Workflow automation that keeps you in control
Design workflows that connect your data with guided decisions, so agents and customers act fast, stay compliant, and resolve issues right the first time.
Proven results that speak volumes
Workflows for your most complex customer moments
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
How it works
Connect to your systems
Bring the right customer and case context into the workflow so agents don’t have to hunt across tools.
- Connect to CRM, ticketing, billing, policy, and knowledge systems
- Summarize the key customer and case context inside each step
- Use live data to adapt the resolution path and surface next-best actions
Put ops team in control
Build automation without code, and keep every change approved, traceable, and compliant.
- Apply business rules and guardrails that ensure every resolution follows policy
- Manage change with versioning, approvals, and audit history
- Roll out updates across teams without IT backlogs
Run across every channel
Use the same governed logic for agent assist and self-service, without rebuilding per channel.
- Run workflows in agent tools like Salesforce, Zendesk, and Five9
- Give agents step-by-step scripts and a copilot that interprets ticket context
- Publish the same logic on web portals so that customers can resolve issues on their own
1st Central’s results with governed AI workflows
3x
Agent error
reduction
reduction
20%
higher QA
scores
scores
10%
FCR
increase
increase
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
Interactive Demo
See how to build AI-powered workflows that scale resolutions without losing control or breaking policy.
Want to see Zingtree in action?
Find out how Zingtree can help you