Zoho Desk Decision Trees
Process Shepherd is a decision-tree and guided workflow platform that works inside Zoho Desk, giving agents intelligent, context-aware guidance for every ticket, record, and customer interaction.
Reduction
In Onboarding Time
Faster
Ramp-Up to Full Productivity
Reduction
In Average Handling Time
More Consistent Resolutions
Across All Agents
Smart Guidance for Every Zoho Interaction
Zoho gives your team powerful flexibility — but that flexibility might come with complexity if you’re unfamiliar with the processes. Agents have to decide which process applies, where to escalate, and how to handle edge cases based on ticket type, customer status, and internal rules.
Process Shepherd removes that uncertainty. When agents open a ticket in Zoho Desk, they’re automatically shown the exact workflow they need — tailored to the situation in front of them — so they act with confidence instead of guesswork.
Zoho is where your agents work. Process Shepherd is the intelligent assistant that works alongside them.
Based on ticket category, priority, customer type, agent role, and real-time Zoho data, Process Shepherd adapts guidance to each interaction. Whether it’s support, sales, onboarding, or compliance, agents always see the right process at the right time — without searching or asking for help.
Native Zoho Desk Integration - Building Workflows Without Code
Process Shepherd integrates securely with Zoho Desk, appearing contextually inside the tools your team already uses. There are no separate windows and no workflow disruption. With enterprise-grade OAuth 2.0 security, automatic user synchronisation, and granular access controls, Process Shepherd fits cleanly into your existing Zoho environment from day one.
Your Zoho data stays in Zoho. Process Shepherd simply adds an intelligent guidance layer on top.
Create sophisticated decision trees using a simple drag-and-drop editor — no technical skills required.
Operations teams can design workflows for ticket triage, escalations, lead qualification, onboarding, compliance checks, and complex troubleshooting. When processes change, update the workflow once and every agent sees the new guidance instantly.
Test safely in sandbox mode, then deploy to production with a single click.
Connect Your Existing Zoho Ecosystem. Get Instant Guidance
Process Shepherd reads real-time data from Zoho Desk to deliver dynamic, adaptive workflows.
That means escalation paths specific to ticket category and priority, sales workflows that adjust based on deal size and stage, client-specific processes for BPO teams, and expert-level guidance for new hires from day one.
Workflows aren’t static documents — they change based on customer responses and live Zoho data, eliminating manual work and reducing costly errors.
When agents hit edge cases, Process Shepherd’s AI assistant delivers instant, context-aware answers based on the exact ticket or record they’re viewing.
No escalations. No document searches. Just the right answer, in the moment, directly inside Zoho. Agents stay focused, issues get resolved faster, and supervisors stay out of the weeds.
Continuous, Data-Driven Support
See how your processes perform in the real world. Track completion rates, identify bottlenecks, and understand where agents struggle.
Use real usage data — not assumptions — to refine workflows, reduce escalations, and continuously improve how your Zoho operation runs at scale.
When intelligent guidance meets Zoho’s platform, teams do more with less stress — and customers feel the difference. Agents stop second-guessing. Managers gain consistency. Customers get faster, more accurate service.
Process Shepherd turns Zoho into a system that actively supports your team — helping your business scale smoothly while keeping people confident, capable, and in control.
Get started today.
Schedule a personalized demo to see how it works with your specific Zoho setup and use cases.
