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.
Partnered with leading solutions
Bring visual knowledge to your CRM
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.
Unlock real-time knowledge suggestions
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.
Transform your process efficiency
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.
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.
Embedded directly inside Salesforce, ProcedureFlow gives teams everything they need to ensure consistent and smooth sales cycles.
When paired with AWS Connect, ProcedureFlow can help guide customer conversation in real time.
As the conversation occurs, this integration will allow AWS Connect to transcribe the call and then redirect them to the recommended visual flow for the agent in need.
Easily integrate ProcedureFlow into Genesys' multi-channel system and telephony functionality.
As agents handle interactions across different channels, ProcedureFlow gets them the visual information they need, for the customer inquiry, in real-time.
This integration allows Microsoft Dynamics CRM and ERP users to better run their business operations by embedding our visual flows inside of Dynamics 365. This helps ensure that your employees always have the correct and most up-to-date information directly at their fingertips.
When you integrate ProcedureFlow with your customer interaction channels, agents are instantly presented with the exact process and visual guides they need to assist your customers. Agents will know what they need and which process to execute, all within a few clicks.
