Assemble Agent and Customer Journeys, Step-by-Step
OpenMethods lets you design real-time, responsive experiences inside Oracle or Zendesk—triggered by live data, field updates, and workflow events.
No code. No switching tabs. Just smarter resolution paths.
React in Real Time. Route with Precision.
Don’t just automate—intelligently respond. Trigger flows based on what matters: ticket fields, customer segments, external systems, or internal SLAs.
Feature Callouts:
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📡 Real-time data from CRMs, OMS, and custom systems
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🧠 Context-aware logic to personalize every workflow
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⚡ One-click PopFlows to launch screens, scripts, or searches
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🧩 Modular layouts with tabs, dynamic pages, and conditionals
A Widget for Every Moment in the Journey
Launch workflows that guide agents and serve customers with just the right info—at just the right time. Mix and match no-code building blocks to match your process.
Real Tools for Real-Time Agents
Each block is more than a trigger—it’s an intelligent building tool designed to adapt to your exact needs.
Bullets / Supporting Copy:
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Launch Agent Scripts → Deliver tailored scripts based on interaction type
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Search & Select Context → Pull customer data instantly, no lookup needed
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Conditional Logic → Route paths based on custom logic or thresholds
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Set Values → Update fields and flags to sync across systems
Every Block Has a Purpose
Your CX logic deserves more than basic automation. OpenMethods widgets combine flexibility with precision—so every agent workflow leads to faster, better outcomes.
Conditional Logic
Fire workflows only when criteria are met—like VIP tags, order types, or SLA thresholds.
Ticketing
Open, update, or comment on tickets without leaving the UI.
API / Data Calls
Push/pull live data from CRMs, ERPs, or third-party systems.
Workflow Routing
Guide tickets down different resolution paths using decision trees.
Action Buttons
Present contextual buttons to take action instantly—no training needed.
Success/Fail Paths
Handle system responses cleanly and always suggest the next step.
Design Flows that Feel Effortless
You’re not just building interfaces—you’re creating outcomes. With OpenMethods, design support flows that feel intuitive to agents and effortless to customers.
Launch Better Agent & Customer Experiences – Today