Getting Started
- Overview
- Login
- Dashboard
Channels
- SMS
- SMS Dashbord
- Create SMS Campaign
- Tiny Campaign( Smart URL )
- Manage Sender ID
- Manage Template
- My Routes
- Contact Manager
- Manage Group
- Blacklist Numbers
- SMS Reports
- SMS API Integration
- RCS
- RCS Dashbord
- RCS Agent
- Templates
- Create Campaign
- Manage Group
- Blacklist Numbers
- RCS Reports
- Chatbot Automation
- WhatsApp Onboarding
- Dashbord
- Templates
- Campaign
- Reports
- Agent
- Chatbot Builder
- Payment
- Catalogue
- Voice
- Voice Dashbord
- Voice Files
- Components
- Voice Campaign Management
- Agent Monitoring
- Report
- Manage Agents
- Manage Remarks
- IVR
- Dashboard
- Campaign
- Voice Files
- Components
- Manage Agent
- Manage Remarks
- Report
- Click To Call
- Dashboard
- Manage Agent
- Campaign
- Agent Monitoring
- Manage Remarks
- Report
- Text To Speech
- Dashboard
- Voice Files
- Manage TTS Template
- Create Campaign
- Report
- Manage Remarks
- Ai Agent
- Dashboard
- AI Agent Campaign
- Report
Utilities
- Journeys
- Journey Campaign
- Journey Reports
Omni Portal
Build Powerful
Communication
Experiences
SMS, RCS, WhatsApp, Voice and APIs from one platform.
Get Started ➺
Multi-Channel Messaging
SMS, RCS, WhatsApp, Voice, IVR, Email and ClickToCall from one unified interface.
Analytics & Reporting
Real-time dashboards, delivery statistics, archive reports and status-wise analytics.
API Integration
Secure REST APIs, full API logs, audit trails and developer-friendly documentation.
Third-Party Plugins
Shopify, Zoho, HubSpot, Zapier, MoEngage, WooCommerce and 10+ more integrations.
Workflow Automation
Journeys, automated routing, scheduled campaigns and smart fallback flows.
Compliance & Audit
System audit logs, DLT compliance, blacklist management and full message tracking.
SMS
Instant, reliable messaging to any phone number. DLT-compliant campaigns with Smart URL support.
RCS – Rich Communication Services
Interactive messaging with images, carousels, buttons and read receipts via Jio & Vi.
Secure, trusted messaging on the world's largest messaging platform.
Voice & IVR
Smart call routing with voice menus and outbound voice campaigns.
Email marketing strategies for better conversations and campaign tracking.
Authentication
Login
The Login page allows authorized users to securely access Omni Portal and manage communication services, campaigns, reports, and integrations.
| COMPONENT | DESCRIPTION |
|---|---|
| Username | Enter the registered username provided by the administrator. |
| Password | Enter the associated account password. |
| Keep Me Signed In | Allows users to remain logged in on the current device across sessions. |
| Forgot Password | Reset the password if login credentials are forgotten. |
| CAPTCHA Verification | Enter the displayed verification code before signing in. Mandatory. |
| Sign In Button | Authenticates the user and redirects to the Dashboard on success. |
Open the Omni Portal URL
Open your browser and visit the Omni Portal at https://kdcpaas.ai
Enter your Username
Provide the username assigned to you by the administrator in the Username field.
Enter your Password
Type your associated account password in the Password field. Case Sensitive
Complete CAPTCHA Verification
Enter the verification code exactly as shown on screen in the CAPTCHA field. Required
Click Sign In
After successful authentication, you will be redirected to the Dashboard.
Important
Username and Password are case-sensitive. CAPTCHA verification is mandatory on every login. Invalid credentials will prevent access.
Navigation Hub
Dashbord
The Dashboard is the central control panel of Omni Portal. It provides quick access to communication channels, utilities, plugins, reports, and account management from a single screen.
Channels
Access and manage all communication services. Create and run campaigns directly from each channel card.
Utilities
Supporting tools for campaign management, automation, and administration.
Plugins
Third-party platform integrations available directly from the dashboard.
Important
The top navigation bar shows the logged-in user profile and provides access to admin functions and campaign approvals. Each channel card has a Campaign button for quick access.
CHANNEL
SMS
The SMS module is a comprehensive communication solution that enables businesses to create, schedule, manage, and monitor SMS campaigns for effective customer engagement. It provides an easy-to-use interface for sending promotional, transactional, and informational messages to individual contacts, multiple recipients, or large contact groups. Users can upload contact lists, organize recipients into groups, configure Sender IDs, select message routes, and use approved DLT templates to ensure regulatory compliance. The module also supports Smart URL (Tiny Campaign) creation for trackable links, blacklist management to prevent messages from being sent to restricted numbers, and detailed campaign reports for monitoring delivery status and performance. With its centralized dashboard and powerful campaign management tools, the SMS module helps organizations streamline communication, improve customer reach, and efficiently manage every stage of the SMS campaign lifecycle.
Create Campaign
Configure Sender ID, route, DLT template and recipient list.
Tiny Campaign
Shorten long URLs into tracked Smart URLs for cleaner messages.
Sender ID
Create and manage approved Sender IDs for campaigns.
Templates
Manage reusable, DLT-compliant SMS message templates.
Contact Manager
Create groups and manage blacklisted numbers.
Reports
Delivery stats, campaign activity, archive reports and more.
My Routes
View and manage available SMS routes for message delivery.
Manage Group
Organize, edit, and maintain contact groups.
Blacklist Numbers
Prevent messages from being sent to blocked numbers.
SMS API Integration
Integrate SMS services using REST APIs and API credentials.
CHANNEL
RCS
RCS (Rich Communication Services) is an advanced messaging protocol that enables businesses to send rich and interactive messages through supported smartphone messaging applications. Unlike traditional SMS, RCS supports images, videos, PDF files, buttons, carousels and dynamic variables for a more engaging customer experience.
The RCS ecosystem is supported by Google and mobile network operators, allowing businesses to communicate with customers through verified business messaging channels. Through RCS Business Messaging, organizations can deliver promotional campaigns, notifications, customer support interactions, and other business communications using rich media and interactive elements.
The platform operates within the RCS Business Messaging ecosystem and supports communication through telecom operators such as Jio and Vodafone Idea (Vi). Operator-specific platforms, including Jio JBM and Jio CX, may be utilized for agent management, message delivery, campaign execution, and customer engagement workflows.
Important
RCS Business Messaging allows organizations to deliver promotional campaigns, notifications, customer support interactions and rich media communication through verified business messaging channels.
RCS Agent
Create and manage verified business agents that represent your brand.
Templates
Manage reusable, DLT-compliant SMS message templates.
Create Campaign
Launch One-to-Many and Many-to-Many RCS campaigns.
Blacklist Numbers
Prevent messages from being sent to blocked numbers.
RCS Dashboard
Monitor campaign activity and delivery performance.
Manage Group
Create, organize and manage recipient groups for RCS campaigns.
RCS Reports
View campaign reports, delivery statistics, API CTA reports and day-wise analytics.
Chatbot Automation
Design automated RCS chatbot journeys to engage customers and handle conversations.
Create RCS Agent
Create a verified business agent that represents your organization.
Create Template
Create Rich Card, Carousel or Text Message templates.
Get Template Approval
Submit templates for approval before campaign usage.
Create Campaign
Select Agent, Template and Recipients to send RCS messages.
Important
Before creating an RCS Campaign, an RCS Agent and an approved Template must be created.
CHANNEL
WhapsApp
The WhatsApp module enables businesses to communicate with customers using the WhatsApp Business API through a centralized platform. It provides everything required to configure and manage your WhatsApp Business Account (WABA), create and approve message templates, send campaigns, automate customer interactions, manage live chat agents, and monitor messaging performance.
Whether you're sending promotional campaigns, transactional notifications, authentication messages, or providing real-time customer support, the WhatsApp module offers the tools needed to streamline communication, improve customer engagement, and scale business conversations securely through Meta's WhatsApp Business Platform.
WhatsApp Onboarding
Connect and verify your WhatsApp Business Account (WABA) with Meta.
Templates
Create, manage and use approved WhatsApp message templates.
Campaigns
Send promotional, utility and authentication campaigns to customers.
Live Agent
Handle customer conversations through a centralized live chat interface.
Chatbot Builder
Automate customer interactions using chatbot flows, menus and quick replies.
Reports & Analytics
Track message delivery, read status, campaign performance and customer engagement.
Payments
Collect customer payments directly within WhatsApp conversations.
Catalogue
Showcase products and services through WhatsApp Business Catalogue.
Tip
Start by completing the WhatsApp Onboarding process. Once your WhatsApp Business Account (WABA) is connected and verified, you can create templates, send campaigns, automate conversations, and manage customer chats from a single platform.
CHANNEL
Voice
The Voice module enables businesses to create and manage outbound voice campaigns, upload voice files,monitor live agents, and analyze campaign performance through dashboards and reports.
Dashboard
View real-time Voice campaign statistics and performance.
Voice Files
Upload and manage audio files used in Voice campaigns.
Components
Configure Voice Campaign Flow, Agents, and Remarks.
Agent Monitoring
Monitor live agent calls and supervise ongoing conversations.
Resend Voice
Retrieve and resend previously executed Voice campaigns.
Voice Campaign Flow
Design and configure the complete workflow for outbound voice campaigns.
Reports
View campaign reports, call statistics, and detailed performance analytics.
Manage Agent
Add, update, and manage agents participating in voice campaigns.
Manage Remarks
Create and maintain call remarks used for campaign tracking and reporting.
Important
Before creating a Voice campaign, ensure that all required voice files, campaign components, and agent configurations are completed. Proper configuration helps improve call delivery, campaign performance, and overall customer experience.
CHANNEL
Interactive Voice Response (IVR)
The Interactive Voice Response (IVR) module enables businesses to automate inbound and outbound customer interactions using voice prompts, keypad (DTMF) inputs, and intelligent call routing. It helps organizations provide self-service options, reduce agent workload, and deliver a seamless customer experience.
Dashboard
Monitor IVR traffic, call statistics, answered calls, abandoned calls, and overall system performance in real time.
Campaign
Create and manage IVR campaigns for customer surveys, notifications, reminders, and automated voice interactions.
Voice Files
Upload, organize, and manage audio files used in IVR menus and campaign announcements.
Components
Configure IVR building blocks such as menus, prompts, input options, call routing, and workflow logic.
Manage Agents
Add, edit, and organize call center agents who receive transferred IVR calls.
Manage Remarks
Create and maintain predefined call remarks for consistent call logging and reporting.
Reports
View IVR call reports, CDR reports, campaign statistics, and detailed performance analytics.
Important
IVR automates customer interactions by allowing callers to navigate voice menus, access information, or connect to the appropriate department without requiring manual assistance.
Communication Channel
Click To Call (CTC)
The Click To Call (CTC) module enables businesses to instantly connect with customers by initiating phone calls directly from the Omni Portal. It simplifies customer communication by allowing users to launch, monitor, and manage click-to-call campaigns from a single platform.
The Click To Call (CTC) module enables organizations to initiate outbound calls directly from the Omni Portal. It provides a centralized interface to manage agents, create campaigns, monitor live call activities, configure call remarks, and analyze campaign performance through comprehensive reports. The module helps improve customer communication while providing supervisors with complete visibility into Click To Call operations.
Dashboard
View the overall Click To Call activity, campaign status, and system statistics.
Agent
Configure and manage agents participating in Click To Call operations.
Campaign
Create, configure, and manage Click To Call campaigns.
Manage Remarks
Create and maintain predefined remarks used during customer interactions.
Reports
Analyze campaign performance, call records, and call statistics.
Agent Monitoring
Monitor live agent calls and perform supervisory actions such as Listen and Barge.
| MODULE | DESCRIPTION |
|---|---|
| Dashboard | Provides a real-time overview of Click To Call campaign activity. |
| Campaign | Allows users to create, configure, and manage Click To Call campaigns. |
| Reports | Displays campaign performance, call statistics, and detailed call records. |
Dashboard
View the overall Click To Call activity, campaign status, and system statistics.
Agent
Configure and manage agents participating in Click To Call operations.
Campaign
Create, configure, and manage Click To Call campaigns.
Manage Remarks
Create and maintain predefined remarks used during customer interactions.
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Click To Call provides quick customer connectivity without manual dialing.
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Campaigns can be monitored using the Dashboard.
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Reports help evaluate campaign performance and call statistics.
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Ensure the recipient phone numbers are valid before launching campaigns.
Best Practice
-
Click To Call provides quick customer connectivity without manual dialing.
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Campaigns can be monitored using the Dashboard.
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Reports help evaluate campaign performance and call statistics.
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Ensure the recipient phone numbers are valid before launching campaigns.
-
Ensure the recipient phone numbers are valid before launching campaigns.
Channel
Text To Speech (TTS)
The Text-to-Speech (TTS) module enables users to create automated outbound voice campaigns by converting written text into natural-sounding speech. Users can upload voice files, create reusable TTS templates, configure campaigns, and monitor campaign performance from a single interface.
Dashboard
View real-time campaign statistics, call status, outbound distribution, and overall TTS performance.
Voice Files
Configure and manage agents participating in Click To Call operations.
Manage TTS Template
Create, edit, test, and manage reusable Text-to-Speech templates with variables and audio blocks.
Create Campaign
Configure and launch automated Text-to-Speech campaigns using approved templates.
Reports
Review campaign execution, call status, delivery reports, and campaign history.
| FEATURE | DESCRIPTION |
|---|---|
| Voice Files | Upload WAV audio files for use in TTS templates. |
| TTS Templates | Create reusable templates with variables and static audio blocks. |
| Dynamic Variables | Personalize voice messages using variables such as names, OTPs, and account numbers. |
| Campaign Management | Create Single or Bulk voice campaigns. |
| Scheduling | Run campaigns immediately or schedule them for later execution. |
| Reports | Monitor campaign performance and outbound call statistics. |
Best Practice
-
Upload Voice Files.
-
Create a TTS Template.
-
Submit the template for approval.
-
Create a TTS Campaign.
-
Monitor campaign status from Dashboard and Reports.
Channel
AI Agent
The AI Agent Campaign enables businesses to automate customer interactions using AI-powered virtual assistants. Before creating an AI Agent Campaign, at least one AI Agent must be configured in the system. Each AI Agent defines its knowledge, personality, behavior, and response settings, allowing organizations to deliver intelligent and personalized customer conversations across supported channels.
Important
Note : An AI Agent must be created and configured before launching an AI Agent Campaign.
Dashboard
View AI Agent statistics, approval status, channel distribution, and fleet activity from a centralized dashboard.
AI Agent Campaign
Create, configure, and manage AI-powered campaigns using intelligent AI Agents for automated customer interactions.
Reports
Analyze conversations, monitor delivery statistics, review error logs, and evaluate AI Agent performance.
Important
Before creating an AI Agent Campaign, at least one AI Agent must exist in the system.
Utilities
Journeys
The Journeys module enables businesses to create intelligent, multi-channel customer communication workflows. It combines messaging services such as RCS, SMS, and WhatsApp into a single automated journey, allowing messages to be delivered using Sequential, Parallel, or Fallback communication strategies.
Important
Journeys simplify customer engagement by automating message delivery across multiple communication channels while providing centralized monitoring and reporting.
The Journeys module provides a complete solution for designing, executing, and monitoring customer communication workflows. Users can create reusable journeys, configure message templates for multiple channels, launch campaigns, and review execution reports from a single interface.
Journey Campaign
Create, configure, execute, and manage automated Journey Campaigns using multiple communication channels.
Journey Reports
Review campaign execution details, delivery statistics, execution timelines, and channel-wise performance reports.
| FEATURE | DESCRIPTION |
|---|---|
| Multi-Channel Messaging | Combine RCS, SMS, and WhatsApp into a single customer communication workflow. |
| Journey Builder | Design communication flows using configurable message components. |
| Flexible Sending Styles | Support Sequential, Parallel, and Fallback delivery methods. |
| Campaign Execution | Launch Journey Campaigns immediately or schedule them for future execution. |
| Campaign Monitoring | Monitor campaign progress and execution status in real-time. |
| Comprehensive Reports | Analyze Journey performance using detailed execution reports and delivery statistics. |
A typical Journey consists of the following stages:
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Create a Journey.
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Configure Journey Information.
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Select the Sending Style.
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Add communication components.
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Assign templates for each channel.
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Save the Journey.
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Execute the Journey Campaign.
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Monitor execution progress.
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Review Journey Reports.
Important
Journeys provide a centralized platform for planning, executing, and monitoring customer communication campaigns across multiple messaging channels.
SMS Analytics
SMS Dashboard
The SMS Dashboard provides a summary of SMS campaign performance, message delivery statistics, and status-wise analytics.
The dashboard displays a graphical representation of SMS delivery performance over a selected period.
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Delivered Messages
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Failed Messages
The dashboard provides a quick summary of SMS activity.
| METRIC | DESCRIPTION |
|---|---|
| Today Sent | Total SMS messages sent today |
| Delivered | Successfully delivered messages |
| Undelivered | Messages not delivered |
| Failed | Messages that failed during processing |
The Status Wise Count section displays message status distribution.
Monitor Campaign Performance
rack campaign activity from a single dashboard.
Track Delivery Success Rates
Measure successful message delivery.
Identify Failed Messages
Quickly identify failed or undelivered SMS.
Analyze Messaging Trends
Review SMS performance trends over time.
Expected Result
Users can quickly review SMS campaign activity and delivery performance from a single dashboard.
SMS Campaign
Create SMS Campaign
The SMS Dashboard provides a summary of SMS campaign performance, message delivery statistics, and status-wise analytics.
| FIELD | DESCRIPTION |
|---|---|
| Campaign Name | User-defined name for the campaign. Auto-filled with timestamp. |
| Route | Message delivery route — select from available routing options. |
| Sender ID | Sender identity displayed to recipients (6–8 character alpha code). |
| Language | Preferred language for the message content (e.g. English). |
| DLT Template ID | Government-approved Distributed Ledger Technology template identifier. |
| Select Template | Choose a predefined SMS template. Message text auto-fills from selection. |
| Message Text | SMS content to be delivered. Shows Length, MaxLength, Segments, Chars Left. |
| Numbers | Recipient mobile numbers — up to 5,000 comma-separated entries. |
Enter Campaign Name
rack campaign activity from a single dashboard.
Select Route & Sender ID
Measure successful message delivery.
Select Template
Quickly identify failed or undelivered SMS.
Add Recipients
Review SMS performance trends over time.
Click Send Now
Campaign is submitted for processing and delivery to all selected recipients.
SMS Campaign
Tiny Campaign (Smart URL)
The Tiny Campaign feature is used when a URL is very long. Instead of sending the complete URL in the SMS message, the system generates a Smart URL (short URL), making messages cleaner, easier to read, and trackable.
Expected Result
Tiny Campaign reduces SMS length, improves readability, and provides click tracking using Smart URLs.
Navigation: HomeHome → Utilities → Tiny URL
Open Tiny URL
Navigate to Tiny URL under Utilities.
Create Smart URL
Click New Smart URL.
Configure Smart URL
Enter URL details and Smart URL settings.
Generate URL
Paste the long URL and click Generate.
Save Smart URL
Verify generated Smart URL and click Save.
| FIELD | DESCRIPTION |
|---|---|
| Name | Website or campaign name |
| Domain Name | Select the domain created earlier |
| URL Type | Static or Dynamic |
| Tiny URL Name | Custom short URL name |
| Expiry Date | Expiration date of Smart URL |
| Web Address | Paste the long URL |
Navigation: Campaign → SMS Campaign
Open Campaign Page
Open the SMS Campaign page.
Enable Tiny Campaign
Enable the Tiny Campaign option.
Click Insert Link
Click Insert Link below the Message Text area.
Select Smart URL
A popup window will display all available Smart URLs. Select the required Smart URL.
Insert URL into Message
The selected Smart URL will automatically be inserted into the message.
Expected Result
If Tiny Campaign is not enabled, the Insert Link option will not be available.
Select Sender ID
Select the required Sender ID.
Click Select Template
Click Select Template.
Open DLT Template Window
The Select DLT Template window will open.
Choose Template
Select the required DLT-approved template.
Confirm Selection
Click to confirm the selected template.
Locate Placeholder
Locate the {#numeric#} placeholder in the SMS template.
Replace Placeholder
Replace the placeholder with the generated Smart URL.
Verify Preview
The SMS preview will immediately reflect the updated message.
Final Result
The recipient receives a message containing a Smart URL instead of a long URL. This reduces SMS length, improves readability, and provides click tracking.