Empower frontline agents with the right information, at the right time, every time and improve the quality and accuracy of their processes with our API functionality and Integration capabilities.
Our embedding functionality allows Procedureflow to live within Salesforce and other existing CCaaS or CRM systems. This will help limit the number of applications open at any given time — allowing users to obtain visual knowledge where they spend most of their time.
When coupled with applicable telephony providers, such as AWS Connect and Genesys, Procedureflow can help guide customer conversations in real time. Agents can get the visual information they need, when they need it — for any call type.
Automate the number of steps agents take when completing processes to increase productivity without compromising quality by implementing business process automation to streamline repetitive tasks and eliminate manual interventions across systems.
Guidance inside your CRM
When you combine the power of Salesforce and Procedureflow, your team will have access to a visual step-by-step guide for every sales scenario they'll encounter.
Faster customer resolutions
When paired with AWS Connect, Procedureflow can help guide customer conversation in real time.
Real-time knowledge suggestions
Easily integrate Procedureflow into Genesys' multi-channel system and telephony functionality.
Knowledge at every step
Embed visual workflows directly into Dynamics 365 so employees always have the right guidance, processes, and information at their fingertips.
Guidance in the flow of work
Bring visual guidance directly into NICE CXone so agents can access the right process and knowledge without leaving their workflow.
From Salesforce and Dynamics to Amazon Connect and NICE, discover how Procedureflow brings visual guidance directly into the tools your team uses every day.
