Customer OS

Your business.
Your operating system.

Build, connect, and run your customer operation from one flexible platform.

Create the modules your business needs, connect customer data, conversations, media, internal systems, and external channels, and give every team a connected environment to operate from.

One platform.
Built around your business.

Customer operations rarely fit into a fixed structure.

Customer OS gives enterprises the flexibility to create the modules, views, relationships, and processes their business actually needs — while keeping everything connected.

  1. 01Customer
  2. 02Context
  3. 03Modules+Data+Conversations
  4. 04Teams + Actions
  5. 05Outcomes

Build

Build the workspace your business needs.

Your business isn’t standard. Your software shouldn’t be either.

Create custom modules, fields, layouts, relationships, and views without being locked into a predefined structure.

Create what your operation needs.
Change it as your business evolves.

Modules New module Claims Draft Publish module

Create a module

Patients Appointments Claims Orders Cases Assets Blank module
FieldTypeRequired
Claim IDAuto number
PolicyholderRelation → Customers
Claim amountCurrency · INR
StatusSubmittedIn reviewApprovedPaid
DocumentsFiles · PDF, images
Assigned teamRelation → Teams
Add field
  • Custom modules

    Create the business objects that matter to your organization.

  • Flexible views

    Give each team the information and layout they need.

  • Connected relationships

    Link modules so information moves naturally across the customer journey.

  • Evolving structure

    Adapt modules and processes as teams, products, and operations change.

Connect

Everything your customer operation touches. Connected.

Customer information doesn’t live in one system.

Connect conversations, customer data, internal communication, media, files, applications, channels, and enterprise systems into one operating layer.

Your systems stay.
Your operation becomes connected.

Customer OS is designed to work with the systems your enterprise already relies on rather than forcing every process into another isolated application.

Operate

Give every team the context to get work done.

Different teams have different responsibilities. They shouldn’t have to work from disconnected systems.

Customer OS gives each team the workspace it needs while keeping the underlying customer context connected.

Meridian Care Front Desk workspace SJRN
AppointmentsCustomersCommunication

Today’s arrivals 24 expected

10:30PRPriya ReddyDr. Sarah JenkinsChecked-in
10:45PGParvish GDr. Akishore KumarChecked-in
11:00BDBrahma DevaDr. Suresh KumarArriving
11:40AKAsha KDr. Anand AgoyaScheduled
12:00MPMohan PrasadDr. Govind VermaNeed a call

Inbox 3 new

Priya ReddyShould I bring my previous reports?
Mohan PrasadMissed call · asked for a callback
Lalitha SInsurance card attached
Shared customer context PRPriya Reddy 3 appointments 1 open request 14 messages The same record in every workspace

Different workspaces.
One connected operation.

Teams can run on different interfaces and different modules without any of them turning into a silo.

Every interaction stays in context.

A customer should not become a different record every time they move between teams.

Customer OS connects the journey across modules, conversations, activities, and operational processes.

Meridian Care Customers Priya Reddy
PR

Priya Reddy

CUS-20417 · Customer since 2023

New patientCardiology

+91 98••• ••210 p••••@example.com

Appointments

10:30 AM Cardiology consultationDr. Sarah Jenkins · Today Checked-in
12 Dec General check-upDr. Anand Agoya Completed
Service Desk SR-1048
SR-1048 Open

Report copy request

Created from a WhatsApp conversation

Automatically · 10:42 AM

Dr. Sarah Jenkins added a note

10:58 AM · Cardiology

Share the ECG and echo reports with the patient. Follow up in one week.

Follow-up scheduled

Tuesday, 20 January · 10:00 AM

WhatsApp reminder

OwnerRNFront desk

One record · Priya Reddy · CUS-20417

The appointment, conversation, request, and follow-up are part of the same customer context.

Shown with a healthcare workspace. The same structure carries orders, claims, cases, and accounts.

Enterprise

Built for the complexity of enterprise operations.

As organizations grow, their operating layer needs to grow with them.

Customer OS is designed to support different teams, business units, processes, systems, and customer journeys without forcing the organization into a rigid structure.

  1. 01

    Flexible architecture

    Adapt the platform to different teams, business units, and operating models.

  2. 02

    Connected ecosystem

    Work across the systems and channels your enterprise already relies on.

  3. 03

    Governance

    Control access, ownership, and how information is used across the organization.

  4. 04

    Scalability

    Support growing customers, teams, modules, workflows, and operations.

  5. 05

    Extensibility

    Keep evolving the operating environment without rebuilding the technology stack.

The foundation for everything your customer operation needs.

Customer OS provides the connected foundation for the rest of the Wisemelon platform.

Customer OS

Build the way your business works.

Create a connected customer operation with Wisemelon Customer OS.