Automate more & act faster with CX Actions

The enterprise CX workflow layer that enables you to automate every key business action, from personalization and decisions to policies.

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Create end-to-end actions to drive fast and accurate query resolutions

See CX Actions in action with our healthcare use case below. See how it seamlessly pulls and pushes data across all your systems. Follow the highlighted hotspot.

Zingtree retrieves data from multiple systems including CRMs, scheduling, and invoicing. It then creates actions like "New Appointment" based on this data
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Boost self-service

Enable customers to trigger automated actions and resolve more issues through self-service without getting agents involved.

Speed-up resolutions

Provide agents with contextual customer data from third-party apps during calls to avoid time-consuming screen juggling.

Personalize interactions

Automtically adapt actions to each customer and agent by responding to a person’s unique context and intent.

Cut support costs

Automation capabilities enable you to reduce agent headcount, training times, and cost per call.

Automate processes for both customers and agents

Embed custom actions into any environment where agents and customers are.

For Customers
Through Help Centers, knowledge articles, virtual assistants, and authenticated account pages
  • Let customers initiate refunds, returns, or book appointments themselves
  • Automate customer ticket handling to resolve queries within SLA guidelines
  • Streamline customer onboarding with automated access, resources, and training setup
For Agents
Through CRMs, CCaaS, & custom systems
  • Display contextual customer data, like policy number, recent transactions, and warranty status, to agents during calls
  • Use contextual customer data to trigger the next best action
  • Update customer records and trigger ticket creation in CRMs 
  • Trigger SMS and email alerts for shipping and delivery updates from OMS

Unify scattered data and knowledge from your apps

Publish actions to agent workflows, search results, and self-service with a single integration. The engine will automatically adjust actions based on the user’s specific context.

See our integrations

Realize ROI faster

A quick, IT-free setup gives you more control to hit your CX goals. Drive new efficiencies for your organization from day 1. Your IT team will love it.
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Connect users to the most relevant information with CX Answers

CX Answers is an addition to CX Actions that helps you find accurate information anywhere in your enterprise with intelligent search and discovery.

Learn more