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Schae Lilley

Omega Documentation for internal Power Digital team

Omega (Internal)

The client picker in the top bar scopes everything in Omega to one client — here's how it works and how to share exactly what you're seeing.

Choosing a Client

Omega ships with a set of demo clients you can explore and demo freely — nothing you do in them sticks, and they reset to a clean baseline every night…

Exploring with demo clients

Whatever you need, there's a fast path to the right answer — here's who to ask for what.

Getting Help

A quick tour of Omega's layout: the product toggle, the left rail, and the controls in the top bar.

Navigating the Platform

How to sign in to Omega, what to do if you can't get in, and how to request a seat.

Signing In and Getting Access

Omega works in both a light and a dark theme — flip between them with the sun/moon button in the top bar.

Switching light and dark mode

After big releases, a short guided tour walks you through what's changed — here's what to expect and how to use it.

The "What's New" Tour

Omega is Power Digital's AI growth platform — an assistant you can talk to, an always-on client cockpit, and a fleet of specialist marketing agents, all in one place.

Welcome to Omega

What Omega is, signing in, navigation, the client picker, getting help

Getting Started

A few small habits — naming the timeframe, channel, and metric — turn vague answers into sharp, client-ready analysis.

Asking Iris better questions

Give Iris the file you're talking about — a spreadsheet, a brief, a screenshot — and it becomes part of the conversation's context.

Attaching files to a chat

Iris doesn't just describe your data — it can answer with interactive charts, tables, images, and slide decks, all collected in a preview pane beside the conversation.

Charts and visuals in Chat

The Sources panel shows exactly what data Iris can draw on for the pinned client — check it whenever you want to know what's connected, what's fresh, and what's missing.

Checking a client's sources

Click the microphone, talk, and your words land in the message box — dictation works on the Chat home screen and inside every conversation.

Dictating your message

Iris is the AI assistant inside Omega's Chat product — ask it anything about a client's marketing data and it answers in plain English, showing you exactly what it's doing…

Meet Iris

Favorites, folders, renaming, and search keep a busy chat history tidy — so the conversation you need is always two clicks away.

Organizing your chats

When Iris generates a file — a spreadsheet, a deck, a report — you can usually read it right inside Omega without downloading anything.

Previewing files in Chat

Every chat is tied to a client — pin the right one first, then ask away and follow up as naturally as you would with a teammate.

Starting a conversation with Iris

From any Iris conversation you can hand real work to a specialist agent — the run happens on the Workflow board and the results come back into your chat when…

Tagging a specialist agent in chat

A project is a shared workspace inside Chat that carries standing instructions and pinned documents into every conversation — so the context you set up once rides along every time.

Using projects

Asking questions, charts & files, organizing chats, tagging specialists

Chat with Iris

The coverage gauge tells you how much of a client's data footprint Omega can actually see — and what to connect to see more.

The Data Coverage Gauge

The KPI band on Overview gives you the client's headline numbers at a glance — and a hover shows you exactly where each number comes from, channel by channel.

KPIs and the Revenue Split

Overview separates the business conversation from the platform to-do list — priorities up top, signals ranked by dollars at risk below.

Strategic Priorities and Signal Tiers

Overview is your client's home base — one screen that tells you what matters most right now, what to do about it, and what's already in motion.

The Overview Cockpit

The decision cockpit, data coverage, KPIs, signal tiers

Workflow: Overview Cockpit

Every signal has a built-in discussion thread — comment, @-mention teammates, and align on next steps without leaving Omega.

Discussing a Signal with Your Team

Every signal ends with a decision: not worth acting on, or worth handing to an agent. Both choices are recorded, and both teach the system.

Dismissing or Dispatching a Signal

A signal's detail view is built to be read top to bottom in the order you'd naturally ask questions: what broke, how bad is it, which way is it going,…

Reading a Signal

When a signal deserves more than the quick detail view, the Full analysis page gives it a dedicated deep dive — with Iris doing the heavy lifting.

Running a Full Analysis

Scan is the full board of open diagnoses for a client — everything the agent fleet has found, ranked by impact and ready for you to act on.

The Scan Signal Board

The Scan board, reading/discussing signals, full analysis, dismiss vs dispatch

Workflow: Signals

Approved means a human signed off on the plan; Implemented means the change actually went live — and the go-live date you enter is what makes impact measurement honest.

Approving and Implementing Work

Queued items are signals parked and waiting to run — before you dispatch one, you can pick which specialist agent takes it on and even ask for a specific deliverable…

Choosing an Agent for Queued Work

The Review column is where finished agent work waits for a human decision — here's how to read a card, check the full output, and approve or reject with useful…

Reviewing Agent Work

Every Monday, Omega drafts the weekly client report for every active client — and lands it in Review so a person always reads it.

The Weekly Client Report

The Workflow board is where agent work moves through its pipeline — from queued, to running, to human review, to approved, to implemented in the ad platforms.

The Workflow Board

The pipeline board, reviewing, approving, implementing, the weekly report

Workflow: Runs & Review

Flight is the complete ledger of every agent run in Omega — including runs started from chat — with each run's full lifecycle, status, output, and, when things go wrong,…

Flight: The Run Ledger

Monitoring is the record of every signal you acted on — with the related metric tracked from the moment you acted, and an Impact summary that rolls the work up…

Monitoring and Impact

The run ledger and the action/impact ledger

Workflow: Flight & Monitoring

The Notifications page controls where a client's new-signal alerts are posted in Slack, plus your own personal Slack delivery — with test buttons so you can confirm everything lands.

Client Alert Notifications

When a data source genuinely doesn't apply to a client, mark it N/A on the Coverage page — the coverage score then reflects what actually matters, and the "gap" stops…

Marking Categories Not Applicable

The Metrics page is where you tell Omega what matters for a client — targets, goals, and priority weights that drive how signals are scored and ranked. Tune it first…

Setting Metrics and Goals

The Coverage page shows which of a client's data sources are connected to Omega — and what each missing connection would unlock.

Understanding Coverage

Metrics & goals, coverage grid, N/A categories, client alerts

Workflow: Settings Coverage

Integrations are the accounts agents act through on your behalf — connect yours once, and every agent you run can use them.

Connecting Integrations

The New Chat composer is where you put an agent to work: describe the job, pick the runner, and get a finished deliverable back.

Giving an Agent a Job

All Agents is Omega's library of specialist marketing agents — browse it to find the right expert for any job.

Meet the Agent Roster

Every major channel has a coordinated family of agents — one to plan the strategy, one to build the work, and one to review live performance — so you can…

Plan, Build, Optimize: The Channel Agent Families

A chain run is one reviewable package — every step's output and files land together, and you can rerun exactly the part that needs another pass.

Running and Reviewing a Chain

Schedules let an agent run automatically on a cadence you set — weekly reports, daily pacing checks, and anything else that shouldn't depend on you remembering.

Scheduling Recurring Agent Work

The Workbench is where documents you're actively editing move through review and approval — from first draft to client-ready.

Using the Workbench

Chains link several specialist agents into one workflow — each step hands its output to the next, so a multi-agent job becomes a single button press.

What Are Agent Chains?

Files is the single library where agent outputs land — reports, decks, spreadsheets, and documents, organized in folders.

Your Files Library

The roster, giving agents jobs, Files, Workbench, Schedules, connections

Agents

Agents don't just answer questions — they produce finished work: reports, decks, documents, and emails you can take to a client.

Client-Ready Deliverables

Most deliverables are snapshots. A live dashboard isn't — it re-pulls the client's data every time you open it.

Live Dashboards

When a client's month closes, Omega builds their monthly report as a slide deck — and it rides the same review pipeline as the weekly report.

Monthly Client Reports

Every report has a link you can drop in Slack — here's who can open it, and how you stay in control.

Sharing Report Links

Agents can build real slide decks — and you choose how designed versus how editable the slides should be.

Slide Decks and Styles

Power Circuit is a strategic assessment of a client's growth plan, generated from their data and scored across Power Digital's six-pillar framework.

The Power Circuit Scorecard

Client-ready outputs, slide styles, Power Circuit

Reports & Deliverables

Omega listens to your client calls so the platform doesn't start every conversation from zero — calls are summarized to Slack, action items become signals, and call notes feed the…

Call Intelligence

Give agents the client's promo calendar and fiscal calendar once, and every scan, report, and chat starts speaking in the client's own time.

Client Calendars

Client settings is the shared brain for a client — instructions, memories, goals, and defaults that every agent, scan, and report draws on.

Client Setup

My preferences holds everything that follows your account — your defaults, your instructions, and your connections — without affecting anyone else.

Personal Settings

The bell in the top bar keeps you current; the full inbox behind it is the durable, filterable record of everything that needs your attention.

Your Notifications Inbox

Personal settings, client setup, calendars, the inbox

Settings & Notifications

When an agent run doesn't finish, Flight shows you what happened and why — here's how to read it and what to do next.

An Agent Run Failed

If numbers seem off or a channel's data is nowhere to be found, work through these checks in order — the first one solves most cases.

Data Looks Wrong or Missing

Quick answers to the questions Omega users ask most.

Frequently Asked Questions

If Omega shows a blank screen or a page that never finishes loading, these steps fix it in almost every case.

A Page Won't Load or Looks Blank

Troubleshooting & FAQs

Settings → External is where you give a client access to their own workspace: see their workspace address, invite their people, set roles, and remove access when someone leaves.

Inviting and managing client users

Omega can give each client a workspace of their own — a cut-down, client-safe version of the platform where they chat with Iris about their data and follow their signals,…

What clients see in their workspace

What invited clients see; inviting & managing client users

Client Workspace

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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