Visual branching flows
No more 40-page PDFs. Every process is a guided workflow agents can execute live.
For contact centers · Built for the headset
Every agent, your best agent. Every call.
End the 'let me check on that' loop. Procedureflow turns every contact center process into a guided flow your agents, and your AI, can execute live.
30-min walkthrough on your contact center processes.
Trusted by 120+ Global Enterprises
What Procedureflow delivers
Three ways Procedureflow runs alongside your floor.
From handle time to compliance to AI agent assist. Built for the work happening live on the headset.
Cut handle time, ramp faster
Branching flows guide agents to the right next step in real time. New hires follow the same flows your top performers built, productive in weeks, not months. Stop searching, start solving.
Audit-ready by default
Every step, every change, every approval, traceable. Confident, accurate answers from every seat, every shift.
AI agent assist, ready
The same flows your humans run, your copilots and IVR can run too. One source of truth, humans and AI.
What makes us different
Knowledge management was built to store. Procedureflow was built to run.
If you're evaluating tools to improve agent performance, reduce
handle time, or scale AI safely across your contact center, you're likely comparing three categories.
Here's how we're structurally different.
vs. Knowledge bases
They store articles. We guide execution. Procedureflow delivers step by step workflows agents and AI can follow in real time, reducing handle time, ramp time, escalations, and audit prep.
vs. Workflow tools
They route tasks. We operationalize expertise. Procedureflow governs every execution, captures process adherence, and feeds structured workflows directly into your AI ecosystemthrough APIs.
vs. AI agents
They generate answers. We provide guardrails. Structured workflows reduce errors, prevent hallucinations, and keep actions traceable.
vs. Knowledge bases
They store articles. We guide execution. Procedureflow delivers step by step workflows agents and AI can follow in real time, reducing handle time, ramp time, escalations, and audit prep.
vs. Workflow tools
They route tasks. We operationalize expertise. Procedureflow governs every execution, captures process adherence, and feeds structured workflows directly into your AI ecosystemthrough APIs.
vs. AI agents
They generate answers. We provide guardrails. Structured workflows reduce errors, prevent hallucinations, and keep actions traceable.
Integrations
Plugs into the contact center stack you already run
Genesys · Salesforce · NICE · AWS Connect · MS Dynamics 365 · Talkdesk. Native integrations. Marketplace-listed. Live in days.
Salesforce
Surface the right process instantly—no guesswork, no delays. Learn more →
Built for contact centers
Features built for the contact center floor
Not generic productivity. Purpose-built for the work happening on the headset.
In-flow CRM actions
Auto-populate fields, save cases, and send notifications without leaving the conversation.
Power Shapes
Automate calculations, lookups, and conditional logic directly within the flow.
Live coaching
QA leads can see exactly which step the agent is on, in real time.
AI agent assist
Plug copilots and IVR into the same governed flows your humans use.
Change history & approvals
Versioned, attributable, and audit-ready by default.
Use Cases
Every contact center process. One infrastructure.
From new hire training to live agent assist to QA. Built into the same governed flows.
Onboarding & training new agents
New hires follow the same flows your top agents built. Productive on day one. Proficient in weeks, not quarters.
Live agent assist on the call
Branching flows guide agents to the right next step in real time. No searching. No guessing.
Complex policy lookups
Power Shapes automate calculations and decision logic directly within the flow, helping agents deliver confident, compliant answers without leaving the conversation.
QA & coaching workflows
See exactly which step the agent was on. Coach to the moment, not the recording.
Compliance & disclosure scripts
Versioned, attributable, audit ready. Prove every disclosure was delivered, every time.
AI & IVR-powered self-service
The same governed flows your agents follow, consumed directly by your copilots and IVR. One source of truth. Zero hallucinations.
Built for regulated environments
Trusted in audited, regulated, and high-stakes operations
Enterprise-grade security, compliance, and governance built for teams that cannot afford process drift.
SOC 2 Type II
ISO 27001
GDPR-ready
Zero AI data retention
Integrates with the platforms your contact center depends on.
FAQ
Common questions, answered.
First call resolution is the single biggest driver of CSAT in 2026 with top performing contact centers targeting 75 to 80% FCR. Procedureflow gets teams there by giving every agent the exact right answer at every decision point in real time,, so calls get resolved on the first attempt instead of transferred, escalated, or repeated.
Yes. New agents follow guided workflows to complete tasks correctly from day one instead of relying on memorization or asking colleagues. Customers report a 50% reduction in training time, with agents taking live calls and delivering consistent service significantly faster than before.
Only 27% of contact centers are currently using AI within knowledge management despite it being the highest ROI application available. Procedureflow is the missing foundation. It turns your existing SOPs into structured workflows that AI agent assist tools can read, follow, and act on reliably so your AI delivers consistent and accurate answers every time.
Escalations happen when agents are unsure what to do next. Procedureflow guides every agent through the same approved step-by-step process for every situation, eliminating the guesswork that leads to errors, transfers, and repeat contacts. Consistency improves across every shift, every team, and every experience level.
Procedureflow integrates natively with Salesforce, Microsoft Dynamics 365, AWS Connect, Genesys, and NICE CXone and is built to work inside the tools your team already uses. Agents get step-by-step guided workflows directly inside their existing platforms with no tab switching. On live calls it detects the call type in real time and automatically surfaces the right workflow so agents always have the right knowledge without ever leaving their current system.
In regulated industries every agent interaction carries compliance risk. Procedureflow embeds approved processes directly into guided workflows so agents always follow the correct compliant steps regardless of experience level. Every process change is tracked in a full audit trail giving operations leaders complete visibility and keeping teams audit-ready at all times.
