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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

At its core, Process Shepherd's decision tree and agent scripting features provide agents with systematic, step-by-step guidance through complex workflows, with the added capabilities of integration with external services such as CRM or helpdesk systems. The main goal of this platform is to enhance workflows, fortify compliance, and boost efficiency across contact centers and help desks. Process Shepherd unfolds workflows into a sequence of steps or questions, navigated one step at a time by agents. This method of partitioned guidance eases the intricacy of managing complex tasks, reducing both the training duration for newcomers and the average time needed for each interaction. Reduce Agent Onboarding Time by 80% Trim Ramp Time by 40% Decrease Average Handling by 30%

Description

Zingtree lets you build interactive decision trees with no code. This allows you to create agent scripts, guide customers and manage internal processes. By turning your workflows into a choose-your-own-adventure-type experience, you help your users reach the next best action and make the complex simple. It is a no-code solution that allows business users to create, deploy, manage, and update their decision trees with minimal IT work.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Freshdesk Yes 
Salesforce Yes 
Zendesk Yes 
5X No 
Aircall Yes 
Genesys Cloud CX Yes 
Intercom No 
Nectar Desk No 
Pandium No 
WordPress No 
Zoho CRM Yes 

Integrations

Freshdesk Yes 
Salesforce Yes 
Zendesk Yes 
5X Yes 
Aircall No 
Genesys Cloud CX No 
Intercom Yes 
Nectar Desk Yes 
Pandium Yes 
WordPress Yes 
Zoho CRM No 

Pricing Details

$20
Free Trial Yes 
Free Version Yes 

Pricing Details

$25.00/month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Process Shepherd

Founded

2022

Country

United States

Website

www.processshepherd.com

Vendor Details

Company Name

Zingtree

Founded

2014

Country

United States

Website

zingtree.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Product Features

Call Center

Blended Call Center Yes 
Call Logging No 
Call Recording No 
Call Scripting Yes 
Campaign Management No 
Database No 
Escalation Management No 
IVR / Voice Recognition No 
Inbound Call Center Yes 
Manual Dialer No 
Outbound Call Center Yes 
Predictive Dialer No 
Progressive Dialer No 
Queue Management No 
Real-time Chat Yes 
Reporting/Analytics Yes 

Clinical Trial Management

21 CFR Part 11 Compliance No 
Document Management No 
Electronic Data Capture No 
Enrollment Management No 
HIPAA Compliant No 
Monitoring No 
Patient Database No 
Recruiting Management No 
Scheduling No 
Study Planning No 

Customer Service

Alerts / Escalation No 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat No 
Performance Metrics Yes 
Queue Management No 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback Yes 
Virtual Assistant No 
Workflow Management Yes 

Help Desk

Alerts / Escalation No 
Automated Routing No 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication Yes 
Multiple Brands / Products No 
Network Monitoring Yes 
Real-time Chat No 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management No 

Hospital Management

Accounting Integration No 
Appointment Management No 
Appointment Scheduling No 
Bed Management No 
Billing & Invoicing No 
Claims Management No 
In-Patient Management No 
Inventory Management No 
Medical Billing No 
Out-Patient Management No 
Patient Records Management No 
Physician Management No 
Policy Management No 
Revenue Management No 

Medical Scheduling

Appointment Management No 
Billing & Invoicing No 
Drag & Drop No 
Facility Scheduling No 
Multi-Location No 
No-Show Tracking No 
On Call Scheduling No 
Patient Records No 
Patient Scheduling No 
Physician Management No 
Recurring Appointments No 
Self Service Portal No 
Staff Scheduling No 

Patient Management

Admissions Management No 
Bed Management No 
Discharge Management No 
Historical Reporting No 
Patient Flow Management No 
Patient Location Tracking No 
Patient Monitoring No 
Real Time Reporting No 
Waiting Time Tracking No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Training

Academic / Education No 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Built-in LMS No 
Certification Management No 
Corporate / Business No 
Learner Portal No 
Mobile Learning No 
Simulation No 
Synchronous Learning No 
Training Companies No 
eCommerce No 

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