Omega EDI

Please click on the leads option in the left nav bar and switch over to the AI tools tap.

Once on this tab, please click on the Enable button to enable this feature for you and then proceed to click on the Add Lead Form button as shown below.

Once you have opened the lead form, click on the form type and choose AI Agent from the dropdown list. You can then configure this quoter form according to the setting as shown below

You will see Client ID and Client Secret generated when you are creating a new web quoter. Please note that this client secret is only generated once at creation time and hence should be noted securely since this information will help you connect to multiple AI clients.

We currently support the following AI clients.

<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 set up AI tools access?

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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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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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How to set up AI tools access?

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AI Clients currently supported