Monthly Archives: March 2018

Agent Update Alerts for Call Scripting

Several contact center clients have asked for a way to display one-time notifications to agents when critical parts of an interactive decision tree have changed. This is easily accomplished using Zingtree’s Agent Update Alerts.


An agent alert appears like this:

Some key points about Agent Alerts:

  • The agent cannot continue to use the tree until they dismiss the alert.
  • Once the alert is shown to an agent, he/she will see it just once.
  • Alerts can appear on subtrees (trees launched via tree nodes), or the starting tree.
  • You can add and manage alerts from Account, My Agents, Agent Alerts.
  • Alerts are tied to specific trees. Currently, there are no universal alerts.
  • The Push Live mechanism has an easy way to optionally add an alert.
  • If you have multiple alerts set, they will be combined into a single alert message, rather than showing one-by-one.

Managing Agent Alerts

Alerts can be added, deleted or modified from a single place. Here’s how to manage them:

  1. Go to Account, My Agents.
  2. Click the red Agent Alerts button. The Alert Manager appears:

This page shows all active alerts for every tree in your organization. You can see alerts for specific trees by choosing the tree from the drop-down.

  • To add an alert, click the  Create New Alert button.
  • To delete an alert, click the delete icon next to an alert
  • To change the alert text, click the edit icon next to the alert.

Push Live Shortcut

If you’re using the Push Live tool, you can add an alert when you do a push.

Alerts created in this fashion can still be maintained using the Agent Alerts manager.

Alert us
if you find this feature useful, or have a suggestion to make it even better!


Making Your Knowledge Base Interactive with Decision Trees

A knowledge base of articles and resources is often at the very heart of a customer support strategy. An effective knowledge base will house materials that can help customers self-solve, troubleshoot issues, and better understand the details about products/services without the hassle of calling up your company on the phone or waiting for someone to get back to you via email.

Your typical customer support knowledge base includes categories of articles, tutorials, guides, how-tos and other helpful materials that can help to break down your products and services, and other important processes. Presenting this kind of information as readily available, bite-sized pieces, consumers are better able to help themselves; and, in turn, become more loyal to your company. In fact, stud­ies show that self-service support is considered a good, useful idea to 75% of con­sumers – 91% of those said that they would use an online knowl­edge base if it were easy to find, con­ve­nient to use, and (most importantly) applic­a­ble to their needs.

Why Interactive is Better

Decision trees are the ultimate tool for creating interactive knowledge bases that can serve internal or external purposes. Set in an interactive environment that can be embedded into any website or page, decision trees are an ideal way to help customers without the need for live agents or long support articles. Interactive knowledge bases allow you to:

  • Make content more engaging and easy to absorb
  • Support frictionless data collection
  • Automate support efforts to save time and money

For companies who have deployed Zingtree, like Applian Technologies, an interactive knowledge base is saving an incredible amount of time and money on support efforts – in their case, implementing a decision tree-based knowledge base saves over 15 hours every week on support communications and $30,000 of valuable human resources.

Our own Zingtree knowledge base is fully-interactive and built within our decision tree platform. Take a look at it here, or a quick peek below:

Our Best Tips for Building a Knowlege Base

Getting up-and-running with an interactive knowledge base shouldn’t be a huge project if you already have basic support articles written out already. There are a few key tips we like to share with support teams to get them started with an effective, highly-optimized knowledge base.

  1. Take what’s already out there and make it even better. We built a complete Gallery of decision tree examples, including many FAQ and troubleshooters, to help businesses adapt and create the best trees they can. You can also take a look at our own interactive knowledge base for some helpful notes, and those of our successful customers.
  2. Keep things as simple as possible, and provide concise questions and short answers. The short-and-sweet approach is largely appreciated by customers of all types, so it’s important to keep their time in mind when you craft up the copy for every support piece.
    Here’s an example of how not to write something:
    Q: Would you like to receive help on registration or product support?
    A1: I need help with Registration
    A2: I need help in Support.Here’s an example of how to clean it up for simplicity:
    Q: How can I help?
    A1: Registration
    A2: Support
  3. Use visuals, videos, diagrams, GIFs, and other types of media where it would be helpful for customers. Using photo-based media and adding relevant videos to your questions is a great system for communicating more with limited space.
  4. Collect customer data and feedback where it makes sense. With our decision tree platform, you can easily analyze where your customers are navigating to most on your knowledge base, where they are getting stuck, and even collect feedback on specific trees to make them better over time.


Want to see some first-hand, real-world examples of interactive knowledge bases (and other types of decision trees) on the Zingtree Gallery

Insights Success Interview: The 10 Most Innovative Contact Center Solution Providers 2018

Insights Success is “The Best Business Magazine” in the world for enterprises. Being a platform, it focuses distinctively on emerging as well as leading fastest growing companies, their confrontational style of doing businesses and the way of delivering effective and collaborative solutions to strengthen market share.

Zingtree was recently featured in the Insights Success roundup of the most innovative contact center solution providers of 2018, where our co-founder and CEO, Bill Dettering, was able to share some of the ideas and momentum behind Zingtree, as well as what makes it such a powerful tool. Here’s just a portion of the article below:

The Incredible change that led to the Birth of their Flagship Online Toolkit 

Zingtree was initially borne by an existing consumer software company that Bill had founded in the early 2000’s. While looking at ways to address the rising cost of customer support and repetitive tickets that were delivered on a daily basis, the company decided to hard code decision tree troubleshooters as part of its online support process.

What happened next was an incredible change and improvement in the support efforts; immediately, they saw a 25–30% reduction in the number of tickets received. This drastic reduction led them to the conclusion that many customers preferred to self-solve their inquiries and issues at any time, provided a guided online solution. This “Aha” moment initiated the development process of a simple-touse toolkit that allowed anyone to build their customized decision trees.

Easy-to-Use Characteristic to soar its Popularity 

Coming from a consumer background, Zingtree focused on developing a platform that does not require IT involvement. With its online-toolkit, content, and support, managers can easily build and manage their decision trees and agent scripts without the need of back-end developers and technical knowledge. Zingtree has received numerous comments from customers as to how fun and easy Zingtree’s solution is for creating, customizing, publishing, and managing decision trees online. From the initial launch of Zingtree, they discovered very quickly that customers had many and varied customer support needs that could ultimately be streamlined, simplified, and improved.

The idea of interactive troubleshooter-style trees for selfhelp technical support quickly expanded into other exciting areas. Call center companies started engaging with Zingtree for building, and testing guided agent scripts for their teams. Currently, 50% of the Zingtree customers are either call center companies or businesses that have employees who specifically use Zingtree for agent scripting purposes. As businesses see the benefits of a script as a guide for their agents, as well as an excellent tool for training and onboarding, they delve a little deeper into the use of customer-facing decision trees. This theme has become more common as companies are looking to streamline all organizational processes including the ability to provide immediate and unattended answers for self-solving.

Pick up the latest Insights Success to for more, or read the full article on their website here. 

Ready to get started with your own decision tree? Sign up or log in here.

4 Customizations to Make Self-Service Support More User-Friendly

When developing a customer-facing decision tree, an important piece is to add some personality, brand identity, and industry-relevant knowledge to allow end-users a more user-friendly customer support experience.

Implementing a personalized or branded color scheme, along with icons that relate to your company, will keep an easy-to-follow and digest structure throughout your support process. An interactive decision tree is the easiest way to help a user with visuals, where they can follow the trees effortlessly while being able to really learn from the guided instructions.

We’ve detailed each customizable element – and examples of how to use them correctly – to make your end-users even happier about their customer service experience!

1. CSS & Personal Style Customizations

Colors and icon choices communicate in subtle ways and can reinforce your brand and mission. Here are some ways to manage these:

Custom colors

We made it easier to adapt your decision tree to your personality or brand when customizing so your tree can fit your desired color, custom CSS files being the main one. Once you have created your ideal profile, you can simply add it to your decision tree product finder which will help reveal your true brand identity.

Animated themes

We had feedback from our users suggesting that it would be more user-friendly if we included a feature of animated themes, including colors but remaining easy-to-use. Our design team and engineers set out to create this recommendation with the main goal of making tree color customizations easy.

See the endless possibilities in this quick, fun video:

Color buttons and icons

Here’s the feature that will allow you to build your own personalized color buttons, icon imagery or even to include emojis within your page titles and buttons. To customize the style of your buttons, all you need to do is prefix the button text with special classes. For example, for your color buttons, choose:

  • .btn-blue
  • .btn-yellow
  • .btn-sky
  • .btn-purple
  • .btn-pink

To add an icon that helps guide your customer but also helps reveal your brand personality, add one or more of these classes:

  • .btn-yes
  • .btn-careful
  • .btn-arrow
  • .btn-thumbs-up
  • .btn-question

2. Visual Features for Creative Support

Video content is shaping user satisfaction across the internet. And with many uses and forms, this is something that more people are demanding, which is why video is the best way to improve your user experience. GIFs are also actively being incorporated into decision trees making the user experience more rewarding. A short clip of a difficult instruction, being repeated several times after 3 seconds or so makes the process of self-service a lot easier to follow.

When including still imagery, diagrams or other graphics into your customization, you are allowing the customer to be at the same pace when working towards a solution. Having reminders follow your tree also makes the service more user-friendly.

There are two main features when using visual aids with a decision tree, one is the effectiveness and the second is interactiveness. It’s so easily done, you can add it to any node you want.

3. Easy Data Collection and Presentation

The use of document nodes can be used for specific types of customized documentation that prove highly beneficial to the self-service aspect of support. Documentation can include building legal agreements, generating purchase orders or even a lead to a returns label that the user has personally generated. 

4. Messaging & Translations for Understanding

When publishing across multiple languages, creating a decision tree that works interactively for these can become complicated. With the translation customization, you can reach a larger user base who need the language localized. With localization management software, along with other custom support features, your users will find your platform much easier to follow. You can follow our instructions here on how to translate your decision trees.

It all starts with a good base of messaging, however. When communicating throughout your decision tree, you should write well and use industry language that is helpful and informative. For nodes with poorly descriptive language, it creates confusion and incomplete results. Here are some of the basics of writing effective nodes that will help you write informative questions that lead to a better, more personal experience. 

Make questions concise by focusing on one subject at a time and structuring to an easily absorbed manner.

What not to do:

If our system of tutorials and articles hasn’t been helpful, do you think you would consider switching service providers?

What to do:

Would you consider another provider if you were not able to self-solve using our knowledge base?

Use the right language so that every user can navigate through your tree knowing the subject and words being used. 

What not to do:

What kind of issue or problem is happening with your account? 

What to do:

How can we help? Please select a category.

Focus on an active voice so you can communicate areas appropriately that identify awareness of the issue within that action. 

What not to do:

Our recommended guidelines and instructions for solving your issue should be followed as written below.

What to do:

Follow our recommended guidelines below to solve your issue!

When navigating through the creation of your decision tree, have the customer at the forefront of your mind, and keep questioning the end user experience. If you need any other assistance, reach out to us so we can assist you with the best self-service solutions.


This article was originally published on November 14, 2017, and has been updated for accuracy.