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What is Uniportal?

Uniportal is a cloud-based platform focused on AI operations, specifically designed for managed service providers (MSPs). This platform seamlessly connects an AI agent with the service desks and operational tools used by MSPs, such as PSA, RMM, identity management, documentation, and cloud distribution systems. The sophisticated AI agent is capable of understanding the context of support tickets and follows predefined natural-language procedures, enabling it to either recommend or carry out authorized troubleshooting and account management tasks, with tailored approval settings for various tools and actions. MSPs are provided with the option to personalize runbooks according to their clients' needs, while technicians can oversee the agent's functionality throughout the ticketing process. Moreover, there is a client portal that allows end users to submit requests and create tickets. Uniportal is specifically aimed at enhancing the efficiency of MSP helpdesk teams by effectively handling routine Level 1 and Level 2 tasks, like password resets and account adjustments. As a result, a job that usually takes a technician approximately 45 minutes can be reduced to just 2 minutes for evaluation. This remarkable streamlining not only boosts productivity but also significantly elevates the quality of service provided to clients, ultimately fostering better client relationships and satisfaction.

What is Process Shepherd?

At its essence, Process Shepherd's features, including decision trees and agent scripting, equip agents with structured, incremental support for navigating intricate workflows, while also offering integration with various external platforms like CRM and helpdesk solutions. The primary objective of this system is to improve workflows, strengthen compliance, and enhance productivity in contact centers and help desks. Process Shepherd dissects workflows into a series of manageable steps or inquiries, allowing agents to progress through them sequentially. This segmented approach simplifies the management of complex tasks, significantly shortening the onboarding time for new agents and minimizing the average duration of each customer interaction. By implementing this system, organizations can expect to reduce agent onboarding time by up to 80%, accelerate ramp-up periods by 40%, and lower average handling time by 30%, ultimately leading to a more efficient operation. The benefits of streamlined workflows not only facilitate quicker training but also lead to improved customer satisfaction and operational success.

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Integrations Supported

Addigy
Autotask PSA
ConnectWise PSA
Datto RMM
Egnyte
Google Workspace
HaloPSA
Hudu
IT Glue
Level
Microsoft 365
NinjaOne
Pax8

Integrations Supported

Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM

API Availability

API Availability

Pricing Information

$299/month
The Starter plan is $299/month with annual billing; annual plans are billed upfront.

Pricing Information

$20
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Uniportal Inc.

Date Founded

2025

Company Location

Canada

Company Website

uniportal.ai

Company Facts

Organization Name

Process Shepherd

Date Founded

2022

Company Location

United States

Company Website

www.processshepherd.com

Categories and Features

MSP

Not specified

Categories and Features

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