What Omni is for

What it is for

Alto Vale Omni brings your business's customer service into one app: WhatsApp and Instagram conversations, email, calendar, customers and orders. An AI replies for you, within the rules you set, and hands over to a person when needed. Everything runs on this computer: conversations, contacts and files are stored on it, encrypted, with no Alto Vale server in the middle of your service.

Before you start

• A Mac (macOS 13 or newer) or a Windows 10/11 PC.
• The app open while you serve customers. Closing the window does not quit the app: it keeps working from the icon near the clock.
• Internet for WhatsApp, Instagram, email and cloud AI. A local AI (Ollama) is the free alternative.

Step by step

1. Activate the license and run the 5-step initial setup (Getting started).
2. Connect WhatsApp by scanning the QR Code with the clinic's phone.
3. Teach the AI about the business and test a conversation.
4. Turn on Automatic service at the bottom of the menu.
5. Follow everything on the Dashboard and handle what needs you in the Inbox.

All the actions

Service

Inbox, Email, Approvals and Messages. Example: Ana Ribeiro asks about a cleaning (R$ 150); the AI answers and Marina Souza steps in only if needed.

Customers

CRM, Calendar, Tasks, Document collection and Files. Example: Dr. Paula sees Carlos Menezes's slot in the Calendar.

Sales

Orders, Catalog, Ads, Bulk send, Instagram, Flows, Automations and Surveys. Example: a campaign reminds customers about whitening (R$ 890).

AI, Settings and Help

AI connects the provider and teaches the business; Settings holds channels, license and data; Help gathers guides and tours. Every screen has a See how it works button.

Assistant

A chat just for you (⌘J). See the Assistant guide.

Safe sending

Safe sending limits messages the business starts, to protect your WhatsApp number. See Messages.

Shortcuts

• ⌘K (Ctrl+K on Windows): search or jump to any screen.
• ⌘J: open the Assistant.
• F1: Help.

Common problems

The AI is not answering. Check that Automatic service is On and that an AI is connected under AI.

The app asked for the license key again. A license works on one computer at a time; activate again with the key.

See also

• Getting started
• Dashboard
• Inbox
• Assistant