More automation with Actions. Fewer screens and faster resolutions

Automate processes between systems to speed up end-to-end customer resolutions.

Powering 500+ Enterprises

Automate processes for both customers and agents

Make AI work by following your processes, policies, and brand guidelines with 100% compliance.

For Customers
Customers access through your website, Help Center, & FAQs:
  • Let customers self-resolve by initiating refunds, returns, or booking appointments
  • Access relevant knowledge from knowledge bases, ticketing systems, and CRMs
  • Automate customer ticket handling to resolve queries within SLA guidelines
For Agents
Agents access through your CRM, CCaaS, or Zingtree portal:
  • Display customer data, like policy numbers and warranty status, to agents during calls
  • Trigger SMS and email alerts for shipping updates from order management systems
  • Notify billing systems and trigger ticket creation once the session ends

Focus on customers, not the boring manual tasks

Automate the next best actions across systems

How many systems must an agent access if a customer wants to resolve an issue? With Zingtree, none. Our workflows live inside your CRM and automatically trigger inventory, warranty, and calendar systems, so you don’t have to.

Pull up relevant knowledge & answers without switching screens

Find relevant knowledge articles and answers to questions based on the most up-to-date information. Let AI securely plug into your knowledge and instantly find exactly what you need from across all your enterprise systems.

Drive optimal resolution paths based on a specific context

No more dead-ends and repeating issues to agents. Let customers instantly self-resolve their issues. We gather holistic context from your IVR and CRM to pick optimal resolution paths in real time.

Take a product tour

See CX Answers in action with our healthcare use case below. See how it seamlessly pulls and pushes data across all your systems. Follow the highlighted hotspot.
Zingtree retrieves data from multiple systems including CRMs, scheduling, and invoicing. It then creates actions like "New Appointment" based on this data
Zingtree retrieves data from multiple systems including CRMs, scheduling, and invoicing. It then creates actions like "New Appointment" based on this data
End Tour
For the best experience with our product demo, we recommend using a larger screen device.

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

Want to see Zingtree in action?

Schedule time with our team to get a full breakdown of everything Zingtree can do. Recommended for B2C enterprises with high complexity in products, compliance, and regulations.