Dynamic workflows that guide your agents & customers to resolutions
Create compliant and accurate experiences across your most complex customer issues—from opening through resolution.
Enable standardized & compliant Customer Support across channels
Agent-assist
Guide agents through customer interactions using step-by-step workflows that seamlessly integrate with your CRM, CCaaS, or custom systems
Self-service
Empower customers to resolve complex issues independently through your website, Help Center, and knowledge articles
Chatbots
Enhance the effectiveness and safety of AI by providing it secure access to your resolution workflows, brand policies, and systems
Generate compliant workflows based on your business data
- Plug in your enterprise data and create compliant workflows using our no-code builder
- Let AI tap into your knowledge to suggest more advanced automation
- Integrate workflows into CRMs as agent-assist & into your website as self-service
Gather context and dynamically adapt workflows in real time
- Gather holistic context from your IVR, CRM, or any relevant enterprise system
- Dynamically adapt workflows based on user’s context and ensure correct steps taken
- Empower users to have accurate, step-by-step guidance no matter the issue
Find accurate information across your enterprise
- Bring scattered knowledge, data, and processes directly into your workflows
- Find accurate and relevant answers with intelligent search and discovery
- Generate answers to direct questions based on articles and other data sources
Automate cross-platform actions to resolve issues faster
- Recommend next best actions based on customer data, context, and interaction history
- Display customer data, like policy number and warranty status, to agents during calls
- Notify billing systems and trigger ticket creation once the session ends
Improve workflows & surface new actions
- Illustrate agent performance and workflow usage with visualizations and dashboards
- Uncover insights on agent activity, resolution times, and process optimization
- Constant learning helps you better understand the efficacy of the platform
Take a product tour
Choose your industry and experience Zingtree through the customer service agents perspective.
Click "Next" to create a new tree and see how you can build and edit it.
This is where you can add text and media content, data collection form fields and action buttons. Plus, you can automate the creation of your workflows by using Author Assist AI to help you write, edit, and summarize content nodes.
- Quote generators
- Preliminary screening process
- Survey automation
- Pre-visit preparation & reminder
- General patient support
Author Experience
Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.
Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
As the agent collects customer information, it gets synced with your CRM.
Agent Experience
Walk in the shoes of a customer service agent and discover the agility of our product within your favorite CRM system.
.png)
.png)
.png)
.png)
.png)
.png)
Customer Experience
Dive into the simplicity of problem-solving with the Customer Self-Help Experience. Users navigate intuitive trees effortlessly, finding solutions independently.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
Click "Next" to create a new tree and see how you can build and edit it.
This is where you can add text and media content, data collection form fields and action buttons. Plus, you can automate the creation of your workflows by using Author Assist AI to help you write, edit, and summarize content nodes.
- Quote generators
- Compliance automation
- Pre-visit preparation & reminder
- Preliminary screening process
- Customer support
- Automated surveys
- Open enrollment & underwriting
Author Experience
Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.
Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
As the agent collects customer information, it gets synced with your CRM.
Agent Experience
Walk in the shoes of a customer service agent and discover the agility of our product within your favorite CRM system.
Customer Experience
Dive into the simplicity of problem-solving with the Customer Self-Help Experience. Users navigate intuitive trees effortlessly, finding solutions independently.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
Click "Next" to create a new tree and see how you can build and edit it.
This is where you can add text and media content, data collection form fields and action buttons. Plus, you can automate the creation of your workflows by using Author Assist AI to help you write, edit, and summarize content nodes.
- Product Selectors
- Automated surveys
- Quote generators
- Appointment Rescheduling
- Upsell & Cross-sell
- Retention Management
Author Experience
Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.
Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
As the agent collects customer information, it gets synced with your CRM.
Agent Experience
Walk in the shoes of a customer service agent and discover the agility of our product within your favorite CRM system.
Customer Experience
Dive into the simplicity of problem-solving with the Customer Self-Help Experience. Users navigate intuitive trees effortlessly, finding solutions independently.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
Click "Next" to create a new tree and see how you can build and edit it.
This is where you can add text and media content, data collection form fields and action buttons. Plus, you can automate the creation of your workflows by using Author Assist AI to help you write, edit, and summarize content nodes.
- Quote generators
- Preliminary screening process
- Survey automation
- Pre-visit preparation & reminder
- general patient support
Author Experience
Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.
Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
As the agent collects customer information, it gets synced with your CRM.
Agent Experience
Walk in the shoes of a customer service agent and discover the agility of our product within your favorite CRM system.
Customer Experience
Dive into the simplicity of problem-solving with the Customer Self-service Experience. Users navigate intuitive trees effortlessly, finding solutions independently.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
Click "Next" to create a new tree and see how you can build and edit it.
This is where you can add text and media content, data collection form fields and action buttons. Plus, you can automate the creation of your workflows by using Author Assist AI to help you write, edit, and summarize content nodes.
- Customer support
- Automated surveys
- Quote generators
- Upsell & cross-sell
- And many more!
Author Experience
Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.
Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
As the agent collects customer information, it gets synced with your CRM.
Agent Experience
Walk in the shoes of a customer service agent and discover the agility of our product within your favorite CRM system.
.png)
.png)
.png)
.png)
Customer Experience
Dive into the simplicity of problem-solving with the Customer Self-Help Experience. Users navigate intuitive trees effortlessly, finding solutions independently.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
Click "Next" to create a new tree and see how you can build and edit it.
This is where you can add text and media content, data collection form fields and action buttons. Plus, you can automate the creation of your workflows by using Author Assist AI to help you write, edit, and summarize content nodes.
- Customer support
- Preliminary Screening process
- Quote generators
- Survey automation
- Quote generator
- Card replacement
- Call routing
- And many more!
Author Experience
Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.
Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
.png)
As the agent collects customer information, it gets synced with your CRM.
.png)
.png)
Agent Experience
Walk in the shoes of a customer service agent and discover the agility of our product within your favorite CRM system.
.png)
.png)
.png)
.png)
Customer Experience
Dive into the simplicity of problem-solving with the Customer Self-Help Experience. Users navigate intuitive trees effortlessly, finding solutions independently.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
Click "Next" to create a new tree and see how you can build and edit it.
This is where you can add text and media content, data collection form fields and action buttons. Plus, you can automate the creation of your workflows by using Author Assist AI to help you write, edit, and summarize content nodes.
- Customer support
- Automated surveys
- Quote generators
- Upsell & cross-sell
Author Experience
Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.
Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
.png)
As the agent collects customer information, it gets synced with your CRM.
.png)
.png)
Agent Experience
Walk in the shoes of a customer service agent and discover the agility of our product within your favorite CRM system.
.png)
.png)
.png)
.png)
Customer Experience
Dive into the simplicity of problem-solving with the Customer Self-Help Experience. Users navigate intuitive trees effortlessly, finding solutions independently.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
.png)
.svg)
.png)
.svg)
.png)
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.