System Health
🎬 Staff training
Required onboarding for every employee — same dashboard login, no separate site. Scripts and videos live under Training in the left nav.
📞 Follow-up queue — for your sales team
Any employee logged into this console can call and text everyone below. You do not need the owner to approve outreach. New form submissions land here automatically.
⚠️ Needs You — Exception Queue
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Pipeline Distribution
Totals
⚡ Live Activity Audit Logs
🤖 OmniTender AI Hub
🚀 Open AI HubYour AI operations assistant — talk naturally to update merchants, draft grounded follow-up emails, import merchants from PDFs, search the knowledge base, run research, and issue bulk commands. Opens in a new tab; sign in with your AI Hub account.
📸 AI Lead Extractor (Gemini)
Drop or select an image (e.g., a screenshot of a business list or lead details) OR paste raw text. Gemini will extract names, phones, business names, and notes, displaying them in an editable grid to import directly into the CRM.
Assistants & Tools
Type plain instructions ("called Rod, move to Reviewing Offer, follow up in 5 days") and the AI updates the merchant for you.
📇 Merchant Follow-UpMerchant list with overdue follow-ups, smart scheduling, timeline, and AI-drafted emails ready to send.
⌨️ Command CenterAsk in plain English ("show overdue merchants", "draft emails for interested leads this week") and act in bulk.
📚 Knowledge BaseYour OmniTender facts and answers — searchable, with an ask-the-AI box grounded in your articles.
🔎 ResearchAI pre-meeting research on a business or person, summarised for your call.
📱 Get the AppInstall the AI Hub on your phone as an Android app — download the APK from the Download page.
💵 Transaction Fee Ledger
| TXID | Date & Time | Customer | Amount | Payment Method | Fees Saved | Status |
|---|---|---|---|---|---|---|
| Loading ledger... | ||||||
Employee outreach first
When someone applies on the website, your team calls or texts them — no owner sign-off required. Approve merchant only means they qualified after your conversation. Not interested closes them out.
Onboarding Pipeline
Recently Closed
✉️ Your mail
Your OmniTender inbox — same login as the rest of this console. Splits, shortcuts, and read state are saved to your employee account.
🎬 Staff training
Educational videos and onboarding lessons. Record & transcode with VLC on your PC; playback here uses VLC-style shortcuts. Progress syncs to OmniVerse.
Leads vs Pipeline
Leads = SMS opt-ins from the homepage. Pipeline = merchant applications. Any employee with a console login sees phone numbers and can call/text immediately — commission staff under Access & Admins (Employee role).
Recent Website Leads
📥 Bulk Import Leads (CSV)
Select a CSV file to import leads. All formula symbols (=, +, -, @) will be automatically stripped for security.
Site Feedback & Improvements
Anonymous site reports. Each item gets three proposed fixes. Mark done or Decline archives the item — it leaves the active queue but stays in Archived with a Reopen button. Nothing is deleted from the backend.
Two different “user” lists
SMS bot users (invites below) — people who texted the Twilio number. Dashboard logins (bottom panel, Admins only) — employees who sign into this CRM at dashboard.html.
Mint Invite Code
Generate an invite code for Twilio SMS bot testers.
Twilio Invites
Registered SMS Users
Your security keys
Register a USB security key, Windows Hello, Touch ID, or device passkey for daily sign-in. Your authenticator app and recovery codes are backup when a passkey is unavailable.
Tip: USB security keys are the most reliable daily login. Google Password Manager sometimes shows “could not verify user” — that usually means a passkey already exists for omnitender.us or Windows/Google verification was cancelled. Use your USB keys, or remove the old passkey in Chrome → Password Manager before trying again.
⚙️ Your Profile & Credentials
Update your personal profile details here. These changes take effect immediately on your active session.
Change Username
Change Password PIN
Emails Configuration
Phone Numbers Configuration
Reset 2FA (Authenticator)
Need to link your authenticator app to a new phone? Resetting 2FA triggers a QR setup flow on your next login to pair your account with a new authenticator token.
Savings Calculator
Global Pricing Margins
Morning digest preview
What lands in your inbox ~8am Eastern (when subscribed below): unassigned leads, AI-qualified follow-ups, open feedback, and pipeline approvals.
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📧 Email me this every morning
Turn on the checkbox, enter your email, set a password (used to decrypt the preview above in the dashboard — not your email login). Saves to the server; digest sends once daily when the backend is running.