Skip to content
OpenMethods

Platform

The AI Experience Operations System

aiEOS is the operating layer that gives AI and human agents live enterprise context, governed workflows, and the system access required to complete customer work. It runs beside your stack — your CRM, CCaaS, and ERP remain the systems of record.

How the OpenMethods operating layer worksAI agents, human agents, conversations, and enterprise systems flow into the OpenMethods operating layer, where context assembly, workflow orchestration, system integration, and governance run. A single completed outcome leaves the layer.AI agentsHuman agentsConversationsEnterprise systemsOPENMETHODS · aiEOSContext assemblyWorkflow orchestrationSystem integrationGovernanceCompletedoutcome
Complexity in, outcomes out: many inputs converge on one governed operating layer and resolve into a single completed outcome.

The operating model

Conversation surfaces → OpenMethods → systems of record → outcomes

Engagement surfaces produce intent. Systems of record hold truth. Execution — assembling context, applying rules, committing actions — belongs to neither, and that is the gap OpenMethods fills.

Step 01

Conversation

Voice, chat, messaging, and AI agents produce intent and signals.

Step 02

Context

OpenConnect assembles the live enterprise state each step requires.

Step 03

Workflow

Governed resolution paths apply business rules and approvals.

Step 04

Outcome

Actions commit to systems of record with an auditable record.

Components

Three components, one operating layer

OpenConnect

The Secure Context Gateway. Assembles live context from systems of record and connects engagement surfaces to them under scoped, short-lived credentials.

  • No replication of regulated data
  • Per-step data scope
  • Model- and channel-neutral

Workflow Accelerator

Design a resolution path once and let every AI and human agent execute it correctly, with policy and approvals enforced at execution time.

  • One definition, any agent
  • Versioned and reviewable
  • Approvals and segregation of duties

Enterprise Integrations

Event-driven connectivity to the CRM, CCaaS, ERP, identity, billing, and operational systems already running your business.

  • Configured, not custom-built
  • Survives platform upgrades
  • Systems of record stay authoritative

A real scenario

A billing dispute, resolved once

A customer questions a charge. The AI agent verifies identity, OpenConnect assembles the invoice, usage, and prior adjustments, the workflow determines the permitted credit, and a human approves the exception. Every system involved is updated before the interaction closes.

  1. 01Identity verified to the assurance level the action requires
  2. 02Ledger, usage, and adjustment history assembled from the billing system
  3. 03Policy determines the permitted adjustment range for this segment
  4. 04Approval routed inside the workflow where the amount requires it
  5. 05Credit posted, case updated, customer notified, run recorded

Go deeper

Choose the path that matches your role

For AI agents

Enterprise actionability for automated agents.

For human agents

One guided flow across every system.

Security & governance

Controls mapped to execution steps.

Integration directory

The systems OpenMethods connects.

Questions

What buyers ask first

What does aiEOS mean?

aiEOS stands for AI Experience Operations System: the operating layer that gives AI and human agents live enterprise context, governed workflows, and the system access needed to complete customer work.

Does OpenMethods replace our CRM or contact center platform?

No. It is built beside the stack, not instead of it. Your CRM, CCaaS, ERP, and identity systems remain the systems of record.

Is this only for human agents?

No. AI agents and human agents run the same governed workflows, which is what makes the handoff between them continuous.

How long does an initial implementation take?

It depends on the number of systems and workflows in scope. Most programs start with two or three priority workflows and expand from there — we scope this in a working session.

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.