Discussion Trees

Empower your agents with real-time, step-by-step guidance to master complex workflows and troubleshooting tasks quickly and flawlessly. Effortlessly integrate data from external services and execute automation activities through a no-code workflow. The Discussion Trees within Process Shepherd are transformative tools for any helpdesk, redefining efficiency and effectiveness.

Traditional training methods often fail to fully prepare new staff in many companies, leaving gaps in their operational knowledge. Process Shepherd fills this void by providing a sophisticated Discussion Tree solution that seamlessly integrates with your existing systems. This not only simplifies complex tasks but also shortens average handling times and significantly improves the quality of interactions, streamlining your helpdesk operations like never before.

Drastically Reduce Onboarding Time

Process Shepherd slashes onboarding times by up to 80%, propelling new agents from novices to experts at an unprecedented pace. By navigating through Discussion Trees, agents acquire the finesse of handling even the most intricate processes without the intensive training traditionally required. If the agent gets stuck and needs more information, there is a built-in knowledge management system. Updating business processes becomes easier than ever.

Accelerate Agent Ramp-Up

Cut ramp-up periods by 40% with Process Shepherd. Agents gain confidence and knowledge rapidly, as they're guided through each customer interaction step-by-step. It's like having an expert sit with your agents every step of the way. This results in quicker proficiency and a workforce ready to deliver outstanding service sooner.

Reduce Average Handling Time

Shave average handling times by 30%. Process Shepherd's integration with CRMs and help desks automates data collection and step completion, freeing agents from the hassle of manual entries and information searches. Our solution ensures a more efficient, error-free process flow.

No Workflow is Too Complex

Each step is intelligently determined by taking into account prior responses, ticket details, and customer information from your CRM. Workflows can be designed to consider every situation to ensure the best outcome every time. The no-code workflow designer is user-friendly and intended for non-technical staff, while also catering to advanced users.

Enable Self service

Embed decision trees right within your website or send via email so that customers can self service with integrated knowledge documentation.