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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Standard operating procedures serve as the backbone for any business aiming for growth, as their absence can hinder consistent advancement. Autopilot facilitates the automation of these essential procedures, tackling the frequent challenges that organizations encounter when implementing processes. Through the use of validated electronic forms and pre-configured workflows, it guarantees that tasks are executed uniformly, irrespective of who is handling them. Additionally, a thorough audit trail of actions taken ensures accountability across the board, allowing everyone to be responsible for their contributions. When employees leave, Autopilot provides operational continuity and serves as an effective training resource for onboarding new team members. With built-in guidance for each stage of the process, new staff are supported throughout their learning journey, enhancing their understanding of the business's procedures. This makes it easier to maintain standards and efficiency, ultimately contributing to the overall success of the organization.

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%

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aircall No 
ConvertFlow Yes 
Freshdesk No 
Genesys Cloud CX No 
KonnectzIT Yes 
Lyftrondata Yes 
Salesforce No 
Slybroadcast Yes 
VoiceDrop Yes 
Zendesk No 
Zoho CRM No 

Integrations

Aircall Yes 
ConvertFlow No 
Freshdesk Yes 
Genesys Cloud CX Yes 
KonnectzIT No 
Lyftrondata No 
Salesforce Yes 
Slybroadcast No 
VoiceDrop No 
Zendesk Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

Training Docs No 
Webinars No 
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

Autopilot Workflow Solutions

Founded

2014

Country

South Africa

Website

www.autopilot.co.za/

Vendor Details

Company Name

Process Shepherd

Founded

2022

Country

United States

Website

www.processshepherd.com

Product Features

Business Process Management

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

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow Yes 
Text Editing No 
Version Control Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard No 
Document Management No 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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 

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