Turn every agent into an expert
Guide your agents through customer conversations by creating workflows that provide bite-sized information to improve call compliance and agent ramp time, creating overall support cost savings.
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.
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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-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
- 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.
Boost agent productivity and customer satisfaction
Guide agents through customer conversations
Empower your agents to have bite-sized, step-by-step answers no matter the question, improving AHT, FCR, and CSAT rates.
Automate cross-platform and repetitive actions
Auto-trigger custom actions, like updating your CRM, sending emails, and appointment scheduling—all without code.
Speed agents to the right knowledge, workflow, and action
No more time-consuming screen juggling during calls. Drive agent assist and instantly connect agents to the answers they need.
How it works
Connect your data & knowledge
Bring together data from your CRM, order management, and inventory systems. Zingtree's AI Orchestration automatically adapts workflows to each agent by responding to a person’s unique context and intent.
Build a workflow
Create workflows in hours or days. Our AI-powered no-code platform allows quick launch by any business user.
Embed workflows into your CRM or contact center
Embed Zingtree in your CRM or contact center platform so agents can seamlessly access, update, and manage customer data.
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