Agentic Workflows for AI & Human Agents | Zingtree
Workflows for your most complex customer moments
Claims Triage Returns SKU Support Coverage Review Disputes Scheduling
Other workflows teams build:
- Smart routing
- First notice of loss (FNOL)
- Benefits navigation
- Medicare enrollment
- Warranty validation
- Eligibility checks
- Refund rules
- Rebooking workflows
- Account access
- Subscription billing
Platform modules
Connected Systems
Connect to Salesforce, Zendesk, Five9, and more using secure, bi-directional APIs. Pull live data from your CX stack so every interaction is accurate and context-rich.
Case data, intent, and articles
Transform
Zingtree cleans, maps, and structures your data, turning raw inputs into usable signals that drive workflows and AI actions.
Workflow Builder
Empower business to design workflows and logic flows. This is where you define the “how” of your processes: steps, rules, logic, and guardrails.
AI Tools
AI Actions
Bring AI into workflows and automate cross-platform decisions: trigger next-best actions, update records, and solve issues in real time without losing control.
Knowledge Assist
Generative AI helper that surfaces answers from your systems in real time—context-aware, compliant, and built to guide agents or customers inside any workflow.
Conversational AI
Guide users through complex issues with natural language interactions. Zingtree’s Conversational AI blends structured workflows with intuitive chat experiences.
Publish
Embed into any agent or customer-facing UI—CRM, web, or chat—offering full flexibility and customization without rebuilding your front end.
For Customers
- Help customers resolve their issues with self-service that follows your logic
- Surface the right step and trigger the right action at the right time for each scenario
- Adapt to channel, policy, or customer context in real time
For Agents
- Embed agentic workflows where your agents live: Salesforce, Zendesk, Five9, etc
- Auto-fill fields, surface next-best actions, and dynamically guide every step, conversationally and organically
- Keep every agent compliant with guided workflows for each scenario
For Ops Leaders
- Track performance and compliance across every step of the workflow
- Pinpoint friction with built-in analytics on usage, timing, and escalations
- Tune your customer service automation without code
1st Central's results with governed agentic workflows
- 0x Agent error reduction
- 0% higher QA scores
- 0% FCR increase
Works with the tools you already use
Five9
Seamlessly connect with your existing knowledge, tools, and data sources. Automate interactions across your backend systems.
Resources
E-book
Learn how to build hallucination-proof AI that scales without risking compliance or customer trust.
Integrations
See how we plug into Salesforce, Zendesk, Five9, and more.
Customer Stories
See how teams in insurance, finance, healthcare and beyond cut handle times, agent ramp time, and compliance risk while boosting FCR and CSAT, with Zingtree.