AI Experience Operations System
The operations system every agent runs on.
Give AI and human agents the live context, governed workflows, and enterprise access required to turn every customer conversation into an outcome.
One operating layer
Shared by AI agents and human agents
Beside your stack
CRM, CCaaS, ERP, identity, billing
Governed execution
Permissions and audit at action time
The operational gap
AI can understand the request. Can it complete the work?
Customer work stalls when an agent — automated or human — cannot reach credentials, live context, governed workflows, or the systems that actually execute the action.
Fragmented state
- — Intent understood, identity unverified
- — Context scattered across six systems
- — Business rules stored in tribal knowledge
- — No permitted path to commit the action
- — Escalation transfers a transcript, not the work
Completed outcome
- Identity verified once, carried across channels
- Context assembled from systems of record on demand
- Business rules applied before options are offered
- Action committed and confirmed in every affected system
- One auditable record spanning AI and human work
How OpenMethods works
Three layers between the conversation and the systems of record
Conversation → context → workflow → action → outcome. Each layer is deployable on its own and stronger together.
OpenConnect
Assembles live enterprise context and securely connects engagement surfaces to systems of record.
- Context assembled at request time, not replicated
- Scoped credentials issued per execution
- Channel- and model-neutral
Workflow Accelerator
Lets teams design resolution paths once and run them identically for AI and human agents.
- One workflow definition, any agent
- Policy and approvals enforced at execution
- Versioned and auditable
Enterprise Integrations
Connects CRM, CCaaS, ERP, identity, billing, and operational systems already in place.
- Configured connectors instead of bespoke middleware
- Event-driven, not polling
- Systems of record stay authoritative
Conversation to outcome
One delivery exception, resolved across five systems
Step through a realistic scenario: the AI agent starts the work, OpenMethods assembles the context, and a human finishes it — inside the same governed workflow.
Customer
“My order hasn't arrived and I need it Friday.”
A delivery exception arrives in chat with a hard deadline attached.
Why OpenMethods
Complexity in. Outcomes out.
One operating model for AI and humans
Design the resolution path once. AI agents and human agents execute the same governed workflow, so there is no duplicate automation stack to maintain and no divergence between channels.
Live context without another data copy
Context is assembled from your systems of record at the moment it is needed and scoped to the workflow step — no replication into a second regulated datastore, no stale sync.
Works with the stack already in place
OpenMethods runs beside your CRM, CCaaS, and ERP rather than replacing them. Connectivity without the integration tax, and without a rip-and-replace program.
Find your workflow
Start with the operational problem you recognize
Every use case shows the systems involved, the governed workflow, and what changes for AI and human agents.
8 use cases
- Retail · Telecom · Financial servicesReduce contact center handle timeHandle time is inflated by lookups, not by conversation.See the workflow
- Retail · Telecom · Financial servicesEliminate agent application switchingAgents navigate systems instead of resolving work.See the workflow
- Financial services · Telecom · RetailConnect AI agents to enterprise systemsAI understands the request but cannot complete the work.See the workflow
- Retail · Financial services · TelecomPreserve context in AI-to-human handoffA transcript is not context.See the workflow
- Financial services · Healthcare · TelecomAutomate customer authenticationVerification is repeated, manual, and inconsistent.See the workflow
- Retail · Manufacturing · TelecomResolve order exceptionsOrder problems span systems no single agent controls.See the workflow
- Telecom · Utilities · Financial servicesAutomate billing and account workflowsBilling questions become multi-system investigations.See the workflow
- Financial services · Healthcare · Public sectorBuild governed AI workflowsAutomation stalls at the governance review.See the workflow
Customer evidence
What changes in production
Global retailer · multi-region contact center
Resolving delivery exceptions in one interaction
A multi-region retail service organization replaced manual carrier and order lookups with one governed exception workflow spanning commerce, carrier, payment, and CRM systems.
- Exception handling consolidated into one workflow across four systems
- Consistent remedy policy applied across regions
- Manual finance reconciliation removed from the exception path
- Quantified results for this program are pending internal validation and are not published until approved.
Security & governance
Governance in the flow of work, not in a policy document
Identity, permissions, encryption, audit, residency, retention, and write-back controls are evaluated at each step of execution — for AI agents and human agents alike.
01 · Identify
Verify the customer and the operator; record the assurance level.
02 · Scope
Retrieve only the fields the current workflow step requires.
03 · Decide
Evaluate policy and approvals before an action is offered.
04 · Commit
Write back transactionally to each system of record.
05 · Evidence
Produce an immutable run record for review.
Start here
Bring us one workflow your agents cannot complete today.
In a working session, we'll map the systems, context, decisions, and actions required to turn it into a repeatable outcome.