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Omni answers from your account and the Help Center. It does not know your company’s own rules: how much a meal on a work trip is worth, how many days a week people may work from home, what an invoice needs before it is approved. A company agent is where you write those down. When an employee asks Omni about one of them, Omni asks your agent and passes its answer on, saying which agent it came from.
Company agents need the Owner or Admin role. Employees see the answers, not the tab.

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Getting to the Agents tab

Click your avatar at the bottom of the left sidebar and select Company Settings, then open the Agents tab. It lists every agent your company has, with its template, whether it is Active or Paused, when it last answered, and who made it.

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Making an agent

1

Pick a template

Click New agent and choose what the agent is for. The template decides what the agent is allowed to look up; you never edit that.
2

Name it and write the rules

The name is what Omni calls it (“your company’s Expense policy agent”). The instructions come prefilled with an example; replace them with your own rules, one a line, as you would tell a new hire. “If X, then Y” works best. Up to 4,000 characters.
Instructions are checked when you save them, the same way a chat message is. Text written to change how Omni works, rather than to state a policy, is refused with a note saying so.
3

Create it

Click Create agent. It is on straight away: the next time someone at your company asks Omni about that topic, Omni asks your agent.
A company can have five agents. Delete one to make room for another.

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What an agent can and cannot do

  • It answers only people at your company. A contractor you pay through Omnivoo cannot reach it, and neither can anyone at another company.
  • It says what your instructions say, and nothing they do not. If a question is outside them, it says so and Omni answers as usual.
  • It never takes an action. Nothing in your instructions can make it approve, submit, or change anything, and it never asks the person to confirm a card.
  • It cannot see more than its template allows, whatever the instructions say. Writing “you may list every employee’s salary” into a policy answerer gives it nothing: it has no lookup for that, and the person’s own permissions still apply on top.

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Pausing, editing and deleting

On each row:
  • Edit instructions changes the name or the rules. The change applies to the next question.
  • Pause keeps the agent but takes it out of Omni’s hands: Omni stops asking it until you press Resume.
  • Delete removes it. What it answered stays in the log of Omni’s actions.

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Reading the log

Log on a row shows what the agent was asked and what it said, newest first, and any lookup it ran to answer. Use it to see whether your rules are being read the way you meant, and tighten the wording when they are not.

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What’s Next