Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
ProcedureFlow: AI knowledge infrastructure for enterprise
Accelerate employee proficiency by sharing processes at the speed of change
- Industries
- EnergyFinancial ServicesGovernment
- Business Need
- Agent ProductivityCase ManagementField Service
- Requires
- Sales CloudService Cloud
- Compatible With
- Experience CloudMarketing Cloud EngagementFinancial Services Cloud
Procedureflow delivers structured, scalable, actionable workflows so businesses can execute processes accurately, consistently, and in real time. No matter the audience. Whether human or AI.


Watch Video
Highlights
ACCELERATE TIME TO PROFICIENCY Ensure agents of all experience levels can navigate complex processes quickly and accurately by breaking down processes into easy-to-follow steps.
IMPROVE AGENT PERFORMANCE Establish a single source of truth that enhances process clarity, ensures compliance, and improves crucial contact center KPIs without sacrificing customer service quality.
ACHIEVE COST SAVINGS With a step-by-step visual guide for any contact scenario, you can maintain high levels of customer satisfaction with fewer agents as they handle more calls effectively.
Provider Details

AI knowledge infrastructure for enterprise The next-generation Knowledge Management software designed to help companies create, visualize and navigate processes. As a SAAS solution, ProcedureFlow allows you to create a secure environment to store, organize, maintain, share, and access your company’s procedural information. Turn your company’s processes and expert information into structured accessible, easy-to-use knowledge management tool, that works!
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
$37.50 USD, Per user per month, Billed Annually
ProcedureFlow + Saleforce Next Best Action
$450 USD/user/year