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Omni AI Assistant

How It Works

In Chat mode, Omni’s AI assistant:
  1. Searches across all your connected sources
  2. Synthesizes information into a coherent answer
  3. Provides citations so you can verify the source

Conversations

Each chat is saved in your Recent chats sidebar. Click any previous conversation to continue where you left off.

Citations

Every AI response includes links to source documents. Click these to:
  • Verify the information
  • Read the full context
  • Access the original document in its native application

Best Practices

  • Ask follow-up questions - The assistant remembers context within a conversation
  • Be specific - “What’s our PTO policy for employees in California?” beats “PTO policy”
  • Request formats - Ask for bullet points, tables, or summaries as needed