Take the complexity out of scheduling & triage

Guide your teams handling patient scheduling, triage, and patient access with no-code, interactive workflows that help them navigate complex processes.

Request demo

How zingtree helps healthcare professionals

Show agents the exact words to say

Shave weeks off the training process

Eliminate lengthy onboarding processes and the time spent shadowing experienced healthcare professionals. Create agent workflows that provide your front-desk staff with information for each step of the patient interaction. New hires can start delivering value in days instead of weeks.

See how it works

Boost accuracy & professionalism

No more call escalations, transferring, or putting customers on hold. Regardless of the complexity of the patient's request, Zingtree will tell your agents what to say.

See example workflows
Agents don’t waste time searching through knowledge base articles
Auto-fill CRM fields based on customer answers or agent actions
View every step taken while using your decision tree
Deliver the right troubleshooting guidance depending on the customer answer

Deflect inbound requests

Reduce the volume of support tickets by embedding Zingtree workflows into your website as a patient self-help tool. This allows patients to resolve common issues easily without agents getting involved.

For instance, Getty Images reduced support tickets by 60% using our self-help tool.

See Getty Images case study

Take a healthcare product tour

Choose your industry and experience Zingtree 
through the customer service agents perspective.

Contact Centers
Insurance
Home Services
Healthcare
Consumer Products
Finance
B2C Software
This is the dashboard where you can view all the decision trees you have built.

Click "Next" to create a new tree and see how you can build and edit it.
Next
Nodes

This is where you can view, edit or create Nodes. Click "Next" to start creating a Node.
Back
Next
Node Types

There are multiple node types. Content, Tree, Logic, Link, Email and Document Node. Click “Next” to add Content Node (Most Common)
Back
Next
Adding Content Node

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.
Back
Next
Visual Designer

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
Back
Next
Contact Centers Tour
Thank you for exploring the Contact Center Scheduling use case tour sample! In addition to this, Zingtree offers various other use cases within the healthcare industry, including but not limited to:
  • Quote generators
  • Preliminary screening process
  • Survey automation
  • Pre-visit preparation & reminder
  • General patient support
To learn more click below to speak with one of our experts.
Speak with an expert
Start new experience

Author Experience

Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.

Embed Call Scripts to the CRM of Your Choice

Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, 
Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
Sync call info back to the customer record in real-time

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.

Before we get started, please keep in mind that this is a guided tour, so it’s limited by design.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
For the best experience with our product demo, we recommend using a larger screen device.
This is the dashboard where you can view all the decision trees you have built.

Click "Next" to create a new tree and see how you can build and edit it.
Next
Nodes

This is where you can view, edit or create Nodes. Click "Next" to start creating a Node.
Back
Next
Node Types

There are multiple node types. Content, Tree, Logic, Link, Email and Document Node. Click “Next” to add Content Node (Most Common)
Back
Next
Adding Content Node

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.
Back
Next
Visual Designer

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
Back
Next
Insurance Tour
Thank you for exploring the Insurance Compliance Automation use case tour sample! In addition to this, Zingtree offers various other use cases within the Insurance industry, including but not limited to:
  • Quote generators
  • Compliance automation
  • Pre-visit preparation & reminder
  • Preliminary screening process
  • Customer support
  • Automated surveys
  • Open enrollment & underwriting
To learn more click below to speak with one of our experts.
Speak with an expert
Start new experience

Author Experience

Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.

Embed Call Scripts to the CRM of Your Choice

Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, 
Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
Sync call info back to the customer record in real-time

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.

Before we get started, please keep in mind that this is a guided tour, so it’s limited by design.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
This is the dashboard where you can view all the decision trees you have built.

Click "Next" to create a new tree and see how you can build and edit it.
Next
Nodes

This is where you can view, edit or create Nodes. Click "Next" to start creating a Node.
Back
Next
Node Types

There are multiple node types. Content, Tree, Logic, Link, Email and Document Node. Click “Next” to add Content Node (Most Common)
Back
Next
Adding Content Node

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.
Back
Next
Visual Designer

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
Back
Next
Home Services Tour
Thank you for exploring the Home Services Appointment Scheduling use case tour sample! In addition to this, Zingtree offers various other use cases within the Home Services industry, including but not limited to:
  • Product Selectors
  • Automated surveys
  • Quote generators
  • Appointment Rescheduling
  • Upsell & Cross-sell
  • Retention Management
To learn more click below to speak with one of our experts.
Speak with an expert
Start new experience

Author Experience

Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.

Embed Call Scripts to the CRM of Your Choice

Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, 
Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
Sync call info back to the customer record in real-time

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.

Before we get started, please keep in mind that this is a guided tour, so it’s limited by design.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
This is the dashboard where you can view all the decision trees you have built.

Click "Next" to create a new tree and see how you can build and edit it.
Next
Nodes

This is where you can view, edit or create Nodes. Click "Next" to start creating a Node.
Back
Next
Node Types

There are multiple node types. Content, Tree, Logic, Link, Email and Document Node. Click “Next” to add Content Node (Most Common)
Back
Next
Adding Content Node

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.
Back
Next
Visual Designer

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
Back
Next
Healthcare Tour
Thank you for exploring the Healthcare Medical Scheduling use case tour sample! In addition to this, Zingtree offers various other use cases within the healthcare industry, including but not limited to:
  • Quote generators
  • Preliminary screening process
  • Survey automation
  • Pre-visit preparation & reminder
  • general patient support
To learn more click below to speak with one of our experts.
Speak with an expert
Start new experience

Author Experience

Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.

Embed Call Scripts to the CRM of Your Choice

Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, 
Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
Sync call info back to the customer record in real-time

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.

Before we get started, please keep in mind that this is a guided tour, so it’s limited by design.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
For the best experience with our product demo, we recommend using a larger screen device.
This is the dashboard where you can view all the decision trees you have built.

Click "Next" to create a new tree and see how you can build and edit it.
Next
Nodes

This is where you can view, edit or create Nodes. Click "Next" to start creating a Node.
Back
Next
Node Types

There are multiple node types. Content, Tree, Logic, Link, Email and Document Node. Click “Next” to add Content Node (Most Common)
Back
Next
Adding Content Node

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.
Back
Next
Visual Designer

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
Back
Next
Consumer Products Tour
Thank you for exploring the Consumer Products Product Troubleshooting use case tour sample! In addition to this, Zingtree offers various other use cases within the Home Services industry, including but not limited to:
  • Customer support
  • Automated surveys
  • Quote generators
  • Upsell & cross-sell
  • And many more!
To learn more click below to speak with one of our experts.
Speak with an expert
Start new experience

Author Experience

Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.

Embed Call Scripts to the CRM of Your Choice

Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, 
Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
Sync call info back to the customer record in real-time

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.

Before we get started, please keep in mind that this is a guided tour, so it’s limited by design.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
This is the dashboard where you can view all the decision trees you have built.

Click "Next" to create a new tree and see how you can build and edit it.
Next
Nodes

This is where you can view, edit or create Nodes. Click "Next" to start creating a Node.
Back
Next
Node Types

There are multiple node types. Content, Tree, Logic, Link, Email and Document Node. Click “Next” to add Content Node (Most Common)
Back
Next
Adding Content Node

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.
Back
Next
Visual Designer

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
Back
Next
Finance Tour
Thank you for exploring the Finance Compliance Automation Consumer Products Product Troubleshooting use case tour sample! In addition to this, Zingtree offers various other use cases within the Financial industry, including but not limited to:
  • Customer support
  • Preliminary Screening process
  • Quote generators
  • Survey automation
  • Quote generator
  • Card replacement
  • Call routing
  • And many more!
To learn more click below to speak with one of our experts.
Speak with an expert
Start new experience

Author Experience

Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.

Embed Call Scripts to the CRM of Your Choice

Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, 
Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
Sync call info back to the customer record in real-time

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.

Before we get started, please keep in mind that this is a guided tour, so it’s limited by design.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
This is the dashboard where you can view all the decision trees you have built.

Click "Next" to create a new tree and see how you can build and edit it.
Next
Nodes

This is where you can view, edit or create Nodes. Click "Next" to start creating a Node.
Back
Next
Node Types

There are multiple node types. Content, Tree, Logic, Link, Email and Document Node. Click “Next” to add Content Node (Most Common)
Back
Next
Adding Content Node

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.
Back
Next
Visual Designer

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
Back
Next
B2C Software Tour
Thank you for exploring the Finance Compliance Automation B2C Product Troubleshooting use case tour sample! In addition to this, Zingtree offers various other use cases within the B2C industry, including but not limited to:
  • Customer support
  • Automated surveys
  • Quote generators
  • Upsell & cross-sell
To learn more click below to speak with one of our experts.
Speak with an expert
Start new experience

Author Experience

Explore the backend magic. Easily create, organize, and publish content through an intuitive interface.

Embed Call Scripts to the CRM of Your Choice

Including Salesforce, Zendesk, Talkdesk, Freshdesk, Kustomer, 
Avaya, Cisco, Five9, Zoho, SugarCRM, ServiceNow, Intercom, Platfrom 28, Slack, Zapier.
Sync call info back to the customer record in real-time

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.

Before we get started, please keep in mind that this is a guided tour, so it’s limited by design.
Take your time! Pause to absorb and interact. When ready to move forward, click ‘Next’ on any screen.
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."

avatar-image

Tomekia Bozeman-Bailey

Director of Patient Access at Carti

Learn more
INTEGRATIONS

Drive more value out of your Customer Support systems

Your workflows automatically connect across your systems, apps, and website to maximize efficiency and personalize every experience.

See our integrations

Adjust the number of licenses to handle seasonal spikes

Zingtree offers scalable license options to meet your needs. Change license count to match desired number of agents. Easily add or reduce licenses as demand increases or lessens.

This also means you don’t need to hire agents as early to get ready for the peak season. With Zingtree, you can ramp new agents in a few days.

See pricing plans

Everything you need to build a team of experts

No-code builder

Build, review, & publish changes to interactive decision trees in real time, without requiring assistance from IT.

DecisionEngine™

Integrate sophisticated logic into flows so agents always have the answer immediately no matter the complexity.

Advanced reporting

Leverage our advanced reporting to optimize your flows & manage team performance.

Native Integrations

Embed Zingtree in your favorite CRM or contact center platform to dynamically pull/push data between the two from a single screen.

Resources

Read the Agent Expertise Gap Definitive Guide

Read blog post

Watch how to configure Zingtree with no code

Watch how

Explore ready-to-go example trees you can use

Example trees

Review the Implementation Process

View PDF

Want to see
zingtree in action?

Two ways you can learn more today.

See pricing

Check out our pricing and packages to see if Zingtree might be a good fit for your organization.

Request demo

Schedule time with our team to get a full breakdown of everything Zingtree can do. Recommended for medium-to-large organizations.