Getting Started Articles

  Product Overview

An overview of OpenMethods and our products.


Delivering on the Promise of CX Communicating with your customers used to be so easy, when there was just the telephone. But over the past decade, things have become complicated for businesses, as customers have become Omnichannel with email, texting, chat, mobile, video and social. The major challenge for businesses in delivering true Omnichannel C...


Published: February 7th, 2022

  Suite Reference Architecture

OpenMehtods Functional Overview


OpenMethods Functional Overview OpenMethods' solutions are composed of two primary components; Harmony and PopFlow. Harmony provides Omnichannel integration between the CRM and telephony platforms, while PopFlow provides automated interaction workflow within the CRM.  Harmony In a traditional contact center environment, calls are routed by the telep...


Published: October 18th, 2022

  How We Handle Product Feedback

Learn how OpenMethods handles product feedback, ideas, and requests through our Feature Request & Ideas portal.


OpenMethods is a powerful and feature-rich product. We receive a lot of product feedback, requests, suggestions, and ideas from our customers. With limited resources and a focused product roadmap, we have to decide what we work on based on both the value it delivers and the number of users it benefits. Unfortunately, this means sometimes we have to ...


Published: September 16th, 2022

  Product Support and Compatibility Matrix

Overview of third-party and product compatibility for OpenMethods software.


Key Defined Supported Limitations - See Notes Not Supported / Untested Researching Browser Support Product Chrome Edge Firefox Safari OpenMethods Platform (Harmony & PopFlow) Versions 86 & Above Windows 10 Only System Requirements OpenMethods currently does not specify workstation requirements (memory, processing, and operating system) and b...


Published: September 21st, 2022

  OpenMethods Terminology

A quick reference guide to OpenMethods terminology and product information.


Changes & Definitions  Old Term New Term Definition DesignerThe DesignerPopFlow DesignerPopFlow Studio Experience Designer The administrative interface for creating automated workflows, scripts, screen pops etc. Workflow(s)ScriptsScreenPops PopFlows The automations, workflows, scripts that users/customers create within the Experience Designer. R...


Published: October 3rd, 2022

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