## World’s leading and Fortune

500 enterprises build with Zingtree

## Automate processes for both customers and agents

Make AI work by following your processes, policies, and brand guidelines with 100% compliance.

### For Customers

Customers access through your website, Help Center, & FAQs:

- Let customers self-resolve by initiating refunds, returns, or booking appointments
- Access relevant knowledge from knowledge bases, ticketing systems, and CRMs
- Automate customer ticket handling to resolve queries within SLA guidelines

### For Agents

Agents access through your CRM, CCaaS, or Zingtree portal:

- Display customer data, like policy numbers and warranty status, to agents during calls
- Trigger SMS and email alerts for shipping updates from order management systems
- Notify billing systems and trigger ticket creation once the session ends

[View on G2](https://www.g2.com/products/zingtree/reviews/zingtree-review-10279557)

### Hear it from our customers

[Dino P.](https://www.g2.com/products/zingtree/reviews/zingtree-review-10279557)

September 18, 2024

Don't know how we'd survive without Zingtree

The interface to build out Trees is incredibly intuitive and it has every other feature I could need (linking to other trees, webhooks, etc) As of right now, I'm not really happy with the level of support. Our entire business depends on this operating normally, and the fact that we can only open a ticket or send an email for an urgent issue is tough. For example, all day yesterday we had to pay our entire staff to sit there doing nothing all day because Zingtree has a bug. We've emailed the support team constantly and are hearing back hours and hours later if at all. It allows us to roll out dynamic scripts without having to coach the agent through what exactly they need to ask if a person answers X to a certain question.

[View on G2](https://www.g2.com/products/zingtree/reviews/zingtree-review-9107854)

[Derrel R.](https://www.g2.com/products/zingtree/reviews/zingtree-review-9107854)

January 11, 2024

Zingtree is MUCH MORE than just a scripting platform!!

I love how Zingtree takes all of the guesswork out of the equation for an agent using this platform for scripting while taking calls, and qualifying callers. This dynamic scripting tool will allow you to put all qualifying factors into a tree, and depending on what answer the agent selects, the script will determine what page they see next, whether it's another qualifying question, an ending to the call, or a transfer. You could also integrate your dialer so that when you reach a certain page in the script, the script will transfer the call. I also love the reporting features that Zingtree offers, they allow you to track everything an agent clicked on, and what they saw, on every call they took. The only disadvantage about Zingtree is there seems to always be a delay waiting for the script to pop up at the beginning of calls. This lag makes it a little awkward for new users to start the introduction of their calls. The other disadvantage is that if you rely on Zingtree for scripting, qualifying, and transferring calls, you will be temporarily out of business if and when the server goes down and there are any tech issues. The only issue with Zingtree is a slight lag at the beginning of calls, causing the script to take several seconds to pop up when a call comes in.

### Focus on customers, not the boring manual tasks

### Automate the next best actions across systems

How many systems must an agent access if a customer wants to resolve an issue? With Zingtree, none. Our workflows live inside your CRM and automatically trigger inventory, warranty, and calendar systems, so you don’t have to.

### Pull up relevant knowledge & answers without switching screens

Find relevant knowledge articles and answers to questions based on the most up-to-date information. Let AI securely plug into your knowledge and instantly find exactly what you need from across all your enterprise systems.

[Learn more](/content/en/product/cx-answers/index.html)

### Drive optimal resolution paths based on a specific context

No more dead-ends and repeating issues to agents. Let customers instantly self-resolve their issues. We gather holistic context from your IVR and CRM to pick optimal resolution paths in real time.

## Take a product tour

See CX Answers in action with our healthcare use case below. See how it seamlessly pulls and pushes data across all your systems. Follow the highlighted hotspot.

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Zingtree retrieves data from multiple systems including CRMs, scheduling, and invoicing. It then creates actions like "New Appointment" based on this data

[Next](/content/en/product/cx-actions#/index.html)

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Zingtree retrieves data from multiple systems including CRMs, scheduling, and invoicing. It then creates actions like "New Appointment" based on this data

[Next](/content/en/product/cx-actions#/index.html)

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End Tour

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For the best experience with our product demo, we recommend using a larger screen device.

## 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 with high complexity in products, compliance, and regulations.

[Request demo](/content/en/demo-request/index.html)
