Process Shepherd

Seamlessly Connect Your Tools

Process Shepherd integrates directly with the platforms your support teams already use, guiding agents through the right process inside each platform.

Process Shepherd Illustration

Official Integrations

Native apps and connectors for the world's most popular helpdesk and contact center platforms.

Zoho Desk

Zoho Desk

In-ticket decision trees that help agents resolve issues faster without switching tools.

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Genesys Cloud

Genesys Cloud

Structured guidance tied to each interaction, with deep visibility into workflow performance.

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Zendesk

Zendesk

Guided workflows inside every ticket, ensuring agents follow the right steps from first response.

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Freshdesk

Freshdesk

Context-aware workflows embedded in the agent workspace, keeping teams focused and efficient.

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Aircall

Aircall

Real-time agent guidance during live calls, so conversations stay consistent and on track.

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Salesforce

Salesforce

Seamlessly integrate guided decision trees within your Salesforce service cloud workflows.

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Agents Always Know Exactly What To Do

Process Shepherd removes guesswork. Agents are guided step by step inside the tools they already use, so critical actions, questions, and compliance steps are never missed — even by new hires.

Agents Always Know Exactly What To Do

Faster Resolutions Without Added Pressure

By delivering the right guidance at the right moment, agents spend less time searching, asking for help, or escalating unnecessarily. Tickets are resolved faster, with lower handle time and less stress.

Faster Resolutions Without Added Pressure

Consistent, High-Quality Support At Scale

Every agent follows the same approved workflows across channels and platforms. This eliminates inconsistency, reduces errors, and ensures customers receive the same quality experience every time.

Consistent, High-Quality Support At Scale

Don't see your platform?

Our low-code API blocks allow you to connect Process Shepherd to almost any internal system.

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