Imagine every BPO agent handling interactions with the speed and precision of your top performers, while reducing training time by up to 80%. With Process Shepherd’s decision tree technology, it’s not just possible – it’s redefining BPO excellence for business across industries.
Provide real-time guidance for new agents, reducing training time by up to 80%. Enable confident handling of even complex cases from day one.
Our intuitive decision trees guide every agent through your exact processes and best practices, eliminating guesswork and ensuring compliance to your processes.
Refine decision trees to adapt to changing needs. Push updates live instantly, so every agent is always following the latest approved processes.
Process Shepherd empowers your business to take control of process optimization without relying on IT specialists or vendor professional services. Our intuitive, no-code platform is designed with ease of use in mind, enabling your team to quickly master the art of building and refining decision trees. With drag-and-drop simplicity and a user-friendly interface, Process Shepherd puts the power of process transformation directly in the hands of your business users.
Whether you need to create new workflows, modify existing ones, or push updates live across your entire BPO operation, Process Shepherd makes it simple to drive change and adapt to evolving needs – no technical expertise required.
Low Learning Curve
Easy To Use
No Code Option
Process Shepherd equips agents with step-by-step guidance through every customer interaction, streamlining even the most complex workflows. By eliminating guesswork and providing instant access to the right information, agents can resolve inquiries faster and more efficiently. The result? A 30-50% reduction in average handle time, enabling your teams to serve more customers in less time while maintaining high-quality service.
Traditional agent onboarding can take weeks, but with Process Shepherd, new hires can become productive in just days. Dynamic decision trees and real-time guidance allow agents to learn as they work, bypassing the need for prolonged training programs. This accelerated onboarding process not only reduces downtime but also ensures agents are ready to deliver exceptional service from the start.
Delight your customers with knowledgeable, consistent, and efficient service. Process Shepherd ensures agents always have the tools and information they need to deliver high-quality interactions, resulting in a 10-25% boost in customer satisfaction scores. With happier customers, your business can enjoy greater loyalty, positive reviews, and long-term growth.
Resolve customer issues on the first attempt with workflows designed to eliminate ambiguity. Process Shepherd’s clear, intuitive decision trees empower agents to handle inquiries accurately and confidently, leading to a 20-40% improvement in first contact resolution rates. This reduces the need for follow-ups, enhances customer satisfaction, and builds trust in your brand.
Looking for a way to optimize your BPO operations? Process Shepherd is the ideal solution for businesses that want to achieve service excellence and drive performance breakthroughs. Our platform is perfect for organizations that:
Streamline BPO agent training and reduce expenses with rapid onboarding tools.
Deliver reliable, high-quality customer experiences with standardized workflows.
Quickly expand your workforce without compromising service quality or efficiency.
Easily make real-time process adjustments to meet evolving business needs.
Effectively oversee multiple BPO providers from one centralized platform.
Monitor and analyze BPO performance for smarter decision-making.
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 BPO operations. Plus, for small teams of up to 5 users, Process Shepherd is free forever, making it easy to explore and benefit from our features without any commitment.
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.
For optimal results, Process Shepherd can operate directly within your helpdesk or CRM as an integrated app. Many integrations can be installed effortlessly with a single click through your helpdesk or CRM marketplace.
Our list of supported integrations is continually expanding, and if your platform isn’t currently included, let us know—we’ll work with you to make it available.



Get your agents to start using the interactive decision trees you’ve created as soon as possible. For the best results, begin with a few key workflows and gradually expand over time, rather than building them all at once.
Once workflows are in use, agents can provide valuable feedback, enabling you to refine and improve the decision tree for even greater effectiveness over time.
Evaluate the performance of every process with built-in reports designed to spotlight 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 opportunities for optimization, driving continuous improvement and maximizing results.
Get started today, create a free account or schedule a one on one demonstration.
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