was discarded; try again.
Drag the app to Applications and confirm Replace.
It can't be recovered; use another backup.
In the guide Help and tour
Try other words or ask the Assistant.
Update the app in Settings › Updates.
Only the Flows one opens on first visit; on other screens use How it works (?).
In the guide Troubleshooting
may have held the excess in a queue; see Messages › Safe sending.
Use Copy system information and contact support.
It contains no passwords or keys.