Resources
Answers that help you evaluate OmniCore quickly.
We’ve collected the most common questions from CFOs, COOs, revops leaders, legal, and IT so you can benchmark OmniCore and OmniChat against your requirements in minutes.
Getting started
Understand how OmniCore connects to your stack and establishes the single source of truth.
Which systems can OmniCore connect to out of the box?
OmniCore ships with managed connectors for Microsoft 365, Google Workspace, major CRMs (Salesforce, HubSpot, Dynamics, Zoho), call platforms (8x8, RingCentral, Horizon, Avaya, 3CX, Cisco), support tools (Zendesk, Freshdesk, Zoho Desk), finance suites (Xero, Sage, QuickBooks, Zoho Books), and marketing channels (Meta, X, Instagram, TikTok). Custom connectors are scoped with our solutions team.
How long does onboarding normally take?
Most SME teams launch within four weeks. Week 1 covers discovery and success metrics, week 2 maps connectors and permissions, week 3 tailors narratives, and week 4 delivers go-live with change management sessions.
What data volumes can OmniCore handle?
OmniCore is designed for tens of millions of records across finance, CRM, email, and ticketing systems. Our ingestion pipelines batch and stream in parallel, and we provide managed storage or direct warehouse integration depending on your architecture.
Security & compliance
Meet the guardrails legal, risk, and IT expect before approving OmniCore.
What authentication and access controls are available?
SSO (SAML 2.0), SCIM provisioning, and granular role-based access ensure users only see the narratives and objects permitted in your source systems. Field-level masking and row-level security mirror the policies enforced in your CRM and finance tools.
Where is data hosted and can we control residency?
Customers choose OmniCore-managed regions (UK, EU, UAE) or a dedicated private-cloud / customer VPC deployment. Customer-managed encryption keys and audit trails are available in every tier.
How does OmniCore handle data retention and deletion requests?
Administrators can configure retention windows per workspace. Deletion requests propagate to OmniCore-managed storage in under 24 hours, and audit logs capture every action for compliance review.
Operating with OmniCore
See how teams use narratives, recommended plays, and automation day-to-day.
Can we customise the AI-generated narratives?
Yes. Narrative Studio lets you manage templates per audience (board, bank, functional updates) and adjust tone, metric emphasis, and governance rules. Every sentence stays linked to auditable evidence.
How do recommended plays sync with our existing tools?
OmniCore posts tasks and context into CRMs, ticketing platforms, and collaboration tools via native integrations. Owners update status in their system of choice, and OmniCore mirrors completion automatically.
What analytics are available for leadership adoption?
Executives can view usage dashboards showing workspace visits, narrative engagement, and action completion by team. Customer success uses this to drive enablement and highlight quick wins for your board.
Downloads
Share-ready assets for your stakeholders.
Hand these to security, legal, or operations teams so they can review OmniCore and OmniChat long before the discovery call.
PDF · 4 pages
Implementation checklist
Week-by-week guide covering discovery, connector setup, narrative templates, and go-live enablement.
DownloadPDF · 6 pages
Security & compliance overview
Summarises authentication, residency, encryption, audit controls, and our shared responsibility model.
DownloadPDF · 5 pages
OmniChat launch playbook
Outlines how to scope knowledge sources, define guardrails, and roll out the assistant organisation-wide.
Download30-day quick start
From kickoff to narrative-driven decisions in four weeks.
Week 0 — Alignment
Agree success metrics, critical questions, and data sources with finance, operations, and revenue leads.
Week 1 — Connect & secure
Deploy managed connectors, validate SSO/SCIM, and mirror source-system permissions inside OmniCore.
Week 2 — Narrative tailoring
Customise leadership workspaces and narrative templates; configure recommended playbooks per function.
Week 3 — Change readiness
Run dry-run updates, train teams via OmniChat, and integrate action tracking into CRM, ticketing, and finance tools.
Go-live & beyond
Launch with adoption dashboards, iterate using usage insights, and expand to additional teams or markets.
Need a deeper technical review?
Request our security pack, sub-processor list, and architecture diagrams. We turn around due diligence within one business day.