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. 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.
How We Can Help
Reduce Agent Onboarding Time
Reduce Agent Ramp Time
Reduce Average Handling Time
Frequently Asked Questions
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