System Health

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🎬 Staff training

Required onboarding for every employee — same dashboard login, no separate site. Scripts and videos live under Training in the left nav.

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📞 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.

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⚠️ Needs You — Exception Queue

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Pipeline Distribution

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Totals

⚡ Live Activity Audit Logs

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🤖 OmniTender AI Hub

🚀 Open AI Hub

Your 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.

Vendor preview
Coming soon — live transaction & fee-savings ledger

This tab shows example rows so you can see what OmniTender will look like once payment processing is wired up. Overview, Pipeline, Leads, and Feedback are live; the ledger is a demo for now.

💵 Transaction Fee Ledger

TXID Date & Time Customer Amount Payment Method Fees Saved Status
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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.

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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.

Sign in to manage keys.

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.

📣 AI Social Media Drafts Generator

Enter a brief topic below. The drafting agent will generate social media post drafts. You can review, edit, reject, or schedule them.

Connected Zernio Accounts

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Drafts Queue

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OmniVerse — OmniTender Systems CRM Portal.
Proprietary & confidential. All rights reserved. Authorized employee use only.