Build Customer Self-Help Tools, Troubleshooters, and Product Selectors | Zingtree
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.
How to automate workflow creation
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.
How to integrate with Salesforce
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
Take a product tour
Choose your industry and experience Zingtree through the customer service agents perspective.
Contact Centers Insurance Home Services Healthcare Consumer Products Finance B2C Software
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.
Customer Experience
Dive into the simplicity of problem-solving with the Customer Self-Help Experience. Users navigate intuitive trees effortlessly, finding solutions independently.