Agentic workflows with Zingtree + Zendesk.

Zingtree is the agentic context and decision layer that orchestrates complex, high-stakes support workflows safely, accurately, and at scale within Zendesk.

Show agents the exact words to say
View every step taken while using your decision tree
Auto-fill CRM fields based on customer answers or agent actions

Proven results that speak volumes

30%

FCR improvement

12x

INCREASE in Deflections

30%

CSAT boost

40%

increased revenue

Resolve complex issues faster and with confidence

Connect context from your data systems with guided decision logic inside Zendesk, giving agents the clarity to act fast and stay on policy.

Guided agent resolutions

Turn complex procedures into step-by-step flows. Agents know the right next action, boosting FCR and reducing escalations.

Compliance control

Apply business rules and guardrails that ensure every resolution follows policy and is fully auditable.

Context inside Zendesk

Pull data from CCaaS, EHR, billing, and policy systems to give agents a complete view of each customer.

How it works

1. Build a workflow

Design guided workflows that define every decision, rule, and next best action — no code required.

2. Integrate it

Embed workflows directly inside Zendesk and connect to CRMs, ERPs, EHRs, or billing systems for a complete customer context.

3. Resolve confidently

Agents follow auditable workflows backed by real-time data and AI guardrails, improving accuracy and compliance.

“We want to meet agents where they are – with the right guidance, the right data, and zero unnecessary clicks. Zingtree’s structure gives us a way to expand confidently across systems, channels, and teams.” 

Jennifer Sublett

Manager of Experience Design

Improved agent ramp time by one week and cut call handle times by 2.5 minutes

Monika Aufdermauer

Head of Customer Experience

Features
Description
Native Integration
Combine Zingtree workflows with Zendesk Macros for rule-based, flexible automation.
Workflow Logic & Guardrails
Define logic that governs every AI and agent action, ensuring compliance and accuracy.
Pause & Resume Feature
Lets you transfer cases/tickets in Zendesk from one agent to another, and retain context and workflow history.
Record Creation
Automatically create or update customers records.
Instant Notes
Help your agents in Zendesk save tons of time by creating a notes summary page that can be copied as an editable internal note with just one click.
Automated Triggers &
Actions
Initiate actions like SMS, emails and escalations based on triggers and responses within your conversational workflow in Zendesk.
Fully customizable CSS
Customize the look of the decision tree with our built-in themes or add your own CSS.
AI-Powered Scripting & DecisionEngine™
Apply real-time context and business rules to drive next best actions and compliance.
Advanced Reporting
Track workflow performance, compliance adherence, and FCR improvements.
No-code Builder
Enables your support team to build, review and publish changes to conversational workflows in real time, without requiring assistance from IT.
Custom Webhooks
Securely pull and push data across CRMs, ERPs, EHRs, and billing systems inside Zendesk.

Resources

Zendesk x Zingtree Data Sheet

Ebook - Hallucination-Proof AI for Complex CX

How to integrate it