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Knowledge Base
Omega Agents

Omega Agents

How do I run an agent?
How do I schedule recurring AI work?
What are Omega Agents?
What agent categories are available?

Getting started
Troubleshooting
Integrations
Calendar & Scheduling
Importing & Migrating Data
- CSV and Excel import
- Migration from another CRM
Tasks & Workflows
Contacts & Client Records
Email & Communication
Billing & Subscription
- Billing your clients
- Your OmegaFP subscription
Team & Permissions
Research & Analysis Chat
Customization
Support & Success
Compliance & Recordkeeping
Client Portal
- For clients — using the portal
- For advisors — setting up the portal
Pipelines & Opportunities
- Opportunities
Notetaker
Security & Privacy
- Account security
- Platform security
Automations
Dashboard & Activity Reporting
Clips & Desktop Capture
- Clips — async video
- Desktop Capture — the OmegaFP Notetaker app
Search & Filters
Glossary & Concepts
Documents
- Working with documents
Virtual Assistant
Data Export & Offboarding
Notifications
Navigating Omega
Omega Agents

A Smarter Operating System for Financial Advisors.

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