Speak with an expert
Zingtree powers better process
for enterprise organizations

How it works

user interface showing product of decision trees

Create workflows

AI generates complex workflows from your data. Complete the last 10-20% using a no-code builder to ensure compliance.

user interface showing a decision tree for troubleshooting

People follow them

Embed workflows into CRMs as agent assist and on your website as a part of your automated customer service strategy.

a chart showing a raise in sales

Automate actions

Update your CRM and trigger follow-up tasks across other systems once a session ends to keep everything current.

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.

Hear it from our customers

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

Features built for customer self-help

Embed Anywhere

Insert your complex and compliant workflows directly into your website.

No-Code Builder

Review and approve AI workflows with no code to ensure compliance.

Changes on Command

Push changes – with version control – whenever you decide.

Actions

Automate contextually relevant tasks across enterprise systems by following your bespoke workflows.

Advanced Integrations

Bring together data from CRMs, ERPs, and EMRs into one enterprise engine and ensure real-time data flow and visibility.

Insights

Constant learning helps you better understand efficacy and optimize workflows across agents and self-help.

Want to see zingtree in action?

Schedule time with our team to get a full breakdown of everything Zingtree can do. Recommended for B2C enterprises.

a finger pointing at a computer mouse