Process Shepherd

Guiding Your Process, Shepherding Your Success

Empower your agents with expert guidance on complex processes. By providing step-by-step instructions, you’ll boost compliance, reduce ramp time, and streamline interactions with customers. Give your agents the Discussion Trees they need to excel.

How it works


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.



Add External Integration

Utilizing low-code API blocks, you can seamlessly integrate Process Shepherd with your current CRM or helpdesk system. This integration can help you make flow decisions, present relevant information to agents, and automate data entry tasks, ultimately reducing average handling time.



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. Eliminate the need for them to search through documentation or seek assistance from team leaders. 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 of the agent scripting over time.


Desktop integration

Process Shepherd can be used as a window alongside your standard applications or integrated within them. Embedding within CX, CRM, or helpdesk platforms can have Process Shepherd automatically suggest recommended workflows that best match the interaction the agent has opened

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