Make Every Agent An Expert
Your best Helpdesk agents handle complex customer issues perfectly every time. Process Shepherd brings that same expertise to your entire team by guiding every representative step-by-step through each interaction, reducing training time by 80% and ensuring consistent, high-quality service across every customer touchpoint.
Decision Trees Transform Service Quality
A decision tree with fully automated workflows transforms how your contact center or helpdesk operates by guiding agents through every customer interaction with confidence. Aents simply follow clear step-by-step prompts that lead them to the right solution every time. This dramatically cuts training time, reduces errors, and ensures consistent service quality.
For example, when an experienced agent handles a complex billing dispute perfectly, they’re drawing on months of training and experience – but with a decision tree, even a new agent can handle that same situation expertly on day one. The result? Faster resolution times, happier customers, and significant cost savings on training and quality assurance.
Three Products In One
Decision Tree
Step by step navigation though complex processes. Provides workflow automation.
AI Knowledge Articles
Make knowledge and expertise available to all agents when and where they need it.
Imagine having a plug & play agents at any time.
eLearning
Ongoing education to further agents skillset and advancement. Also delivers compliance training.
Prioritizing The Agent Experience
Top Reasons Agents Quit
- Burnout from juggling complex processes
- Inadequate training and support
- Overwhelming job demands without proper tools
How We Help Agents Thrive
Clear Guidance, Less Stress
Replace overwhelming procedures with step-by-step guidance. Agents get exactly what they need, when they need it, reducing agent stress caused by the mental burden of memorizing complex processes.
Confidence Through Support
Cut training time by 80% with interactive guidance while building confidence through real-world practice. Handle complex cases successfully from day one.
Measurable Impact
- Reduced Agent stress levels
- Boost Your Agents Performance From Day 1
- Higher confidence scores
- Improved job satisfaction
- Better customer interactions
- Lower turnover rates
- Experienced Helpdesk Agents From Day 1 With Much Less Costs Than All Your Competitors
Seamlessly Connect Your Tools
Process Shepherd simply is the best helpdesk automation tool on the market that integrates into your CRM & helpdesk platforms, bringing guided workflows right into the tools your agents already use. No more switching screens or duplicate data entry – everything works together seamlessly through simple marketplace installation, enhancing your existing systems without disrupting your operations.
No Technical Expertise Required
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
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
80%
Reduce Agent Onboarding Time
40%
Reduce Agent
Ramp Time
30%
Reduce Average Handling Time
FAQ
Process Shepherd is a no-code / low-code tool that lets companies build guided workflows, decision trees, and automated process maps for their teams (especially customer experience, support, and operations).
Teams that rely on repeatable, high-stakes processes: contact centers, helpdesks, BPOs, and operations teams.
No. Agents simply follow step-by-step prompts on their screen. Everything is guided and easy to use.
No. Workflows are built with a drag-and-drop editor that your analysts or supervisors can manage without writing code.
Any process with steps or decision points, from billing disputes and troubleshooting to compliance checks, onboarding flows, and KYC.
It removes guesswork. Agents follow the right steps every time, leading to fewer errors, faster handling, and more confident interactions.
Process Shepherd drastically reduces onboarding and ramp time by giving new agents guided, real-time support instead of long manuals or memorized procedures.
Yes. Process Shepherd can run beside or inside platforms like Zendesk or Freshdesk. Integrations allow workflow suggestions, data automation, and reduced manual entry.
Workflows enforce the exact steps and rules required for each interaction, ensuring every agent follows the most up-to-date process.
Update the workflow in the editor, and the change goes live instantly for every agent. No retraining required.
Yes. Built-in reporting shows where agents struggle, where processes break, and what needs to be optimized. Data can be exported to BI tools.
Yes. You can automate repetitive steps like data entry, triggers, and back-office tasks to reduce handling time and human error.
Yes. Agents stop relying on memory or guesswork. Clear guidance reduces stress, improves confidence, and leads to better job satisfaction.
Absolutely. Every workflow and update syncs automatically, ensuring all agents (remote or onsite) follow the same process.
No. It elevates it. Instead of agents searching for answers, Process Shepherd turns your knowledge into guided steps they can follow instantly.
Yes. You can start free or request a demo to see how Process Shepherd fits into your operations.
