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: February 7th, 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: May 23rd, 2022

  Product Support and Compatibility Matrix

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


Key Supported  Limitations - See Notes  Not Supported / Untested 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 bandwidth requireme...


Published: August 3rd, 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: April 6th, 2022

  Connect API


The OM Connect API is used for notifying connected clients with real-time events. The API messages POST and GET payloads to the Messaging Server to invoke PopFlow Events.  URL CRM connection If you want to send an OM Connect event to an agent that is NOT logged into the CTI platform and you have the CRM ID, then use the following URL https://connect...


Published: May 4th, 2022

  Data API

Learn about the Data API for PopFlow.


The OpenMethods Data API allows the client application to communicate with PopFlow API. The Data API includes endpoints for Fusion, Workflow Data, Service Cloud, Proxy, CRM, Events, and Applications. Select an endpoint to learn more....


Published: March 16th, 2022

  Testing OpenMethods Cloud Services Connectivity

Need to test the connectivity of OpenMethods Cloud Services? Our simple connectivity test can help.


The OpenMethods Cloud Services Connectivity test can be used to test the connectivity of shared services. The test page is not password protected, and can be loaded on any agent workstation. CONNECTIVITY TEST URL https://services.openmethodscloud.com/ Running the connectivity test Log in to your OpenMethods environment. Navigate to https://services....


Published: August 16th, 2022