What are Guided Workflows?

Guided workflows are structured sequences of tasks and processes designed to streamline and optimize business operations. These workflows provide step-by-step guidance to users, ensuring that each task is completed accurately and efficiently. They are commonly used in various industries, including customer service, healthcare and finance, to standardize processes, reduce errors and improve productivity.

Guided workflows leverage technology to create interactive and user-friendly interfaces that conduct users, providing necessary instructions, prompts and validations to ensure compliance with organizational standards and procedures.

The primary objective of guided workflows is to enhance operational efficiency and consistency by providing a clear and structured path for users to follow. By doing so, companies can ensure that their employees adhere to best practices and regulatory requirements, reducing the likelihood of errors and improving overall service quality. These workflows also improve training and onboarding processes that new employees can easily follow without extensive supervision.