Why this comes first
Everything Omega surfaces for a client — which signals rise to the top, how urgent they look, what the agents optimize toward — flows from this page. An untuned client gets generic priorities; a tuned one gets signals ranked against their goals. Five minutes here when a client onboards pays back every week after.
Open Metrics in the left rail of the Workflow product, and pick the client in the client picker — everything on this page is saved per client.
Targets
The Targets card holds the client's numeric targets. These are fed to Scan and to every agent that works on the client, so results are always judged against the client's real numbers rather than generic benchmarks. Edit a value and save.
The metrics table
Under Available metrics, each row is a metric with three controls:
Show in ticker — toggle whether the metric appears in the client's live ticker.
Goal — the target value for that metric (for example,
$300krevenue or2.50%conversion rate).Scan weight — how much priority signals about this metric get. Four levels:
Muted — surfaces only if severe
Normal — default priority
Elevated — surfaces sooner
Critical — surfaces on small moves
Weights are how you encode "for this client, CAC is everything" — a Critical metric will flag even small moves, while a Muted one stays quiet unless something is genuinely wrong.
Note: Only two metrics can be Critical at a time. That's a guardrail, not a limitation — if everything is critical, nothing is.
You'll only see metrics that fit the client's business model — an ecommerce brand gets revenue and ROAS-style metrics, a B2B client gets pipeline metrics — so you're never setting goals on numbers the client's data can't carry.
Goals and context in plain words
Two free-text cards round out the setup:
Goals for the agent — priorities that don't fit a single number: "Q3 is brand awareness over efficiency," "US is the priority market." Agents read this verbatim and frame their work against it.
Context & scope for the agent — operating realities: what you do and don't manage, planned promotions, channels run by another agency. This keeps agents from generating work for things out of scope, or flagging a planned sale spike as an anomaly.
Tip: Revisit this page whenever the client's strategy shifts — a new quarter's goal or a channel changing hands should be reflected here the same week, or the signal ranking will lag reality.