OpenOS Technologies
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For banks, insurers, and NBFCs in India

AI-native customer operations

We run customer support. AI does the work. Humans take the exceptions.

OpenOS takes the inbound queue on WhatsApp, email, and voice, resolves the routine majority, and audits every eligible closed interaction so compliance has a record. You keep your telephony, WhatsApp provider, helpdesk, and CRM.

Book a walkthrough See the product
Providers stay yours Evidence stays tenant-scoped Demonstration data is labelled
Containment falling Unassigned cases 12 Repeat contact rising
TrinetraDemonstration data
Decision required

Contain the return-status escalation spike

High confidence

Twelve unassigned return-status cases are driving repeat contact while L0 containment for the same intent is falling.

Business impactSupport capacity and repeat-contact risk
Proposed owner roleHead of Customer Support
DeadlineWithin 72 hours
RecommendationPublish the corrected workflow and route unassigned cases
Evidence
  • Containment declined for return-status intent
  • Twelve cases have no current assignee
  • Repeat contacts increased in the demonstration window
Generated decision artifact
01One operating recordConversation, case, quality, and decision evidence
02Your stack staysTelephony, WhatsApp, helpdesk, and CRM stay yours
03Priced on the interactionPer resolved-and-audited contact, plus a 60-day retainer
04NVIDIA Inception memberMembership, not customer endorsement

The operating gap

The floor turns over. Quality samples a slice. The regulator wants the record.

Banks, insurers, and NBFCs still run large agent floors and review a small share of conversations. RBI and IRDAI now expect a defensible record of the complaint, not a sample. OpenOS runs that operation: resolve, hand off, audit, and decide.

Why operators choose OpenOS →
01 / Fragmented context

The bot, agent, and quality team each see a different version of the interaction.

OpenOS keeps the conversation, handoff, case state, quality evidence, and decision frame connected.

02 / Hidden drift

Stable volume can hide falling containment, unowned exceptions, and repeated failure.

Trinetra correlates those signals into a material pattern leadership can inspect.

03 / Unowned insight

A dashboard can show the problem without creating accountable follow-through.

A Decision Card proposes the responsible role and deadline; selected action becomes a managed task.

One incident. Five product moves.

Follow the evidence from signal to decision.

Explore a single return-status scenario across connection health, Agent Studio, Workspace, Quality, and Trinetra. Every screen is from the real OpenOS application with controlled demonstration data.

01 / Signal

A repeated support intent starts to drift.

OpenOS observes the support evidence already entering the operation: messages, cases, workflow states, assignment, and quality results.

  • Return-status contacts rise
  • L0 containment falls
  • Unassigned cases accumulate
Signal coverage Demonstration data
OpenOS integration control plane showing connected channel evidence 01 Connection health
Connections remain customer-owned. OpenOS records normalized evidence and connection health.

The core output

A decision should carry its evidence and its boundary.

Trinetra generates a structured Decision Card—not a notification and not a hidden autonomous action. The card makes the issue, impact, evidence, assumptions, recommendation, proposed owner role, deadline, and confidence inspectable.

  1. 01
    Evidence before assertionSources, assumptions, and risk stay available for review.
  2. 02
    Recommendation before executionThe next action is explicit and bounded by the supported workflow.
  3. 03
    Task after selectionNamed assignment and lifecycle status belong to managed work, not the generated card.
Explore Trinetra and Decision Cards →
Decision required

Contain the return-status escalation spike

High confidence

Twelve unassigned return-status cases are driving repeat contact while L0 containment for the same intent is falling.

Business impactSupport capacity and repeat-contact risk
Proposed owner roleHead of Customer Support
DeadlineWithin 72 hours
RecommendationPublish the corrected workflow and route unassigned cases
Evidence
  • Containment declined for return-status intent
  • Twelve cases have no current assignee
  • Repeat contacts increased in the demonstration window
Generated decision artifact

The product

Four surfaces. One support memory.

Product names remain secondary to the job: resolve, escalate, audit, and decide.

Resolve: L0 Agents 01

Resolve

L0 Agents

Ground first-contact support in approved knowledge, authorized tools, and explicit escalation boundaries. Explore resolve →
Escalate: Workspace 02

Escalate

Workspace

Give people the transcript, customer context, SLA, and a clear claim path—not a cold ticket. Explore escalate →
Audit: Quality 03

Audit

Quality

Apply versioned scorecards to configured eligible work and preserve the evidence behind every finding. Explore audit →
Decide: Trinetra 04

Decide

Trinetra

Correlate repeated support drift into evidence-backed Decision Cards and managed follow-through. Explore decide →

Regulated India first. Then the job your team owns.

Enter through the operation you run.

Banks, insurers, NBFCs

Where do complaints need a record that can stand up to RBI or IRDAI?

Routine resolution, exception handoff, and an audit of every eligible closed interaction.

Open the BFSI journey → Operations & Quality

What was evaluated, why did it fail, and what should improve?

Eligibility, scorecard evidence, findings, reconciliation, and coaching.

Open the Quality journey → Technology & Leadership

Which operational drift needs a decision—and what evidence supports it?

Provider health, workflow reliability, material patterns, and Decision Cards.

Open the leadership journey →

Integration ecosystem

Keep the stack your operation already trusts.

Connect through provider APIs, webhooks, and scoped implementation.

CCaaS & helpdesk

Zendesk
Freshdesk
ServiceNow
Genesys
NICE CXone
Five9
Talkdesk

CPaaS & channels

Twilio
Gupshup
Exotel
Infobip
Sinch
Meta / WhatsApp
Sarvam AI

CRM, ERP & commerce

SAP
Oracle
Microsoft Dynamics 365
HubSpot
Zoho
Shopify
Tally

Logos identify commonly operated systems, not partnerships or preconfigured native connectors. Connection scope depends on provider APIs, permissions, credentials, and deployment requirements.

How OpenOS connects

Integrations are the eyes and governed hands—not a replacement stack.

Providers execute delivery. Systems of record stay authoritative. OpenOS normalizes evidence and invokes only configured, authorized paths.

01

Customer channels

Inbound email and WhatsApp resolution are in production. Implemented paths cover web chat, website forms, Google Workspace email, and Amcos WhatsApp. Meta WhatsApp is activated with the required customer credentials and provider approval.

02

Voice providers

Voice is live on Exotel and Sarvam. 11 Indian languages today, 22 targeted. The provider still carries the call.

03

Operational systems

Scoped HTTPS APIs, webhooks, scheduled JSON ingestion, and governed HTTP tools connect systems that do not yet have a packaged adapter.

Inspect the integration architecture →

Governed by design

Trust lives inside the product story.

Tenant boundaries, role-scoped access, secret references, evidence trails, approval controls on supported workflows, and explicit claim boundaries are part of how OpenOS operates.

Open the Trust Center Review the architecture
Connection control plane Demonstration data
OpenOS integration control plane showing tenant-scoped connection health 01 Tenant isolation 02 Connection health
Connection state and operational readiness are visible without moving provider ownership into OpenOS.

Tailored walkthrough

Bring one support workflow. Leave with a clear first loop.

A tailored walkthrough for support, compliance, operations, and technology leaders at banks, insurers, NBFCs, and public helplines.

  1. 01
    Your current loopChannels, systems, volume, and the operational gap.
  2. 02
    The product proofResolve, escalate, audit, and decide in one scenario.
  3. 03
    A scoped first deploymentOne workflow with explicit evidence and success measures.

Prefer email? sales@openost.com

We respond within one business day. Your details are used only to arrange the walkthrough.