CX leaders are facing 
a new challenge

As your business expands, so does complexity—more systems, data, SKUs, compliance, decision trees, and evolving processes. Streamlining workflows for your agents at the pace of your business becomes challenging.

You can’t leave customers frustrated anymore

Zingtree helps you deliver the knowledge, experience, and decision trees to your agents and customers, so they can efficiently manage workflows.

Without Zingtree
With Zingtree
Agents switching between tabs & apps for answers
Getting answers from a unified knowledge source
Reporting poor AHT, FCR, and CSAT rates
Speeding up resolutions and satisfying customers
Having manually update processes and workflows
Updating your processes & workflows automatically
Spending months to ramp up new agents
Turning agents into experts quickly
Wondering what processes work and which don’t
Spotlighting gaps and gaining customer insights
Overspending on chatbots that frustrate customers
Providing instant self-service answers and guidance
Waiting for IT to integrate and update workflows
Getting up and running in days with no code

Integrate your apps for unified end-to-end CX experiences

Make every agent an expert by guiding them through customer conversations
  • Turn complex processes into simple agent workflows fast with Author Assist AI
  • Integrate workflows seamlessly into your systems to guide agents
  • Improve CX metrics & agent ramp time, creating overall support cost savings
Enable customers to troubleshoot common issues without getting agents involved
  • Embed workflows for customers on your website as self-help
  • Personalize experiences based on user context and data using CX Answers & Actions
  • Reduce unbound tickets and let team focus on more complicated questions
Map out standard operating procedures or build a knowledge base, so your team can find info quickly
  • Create interactive knowledge bases and FAQs without any coding
  • Prevent agent mistakes by adhering to your knowledge base and guides
  • Assist agents in choosing the right product configuration for each customer

Take a product tour

Choose your industry and experience Zingtree through the author, agent, or customer perspective.

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.
Nodes

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

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

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
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-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.
Nodes

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

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

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
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.
Nodes

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

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

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
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.
Nodes

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

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

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
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-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.
Nodes

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

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

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
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.
Nodes

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

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

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
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.
Nodes

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

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

Another way to view and edit your tree nodes is by using our Visual Designer, accessible through this icon.
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.

Hear it from our customers

Todd Sale
Senior VP CX Operations
Fiona Green
Senior CX Manager
Dustin Auman
Operations Manager
Mike Jennings
VP of UK Operations
Monika Aufdermauer
VP of User Success
Todd Sale
Senior VP CX Operations
Fiona Green
Senior CX Manager
Dustin Auman
Operations Manager
Mike Jennings
VP of UK Operations
Monika Aufdermauer
VP of User Success
INTEGRATIONS

Drive more value out of your CX Apps

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

Check out our G2 reviews
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