Omnithread docs
v1.0.0
Get help
● Omnithread · Reference

Version history.
Newest first.

What changed in each release. Read it before you update, and back up the database and uploads/omnithread first.

1.0.0

011.0.0 (initial release)

  • Shared team inbox for seven channel types: e-mail (IMAP and SMTP with a password, or Sign in with Google or Microsoft 365), WhatsApp Cloud API with message templates, Facebook Messenger, Instagram direct messages, Telegram bot, SMS through Twilio and the module's own website chat widget.
  • One person across channels, automatic linking to Perfex contacts, customers and leads by e-mail address or phone number, manual link, unlink and merge.
  • Inbox with views, filters, search, saved views, keyboard shortcuts and a command bar; assign and claim, statuses, priorities, labels, snooze, star, internal notes with @mentions, presence notices, merge and bulk actions with a one-hour undo.
  • E-mail composer with reply, reply all, forward, Cc/Bcc, attachments, signatures and drafts; chat replies with files; canned replies with merge fields; reply approval.
  • Teams with round-robin or least-busy assignment and availability, business-hours calendars with holidays, SLA policies with warnings and escalation, rules with a dry run, satisfaction ratings after close.
  • Create a lead, ticket or task from a conversation; two-way Perfex tickets; Conversations tab on the customer profile; Messages page in the client portal.
  • Dashboard, reports (overview, by agent, by channel, busy hours, SLA, satisfaction) and CSV export.
  • Channel health with administrator alerts, webhook log with replay, outgoing queue with retries, Getting started, System check and one-click sample data.
  • Optional AI, off by default, with your own provider key: summaries, reply drafts, suggestions through an approval queue, translation, answers from the knowledge base, voice-note transcripts and image descriptions, monthly and daily limits and a hash-chained audit log. Read-only tools for the separate Steward AI module.
  • Privacy tools: export and erase one person, attachment retention, encrypted secrets with a key file outside the database.