About Process Street
Process Street is a workflow automation platform that enables teams to create, standardize, and execute checklists, standard operating procedures (SOPs), and recurring processes. It provides visibility into task completion, compliance tracking, and process optimization without requiring coding.
Saysimple customers use Process Street integration to automatically trigger customer service workflows when messages arrive, ensure agents follow consistent protocols for common inquiries, and maintain audit trails of resolved issues. This is particularly valuable for healthcare providers, real estate agents, and logistics companies that must document customer interactions and verify compliance with service standards.
Popular use cases
Customer Onboarding Workflows in Healthcare
A healthcare clinic receives new patient inquiries via WhatsApp. Process Street automatically triggers a standardized intake checklist—capturing medical history, insurance details, and appointment preferences—directly within the Saysimple inbox. Agents complete each step, and the workflow creates a compliant record linked to the patient conversation.
Real Estate Follow-Up Automation
Real estate agents receive property inquiries through WhatsApp. Process Street workflows automatically launch property viewing checklists, document walkthrough observations, and schedule follow-up reminders. Agents stay on task and never miss critical next steps, improving conversion rates and customer experience.
Logistics Issue Resolution Protocol
When a customer reports a delivery problem via WhatsApp, Process Street triggers a troubleshooting workflow that guides agents through verification steps, compensation eligibility checks, and resolution documentation. Every case follows the same compliant process, reducing resolution time and ensuring consistent service quality.
