Automate more & act faster with CX Actions

The intelligent automation layer that enables enterprises to power AI and automate every key business action to speed up end-to-end customer resolutions.

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Automate processes for both customers and agents

Make AI work by following your processes, policies, and brand guidelines with 100% compliance.

For Customers

Through Help Centers, knowledge articles, virtual assistants, and authenticated account pages

Let customers initiate refunds, returns, or book appointments themselves
Automate customer ticket handling to resolve queries within SLA guidelines
Streamline customer onboarding with automated access, resources, and training setup

For Agents

Through CRMs, CCaaS, & custom systems

Display contextual customer data, like policy number, recent transactions, and warranty status, to agents during calls
Use contextual customer data to trigger the next best action
Update customer records and trigger ticket creation in CRMs
Trigger SMS and email alerts for shipping and delivery updates from OMS

How CX Actions help

Boost self-service

Enable customers to trigger automated actions and resolve more issues through self-service without getting agents involved.

Speed-up resolutions

Provide agents with contextual customer data from third-party apps during calls to avoid time-consuming screen juggling.

Personalize interactions

Automatically adapt actions to each customer and agent by responding to a person’s unique context and intent.

Cut support costs

Automation capabilities enable you to reduce agent headcount, training times, and cost per call.

See CX Actions in action with
our healthcare use case

Zingtree retrieves data from multiple systems including CRMs, scheduling, and invoicing. It then creates actions like "New Appointment" based on this data

End Tour

For the best experience with our product demo, we recommend using a larger screen device.

Unify scattered data and knowledge from your apps

Publish actions to agent workflows, search results, and self-service with a single integration. The engine will automatically adjust actions based on the user’s specific context.

See our integrations

Realize ROI faster

A quick, IT-free setup gives you more control to hit your CX goals. Drive new efficiencies for your organization from day 1. Your IT team will love it.
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Connect users to the most relevant information with CX Answers

CX Answers is an addition to CX Actions that helps you find accurate information anywhere in your enterprise with intelligent search and discovery.