Speak with an expert
Zingtree powers better process
for enterprise organizations

How it works

Build a workflow

Create agent workflows with bite-sized info to guide your agents to the next best action - with no code required. Auto-pull data from CRMs & contact center systems through native integrations.

Agents follow it

Say goodbye to searching for answers in a knowledge base for minutes while customers wait on hold. Empower your agents to have bite-sized, step-by-step answers no matter the question. Plus each step can auto-trigger actions like populating your CRM, sending an email, SMS, PDF, & more.

Create happy customers

From reducing average call handling times, to improving agent ramp time, your agents can now deliver a world-class customer experience. They know what to say, when to say it, and are more productive. And this can continually improve through agent feedback tools and manager reporting & analytics.

Take a product tour

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

How zingtree helps call center & support teams

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

Software that empower your contact center agents

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.

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

Don't keep your customers on hold.
Try Zingtree today!