Create Your Workflows
With our intuitive drag-and-drop editor, your business analysts can effortlessly create workflows that guides agents though the process. Factor in every edge case and incorporate relevant help documentation within each step to ensure perfect adherence.
Integrate to Where Your Agents Work
Process Shepherd doesn't ask your agents to change how they work — it meets them inside the tools they're already in. Whether your team runs on Zendesk, Genesys Cloud, Freshdesk, Zoho Desk, or Aircall, Process Shepherd embeds directly into the agent workspace, delivering step-by-step guidance right where it's needed most.
Agents Use It on Every Interaction
Provide your agents with bite-sized interactive decision trees that can guide them through any process, even if they are unfamiliar with it. Whenever an agent is presented with an interaction, Process Shepherd can suggest the most suitable workflows to match.
Measure, Analyze, Improve, Repeat
You can measure the performance of every process with built in reporting which can also be exported into external BI platforms. The reports can provide detailed information down to the compliance level and auditing events. Agents can provide feedback on their experience to assist with ongoing tuning and refinement.
How We Can Help
Process Shepherd is a powerful platform that helps organisations improve efficiency and compliance within their contact centres. By reducing onboarding time, ramp-up time, and average handling time while ensuring compliance with the most current business processes, our platform helps you deliver the best possible customer experience.
By automating repetitive steps within a process, we save time and reduce human error — leading to increased efficiency and productivity across your entire team.
Reduce Agent Onboarding Time
Reduce Agent Ramp Time
Reduce Average Handling Time
Frequently Asked Questions
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