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Deliver real-time context and guided actions with OpenMethods.


No code, no tab hopping, just better support.

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Smarter, faster support—built into the CRM.

Deliver contextual data, guided workflows, and automation right where agents work. No tab switching. No delays. Just better outcomes.

Key Benefits:

  • 🔄 Real-time data from connected systems

  • 🧭 Configurable workflows for each interaction

  • ⚡One-click actions for PopFlows or external links

  • 🧩 Modular layouts with tabs, pages, and dynamic sections

 

Start creating intuitive in-CRM experiences that guide agents, reduce friction, and elevate customer satisfaction—all powered by OpenMethods.

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Define Content-Aware Sections

🧩 Define Content-Aware Sections

Break your interface into dynamic sections that adapt based on ticket context, user data, or workflow triggers.

💡 Why it matters:

Content-aware sections ensure agents only see what’s relevant to the interaction at hand, reducing clutter, improving focus, and speeding up response times. It’s a  smarter UI that responds to real-time needs.

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Integrated Customer Insights

🧩 Reference External Data Sources

Display key information from CRMs, commerce platforms, or internal systems—right inside the agent view.

💡 Why it matters:

Giving agents quick visibility into customer history, orders, or account data enables informed conversations and faster resolutions, without switching tabs or hunting across tools.

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Action Buttons

🧩 What Do These Buttons Do?

These are Action Buttons—designed to trigger key agent workflows with a single click.

💡 Why it matters:

  • Go to URL → Instantly open external resources, tools, or documentation
  • Go to PopFlow → Launch predefined workflows, automation, or guided paths

Buttons are fully configurable—rename them, style them, and map them to the outcomes that matter most for your agents and customers.

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Everything you need, right inside Zendesk

📦 Make decisions faster with real-time order insights

Pulling from systems like Shoppy, this section gives agents a 360° customer view—no tab switching required.

✅ Faster verification, smoother resolution.

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Shoppy Order Info Retrieved

🔍 No more chasing down order details
Instant confirmation that an order was found means agents can act with confidence—no guesswork, no bouncing between tools.

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Resend Order / Trigger Replacement

⚡ One click. Problem solved.

These buttons empower agents to handle fulfillment issues instantly—no backend requests, no delays.

🛠️ First-contact resolution just got easier.

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Smart Actions Based on What’s Happening

🧠 Tools that adjust to the conversation

Quick-access actions like returns KB or call scripts give agents the right support at the right time.

🧭 Driving consistency, reducing training effort.

Empower Your Interactions!

The OpenMethods Experience Client transforms into a dynamic agent workspace. The example below showcases how agents can:

  • View external data in collapsible sections

  • Interact with real-time tables powered by workflow triggers

  • Launch PopFlows or open URLs with custom buttons

  • Match visual priorities with styled, action-focused buttons

  • Configure pages and sections specific to support workflows

✅ Why It Matters

  • Faster support through contextual guidance

  • Fewer clicks, less hunting across tools

  • More personalized responses, with the right data on hand

  • Greater consistency, no matter who’s handling the ticket

 

Whether it’s verifying an address, triggering an order replacement, or pulling data from external CRMs, the OpenMethods Experience Client turns your CRM into a fully integrated support hub.

OpenMethods brings real-time data, automation, and guided workflows directly into the CRM.

OpenMethods puts everything agents need—data, automation, and actions—directly inside the CRM.
No coding. No waiting. Just smarter support, built for speed and scale.

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