Aircall Decision Trees for Call Center Teams
Process Shepherd is a decision-tree and guided workflow platform that works alongside Aircall, giving agents real-time guidance during live calls so every conversation follows the right process from start to finish.
Reduction
In Onboarding Time
Faster
Ramp-Up to Full Productivity
Reduction
In Average Handling Time
More Consistent Resolutions
Across All Agents
Guide Agents Through Every Call — In Real Time
Live calls leave no room for hesitation. When agents aren't sure what to say next, where to route a call, or how to handle edge cases, mistakes happen fast — long silences, incorrect promises, unnecessary escalations.
Process Shepherd removes that pressure. As agents handle calls in Aircall, they're guided step by step through the correct workflow, so they always know what to do next — even in complex or high-stakes conversations.
Aircall powers voice conversations. Process Shepherd adds structure and intelligence on top.
By aligning guided workflows with live call handling, agents follow consistent processes while still focusing on the customer. Whether it's sales qualification, support troubleshooting, or escalation handling, guidance adapts to the call context instead of relying on memory.
Native Aircall Integration - Building Call Workflows Without Code
Process Shepherd integrates natively with Aircall using an automated installer and an OAuth-based connection that follows Aircall's approved integration method.
Once connected, Process Shepherd securely interacts with Aircall's APIs to deliver guided workflows and real-time decision support during live calls. Authentication and permissions are handled through Aircall's standard OAuth flow, ensuring secure access without exposing sensitive data.
The result is a clean, reliable integration that fits naturally into existing Aircall call-handling workflows — no manual configuration, no disruption to agents, and no changes to how your team uses Aircall day to day.
Create call-handling decision trees using a no-code, drag-and-drop editor designed for operations teams.
Build workflows for: Call routing and escalation, Sales qualification scripts, Support diagnostics, Compliance-sensitive conversations, High-volume call scenarios. When scripts or processes change, update them once and every agent follows the new guidance immediately.
Advanced logic is supported but never required.
Connect Your Voice Stack. Get Instant Guidance During Live Calls.
Process Shepherd is designed to work alongside Aircall and your broader tech stack.
By connecting workflows to customer data and CRM context, agents can move through calls faster without stopping to search for information. The result: shorter calls, fewer transfers, and more consistent outcomes across your entire voice operation.
During live conversations, agents don't have time to search documents or ask for help.
Process Shepherd delivers guidance exactly when it's needed — step by step, in the moment — helping agents handle objections, follow escalation rules, and complete required steps without breaking the flow of the call.
Right answer. Right moment. Right call.
Continuous Improvement for Your Aircall Operations
See how your call workflows perform across real conversations.
Identify where agents hesitate, which steps slow calls down, and where escalations happen most often. Use this insight to refine call flows, improve agent confidence, and continuously optimize call handling quality.
When agents are guided through every call, performance improves without increasing pressure.
Agents feel supported instead of exposed. Supervisors gain consistency instead of variability. Customers experience smoother, more confident conversations.
Process Shepherd turns Aircall into more than a phone system — it becomes a guided, repeatable call experience that scales with your business.
Ready to improve how your team handles calls?
Book a demo to see how real-time call guidance with Process Shepherd works in practice.
