Ramp Agents to Competency Faster

Conversational workflow software that turns every agent into an expert by guiding them through your company's processes in real-time. See ROI cost savings quickly by slashing ramp time & handle time.

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Zingtree powers better processes & massive cost savings
for 700+ organizations

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How our customers use Zingtree

Zingtree is a remarkably flexible tool – suitable for all kinds of processes – but customers typically use our conversational workflow software in one of three ways.


Agent scripting

Create flows that guide your employees – customer service representatives, salespeople, schedulers, etc. – while they interact with customers over the phone.

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Internal process

Map out standard operating procedures or build an interactive knowledge base, so your employees can find info quickly while following the rules.

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Customer self-help

Deflect tickets by giving your customers a way to answer their own questions, decide which product to buy, or generate price quotes.

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How Zingtree helps

Make it easy for everyone to take the next best action. And save on costs while doing it.

Cut ramp time to 3 days like FleetCor did

Help your employees and customers navigate complex, consequential, or changing situations, and take the next right step. FleetCor's ramp time went from 3 weeks to 3 days. Don't believe me? Hear it from their VP of Operations.

Turn complex process

Simple to build, maintain, and follow

Zingtree’s no-code solution lets you minimize the need for IT work, and lets you adapt workflows quickly.

Decision tree maker

Keep your systems connected

Zingtree integrates with a wide variety of CRMs, call center software, and data sources, so your team can see everything from a single screen. See all integrations.

Software integrations

How different teams use Zingtree

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Field Technicians

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Boost productivity and compliance for your field service techs

Empower Field Technicians with decision trees to quickly solve complex problems in the field without needing to call HQ for help
Get lower Field Technician onboarding and training times
With Zingtree, your people will always know the next best action
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Empower reps to close more sales

Help salespeople qualify leads and handle objections with interactive decision trees
Create a dynamic guide showing how to route qualified leads to the right Account Executives
Most relevant for large Sales teams with many SDRs or complex routing logic
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Customer Support

Reduce agent ramp time by 85%

If you have more than 30 products or complex workflows, training times for new staff can take more than 3 weeks without Zingtree
Integrate conversational workflows into your CRM to quickly onboard and guide agents while they interact with customers over the phone
Ideal for the training of agents, whether they are in-house or outsourced
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Finance & Operations

Cut ticket volume by 60% with a self-service portal

Your customers may have questions about their accounts, billing, and taxes
Add Zingtree to your website to help customers answer their own questions
Automate finance workflows and let Finance & Ops focus on more complicated questions
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Compliance & Risk

Stay compliant and sign contracts faster

The contract compliance process can take weeks for a Legal team to ensure companies conform to regulations and the terms
With Zingtree, salespeople can run prospects through the compliance process without the Legal team involved
Reduce the time and cost of completion of the contract signing process
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Improve your development speed

Engineers have to follow lots of protocols in regulated markets to build a safe and compliant solution
Turn protocols into decision trees to guide engineers with bite-sized steps 
With Zingtree, engineers can figure out how to do things the right way without sifting through 100+ page PDFs of regulations
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Automatically populate legal documents and route leads based on user inputs

Customize and populate legal documents based on inputs from website forms
Implement lead qualification to determine if a person meets the requirements of mass torts, class action, and mass arbitration lawsuits
Use decision trees to check if employees or customers are following legal processes correctly
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Human Resources

Help HR managers to onboard and get work visas for new hires

Give HR managers a script to onboard new employees 
Guide immigration partners in helping foreign newcomers to obtain work visas
Teach new hires about the product your company sells with interactive tours that adjust to each person independently
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Get customer insights and qualify leads more efficiently

Implement a product selector on your website to help visitors choose the right product
Qualify leads on the website before they reach out to Sales to see if they will be a fit
Conduct A/B testing surveys 

Connects with the tools you already use

Zingtree works with countless CRMs, contact center systems, and other software tools. Use APIs and webhooks to connect to even more.

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Customer testimonials

Tomekia Bozeman-Bailey
Director of Patient Access | CARTI

“Zingtree has been an exceptional help with call times. It’s why Zingtree is worth the funding. We’re dealing with things that need to be expedited and done correctly.”

Bill R.
Sr. Director, Design Reliability | An elite aerospace company

“Zingtree allows an inexperienced person to navigate a complex set of decisions and reach the right set of conclusions. It takes the mystery right out of it. If that's what you need, Zingtree is kind of a no-brainer.”

Brad McDonald
Business Program Manager | Getty Images

“Zingtree is a very easy, flexible, adaptable tool. It will increase your service levels and reduce costs, easily. It almost feels like magic.”


Want to see Zingtree in action?

Two ways you can learn more today.

See pricing

Check out our pricing and packages to see if Zingtree might be a good fit for your organization.

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Request a demo

Schedule time with our team to get a full breakdown of everything Zingtree can do. Recommended for medium-to-large organizations.

Request a demo