Agent workflows for healthcare enterprises

Give your agents the step-by-step guidance they need to deliver exceptional patient experiences from the very first interaction.

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How Zingtree helps

Show agents the exact words to say

Improve first contact resolution by

50%

Patient experience hinges on addressing needs quickly and completely. Empower agents with accurate, step-by-step guidance so they optimize FCR and avoid needing to escalate calls.

Reduce agent training process by

96%

Agents have no clinical background or prior training? Bring your medical expertise into workflows and empower non-clinical staff to act like experts—without the need for weeks of onboarding.

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
Provide a personalized medical recommendation based on the patient’s symptoms

Ensure compliance and reduce errors by

92%

Keep agents aligned with standardized protocols. Dynamic workflows guide agents on what to say, when to say it, and the best next steps—whether it’s diagnosing symptoms or helping patients schedule time with the right specialist.

Reduced call wait times by 18 minutes

"We began building agent scripts in Zingtree so our support team could find answers quickly and deliver them correctly instead of rustling through a stack of papers and figuring out how to explain policies on the fly. Before Zingtree, call wait times used to be as high as 20 minutes while agents hunted for answers; now they average 2 minutes."

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Tomekia Bozeman-Bailey

Director of Patient Access at Carti

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Key features

No-code Builder

Easily build, review, & publish workflows with no IT assistance required.

Dynamic Workflows

Enable agents to drive towards optimal resolution path no matter the complexity.

Native CRM integrations

Utilize workflows in existing systems—no need to add new ones for agents to learn.

Compliance & Control

Rest assured every decision flow is version-controlled, traceable, and auditable.

Secure & compliant agent-assist

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.

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