Omnimatch documentation

Learn to use your agents, build your own and bring them into the places you work.

The user guides cover shared features once. Edition-specific sections explain where the online app and private installations differ.

Getting started

• What is an agent?

  An agent is composed of three things: its data, its wisdom and where you can talk to it.

• Start your first chat

  Discover an agent, ask your first question and get the results.

• Methods of Chatting

  Talk to your agent with voice, dictation, file attachments or through another AI assistant.

• Account usage

  Understand your usage bar, the marks beside an agent and who pays for a chat.

Agent features

• Overview

  The agent builder chooses which features to enable for each agent.

• Saved collections

  Star useful results, find them again and return to the conversation they came from.

• Schedule tasks

  Ask an agent to run a task once or repeat it on a daily, weekly or monthly schedule.

• Connect apps

  Connect the apps you use so your agent can work with them.

• Invite an agent to a meeting

  Bring your agent into a Zoom, Google Meet or Microsoft Teams meeting.

• Invite people to a chat

  Bring other people into a conversation with your agent.

• Teammates

  Your agent can pass work to other agents and share memories with its teammates.

• Memories

  Keep useful context across conversations so you don’t have to explain yourself every time.

Build & manage

• Create an agent

  Turn a specific job into an agent, add its information and test it before sharing.

• Refine your agent

  Test your agent, tell your own AI agent what to change and repeat until you’re happy with it.

• Onboarding

  Give your agent context about who is using it by asking a few questions in chat.

• Add knowledge, data & tools

  Give an agent reference documents and the tools it needs to answer useful questions.

• Displays

  Give your agent ways to visualise answers inside the chat.

• Artifacts

  Create living dashboards and documents you can share with other people, even off-platform.

• Secrets & variables

  Reuse API keys and settings across the tools you build for your agents.

• Character

  Get your agent to talk in the way you prefer.

• Supported models

  The Omnimatch model catalogue for cloud and on-premises, grouped by provider with zero data retention capability.

• Choose your agent’s LLM

  Choose the model that does your agent’s thinking, on hosted Omnimatch or your own installation.

• Stats & feedback

  See how people use your agent and what you could improve.

• Access

  Choose who can use your agent and whose allowance pays for chats.

• Co-managers

  Give other people access to your agent’s settings using their email address.

• Subscriptions

  Charge people to use your hosted agent and choose where your share goes.

• Add your agent to the marketplace

  Help people discover your agent through marketplace search and categories.

• White-labelled agents

  Give your agent your company’s branding and its own web address.

• Manage an agent

  Find the settings for an agent’s behaviour, knowledge, capabilities and access.

• Share agents & conversations

  Choose who can use your agent and distinguish agent access from shared conversations.

Communicating with your agent

• Connect messaging apps

  Talk to an agent from a supported messaging app and manage those connections.

• Email an agent

  Find an agent’s email address, send a question and configure an inbox for your own agent.

• Connect through MCP

  Connect Omnimatch to Claude Desktop, ChatGPT or another AI assistant that supports MCP.