AI and human agents. One workflow.
Every system.
OpenMethods brings enterprise context, workflows, and permitted actions into one connected experience for AI and human agents.
AI and human agents. One workflow.
AI agents and human agents should not operate through separate processes. OpenMethods gives both the same enterprise context, workflow state, governance, and permitted actions, while preserving the moments that require human judgment.
Connecting agents and enterprise workflows
Verify identity
Customer recognized, assurance level recorded
Assemble context
Order, account, and case history retrieved
Apply the rules
Eligibility and policy evaluated before options
Judgment call
Exception reviewed with full context in view
Commit the action
Permitted action approved and executed
Write back
Every affected system updated and recorded
Don't send agents to the systems. Bring the systems to the agent.
OpenMethods brings information, guidance, workflow steps, and permitted actions from the enterprise ecosystem into the environment where the agent is already working.
Connectors across CRM, CCaaS, ERP, commerce, identity, and more
Before · fragmented
Each one holds part of the answer. Today the agent navigates all of them.
After · one agent workspace
Systems of record stay exactly where they are. Relevant context and permitted actions move into one workspace.
Never make the customer start over.
When work moves from AI to a human, or from one agent to another, the relevant context should move with it. Intent, completed steps, retrieved information, and workflow state remain part of the same journey.
Without continuity
Customer explains the request
AI agent attempts a resolution
Interaction transfers to a person
Context does not travel with it
Customer repeats the whole story
The workflow restarts from zero
"The customer pays for the transfer."
With OpenMethods
Customer explains the request
Intent and context are captured
AI agent completes the approved steps
Human judgment is requested
Context and workflow state move with the interaction
The person continues from the correct step
Outcome completed and recorded
"The interaction keeps its history, whoever continues it."
The same interaction, with and without continuity of context across the handoff.
Connect everything. Surrender nothing.
OpenMethods coordinates enterprise context and permitted actions while preserving customer control, access policies, governance, and systems-of-record authority.
Customer environment
Systems of record
CRM, service, ERP, identity, and data platforms keep their own authority.
Access policy
Your identity provider, roles, and permissions stay in charge of who may do what.
OpenMethods orchestration
Coordinates context and permitted actions inside the controls your organization already enforces.
Agent experience
Only what this step permits reaches the agent, AI or human.
Outcome record
Each authorized action leaves a reviewable record of what ran and why.
Illustrative control model. Exact architecture confirmed during a security review.
The right information. The right action. At exactly the right moment.
OpenMethods uses customer context, interaction state, workflow logic, permissions, and enterprise data to present what the agent needs next, inside the agent's working environment.
Saved per interaction
Time returned to the conversation instead of the interface. Measured in applicable customer programs.
Customer ROI
Increase in agent satisfaction
Less integration maintenance
Built on 15 years of making complex systems easier to use.
Each figure comes from the customer programs where it was measured. Results depend on workflow scope, interaction volume, baseline, and the systems in use.
Customer ROI
Measured in applicable programs
Saved per interaction
Returned to the conversation
Agent satisfaction gain
Reported by customers
Saved per 10M interactions
Operational cost reduction
Less integration maintenance
Ongoing overhead reduction
Connectors
CRM, CCaaS, ERP, and more
Cumulative customers
Organizations served since 2010
Production integration
Connecting agents to enterprise
From request to outcome, step by step.
A single customer request travels through context, an AI workflow, human judgment, a permission check, a permitted action, and a write-back to the systems of record.
Request
A customer asks for help.
One workflow. AI and human. Every system.
A single resolution path shared by every agent, AI or human: verified identity, assembled context, governed actions, and complete write-back.
A customer asks for help. The order arrived damaged and they want a resolution today.
Connect everything. Surrender nothing.
Identity, context, and permitted actions are enforced at every step, not assumed at login and forgotten. The agent sees exactly what the policy and workflow allow.
The customer is verified before anything is shared.
Identity is established to the required assurance level for the interaction type and channel. Access follows from verification, not from assumption.
See what one workflow could change for your organization.
Bring us your customer journey, systems, and operational priorities. We'll show you how OpenMethods could connect the experience.
15 years · 500+ cumulative customers · 200+ connectors. Figures apply to the programs where they were measured, not to every deployment.