Governed Agentic AI for Software & Services

Zingtree understands what the customer needs, applies the rules for their account and market, and completes the change across the systems behind the conversation.

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Customer working on her laptop while on a support call
Customer · Incoming call
00:02

I was charged for a subscription I cancelled last month.

Customer
AI Agent

Let me look into that. I'll check your account and sort out the charge.

Your rules
Identity
Eligibility
Refund rules
Refund issued
Account resolved
No manual handoff

Put Zingtree to work across account operations

01
Account & plan changes
Chat
02
Billing & payments
Email
03
Cancellations & retention
Voice, integrated with your CCaaS
Website chat where the AI agent switches a customer to an annual plan and adds a member
AI agent replying by email to refund a duplicate subscription chargeVoice AI agent pausing a subscription instead of cancelling, with a live transcript
Other AI agents teams build
Refunds & returns
Booking & order changes
Account access & identity
Product recommendations
Increase in NPS
Fewer support tickets
Faster agent ramp

AI understands the customer. Your business rules control the outcome.

Zingtree keeps AI separate from the decision logic that governs the account. AI can understand what the customer wants and organize the context. The Engine determines identity requirements, eligibility, offers, approvals and which account actions are actually allowed.

01 - Understand02 - Check and hand off03 - Act and record

Understand the request, even when the customer doesn't follow your process

  • Understand multiple needs expressed naturally in one conversation.
  • Bring together account tier, subscription state, billing history, entitlement and market.
  • Use AI to interpret the situation without asking it to remember every business rule and exception.
Explore self-service
Chat where the AI agent understands a seat change and billing dispute while the Engine checks the account
01 - Understand02 - Check and hand off03 - Act and record

Apply your rules before anything on the account changes

  • Verify identity before sensitive actions can proceed.
  • Apply entitlement, refund, retention and proration rules consistently.
  • Vary the rules by product, account tier or market while keeping the experience consistent.
Explore agent assist
A credit over the limit needs approval, so the Engine hands the account to a specialist with full context
01 - Understand02 - Check and hand off03 - Act and record

Complete the workflow beyond the conversation

  • Apply the credit, change the plan, cancel the subscription or update the account once the workflow allows it.
  • Continue the process across billing, CRM, subscription and support systems without another manual handoff.
  • Carry the context and decision history into whatever happens next.
Explore the engine
Credit applied, plan changed and CRM updated through connectors with a full audit trail

See how doTERRA made returns 90% faster

Read the case study

Built for workflows that move customer data and money

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

Start with the account workflow your team gets wrong most

Bring us the process with the most exceptions, markets or handoffs. We’ll show you how Zingtree can turn it into one governed workflow.

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