---
description: Learn how Process Shepherd can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Process Shepherd Reviews, Pricing & Ratings | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Business Process Management Software](/directory/273/business-process-management-bpm/software) > [Process Shepherd](/software/2069028/process-shepherd)

# Process Shepherd

Canonical: https://www.getapp.co.nz/software/2069028/process-shepherd

> AI-Powered Decision Tree Platform

Transform contact centers with intelligent agent scripting. Reduce onboarding time by 80%, cut handling time by 30%. Dynamic workflows ensure compliance \& consistency. Integrates with existing CRM/helpdesk systems. Free trial available
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of Process Shepherd

\*\*Key Features\*\*

• \*\*Navigate Complex Workflows with Interactive Decision Trees\*\* - Guide agents through multi-step processes using dynamic, branching workflows that adapt based on customer data, interaction history, and real-time conditions, ensuring every edge case is handled correctly.

• \*\*Access Instant Knowledge with Integrated Help System\*\* - Provide agents with contextual documentation and inline help at every workflow step, automatically pulling relevant information from your knowledge base without interrupting the customer conversation.

• \*\*Build Workflows Without Code Using Visual Designer\*\* - Create and modify complex business processes using an intuitive drag-and-drop interface similar to Microsoft Visio, empowering business users to update workflows without IT dependency.

• \*\*Ensure 100% Compliance with Real-Time Audit Trails\*\* - Track every agent action and decision with comprehensive logging and compliance monitoring, providing full audit trails for regulatory requirements and quality assurance processes.

• \*\*Seamlessly Integrate with Existing Systems via API\*\* - Connect Process Shepherd to your CRM, helpdesk, and external platforms to automatically populate customer data, process transactions, and update records within a single unified interface.

• \*\*Accelerate Agent Training with Built-in eLearning\*\* - Onboard new staff faster using integrated training modules, compliance quizzes, and competency tracking that reduces ramp-up time by 40% while ensuring process mastery.

\*\*Proven Results:\*\*
- Reduce agent onboarding time by 80%
- Cut average handling time by 30%
- Minimize compliance breaches and human error
- Improve customer satisfaction through consistent service delivery

\*\*Perfect For:\*\* Contact centers, help desks, customer support teams, technical support, financial services, healthcare, and any organization requiring consistent process adherence and compliance.

## About the vendor

- **Company**: Process Shepherd

## Commercial Context

- **Starting Price**: US$20.00
- **Pricing model**: Per User (Free version available) (Free Trial)
- **Pricing Details**: $20 per user per month all features included.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Approval Process Control
- Audit Management
- Audit Trail
- Business Process Automation
- CRM
- Compliance Management
- Configurable Workflow
- Customisable Forms
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Visualisation
- Document Management
- Document Storage
- Drag & Drop
- Email Management

## Integrations (11 total)

- Aircall
- Asterisk
- Freshdesk
- Freshdesk Omni
- GENESYS
- HubSpot Service Hub
- Twilio Flex
- VICIdial
- Zendesk Suite
- Zendesk Talk
- Zoho Desk

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Business Process Management Software](https://www.getapp.co.nz/directory/273/business-process-management-bpm/software)

## Alternatives

1. [Lucidchart](https://www.getapp.co.nz/software/9670/lucidchart) — 4.5/5 (2254 reviews)
2. [Zapier](https://www.getapp.co.nz/software/100222/zapier) — 4.7/5 (3049 reviews)
3. [Visio](https://www.getapp.co.nz/software/91066/visio) — 4.5/5 (3281 reviews)
4. [Albato](https://www.getapp.co.nz/software/2059586/albato) — 4.8/5 (405 reviews)
5. [Asana](https://www.getapp.co.nz/software/90584/asana) — 4.5/5 (13565 reviews)

## Links

- [View on GetApp](https://www.getapp.co.nz/software/2069028/process-shepherd)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/operations-management-software/a/process-shepherd/> |
| en-AE | <https://www.getapp.ae/software/2069028/process-shepherd> |
| en-AU | <https://www.getapp.com.au/software/2069028/process-shepherd> |
| en-CA | <https://www.getapp.ca/software/2069028/process-shepherd> |
| en-GB | <https://www.getapp.co.uk/software/2069028/process-shepherd> |
| en-IE | <https://www.getapp.ie/software/2069028/process-shepherd> |
| en-NZ | <https://www.getapp.co.nz/software/2069028/process-shepherd> |
| en-SG | <https://www.getapp.sg/software/2069028/process-shepherd> |
| en-ZA | <https://www.getapp.za.com/software/2069028/process-shepherd> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp New Zealand has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.co.nz","url":"https://www.getapp.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.co.nz/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"Process Shepherd","description":"Process Shepherd: AI-Powered Decision Tree Platform for Contact Centers &amp; Help Desks\n\nTransform your customer support operations with Process Shepherd, the intelligent agent scripting platform that guides your team through complex workflows with precision and confidence.\n\nWhat is Process Shepherd?\nProcess Shepherd is a comprehensive decision tree platform designed specifically for contact centers and help desks. Unlike traditional static scripts, our dynamic workflow adapts in real-time, providing step-by-step guidance that ensures consistent, compliant, and efficient customer interactions every time.\n\n• Dynamic Decision Trees - Interactive workflows that adapt based on customer data and interaction context\n• Integrated Knowledge Management - Centralized documentation with inline help and automatic updates\n• API Integration - Seamlessly connects with CRM, helpdesk, and external platforms\n• Real-time Compliance Monitoring - Full audit trails and automated compliance checking\n• No-Code Workflow Builder - Business-friendly interface similar to Microsoft Visio\n\nPerfect For\nContact centers, help desks, customer support teams, technical support, financial services, healthcare, and any organization requiring consistent process adherence and compliance.\n\nWhy Choose Process Shepherd?\nProcess Shepherd acts as the intelligent layer that makes your existing tools smarter. It embeds directly into platforms like Zendesk, Freshdesk, and other CRM systems, automatically suggesting the best workflows based on customer context.\n\nOur platform is designed for business users - no IT dependency required. Create, update, and manage complex workflows with our intuitive drag-and-drop interface. Version control ensures seamless updates across your entire organization.\n\nGet Started Today\nExperience the power of guided workflows with our free trial. Join leading organizations already using Process Shepherd to deliver exceptional customer experiences while maintaining operational excellence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/6fdebaae-ffdb-4e66-bd8b-cd591fc767af.png","url":"https://www.getapp.co.nz/software/2069028/process-shepherd","@type":"SoftwareApplication","@id":"https://www.getapp.co.nz/software/2069028/process-shepherd#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.co.nz/#organization"},"offers":{"price":"20","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","@id":"https://www.getapp.co.nz/software/2069028/process-shepherd#breadcrumblist","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Business Process Management Software","position":2,"item":"/directory/273/business-process-management-bpm/software","@type":"ListItem"},{"name":"Process Shepherd","position":3,"item":"/software/2069028/process-shepherd","@type":"ListItem"}]}]}
</script>