Agentic Workflows that keep you in control

Design workflows that guide your AI agents and human agents to resolve your most complex issues quickly, completely, and during the first contact, while staying compliant.

Proven results that speak volumes
30%

FCR improvement

12x

INCREASE in Deflections

30%

CSAT boost

40%

increased revenue

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

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

3x
Agent error
reduction
20%
higher QA
scores
10%
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.

Want to see Zingtree in action?

Find out how Zingtree can help you