Comparing ProcedureFlow to Zingtree

In this blog post, we’re going to compare some key components between ProcedureFlow and Zingtree including native integrations, product features, as well as security and compliance. Choosing how to manage agent workflows is a critical decision. Hopefully, this helps in your process.

February 3, 2023
10 min read
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In this blog post, we’re going to compare some key components between ProcedureFlow and Zingtree including native integrations, product features, as well as security and compliance. Choosing how to manage agent workflows is a critical decision. Hopefully, this helps in your process.

Product features

ProcedureFlow is a great tool for standardizing your knowledge. But creating powerful conversational workflows sometimes requires more advanced functionality.

Logic nodes

Zingtree’s logic node editor

ProcedureFlow’s authoring tool supports logic for choosing a path based on a single customer answer. This is good for conversations when your agent expects “Yes” or “No” from a customer. For instance, if an agent asks “Does your company need a financial audit?”

 There are cases when you need to set more advanced logic and choose a path based on several choices and expressions. It’s like saying “If X and Y and Z, then do this specific thing”. But if it’s X and Y and D, then you do this other thing instead.

Imagine you have a finance company. The customer is calling your call center to make a financial audit. To redirect the customer to the right audit manager, your agent should take into account a variety of data such as the size and type of the company. With Zingtree, your agents can automatically redirect the customer based on data entered into the flows. 

The debugger

Zingtree’s debugging tool

ProcedureFlow does not fully verify your flows before they go live. Authors and managers are fully responsible for the flow's accuracy. 

If the manager fails to notice the author's issue within ProcedureFlow, it goes live and harms the customer experience. In the end, you are not getting the results you expected. 

To get you covered, Zingtree provides the debugging feature. Before your flow goes live, you can run tests and automatically troubleshoot errors in them.

Auto save feature

Zingtree’s auto save feature

There are few experiences as universally familiar as losing a Word document. Everyone knows the panic of their work disappearing when it’s just a few crossed-t’s away from being completed.

With Zingtree, you can automatically save updates in your flows. Your work won’t be lost in case your computer crashes or you forget to save the flow. ProcedureFlow can’t do that.

Duplicating flows with images

Zingtree’s duplicating feature

Sometimes you may want to take content from one flow, and move a copy to another flow. That's why Zingtree gives you the option to duplicate nodes and entire flows.

With ProcedureFlow, you can’t copy flows and keep images. You’d have to manually upload them to the new flow. This adds manual work and increases the time for building flows. 

Native integrations

Zingtree ProcedureFlow
Native integrations 13 apps: Zendesk, Salesforce, Kustomer, Freshdesk, Avaya Workspaces, Cisco Finess, Cisco Webex Contact Center, Five9, Talkdesk, Platform28, Intercom, Slack, and Zapier 3 apps: Genesys, Nice, and Talkdesk
SF AppExchange Listed Not listed

ProcedureFlow has a robust native integration system that includes apps such as Genesys, Nice, and Talkdesk. 

Zingtree has more native integrations to scale faster and work with less friction. If you need to integrate with a tool outside of those, we also have a Zapier integration connecting your flows to thousands of other apps.

Compare key capabilities

Feature Description Zingtree ProcedureFlow
No-code authoring tool Enables your team to build, review and publish flows with no code required
Webhooks Exchange data with other apps outside of Zingtree or ProcedureFlow
Variables Use variables to store data collected or passed into your flows
Customizable CSS Customize the look of the decision tree with our built-in themes or add your own CSS
Logic-driven decision engine Allows you to build advanced flows with logical expressions
Duplicating flows with images Take content with images from one flow, and move a copy to another flow
Auto save You have an option to automatically save updates in your flows
No-code debugger Run test against flows and identify potential issues with no code required
Email Initiate automated emails based on triggers and responses within your flows
SMS Initiate automated SMS based on triggers and responses within your flows
Slack notifications Initiate Slack notifications based on triggers and responses within your flows
Agent feedback Enable end-users to send you helpful comments on your flows
Organizations Split user access based on billing, departments, languages, and reporting
Basic reporting See how your trees are being used with reports and analytics
Advanced reporting & analytics Enhanced reporting and visualizations to optimize flows and team performance
Pre-built native integrations Add flows into CRMs and contact centers; dynamically pull/push data between apps 13 apps 3 apps
SF AppExchange Enjoy seamless Salesforce integration that gone through security & integration checks
HIPAA compliance The system is HIPAA compliant and does have HIPAA-oriented features
GDPR compliance The system is GDPR compliant and does have GDPR-oriented features
SOC2 compliance The system is SOC2 compliant and does have SOC2-oriented features
CCPA compliance The system is CCPA compliant and does have CCPA-oriented features

Last update: January 10, 2023.

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Links to more info

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ProcedureFlow: