Getting Started

This guide walks you through the initial setup of your tenant after a new OmniBots deployment.

Tenant Admin Portal getting started walkthrough

Prerequisites

• A tenant admin account (created during platform onboarding or by a super admin)
• The Tenant Admin Portal URL for your deployment

Step 1: Log In

1. Navigate to the Tenant Admin Portal URL.
2. Enter your email and password.
3. If MFA is enabled, complete the second factor.

TIP

If your organization uses SSO (Azure AD, Google, or ID.me), click the SSO button on the login page instead. SSO providers are configured in MFA & SSO.

Step 2: Explore the Dashboard

After login, you land on the Dashboard. It shows key stats for your tenant — total bots, active bots, conversations today, and total users — along with recent activity and quick action buttons.

imageTenant admin dashboard with callout annotations pointing to stat cards, recent activity timeline, quick action buttons, and sidebar navigation groups

Dashboard with annotated sections

Step 3: Add Your First Users

1. Navigate to Users & Security > User Management in the sidebar.
2. Click Add User.
3. Fill in the user details and select a User Type:
   • tenant_admin — full admin access to this portal
   • bot_admin — can create and manage bots in the Operations Portal
   • supervisor — can monitor agents and conversations
   • agent — handles live conversations in the Agent Desktop
   • analyst — read-only access to analytics and reports
   • viewer — read-only access across the platform
4. Assign one or more Roles to control specific permissions.
5. Click Create. A temporary password is generated — copy it and send it to the user securely.

See User Management for full details.

Step 4: Configure Integrations

Before bots can use AI models, voice, or other services, you need to enable integrations.

1. Navigate to System > Integrations.
2. On the Platform Integrations tab, enable the integrations assigned by your platform admin (e.g., Anthropic, OpenAI, Telnyx).
3. Optionally, add Custom Integrations if you have your own API keys.
4. Use the Test Connection button to verify each integration works.

See Integrations for full details.

Step 5: Customize Branding

1. Navigate to System > Branding.
2. Upload your organization's logo.
3. Choose brand colors (or pick from presets).
4. Configure the chat widget position and greeting message.
5. Preview changes in the live preview panel, then click Save.

See Branding for full details.

Step 6: Review Security Settings

1. Navigate to Settings in the sidebar.
2. Go to the Security tab.
3. Review and configure:
   • Require MFA — enforce multi-factor authentication for all users
   • Session Timeout — auto-logout after inactivity (15 min to 8 hours)
   • Password Expiry — force password rotation (30, 60, or 90 days)
   • IP Allowlist — restrict access to specific IP addresses

imageFirst-time setup checklist showing completed and pending steps: log in, explore dashboard, add users, configure integrations, customize branding, and review security settings

Initial setup checklist

What's Next

Task	Page
Set up phone numbers for voice bots	Phone Numbers
Configure compliance frameworks	Compliance
Set up security rules and anomaly detection	Security Dashboard
Enable OmniCortex intelligence engines	Intelligence Engines
Configure notification templates	Templates