Handle Regulated Workflows

In regulated industries, maintaining compliance while managing complex customer interactions poses distinct challenges. Process Shepherd’s decision trees offer substantial advantages over conventional training and monitoring methods by providing step-by-step navigation through any procedure, making every agent an expert.

Are These Challenges Familiar?

Long onboarding periods draining resources and budget
Risk of costly compliance violations
Inconsistent handling of edge cases across teams
Difficulty maintaining and updating process documentation
High cognitive load on agents managing compliance requirements
Extended time to agent competency
Quality assurance struggles with process adherence

Decision Trees for Real-Time Process Guidance

Dynamic decision trees adapt to each customer scenario
Step-by-step guidance ensures compliance at every stage
Built-in validation prevents process shortcuts
AI-powered assistance for instant process clarification
In-line knowledge snippets provide contextual help at each step
Background automation options to remove manually or repetitive tasks

Step by Step

Guidance

Automation

Options

Assistance

Accelerated Agent Development

Reduce Onboarding Time

Providing real-time guidance for new agents reduces training requirements for business processes and allows them to focus more on customer service

Cut Time To Competency

Using decision trees empower new hires to flawlessly handle complex scenarios without errors and independently within days while building competency naturally.

Lower Compliance Risk

Through guided workflows, agents consistently follow approved processes, preventing compliance violations caused by process deviations.

No Technical Expertise Required

Process Shepherd enables organizations to handle process optimization independently, without the need for IT experts or external vendor services. Our straightforward, no-code platform prioritizes simplicity, allowing business users to rapidly develop and enhance decision trees. The platform’s drag-and-drop interface ensures the business can directly manage process transformation effectively and independently.

Advanced users can take advantage of our low-code capabilities that can connect to integrate external APIs and provide automation capabilities. This powerful functionality allows organizations to tackle complex requirements while maintaining the platform’s user-friendly, intuitive interface.

Low Learning Curve

Easy To Use

No Code Option

Getting Started for Success

Start your journey with Process Shepherd on the right foot. With intuitive tools, best practices, and ongoing support, you’ll quickly build impactful workflows that deliver measurable results. Whether starting small or scaling fast, we’re here to help you achieve your goals with confidence.

1

Create Your Free Account Now

Get started with Process Shepherd risk-free! Sign up today for a free 30-day trial account – no credit card required.

Experience the full power of our platform and see how it can transform your customer service operations.

2

Create Your Workflows

With our intuitive drag-and-drop editor, designing workflows is simple and requires no technical expertise. Easily map out processes to guide agents step-by-step through every interaction, ensuring both accuracy and efficiency.

Our flexible platform enables you to address every edge case, creating tailored paths for even the most complex scenarios. The no-code editor offers a user-friendly interface for quick and seamless workflow creation, while the low-code editor supports advanced users with robust API integration capabilities to meet more sophisticated needs.

3

Integrate with your Helpdesk, CX or CRM

To achieve optimal results, Process Shepherd can function directly within your CX platform or CRM as an integrated app. Many integrations can be effortlessly installed with a single click through via external marketplaces.

Our list of supported integrations is continually growing, and if your platform isn’t currently included, let us know—we’ll work with you to make it available.

4

Start Small, Improve Over Time

Encourage your agents to begin using the interactive decision trees you’ve developed as soon as possible. For optimal results, start with a few essential workflows and gradually expand over time, rather than building them all at once.

Once these workflows are in use, agents can offer valuable feedback, enabling you to refine and enhance the decision tree for even greater effectiveness over time

5

Measure, Analyze, Improve, Repeat

Assess the performance of every process using built-in reports designed to highlight what’s working and identify areas for improvement.

Reporting data can be seamlessly exported to external BI platforms and combined with CX data sources for comprehensive insights. Leverage detailed analytics and agent feedback to pinpoint optimization opportunities, drive continuous improvement, and maximize results.