Make every human agent an expert with Copilot

Zingtree gives agents the next step, the full customer context, and a drafted reply inside Salesforce and Zendesk, so every complex case follows your rules.

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Customer · Incoming call
00:02

I was charged twice and now my card’s frozen.

Zingtree
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Trusted by leading enterprises & Fortune 500 companies
eFinancial
SharkNinja
doTERRA
Dropbox
Results

Proven results that speak volumes

FCR improvement

Fewer agent errors

CSAT boost
Increased revenue
Works inside

Guide every complex conversation end to end

01
Know the customer
Pull in the account, past cases, and the conversation so far
02
Follow your process
Check the case against your policy and pick the right path
03
Answer and trigger
Suggest what to say while the engine runs in the background
04
Close the case
Run the approved action and log the outcome in your CRM

Keep service seamless across AI agents and your team

Your team can lead or work from AI suggestions, and switch at any point in the same conversation. You decide which level each type of request starts at.

01 - Human-led02 - AI-assisted

Give your team the full picture in every conversation

  • Bring up the account, the history, and what the customer needs, so your agent doesn’t have to search for context
  • Your agent writes every reply and makes every call, while Zingtree tracks where they are in your process
  • Required steps stay locked until they’re done, so agents never skip one under pressure
01 - Human-led02 - AI-assisted

Suggest the next step as the conversation happens

  • The AI drafts the reply, proposes the action, and shows its sources
  • Your agent reviews, edits, and sends, so every decision stays with a person
  • Every action still passes your rules before it runs, and exceptions wait for your agent’s approval

How it works

01

Connect systems

Add a Connector, and choose what Zingtree can read and change.

02

Write the Skill

Describe the job in plain language.

03

Add a Flow

Lock the steps that must always run in order.

04

Test and publish

Try it on real scenarios, then publish.

See how 1st Central raised first contact resolution by 10%

Read the case study

Built for teams where accuracy is the job

Insurance & financial services

Claims, eligibility, regulated disclosures

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Healthcare

Intake, triage, protocol-driven scheduling

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Industrial & consumer product support

Diagnostics, returns, recalls

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Consumer services & software

Billing, account changes, cancellations

Explore

Works with the tools you already use

Zingtree opens inside your CRM and contact center, so agents stay on one screen. It acts in your systems and picks up handoffs from the chat and voice agents you already run, with the full conversation.

Explore all integrations

Built for conversations a regulator may review

Every conversation runs on the same rules, and each step records what Zingtree recommended and why.

SOC 2 Type II
HIPAA
GDPR
CCPA
WCAG 2.1 AA

Start with the conversation your agents escalate most

Bring us the case with the most steps, rules, and handoffs. We’ll show you how Zingtree guides your team through it.