Open Platform Cheatsheet

Quick reference guide to all Open features, integrations, and capabilities

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AI Communication Channels

Deploy AI agents across all touchpoints

AI Voice
Natural phone conversations
AI Web (chat)
Intelligent chat widget
AI Email
Automated email support
AI WhatsApp
WhatsApp Business API
AI Social
Unified social support
AI Slack
Internal & external Slack

The AI Engine (Agent 5)

Core AI capabilities powering all agents

Training Center
Documents, FAQs, knowledge bases
Observability
Real-time monitoring & analytics
Actions & Integrations
Connect to any API or system
Compliance & Security
GDPR, SOC 2, PII redaction
Evaluations (Evals)
Test AI quality & accuracy

Agentic Workflows

Automate complex multi-step processes

Workflow Builder
Visual editor for automation
Outbound Sequencing
Proactive customer outreach
Customer Insights
Extract actionable insights
Knowledge Gap Detection
Identify missing KB info
Templates
50+ pre-built workflows

Helpdesk Integrations

Native ticketing system integrations

Open
Open Helpdesk
AI-native
Zendesk
Zendesk
Ticket management
Intercom
Intercom
Inbox routing
Salesforce
Salesforce
Service Cloud
Freshdesk
Freshdesk
SLA management
HubSpot
HubSpot
Service Hub
Twilio Flex
Twilio Flex
Contact center

AI Training Sources

Connect knowledge bases and data sources to train your AI

Web Crawler
Notion
Notion
Confluence
Confluence
Google Docs
Google Docs
Gitbook
Gitbook
GitHub
GitHub
Slack
Slack
Dropbox
Dropbox
OneDrive
OneDrive
SharePoint
SharePoint
Zendesk
Zendesk Help Center
Intercom
Intercom Articles
Google Sheets
Google Sheets
Airtable
Airtable
Coda
Coda
Asana
Asana
Monday.com
Monday.com
HubSpot
HubSpot KB
MongoDB
MongoDB
Snowflake
Snowflake
BigQuery
BigQuery
Shopify
Shopify
Jira
Jira
Zapier
Zapier
Webhooks
REST API
View All Integrations

Industry Solutions

Purpose-built for specific industries

Financial Services
Compliant AI for banking
Healthcare
HIPAA-compliant patient support
Mobility & Transportation
Ride-sharing & logistics
Technology & SaaS
Reduce churn with AI
Travel & Hospitality
Bookings & guest services

Outbound Sequencing

Proactive outreach with AI across channels

Phone (AI Voice)
Automated outbound calls
Email (AI)
Automated email campaigns
SMS (AI)
Text message sequences
WhatsApp (AI)
WhatsApp outbound messaging
Web (AI Chat)
Proactive chat outreach

Free Tools & Resources

Calculators and assessment tools

ROI Calculator
Calculate cost savings
AI Readiness Assessment
Evaluate AI readiness
Team Size Calculator
Optimize team structure
Budget Planner
Plan support operations budget
Benchmark Tool
Compare to industry standards
Open Academy
Learn AI support best practices

Analytics & Insights

Extract actionable insights from conversations

Customer Insights
Voice of customer analysis
Knowledge Gap Detection
Identify missing documentation
Smart Clustering
Group similar issues
Root Cause Analysis
Identify actual causes

Security & Compliance

Enterprise-grade security standards

GDPR Compliant
EU data residency
SOC 2 Type II
In progress
PII Redaction
Automatic data protection
Audit Logs
Full activity tracking

API & Developer Resources

Build custom integrations and automations

REST API
Complete API documentation
Webhooks
Event-driven integrations
SDK Support
TypeScript, Python, more
White-label Embedding
Custom branding options

Customer Success Stories

Leading companies automating support with Open

MoneyGram
70%
55M customers, 200+ countries
Mollie
60%
€6.5B payment processor
Trunkrs
80%
61K+ Google reviews
Qoyod
77%
25K businesses
TicketSwap
67%
15M users, 42 countries
More.com
67%
34M tickets sold
CookingLife
70%
1M+ customers served
OTO
77%
Thousands of merchants
DeOnlineDrogist
73%
Top online pharmacy NL
One Car Now
60%
$86M-funded car subscription
View All Success Stories