Wow your customers & agents
Zingtree’s AI-powered decision tree platform transforms self-service, uncovers and implements automation opportunities, and makes every agent an expert.
- Reduce agent ramp time by up to 85%
- Cut up to 70% of your contact center costs
- Automate up to 50% of your ticket volumes
85%
agent ramp
time reduction
time reduction
50%
automated
ticket volumes
ticket volumes
70%
contact center
costs reduction
costs reduction
How our customers use zingtree
Zingtree is a remarkably flexible tool – suitable for all kinds of processes – but customers typically use our agent workflow software in one of three ways.
Agent Workflows
Guide your agents through customer conversations by creating workflows that provide bite-sized information.
Customer Self-help
Enable customers to troubleshoot common issues without getting agents involved  by utilizing our automation capabilities.
Internal Process
Map out standard operating procedures or build an interactive knowledge base, so your employees can find info quickly while following the correct process.
How zingtree helps
Make it easy for everyone to take the next best action. And save on costs to make your CFO happy.
Simple to build, maintain, & follow
Zingtree’s no-code solution lets you minimize the need for IT work, and lets you adapt workflows quickly. Combined with the AI-powered author assist feature, building workflows has become easier than ever before.
Turn complex processes into clear actions
Help your employees and customers navigate complex, consequential, or changing situations, & take the next right step. FleetCor's ramp time went from 3 weeks to 3 days.
See it in action
Keep your systems connected
Zingtree integrates with a wide variety of CRMs, contact center software, and data sources, so your team can see everything from a single screen. See all integrations.
How different teams use zingtree
Field Technicians
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
Sales
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
Training
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 agent workflows into your CRM to quickly onboard and guide agents while they interact with customers over the phone
- Ideal for the training of agents, accountants, salespeople, and finance managers
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
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
Engineering
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 stepsÂ
- With Zingtree, engineers can figure out how to do things the right way without sifting through 100+ page PDFs of regulations
Legal
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
HR
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
Marketing
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
.svg)
Testimonials
Zingtree is a very easy, flexible, adaptable tool. You can get the answer to the customer in five clicks – with no back-and-forth – if you know how to build. That’s been very powerful for us. It’s simple and effective. It will increase your service levels and reduce costs, easily. It almost feels like magic.
Brad McDonald
Business Program Manager at GettyImages
Testimonials
Zingtree allowed us to simplify choices for agents, and new hires so they can grasp the process more easily without having to master the complexities right away. Agents now walk-through and take the next step based on the interaction with the customer, so we don’t have to teach people all the little-bitty parts of the job every time.
Monika Aufdermauer
Head of Customer Experience at August Home
Testimonials
We began building agent scripts in Zingtree so our support team could find answers quickly and deliver them correctly instead of rustling through a stack of papers and figuring out how to explain policies on the fly. Before Zingtree, call wait times used to be as high as 20 minutes while agents hunted for answers; now they average 2 minutes.
Tomekia Bozeman-Bailey
Director of Patient Access at Carti
Want to see
zingtree in action?
Two ways you can learn more today.
Check out our pricing and packages to see if Zingtree might be a good fit for your organization.
Schedule time with our team to get a full breakdown of everything Zingtree can do. Recommended for medium-to-large organizations.