Documentation Index
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Improved knowledge base search
A focused week on the agent’s knowledge base — answers are now grounded in verbatim quotes from your KB, and items pulled from your website source can be edited inline like any other entry.Improvements
Knowledge Base Lookups Return Verbatim Citations
We’ve made improvements to the agent’ssearch-knowledge-base tool. As well as adding visibility to the timeline view for any answers pulled directly from the Knowledge Base. Each lookup returns a concise answer plus the matching group and item titles and verbatim quotes from the underlying entries, so the agent can cite exactly where its answer came from rather than paraphrasing. Tool calls show up in the lead timeline alongside other agent actions. See Knowledge Base setup for how to populate it.

Edit Website-Sourced Knowledge Base Items in the UI
Knowledge base items pulled from a website source were previously read-only. You can now edit both the title and the extracted content inline from the dashboard, the same way you would for manually authored answer items — useful for trimming boilerplate from a scrape or correcting a mis-extracted heading. The original source URL still renders below the content. See the Knowledge Base guide for managing entries.Fixes
- Fixed a case where a WhatsApp follow-up scheduled to send outside the 24-hour conversation window would attempt to deliver a free-form message instead of falling back to a Twilio template.
- Fixed conditional checklist item status badges on the leads dashboard not refreshing after their conditions were edited.
- Fixed the most recent inbound WhatsApp message occasionally not being picked up when building lead context for an AI-generated reply.