Omega EDI

Click Leads in the Main Menu, then switch to the AI tools tab.

Click Enable to activate this feature, then click Add Lead Form as shown below.

In the lead form, set the form type to AI Agent from the dropdown list, then configure the quoter form using the settings shown below.

A Client ID and Client Secret are generated when a new web quoter is created. The client secret is displayed only once, at creation, so it should be stored securely, as it is required to connect to multiple AI clients.

The following AI clients are currently supported:

<a href="https://help.omegaedi.com/en/articles/16875411-connect-ai-tools-with-retell-voice-ai-agent">Retell Voice AI Agent</a>

<a href="https://help.omegaedi.com/en/articles/16875427-connect-ai-tools-with-claude-cli">Claude Command Line Interface</a>

<a href="https://help.omegaedi.com/en/articles/16875433-connect-ai-tools-with-chatgpt-and-codex">ChatGPT</a>

<a href="https://help.omegaedi.com/en/articles/16875433-connect-ai-tools-with-chatgpt-and-codex">Codex</a>

1. <a href="https://help.omegaedi.com/en/articles/16875411-connect-ai-tools-with-retell-voice-ai-agent">Retell Voice AI Agent</a>
2. <a href="https://help.omegaedi.com/en/articles/16875427-connect-ai-tools-with-claude-cli">Claude Command Line Interface</a>
3. <a href="https://help.omegaedi.com/en/articles/16875433-connect-ai-tools-with-chatgpt-and-codex">ChatGPT</a>
4. <a href="https://help.omegaedi.com/en/articles/16875433-connect-ai-tools-with-chatgpt-and-codex">Codex</a>

How to enable AI tools

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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How to enable AI tools

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AI Clients currently supported