Integrations
with Process Shepherd
Process Shepherd integrates directly with the tools your support teams already use, guiding agents through the right process inside each platform. From contact centre solutions to helpdesk and CRM systems, our integrations ensure consistent execution, better compliance, and higher-quality customer interactions. Explore the integrations below to see how Process Shepherd fits seamlessly into your existing workflow.
In-ticket decision trees that help agents resolve issues faster without switching tools or searching documents.
Structured guidance tied to each interaction, with deep visibility into workflow performance and agent execution.
Guided workflows inside every ticket, ensuring agents follow the right steps from first response to resolution.
Context-aware workflows embedded in the agent workspace, keeping teams focused and tickets moving efficiently.
Real-time agent guidance during live calls, so conversations stay consistent, compliant, and on track.
Why Support Agents Love Process Shepherd
Agents always know exactly what to do
Process Shepherd removes guesswork. Agents are guided step by step inside the tools they already use, so critical actions, questions, and compliance steps are never missed — even by new hires.
Faster resolutions without added pressure
By delivering the right guidance at the right moment, agents spend less time searching, asking for help, or escalating unnecessarily. Tickets are resolved faster, with lower handle time and less stress.
Consistent, high-quality support at scale
Every agent follows the same approved workflows across channels and platforms. This eliminates inconsistency, reduces errors, and ensures customers receive the same quality experience every time.
Real visibility into what actually happens in tickets
Integrations turn workflows into measurable execution. Teams can see where agents struggle, which steps cause friction, and how processes perform in real usage — enabling continuous improvement based on data, not assumptions.
