Headless Business Process Automation

CX Operations is a complete BPA for the contact center, run headlessly before and after every conversation. Fix issues before customers reach out and complete the follow-up in your systems.

Before
After
Reach customers before they reach you
Billing · just now
Failed payment retried
Voice · 02:14
Inbound call
Chat · now
Where’s my refund?
Email · 1 min ago
Re: Replacement card delivery
Finish the follow-up in your systems
Helpdesk · just now
Case updated and closed

Four triggers that launch the Zingtree automation

Requests
A customer emails to cancel a card
Email, form, ticket or another AI agent
Patterns
Customer usage drops after a price change
Repeat contacts and unusual activity
Card cancelled · reply sent
Zingtree
Always on · behind the scenes
System changes
A payment fails
Changes in your CRM, billing or order systems
Key dates
A warranty ends in 30 days
Renewals, warranty ends and deadlines

Finish every job, from first signal to resolved

Refunds, cancellations, retries and follow-ups pile up behind your support team. Zingtree completes them.

01 - Proactive fixes02 - Follow-up work

Fix customer problems before they turn into tickets

  • Act on issues as they happen, like a declined payment or a delayed order
  • Run the fix your rules allow, from a payment retry to a partial refund
  • Tell the customer what happens next and what to do
01 - Proactive fixes02 - Follow-up work

Finish the work a conversation leaves behind

  • Pick up routine requests from email, forms, and tickets
  • Run the refund, cancellation or return your rules allow, then close the case
  • Send anything outside your rules to your team, with the reason attached

How it works

01

Connect systems

Add a Connector, and choose what Zingtree can read and change.

02

Write the Skill

Describe the job in plain language.

03

Add a Flow

Lock the steps that must always run in order.

04

Test and publish

Try it on real scenarios, then publish.

Zingtree speaks MCP in both directions

Your AI agents
CRM agent
Salesforce Agentforce
Chat and voice agents
Cognigy, Genesys, your own
Other AI agents
Any MCP-compatible agent
MCP server
Calls in
MCP client
Calls out
Zingtree
Your systems
CRM
Salesforce, Microsoft Dynamics
Helpdesk
Zendesk, ServiceNow
Knowledge
SharePoint, Confluence
See our integrations

Built for work you need to explain later

Keep the rules, permissions, and audit history behind every task when customer data, money, policy, or compliance is involved.

SOC 2 Type II
HIPAA
GDPR
CCPA
WCAG 2.1 AA
Security & compliance

Start with the customer task your team still does by hand

Bring us the request, back-office task, or cross-system workflow with the most repetitive checks and manual follow-up. We’ll show you how CX Operations can run it on your rules.