Omie with AI doesn’t mean switching systems: it’s adding the missing piece. Omie very well organizes your business — registration, finance, sales, invoicing — and WhatsApp service and sales can get extra help where your team still has to answer leads, qualify them and type results back. XMACNA adds a Digital Employee that integrates with Omie: handles, qualifies and moves the sale forward on WhatsApp during the configured hours, and records in Omie customer, stage and note. Record completion is reported only after the destination confirms the write. You stay on Omie, no rework. Tasks depend on the available services, data, configuration and permissions defined and validated for the project. Recording and, where scheduling is involved, confirmation depend on the response from the system responsible. Configured hours are subject to service availability; exceptions go to the owner through the agreed channel and hours. Failure handling and signalling are requirements to define and validate in the project. Failure, timeout or missing confirmation do not establish that no write occurred; the owner must check the state at the destination before retrying.
Stay in Omie. Add a Digital Employee on WhatsApp.
Client contacts via WhatsApp, voice, or active campaign.
The Digital Employee reads history, memory, and data from the Intelligent Dashboard.
It chooses the next action: reply, qualify, schedule, collect, or escalate.
The conversation turns into structured data, private notes, and updated opportunity.
Your team takes over when a human is needed, already with full context.
Omie is a great management ERP for SMEs: it brings finance, sales, records and invoices into one place. Each system covers its own tasks, and it’s worth comparing, task by task, what your plan and setup already handle. Where WhatsApp still depends on someone replying to leads, including at 21:00, qualifying those who came from ads and typing up the outcome, XMACNA’s Digital Employee can take on that front: it handles the conversation, moves the sale forward and records the outcome in Omie, within the integration’s permissions. Tasks depend on the available services, data, configuration and permissions defined and validated for the project. Recording and, where scheduling is involved, confirmation depend on the response from the system responsible. Configured hours are subject to service availability; exceptions go to the owner through the agreed channel and hours.
Example of a manual workflow: the team handles records and finance and replies to the WhatsApp message.
Omie + XMACNA Digital Employee: handles messages during the hours you set, in your brand’s voice, and passes exceptions to the team.
Example of a manual workflow: the team qualifies the ad lead and records their details.
Omie + XMACNA Digital Employee: qualifies the lead in the conversation and moves the sale forward by your rules, with the team handling exceptions.
Example of a manual workflow: the team transcribes the conversation outcome into the ERP record.
Omie + XMACNA Digital Employee: records authorized customer, stage and note data in Omie, subject to services, data and permissions defined in the project; it reports completion only once Omie confirms the write.
Example of a manual workflow: the team reorganizes its workflow to add WhatsApp service.
Omie + XMACNA Digital Employee: you stay in Omie and add a WhatsApp operation; the connections and adjustments depend on your environment.
You don’t migrate anything or start from scratch. XMACNA connects the Digital Employee to the Omie you already use and takes over the area that consumes most of your team's time — WhatsApp support and sales. Omie remains your source of truth; the change is who feeds it.
We looked at how the lead arrives today and where it cools down waiting for someone to respond before turning into registration in Omie. This is where the Digital Employee enters first, with clear metrics.
01 · assessmentWe train the Digital Employee with your differentiators and rules and connect it with Omie. It starts to answer as your brand and return data in the format your Omie expects.
02 · Connection and trainingThe Digital Employee can work on WhatsApp during the configured hours. It records authorized data in Omie; it reports completion only once the system responsible confirms the write. The Intelligent Dashboard receives data covered by the connection and recording configured in the project. The aim is to complement the system you already use; the connections and adjustments needed depend on your environment and agreed scope. Tasks depend on the available services, data, configuration and permissions defined and validated for the project. Configured hours are subject to service availability; exceptions go to the owner through the agreed channel and hours. Failure handling and signalling are requirements to define and validate in the project. Failure, timeout or missing confirmation do not establish that no write occurred; the owner must check the state at the destination before retrying.
03 · Operation liveNo. XMACNA adds to Omie. Omie remains your management system; the Digital Employee handles WhatsApp enquiries, moves the sale forward and records the authorized data in Omie, reporting completion only once Omie confirms the write. The aim is to complement the system you already use; the connections and adjustments needed depend on your environment and agreed scope. Tasks depend on the available services, data, configuration and permissions defined and validated for the project.
The Digital Employee handles and qualifies WhatsApp enquiries and records the authorized customer, stage and note in Omie, on the services and with the permissions validated in the project; it only reports a record as complete once Omie confirms the write. Without confirmation, the case goes to review, with no blind resending. The integration credential does not identify the person on WhatsApp; the project must define how to verify their identity and connection to the requested data. Failure handling and signalling are requirements to define and validate in the project. Failure, timeout or missing confirmation do not establish that no write occurred; the owner must check the state at the destination before retrying.
The aim is to complement the system you already use; the connections and adjustments needed depend on your environment and agreed scope. XMACNA adds a service and sales layer on WhatsApp, alongside what your plan already covers, and connects it to your Omie.
The Digital Employee identifies as part of the brand’s team. The customer knows, but doesn’t feel a difference — and when a human is needed, it passes to your team with full history.
to deliver extraordinary results in your Digital Employee.
Combining the best of each model for superior results.
Free assessment. In 30 days it is answering customers.
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