Improve self-service & customer satisfaction

Enable customers to troubleshoot complex issues without getting agents involved by utilizing our automation capabilities. Your customers demand that you help them with all their problems, not just the simple ones.

50%
reduction in ticket volumes

Customers don’t always want to chat with a robot

Chatbots frustrate too many customers because they are not connected to all your processes and systems to perform the actions that automate resolutions to their problems.

Customers want their questions answered and problems solved

Now it’s easier with Zingtree. Enable your chatbot or any self-serve tool to deliver automation and resolve more queries by using policies, processes, and context from your enterprise systems. Scale and leverage integrations with our fifth-generation real-time integration environment.

Guide agents through customer conversations

Enable customers to quickly find accurate answers themselves with intelligent search and discovery.

Personalize workflows in real-time

Leverage context and variables to trigger unique experiences for different customer types, segments, or individuals.

Automate cross-platform and repetitive actions

Auto-trigger custom actions, such as appointment scheduling, billing inquiries, refunds, and returns—all without code.

How it works


Connect your data & knowledge

Bring together data from your CRM, order management, and inventory systems. Zingtree's AI Orchestration automatically adapts workflows to each customer by responding to a person’s unique context and intent.

Build a workflow

Create workflows in hours or days. Our AI-powered no-code platform allows quick launch by any business user.

Embed workflows into your CRM or contact center

Embed Zingtree in your CRM or contact center platform so agents can seamlessly access, update, and manage customer data.

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

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.
Check out our G2 reviews
4.5 out of 5 Stars