Workflow automation that keeps you in control

Zingtree is the automation AI platform built for high-stakes customer support. We help you create flexible workflows- designed to adapt to the demands of your business.

Why workflows break without control

Workflows are the key to conversational AI because they turn open-ended dialogue into structured, reliable action—governing AI behavior, driving deflection, and guiding agent performance.

  • Steps shift by product, policy, or customer history
  • Agents rely on real-time data from CRMs and ERPs
  • One flow can splinter into dozens of branches

Choose your automation level: from decision trees to Agentic AI

Rule-Based Automation

High-risk, regulated scenarios where consistency and auditability are essential — such as fraud investigations and billing disputes.

Guided AI with Human in the Loop

Moderate-risk, multi-step issues requiring flexibility with human oversight — like troubleshooting flows, refund approvals, and upsell scripting.

Hands-Off AI Automation

Fast, repetitive tasks with high accuracy and low risk — such as password resets, order status checks, and availability updates.

Workflows coordinating systems and outcomes

See how Zingtree automates complex refunds—connecting your CRM, ERP, billing, and SOPs from intake to resolution.
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Gather information
Verify eligibility
Investigate the claim
Escalate if required
Process the refund
Close case
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Why leading support teams choose Zingtree

  • Built for Regulation-Heavy Environments: Audit trails, permissions, and logic versioning baked in
  • Guided Accuracy for Complex Use Cases: Financial services, insurance, healthcare, and more
  • Business-Controlled Logic: Empower ops leaders to own and evolve workflows—without waiting on IT
  • Plays Nicely with Your Stack: Native connectors for your CRMs(e.g. Salesforce, Zendesk), your CCaaS systems (Five 9, Genesys, etc.) and homegrown systems.

Want to See It in Action?

Interactive Demo

Walk through a sample semi-autonomous refund flow

Book a Call

See how Zingtree maps to your current workflows

Integrations

Learn how we plug into Salesforce, Zendesk, and more

Resources

White paper

Why traditional automation fails on complex workflows—and how to fix it.

Podcast

Ted Stodolka is an Ex-Walgreens exec on building automation that’s fast, safe, and human.