Turn every agent into an expert with Zingtree + Zoho

Elevate agent productivity through agent workflows that integrate directly into Zoho to direct your agents to next best action in just a few seconds.

Show agents the exact words to say
View every step taken while using your decision tree
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
View every step taken while using your decision tree
Auto-fill CRM fields based on customer answers or agent actions
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
View every step taken while using your decision tree
Show agents the exact words to say
Auto-fill CRM fields based on customer answers or agent actions
View every step taken while using your decision tree
Show agents the exact words to say
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
Show agents the exact words to say
View every step taken while using your decision tree
Show agents the exact words to say
Show agents the exact words to say
View every step taken while using your decision tree
Show agents the exact words to say
Show agents the exact words to say
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
Agents don’t waste time searching through knowledge base articles
Auto-fill CRM fields based on patient answers or agent actions
View every step taken while using your workflow
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Improved agent productivity.
All from one screen.

Run a smarter and more productive contact center by embedding Zingtree in your Zoho workflow to dynamically pull/push data between so your data is always synced and your agents can work out of one place.

Boost call compliance

Review and approve agent workflows ahead of go-live to ensure compliance with internal policies.

Easy-to-follow agent workflows reduce the training time required to get new agents up to speed.

Our interactive workflows direct agents to get to resolutions faster, and with fewer escalations.

How it works

1. Build a workflow

1.

Create agent workflows with bite-sized info to direct your agents to the next best action - with no code required.

2. Integrate it

2.

Embed your workflow into Salesforce so your data is always synced and your agents can work out of one place.

Embed your workflow into Zoho so your data is always synced and your agents can work out of one place.

3. Follow it

3.

Say goodbye to hunting for answers while keeping your customers on hold. Empower your agents to have all the right answers at the right time.

Hear it from our customers

Todd Sale
Senior VP CX Operations
Fiona Green
Senior CX Manager
Mike Jennings
VP of UK Operations
Monika Aufdermauer
VP of User Success
Todd Sale
Senior VP CX Operations
Fiona Green
Senior CX Manager
Mike Jennings
VP of UK Operations
Monika Aufdermauer
VP of User Success
Features
Description
Native Integration
Dynamically pull/push data between Zoho Desk and Zingtree so your agents can work out of one place. We support data transfer for standard and custom fields.
Pause & Resume Feature
Transfer cases/tickets in Zoho from one agent to another, and retain context and tree history.
Instant Notes
Help your agents in Zoho save tons of time by creating a notes summary page that can be copied as an editable internal note with just one click.
Automated Triggers
Initiate actions like SMS, emails and escalations based on triggers and responses within your conversational workflow in Zoho.
Fully customizable CSS
Customize the look of the decision tree with our built-in themes or add your own CSS.
DecisionEngine™
Allows you to integrate sophisticated logic into your agent workflow, so your agents always have the right answer at the right time no matter how complex the workflow is.
Advanced Reporting
Advanced reporting to optimize your workflows and manage team performance.
No-Code Builder
Build, review, and publish changes to workflows in real time, without requiring assistance from IT.
Custom Webhooks
Exchange Zingtree data with other applications (CRMs, EHRs) outside of the Zoho integration.

Resources

How to reduce screens for agents

Improved agent productivity by reducing agent ramp time from 3 weeks down to 3 days

Mike Jennings

Vice President of UK Operations

Improved agent ramp time by one week and cut call handle times by 2.5 minutes

Monika Aufdermauer

Head of Customer Experience