Welcome to your Omnibloo Dashboard
Configure your CRM, ticketing, and chat integrations to get started
CRM Integration
Connect your customer relationship management system
Salesforce
Connect to Salesforce CRM for lead and opportunity management
See details
Choose how you'd like to connect
Pick the approach that best fits your timeline and security requirements.
Follow connection steps
Complete the steps for Omnibloo Connected App.
Choose the environment Salesforce should use when the authorization window opens.
Authorize Omnibloo's Connected App
Sign in with Salesforce and grant access to Omnibloo's centrally managed Connected App. This is perfect for quick pilots or sandbox exploration.
Salesforce is deprecating long-lived shared Connected Apps, so plan to transition to an External Client App for production use.
Authorize Omnibloo to access your Salesforce data securely.
Enter your External Client App credentials
Use the Client ID and Client Secret generated in Salesforce. This customer-managed approach keeps credentials inside your org and is the long-term path Salesforce recommends.
Use this exact URL when configuring the External Client App in Salesforce.
Prefer a guided session? Book a call with Malo and he’ll walk you through the External Client App setup.
External Client App setup guide
Step 1: Navigate to External Client Apps
In Salesforce Setup, search for "External Client Apps", click New External Client App, and complete the basic information.
Step 2: Configure OAuth settings
Enable OAuth, add as the callback, and include scopes such as api, refresh_token, and offline_access. Copy the generated Client ID and Client Secret once you save.
We’ll launch the Salesforce authorization screen once the credentials are saved.
Ticketing Tools Integration
Connect your project and ticket management systems
Trello
Connect to Trello for card and board management
See details
Click Connect → Authorize in Trello → Done
Jira
Connect to Atlassian Jira for issue tracking
See details
Click Connect → Select your Jira site → Authorize
Chat Tools Integration
Connect your chat and messaging platforms
Slack
Connect to Slack workspace for team communication
See details
Click Connect → Authorize in Slack → Done
📚 Complete Setup Guide (Click to expand)
Step 1: Create Your Slack App
- 1. Go to https://api.slack.com/apps
- 2. Click "Create New App" → "From scratch"
- 3. Name your app (e.g., "[Your Company] AI Consultant")
- 4. Select your workspace for development
Step 2: Configure OAuth & Permissions
- 1. Go to "OAuth & Permissions" in the left sidebar
- 2. Add this Redirect URL:
Loading... - 3. Scroll to "Bot Token Scopes" and add these scopes:
- •
files:read- Critical for image processing - •
chat:write- Send messages - •
channels:history- Read public channels - •
groups:history- Read private channels - •
im:history- Read direct messages - •
im:write- Start direct messages with users - •
app_mentions:read- Respond to mentions - •
users:read- Get user information - •
team:read- Get workspace information
- •
- 4. Save your changes
Step 3: Enable App Home & Messages Tab
- 1. Go to "App Home" in the left sidebar
- 2. Under "Show Tabs", enable:
- • Messages Tab (toggle ON)
- 3. Under "Messages Tab Settings":
- • ✅ Allow users to send Slash commands and messages from the messages tab
- • ❌ Ensure "Messages Tab Read Only" is OFF (unchecked)
- 4. Save changes
- ⚠️ Without this step, users cannot send direct messages to your bot!
Step 4: Configure Event Subscriptions
- 1. Go to "Event Subscriptions" in the left sidebar
- 2. Enable Events
- 3. Set Request URL to:
Loading... - 4. Subscribe to bot events:
app_mention,message.channels,message.groups,message.im - 5. Save changes
Step 5: Get Your App Credentials
- 1. Go to "Basic Information" in the left sidebar
- 2. Find "App Credentials" section
- 3. Copy your Client ID
- 4. Copy your Client Secret (click "Show" first)
- 5. Enter these credentials below
⚠️ Important: ALL steps must be followed in the exact order shown. Skipping or reordering steps will prevent the bot from working properly.
✅ Success: Once all steps are complete, users can send direct messages to your bot and it will respond automatically!
🔑 Slack App Credentials
From Basic Information → App Credentials → Client ID
From Basic Information → App Credentials → Client Secret
✅ Credentials Saved - Ready for OAuth
Your Slack app credentials have been saved. Now authorize your workspace to complete the setup.
OAuth Redirect URL (for your reference):
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Webhook URL for Event Subscriptions:
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Knowledge Tools
Connect your knowledge bases so Omnibloo can answer with accurate, trusted context.
Notion Workspace
Sync Notion pages and databases into Omnibloo's Knowledge Tools.
See details
Quick Start
- Click Connect Notion Workspace and authorize Omnibloo for your workspace.
- Pick the workspace that contains the documentation you want Omnibloo to reference.
- Use Start Manual Sync anytime you want to refresh content immediately.
AI Configuration
Configure your AI consultant's behavior and capabilities
AI Provider & Model
Your API key is encrypted and stored securely
Behavior & Personality
Adjusts the conversational style from very formal (1-2) to very casual (9-10). A balanced tone (5-6) works well for most professional contexts.
When enabled, the AI will use relevant emojis to make responses more engaging and friendly. Disable for more formal communication.
When enabled, the AI will include appropriate greetings when starting conversations (e.g., "Hello!", "Good morning!").
Controls how detailed the AI's responses should be. Concise is best for quick answers, while comprehensive provides in-depth analysis.
Adjusts the complexity of explanations and terminology. Beginner mode avoids jargon, while expert mode uses technical terms freely.
When enabled, the AI will reference your organization name in responses (e.g., "I'll help {{orgName}} with...").
Temperature for main responses
Temperature for tool selection (lower = more consistent)
Maximum tokens for all operations
Number of messages to remember per conversation
Maximum character length for user messages
Maximum recursive workflow iterations
Custom Instructions
Define the AI's core personality, role, and behavior. This completely replaces the default prompt. Leave empty to use the default Salesforce consultant personality with your configured tone settings.