INPUT CHANNELS
Emails
Live Chat / Chatbots
Web Forms / Portals
APIs / Integrations
Internal Inputs
(Sheets, etc.)
AUTOMATION WORKFLOW
Automate. Simplify. Accelerate.
OMSL AUTOMATION ENGINE
Five-step automation workflow
CAPTURE
Collect Data
CAPTURE
Ingests from all channels in real-time. Auto-parses attachments, threads & payloads.
UNDERSTAND
AI / Rules Engine
UNDERSTAND
NLP classification, intent detection, entity extraction with custom business rules.
PROCESS
Automate Tasks
PROCESS
Orchestrates approved workflows and decision trees, with human review and approval points included wherever required.
ACTION
Execute & Integrate
ACTION
Pushes to CRMs, ERPs, ticketing and triggers downstream actions.
LEARN
Improve Continuously
LEARN
Feedback loop trains models, reduces exceptions and improves accuracy.
OUTPUTS
Integrations
CRM, ERP, etc.
Reporting
Alerts & Notifications
Dashboards
REAL-TIME SYNC
All outputs stream continuously
POTENTIAL BUSINESS IMPACT
Reduced
Time Saved
Lowered
Manual Effort Reduced
Fewer Errors
Error Reduction
Faster
Faster Response Time
CX ↑
Better Customer Experience
Costs ↓
Lower Operational Costs
Growth
Scalable Business Growth
Built for real support teams
In practice
A support ticket is automatically prioritized and routed to the right team based on urgency.
A lead that's gone quiet for a few days gets a timely automatic follow-up instead of falling through the cracks.
Support and CRM data stay in sync without anyone manually updating either system.
Examples of Workflows We Can Automate
A sample of the workflows Open Mind can automate for a customer support or back-office operation.
HRMS Automation
Attendance, leave, and payroll workflows sync automatically.
MIS & Reporting
Live dashboards with reduced manual reporting.
Lead Nurturing
Quiet leads get automatic, timely follow-ups.
Ticket Routing
Prioritized and routed the moment it lands.
CRM Sync
Support and CRM data stay in sync.
Feedback Automation
Post-resolution surveys, sent automatically.
Escalation Alerts
At-risk tickets flagged before they churn.
Patient Appointment Scheduling
Bookings, reminders, and reschedules — automatic.
Insurance & Claims Processing
Claim status and document checks, automated.
Patient Follow-up & Reminders
Medication and care reminders sent on schedule.
Report & Prescription Delivery
Lab reports and prescriptions, delivered automatically.
Order Tracking & Updates
Status updates sent the moment they happen.
Cart Recovery
Abandoned carts get a timely, automatic nudge.
Returns & Refunds
Route and process eligible return requests automatically.
Personalized Recommendations
Relevant suggestions, based on real behavior.
Inventory & Stock Alerts
Low-stock and restock alerts, automatic.
Omnichannel Inventory Sync
Synchronize online and in-store inventory at configured intervals.
Promotions & Offers
The right offer, sent to the right customer.
HRMS Automation
Attendance, leave, and payroll workflows sync automatically.
MIS & Reporting
Live dashboards with reduced manual reporting.
Lead Nurturing
Quiet leads get automatic, timely follow-ups.
Ticket Routing
Prioritized and routed the moment it lands.
CRM Sync
Support and CRM data stay in sync.
Feedback Automation
Post-resolution surveys, sent automatically.
Escalation Alerts
At-risk tickets flagged before they churn.
Patient Appointment Scheduling
Bookings, reminders, and reschedules — automatic.
Insurance & Claims Processing
Claim status and document checks, automated.
Patient Follow-up & Reminders
Medication and care reminders sent on schedule.
Report & Prescription Delivery
Lab reports and prescriptions, delivered automatically.
Order Tracking & Updates
Status updates sent the moment they happen.
Cart Recovery
Abandoned carts get a timely, automatic nudge.
Returns & Refunds
Route and process eligible return requests automatically.
Personalized Recommendations
Relevant suggestions, based on real behavior.
Inventory & Stock Alerts
Low-stock and restock alerts, automatic.
Omnichannel Inventory Sync
Synchronize online and in-store inventory at configured intervals.
Promotions & Offers
The right offer, sent to the right customer.
Automate the Repetitive Work Behind Customer Service
Schedule a demonstration of ticket routing, lead follow-up, reporting and other workflows relevant to your operation.