Process Shepherd 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Process Shepherd

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Pricing

Starting at $20.00 per month

About Process Shepherd

Process Shepherd is a decision-tree and agent scripting platform that provides step-by-step guidance to agents, enabling them to navigate business processes. Designed for contact centers and help desks, it streamlines operations by reducing onboarding time, ramp time, and handling time while enhancing compliance and overall productivity.

The power of Process Shepherd lies in its presentation of workflows as sequential steps or guided questions. Agents are led through each process, one question at a time, with real-time guidance. Beyond the streamlined guidance, it offers optional integration with external services such as CRM or helpdesk tools. Furthermore, the intuitive design facilitates the creation, modification, and management of intricate workflows.

Process Shepherd also includes a built-in knowledge management system that extracts and integrates helpful information within each question. This instant support mechanism clarifies doubts during interactions, enhancing agent performance, and boosting customer satisfaction.

Process Shepherd Screenshots

Process Shepherd Pricing and Plans

Starting price: $20.00 per month

Free Trial

Free Version

Standard

$20.00

per user, per month

No plan information available

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Process Shepherd Features

Popular features found in Business Process Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Collaboration Tools
Data Import/Export
Document Management
Drag & Drop
Reporting/Analytics
Task Management
Third-Party Integrations
Workflow Management
More features of Process Shepherd
Activity Dashboard
Activity Tracking
API
Audit Management
Audit Trail
Compliance Management
Configurable Workflow
CRM
Customizable Fields
Customizable Forms
Customizable Templates
Data Visualization
Document Storage
Email Management
Forms Automation
Graphical Workflow Editor
Mobile Access
Monitoring
No-Code
Process Change Tracking
Process Modeling & Designing
Real-Time Data
Real-Time Reporting
Real-Time Updates
Role-Based Permissions
Rules-Based Workflow
Single Sign On
Task Progress Tracking
Templates
User Management
Version Control