OpenMethods Terminology & Feature Overview
π OpenMethods Terminology & Feature Overview
Welcome! Below is a quick reference guide to key terms used across OpenMethods' Experience Cloud platform.
π Platform
Experience Cloud
Unified platform that powers real-time CRM integration, workflows, and agent experiences.
π Key Features
Experience Client: Embedded app for agents that delivers real-time workflows, screen pops, and guided interactions inside the CRM.
Experience Designer: Visual tool for building and managing agent workflows without coding.
AppConnector: Secure connector for linking external systems (like order management or billing) with your CRM via OpenMethods.
OpenConnect: Real-time integration interface that pulls or pushes data between OpenMethods and external APIs or databases.
Popflow: Engine that drives automated screen pops, modals, and workflow guidance triggered by CRM events or external actions.
βοΈ Generic Platform Features
SSO (Single Sign-On): Authenticate once to access OpenMethods securely via your CRM login.
UserManagement: Manage user accounts, permissions, and roles inside the OpenMethods platform.
EnvironmentManagement: Manage multiple platform environments (development, staging, production) for safe build and deployment practices.
EncryptionKey: Security keys used to encrypt and protect data moving between OpenMethods, CRMs, and external systems.
π¬ Need Help?
If you're unsure about any of the terms or features while setting up your environment, contact OpenMethods Support β we're here to help!
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