Process Shepherd

We Make Every Agent An Expert

Make every agent a master of your business process by providing decision trees & step-by-step guidance that streamlines complex processes, boosts compliance, reduces agent ramp time and average handling time. AI enabled platform that is designed for help desks, contact centers and BPOs supporting any media type.

Streamline Workflows with discussion trees for call centres and helpdesks

Process Shepherd Delivers:

  • Step by Step Real-Time Agent Guidance
  • Easy, Accurate Problem Resolution
  • Reduced Handling Times
  • Compliance Guardrails

Here’s How…​

By providing you three products in one, reducing complexity and the need to learn and operate multiple platforms

Decision Tree

Step by step navigation though complex processes.

AI Knowledge Management

Make knowledge and expertise available to all agents with AI QA.


Ongoing education to further agents skillset and advancement

By keeping all your data in synch across your current technology stack

Process Shepard harnesses the power of native integrations, APIs and webhooks to seamlessly keep client data in sync across your technology stack. 


  • Process Automation
  • UI Replacement


By prioritizing the agent experiences

Top three reasons agents cite when they quit:


  • Burnout
  • Inadequate training, both initial and ongoing
  • Stressful demands and lack of resources to solve them

How We Can Help

Process Shepherd is a powerful platform that can help organizations improve efficiency and compliance within their contact centers. By reducing onboarding time, ramp-up time, and average handling time while ensuring compliance with the most current business processes, our platform helps organizations provide the best possible customer experience.


Additionally, by automating steps within a process, we can save time and reduce human error, leading to increased efficiency and productivity


Reduce Agent Onboarding Time


Reduce Agent 

Ramp Time 


Reduce Average Handling Time