Customer service, telephony, CRM, AI, or automation.
Solution Center
Everything OmniSmart connects in a single view
The original site had many paths because each operation starts from a different need. This center preserves that discovery, with rewritten pages organized by area.
Customer service
Channels and history for the team.
Telephony
PBX, voice, queues, and reports.
Processes
Workflows, AI, and integrations.
forumInteractions today
1.284
trending_up 12%timerAverage time
2m14s
trending_down 8%sentiment_satisfiedCSAT
94%
trending_up 3%task_altResolved
86%
trending_up 5%Interactions per dayLast 7 days
A modular platform
channels, data, and teams in the same context
How to navigate
Start with the step you need to improve
Use the categories to find a solution, understand the process, and bring an objective question to the demo.
Each page explains criteria, limits, and next steps.
See where channels, data, and teams need to communicate.
The demo starts from the company's real flow.
Solution Index
Find the entry point for your operation
The links below recover the depth of the portfolio without repeating pages with the same search intent.
Customer service
Omnichannel customer service
Bring together WhatsApp, webchat, email, and other channels with queues, history, and accountability.
Learn about the solution
Customer service
Official WhatsApp API
Structure the official channel with templates, permissions, distribution, and service continuity.
Learn about the solution
Customer service
Online chat for website
Receive the visitor at the right time and forward the conversation to the team or automation.
Learn about the solution
Customer service
Queues and distribution
Organize entry, priority, capacity, transfer, and contingency between teams.
Learn about the solution
Customer service
Helpdesk with AI
Connect tickets, knowledge, priority, SLA, and AI assistance to support.
Learn about the solution
Customer service
Ticket system
Record requests with protocol, evidence, responsible parties, deadlines, and tracking.
Learn about the solution
Telephony
Cloud PBX
Connect extensions, IVR, queues, recordings, and reports to the service routine.
Learn about the solution
Telephony
VoIP Telephony
Evaluate VoIP, quality, numbering, security, and operation continuity.
Learn about the solution
Telephony
Call center
Structure queues, agents, supervision, recordings, and indicators for active and receptive voice.
Learn about the solution
Telephony
Softphone
Use the extension in the browser or mobile with appropriate devices, network, and permissions.
Learn about the solution
Telephony
Intelligent IVR
Design menus, schedules, destinations, recognition, and fallback paths.
Learn about the solution
Telephony
0800 and 4004 numbers
Compare purpose, coverage, availability, and business numbering criteria.
Learn about the solution
Telephony
Questions about PBX and telephony
Check the FAQ by topic while the editorial content undergoes OmniSmart review.
Learn about the solution
CRM and Sales
CRM and sales funnel
Organize opportunities, stages, tasks, and next actions with the context of conversations.
Learn about the solution
CRM and Sales
CRM in customer service
Check records, history, opportunities, and tasks without leaving the conversation.
Learn about the solution
CRM and Sales
CSAT and NPS survey
Choose timing, audience, and reading of responses to improve operations.
Learn about the solution
CRM and Sales
Customer service reports
Read volume, wait, abandonment, transfer, recontact, and resolution with context.
Learn about the solution
Intelligence
AI Agents
Define sources, limits, actions, and human transfer for responsible automations.
Learn about the solution
Intelligence
Chatbot para WhatsApp
Organize menus, responses, validations, and human handoffs for predictable demands.
Learn about the solution
Intelligence
Knowledge base
Maintain sources, authorship, review, access, and validity for team and AI.
Learn about the solution
Intelligence
Handoff to human
Transfer the conversation with summary, signals, priority, and queue to the person taking over.
Learn about the solution
Automation and integrations
Workflows and automation
Design triggers, conditions, responsible parties, messages, and exceptions for each process.
Learn about the solution
Automation and integrations
CRM integration
Define identification, synchronization, primary source, and conflict handling.
Learn about the solution
Automation and integrations
PBX integrated with CRM
Associate calls, identification, activities, and records with the sales process.
Learn about the solution
Automation and integrations
Webhooks and API
Plan authentication, events, idempotency, retries, limits, and observability.
Learn about the solution
Customer service
Operation Monitoring
Monitor queues, responsible parties, wait time, and productivity in views suitable for management.
Learn about the solution
Customer service
Service Tabulation
Classify reasons, results, and next steps to turn conversation into useful data.
Learn about the solution
CRM and Sales
Customer history
Check conversations, calls, and activities available before taking on a new action.
Learn about the solution
CRM and Sales
Tasks and next actions
Record responsible party, deadline, and dependency so an opportunity doesn't stall.
Learn about the solution
Intelligence
AI Transcription and Summary
Prepare conversation summaries to support continuity, auditing, and transfer.
Learn about the solution
Intelligence
Knowledge Query
Give the team and automation access to reviewed sources compatible with each process.
Learn about the solution
Automation and integrations
Trigger-Based Automation
Start flows by event, time, or stage change and track each execution.
Learn about the solution
Automation and integrations
ERP Integration
Define the source of business data and bring only what is necessary to customer service.
Learn about the solution
Telephony
Telephony Events
Connect calls, records, activities, and indicators to the customer service and sales routine.
Learn about the solution
Customer service
Post-Service Survey
Choose when to ask, who to listen to, and how to turn responses into improvement.
Learn about the solution
Automation and integrations
Permissions and Auditing
Separate profiles, actions, and data, and keep records to review important changes.
Learn about the solution
CRM and Sales
Schedule and Callbacks
Record commitments, reminders, and dependencies to reduce forgetfulness in the process.
Learn about the solution
Intelligence
Chatbot or AI Agent
Compare deterministic automations and agents capable of interpreting context with defined limits.
Learn about the solution
Customer service
Omnichannel or multichannel
Understand how history, responsibility, and continuity change between channel architectures.
Learn about the solution
Customer service
What is helpdesk
Learn about tickets, SLA, priority, knowledge, and indicators to structure support.
Learn about the solution
Telephony
What is a softphone
See how to turn the extension into software and choose devices for each routine.
Learn about the solution
Telephony
PBX or call center
Compare voice and operation structures to define queues, agents, IVR, and supervision.
Learn about the solution
Customer service
WhatsApp HSM Templates
Organize business-initiated messages with purpose, approval, and controlled variables.
Learn about the solution
Customer service
WhatsApp 24-Hour Window
Understand when to use free-form messages and when an approved template is required.
Learn about the solution
Automation and integrations
Integration webhooks
Use events to notify systems and design retries, authentication, and idempotency.
Learn about the solution
Decision
How to choose a customer service system
Compare actual flow, channels, integrations, deployment, support, and total cost.
Learn about the solution
Segments
Customer service for law firms
Organize triage, history, deadlines, and distribution for law firms.
Learn about the solution
Segments
Customer service for clinics
Connect scheduling, confirmation, triage, and continuity in patient relationships.
Learn about the solution
Segments
Customer service for e-commerce
Track pre-sales, order, post-sales, and repurchase with context across channels.
Learn about the solution
Segments
Customer service for schools
Organize communication with students, guardians, and teams in recurring journeys.
Learn about the solution
Segments
Customer service for accounting
Distribute requests, documents, deadlines, and returns from accounting firms.
Learn about the solution
Segments
Customer service for franchises
Standardize channels and processes without losing autonomy across units and teams.
Learn about the solution
Segments
Customer service for real estate agencies
Organize leads, visits, proposals, and returns among agents and teams.
Learn about the solution
Segments
Customer service for carriers
Connect tracking, incidents, deadlines, and support in a high-volume operation.
Learn about the solution
No items match the current search.
Connected Architecture
More entry paths, fewer information silos
The company can start with phone, WhatsApp, CRM, or support. The goal is to preserve context when the journey crosses teams and channels.
Each channel can lead to the correct queue and responsible person.
CRM and helpdesk organize history, priority, and next action.
AI and workflows operate within defined sources, rules, and permissions.
APIs and webhooks bring systems together without erasing the source of each data.
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RD StationIntegrate syncpipedrive
PipedriveIntegrate syncsalesforce
SalesforceIntegrate syncHubSpot
HubSpotIntegrate syncmovidesk
MovideskIntegrate syncPloomes
CRMIntegrate syncacelerato
AceleratoIntegrate syncReceita Federal
CNPJ QueryIntegrate sync
Frequently asked questions
Questions about OmniSmart solutions
Do I need to contract all modules?
No. Deployment can start with the priority front and evolve as processes, team, and integrations are validated.
Are the pages separate products?
They represent usage fronts. The final composition depends on the company's channels, data, permissions, and objectives.
Can I start with telephony?
Yes. PBX, queues, IVR, and reports can be the first scope and later connect to customer service and CRM.
Does OmniSmart serve different operations?
The configuration changes according to the journey, audience, volume, systems, and segment rules. The assessment should start from the actual process.
How to choose the first solution?
Start with the bottleneck that has the greatest impact and describe entry, responsible person, exceptions, data, and expected outcome.
Operation-oriented project
Turn the search for a solution into an operation design
Show where the customer enters, who takes over, and which systems participate. OmniSmart can be demonstrated based on this flow.