Standardize critical operations and frontline execution across teams. Deliver compliant, consistent customer experiences across every interaction. Guide teams through complex claims and policy workflows with confidence. Ensure policy-driven processes are followed accurately every time.
Trusted by 120+ Global Enterprises
The Challenge
100% of GenAI projects without KM integration will fail to meet goals.
Here's why. AI is only as good as the knowledge it runs on. And right now, that knowledge is broken in three ways.
- Static knowledge
Knowledge stuck in PDFs
AI can't reason over 200-page documents. Neither can your agents. Static content was never built to be executed. Critical context gets buried in dense files, outdated attachments, and disconnected documentation nobody can navigate quickly.
- Process drift
Processes that drift
When the real process lives in your top performer's head, nothing ever gets updated. Quality drops with every shift change. Compliance becomes a guess. Your “best practice” is whatever Jane on Tuesday remembers.
- Disconnected systems
No single source of truth
Five tabs. Multiple systems. Three shared drives. One wiki. The right answer is in there. Probably. Your AI has the same problem your people do. Teams waste time searching, second-guessing answers, and recreating knowledge that already exists somewhere else.
Source: Gartner, Invest in Knowledge Management to Enable AI Success.
Build once
Structure your processes once.
Build flows once with your top performers. Procedureflow turns them into structured, governed workflows that anyone on your team, or any AI, can execute in the moment.
Handle complex work with confidence
Branching flows walk your team through the right next step based on real-time inputs. No memorizing. No improvising.
Ramp new hires faster
New hires follow the same flows your top performers built, so they can contribute sooner and with more confidence.
Update once. Prove it everywhere.
Change a policy and every connected flow updates in real time. Versioned, governed, and attributable.
When knowledge lacks guardrails, work goes long, customers churn, AI fails, and people quit. We fix that, structurally.
Bring structure to execution ↓
Customer Results
Real teams. Real numbers. Running Procedureflow today.
Four Industries. Four sets of numbers. The same infrastructure underneath.
Finance
80% Reduction in audit prep time
13% Reduction in escalations
131k Members served across 24 branches
16% Reduction in average hold time
Procedureflow gave us a new way of creating processes.
We were able to get rid of the bulk of physical processes and now everything lives in one place.Christine Bollendorf, AVP Member Services Ops, TruMark Financial
Utilities
61% Decrease in cross-training time
8 days Earlier on live calls
Day 5 First live call (was day 13)
1 SRC Single source of truth
Using Procedureflow has decreased our cross-training time by 61%, and our trainees are now taking live calls from customers 8 days sooner.
Jill Ferro, Manager of Customer Relations and Infrastructure, NB Power
Healthcare
91% Reduction in callbacks
3.5h Internal promo training
1.5h Outsourced agent training
5 star G2 customer rating
Procedureflow has helped us decrease new hire training time, reduce escalations and incorrect transfers, and significantly improved customer satisfaction.
Customer Operations Team, Allergan Aesthetics
Government
$334k Reduction in operational costs
33% Reduction in training time
0 Paper procedures remaining
100% Uptime with offline backup
We had to go cold turkey. We went around, said give us your paper.
Seasoned agents were attached to their paper, but now they say, you know what, I don't need that paper anymore.Vasana Moran, Dallas 311 Center
AI Knowledge Infrastructure
Everything under the hood
Five things document-based knowledge management can't do. Built into Procedureflow from day one.
Visual by design
Your team follows a flow, not a 40-page PDF.
Governed by default
Prove every process. Every change. Every time.
Built for execution
Procedureflow runs it.
Humans and AI
The same flow your team follows is the one your AI reads.
Engineered for scale
What works for one team becomes how the whole business runs.
Awards
Customers love us
But don't just take our word for it - check out our latest G2 awards.
4.9
★★★★★
Based on 90+ reviews on
Industries
Built for the teams who can't afford to get it wrong
Regulated finance. High-volume telecom. Insurance with real exposure. Wherever the right answer, the first time, is non-negotiable.
FAQ
Common questions, answered.
What is Procedureflow and what problem does it solve?
Procedureflow turns scattered SOPs and outdated knowledge into guided, visual workflows your team can follow in real time. If your agents are hunting for answers, making inconsistent decisions, or taking too long to onboard, Procedureflow gives them a single source of truth they can trust.
Who is Procedureflow built for?
Procedureflow is built for operations leaders, training managers, and CX teams across contact centers, insurance, financial services, utilities, and many other industries. Any team handling high-volume, complex, or regulated processes where consistency and compliance aren't optional will find it cuts onboarding time, reduces escalations, and gives both agents and AI a reliable foundation to work from.
How is Procedureflow different from a knowledge base like Confluence or Notion?
A knowledge base tells people where to look. Procedureflow shows them what to do. Instead of storing documents, Procedureflow turns your processes into live, guided workflows with built-in decision logic so execution is consistent every time, not left to interpretation.
How does Procedureflow reduce handle time and improve contact center performance?
By guiding agents through the exact steps for every situation, Procedureflow eliminates hesitation, reduces errors, and cuts the time spent searching for answers. Customers report a 50% reduction in training time and a 40-second drop in average handle time. Real-time analytics track adoption and prove ROI.
Does Procedureflow integrate with Salesforce, Genesys, or our existing tools?
Procedureflow integrates natively with Salesforce, Microsoft Dynamics 365, AWS Connect, and Genesys. Agents get step-by-step guidance inside the tools they already use with no tab switching. On live calls, it can detect the call type in real time and surface the right workflow automatically.
Ready to make your processes execute themselves?
Thirty minutes with our team. We'll show you what your business runs like when every process is structured, governed, and ready for AI.