Category Archives: Call Centers

How to Reduce Agent Turnover in Call Centers

Keeping your customers happy is only half of the battle in call centers today – making sure that your call center agents and supporting employees are happy, productive, and well-informed is another huge piece of the customer service battle. Agent turnover (also known as agent attrition) has a dramatic effect on how call centers can ultimately perform and have been a problem for decades.

Let’s say that one of your best up-and-coming agents – we’ll call her Sally – has decided to quit her role as a call center agent after about a year. The next steps of the process include some familiar actions: processing paperwork through HR, closing out payroll, and beginning the process of finding a new hire to replace her. What comes next is a series of interviews, more paperwork, and then an in-depth training period in which to get the new agent up to speed. When all is said and done, your call center has lost thousands in time, human resources, and repetitive training efforts; and, if the new hire doesn’t end up working out, you’re back at the beginning.

Tips for Lowering Agent Attrition

A recent article from Contact Center Pipeline goes into more detail on how call centers can effectively lower attrition rates: using proper recruiting techniques, investing in training programs, evaluating key metrics, and more. Here’s what the article had to say about one of the biggest factors in agent turnover – training programs:

This is one area that no company should ever try to scrimp on. Inadequate training can leave agents lacking confidence and feeling frustrated on the floor because they are ill-prepared. All employees should have substantial communications and product training before they are even allowed to talk to one of the customers of the company.

And it does not end there; managers should recognize that some agents need more intensive training compared to others. Managers should coordinate with the training department about continued customized training and coaching for each individual agent.

By personalizing the training and development of agents, you are addressing their specific needs based on their current level of competence. This way, those who need the most attention get it without holding others back.

Your agents are not the only ones who need training; your supervisors and managers should be trained as well. In fact, a lot of agent attrition can be attributed to mismanagement.

Provide your supervisors and managers with skills on how to identify the level of help needed by their agents, how to provide constructive feedback, and proper coaching skills that can elevate not only the agent’s skills but confidence as well.

Competent managers and supervisors will reduce frustration from your workforce and should inevitably reduce resignations.

Setting Up Simple to Use Process Flows and Knowledge Bases

Making it easy for your agents to follow procedures and find information goes a long way towards reducing on-the-job frustration; this is one area where Zingtree shines. By guiding agents step-by-step through processes, and eliminating unnecessary content by showing just the information needed at every step, agents will be able to follow standard operating procedures successfully, every time. Zingtree decision trees make creating these sort of process flows a snap.

Developing Training Programs That Work

Industry-wide experience shows having a consistent training program that follows industry and internal best practices is one of the most powerful ways to lower agent turnover rates. 7 out of 10 people say that training and development opportunities influence in their decision to stay with a company – why wouldn’t you want to address that with proper, consistent training?

One of the simplest ways to introduce a better training program into a call center environment is the use of interactivity for greater engagement and retention. Rather than relying on pages long PDFs that detail company processes and in-depth guidebooks for handling everyday occurrences, interactive decision trees for training cut down on the bulk of need-to-know information and presents materials in a digestible format.

Guided decision trees are quickly becoming a go-to resource for implementing easy-to-follow procedures and simulations that make training more streamlined, effective, and enjoyable. Some of the best training features found in Zingtree decision trees include:

  • Allowing employees to provide Agent Feedback on every training decision tree to involve employees in the overall process more.
  • Being able to emulate different potential scenarios to lead trainees through new or complicated learning environments.
  • Asking questions in an interview-style way, which helps to keep things moving quickly and keep employees more engaged.

 

You can read more of the Contact Center Pipeline article here, and take a closer look at how to create an interactive training program using Zingtree here. Any questions? Reach out to us anytime you need.

How Call Center Scripting Software is Giving New Life to Old Customer Service

Call Center Scripting Software

For call centers and organizations, efficiency, effectiveness, and personalization are critical drivers in how a customer will react or respond to a communication, especially considering the aversion to the dreaded phone tree. Organizations like Easy Insurance Scripts are using call center scripting software to help agents achieve positive results with phone support, while also adopting a self-service, guided mentality. Call Center scripting software is the wave of the future in call center and customer support technology, providing a fresh platform for traditional customer service efforts to flourish in a few important ways.

1. Standardizing for Best Practices and Accurate Information

Using call center scripting software to standardize processes across every single agent is the best way to ensure that employees are following standard operating procedures and best practices and that customers are ultimately receiving the correct information. Plus, Zingtree makes it easy for call center agents to give relevant feedback to script authors, thereby continually improving the quality of information over time. When a call center script has been tested, observed, and approved due to high performance, it can only mean positive things: customers are satisfied, agents are happy and efficient, and brand loyalty goes through the roof.

2. Integrating More with Existing Online Tools

In a call center environment, many CRM tools and other applications are used in order to keep track of communications, customer data, scheduling, and more. A call center scripting software integrates directly with any CRM tool (like Zendesk, Desk.com, Salesforce, and others) to provide a seamless experience for agents and frictionless sharing of collected customer data. It’s incredibly important (and vital to a call center’s performance) to have these types of tools “talk” to each other and be able to share data. For instance, having the ability to integrate Zingtree with a platform like Zendesk allows call center agents to access data about a specific script-based conversation directly within Zendesk.

3. Making it Easier to Make Improvements

Call center scripting software makes it easier to improve and optimize scripts regularly, as standards change, or as things change with the company. With powerful analytics to track performance, reports helping decipher the user’s journey, and ways to easily collect customer feedback every step of the way, it’s far easier than many traditional call center tools to keep things running smoothly.

In Blue Shield’s case, they have “begun implementing Zingtree to bring the written process to a more interactive state” in order to truly optimize and improve the process of customers receiving the answers they need. By having this interactive environment for agents to work within, gathering new information and other data from customers that can ultimately help them becomes a simple, automated task.

 

Zingtree call center scripting software is the preferred tool for many businesses and call centers to develop, deploy, and monitor call center scripts and interactive decision trees. Companies like Blue Shield of California and Easy Insurance Scripts partner with Zingtree to combine call center experience with the dynamic technology of interactive decision trees and call center scripting. With a toolkit for building interactive training simulations and call scripts, independent agents and large call centers alike are more effective, productive, and helpful.

“For me, the ROI of Zingtree is immediate. Introducing standardized decision tree scripts for insurance has allowed the insurers in my network to really thrive. With scripts for guiding conversations, interactive trees to train new agents, and the reporting that comes along with it, agents are able to provide a better customer experience that’s consistent and informative.” – Ted Baker, Easy Insurance Scripts Founder & CEO

Want to learn more about Zingtree’s powerful call center scripting software? 

Take a look at our Call Center solutions here.

See some call center script examples here.

Get in touch with us anytime here.

Call Centers: Here Are 10 Knowledge Management Mistakes That You May Be Making

Knowledge management is one of the most important business functions in any industry – for call centers, in particular, having an effective knowledge base isn’t just a nice-to-have, it’s necessary.

Sharing mission-critical information in a digestible format is one of the most powerful ways to keep customers, employees, and stakeholders in-the-know when it comes to customer support, product information, training practices, business processes, and more. That’s exactly why we created Zingtree in the first place; to provide an interactive knowledge management platform that presents just the essential information at each step in the agent’s process flow. In the call center world, interactive knowledge bases and documentation are an incredible alternative to traditional articles, making it easier:

  • for customers and call center employees to engage with and understand the content at-hand
  • to cut down on time spent solving problems and finding the specific information
  • and to enrich information and improve retention with visuals, media, and other interactive elements

In a recent Call Centre Helper article, the author, Craig Rich, delves into how knowledge management functions in the call center landscape, as well as several mistakes that are made often and tips on how to fix them. He shares how knowledge is split into three main categories:

Explicit Knowledge: Formal and systematic, and usually in the form of written documents, it’s easy to communicate and store, such as information found in documentation, books, instruction manuals and on the web. It can also be in an audio or visual form such as instructional diagrams or videos.

Tacit Knowledge: Typically, the information held in people’s heads. The trick is to either enable them to share this information via tools and processes or to connect these people with those needing the information.

Embedded Knowledge: Information stored within policies, procedures, legal documentation and other unstructured data (such as social media). This can require observation, insight and analytics tools to identify this knowledge.

For every type of knowledge that needs to be properly conveyed, managing how it’s processed and presented for consumption can present a new series of challenges without the right tools on-hand. Traditional linear documents can be confusing for agents and can lead to fruitless searches and unnecessary steps being taken; interactive decision tree-based content is much easier to navigate, and also presents the added benefit of enabling reporting to track each step of every procedure – on every single call.

One of the main purposes of sharing knowledge within a contact centre is to ensure that information is easy to navigate and use for all team members. This information should be the latest and most accurate on record and there should be a common source for it, which should become an obvious place for the team to go when seeking information… If applied and planned strategically, knowledge management will allow the contact centre to be the heart of the organisation, demonstrating value far beyond the basic customer interface.

This is where having a complete, comprehensive system in place for knowledge management comes in. With a well-developed strategy for knowledge base management in a call center, there’s a huge wave of benefits that come with it, including:

– Improved contact centre metrics such as Average Handle Time, First Contact Resolution and Customer Satisfaction.
– Lowering the Time to Competency for new employees.
– Lowering overall training costs.
– More accurate call logging, and reduced after-call work (ACW).
– Enabling wider sharing of information across the whole organisation.
– Operational efficiencies communicating key information more quickly.
– Consistency across an omnichannel implementation.
– Ability to create a “trusted source” or a “single source of truth” for key information that needs to be shared either internally or with your customer base.
– A source of intelligence to help product teams improve future versions of products or services.
– Enabling emerging technologies such as AI, chatbots, robotic process automation.
– Increased Employee Engagement.

As the author stresses, it’s important to understand the mistakes that can arise when preparing a complete knowledge management strategy, as well as implementing a system for it, in order to succeed. So, what are the common mistakes and what can be done to fix them? 

Keep reading the full Call Centre Helper article here >>

 

For a call center, an interactive knowledge base can serve as a self-service support platform for both employees and customers alike, offering a guided format for presenting important information, tutorials, and how-tos in a categorized and clickable display. Call centers and other organizations that use decision trees to create a fully-interactive knowledge base have seen a 20% reduction in support-related costs, and ultimately have happier customers and employees due to the saved time and effort.

When it comes to creating a customized, in-depth, interactive knowledge base for call centers, Zingtree has the most powerful toolkit for getting started. With the ability to build decision trees that host product/service information, troubleshooting help, and call scripts securely, as well as integrate with popular CRM tools, it’s a one-of-a-kind way to streamline and simplify knowledge management.

What do you think about the future of knowledge management? Join the conversation with us on Twitter

Head over to the Zingtree Knowledge Base to see how we set up our own interactive knowledge base with decision trees.

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.

Overview

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!

 

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.

Call Center Agent Scripts with Salesforce Lightning

Salesforce Lightning is the new, modern rewrite of Salesforce Classic, and can work well for Call Scripting. And as Lightning evolves, it is getting better at interfacing with pop-up applications like Zingtree, although it still lags behind the capabilities of Salesforce Classic. Here’s what can be done as of March, 2018.

Agent Experience

Here’s a quick video showing how the agent experience works. Unfortunately, Lightning doesn’t let you launch a new pop-up window like Classic does. It has to open in a new tab, and only after clicking a “confirm”.

Setup

Within your Salesforce setup, you can create a new custom button or link.

  1. In Lightning, go to Setup, Object Manager, Case, and create a new Detail Page Button or Detail Page Link:

  2. For the URL, make it look like this (substituting the tree ID of your script for #########):
    https://zingtree.com/host.php?tree_id=#########&style=panels&show_history=1&persist_names=Restart&persist_node_ids=1&agent_mode=1&nopermalink=1&source={!Case.OwnerEmail}&session_id=SF#########-{!Case.CaseNumber}
  3. Now add the button or link to your Case Page Layout. Go to Setup, Object Manager, Case, Case Page Layouts and select Case Layout.

  4. If you’re adding a Custom Button, click Buttons, and drag the button we created called “Agent Script” into the Custom Buttons area.

    If you’re including a link, click Custom Links, and drag the link we created called  “Call Script” into the Custom Links area.

 

We expect Lightning to get better as time goes on. Got any tips or updates for us? Please share!

5 Trends in Contact Center Training to Pay Attention To

Contact Center trends

The training systems and programs put in place at contact centers have everything to do with the overall success, productivity, and effectiveness of the agents it employs. As technology rapidly improves and the industry continues to evolve, it’s important for contact center managers and the like to consider the types of trends, techniques, and tools that companies can easily implement.

A recent ICMI article goes into depth on some industry changes, trends, and expectations that will be key to a contact center’s performance this year. Right off the bat, we’re seeing a lot of similarities between what contact center agents find most important and helpful in a training session compared to what customers are coming to expect in daily consumer experiences. The biggest areas of focus? Streamlined and customized experiences, digestible information, and easy communication.

1. Streamlined Training

“Teams need to adapt to create and provide training that reflects these changes quickly and efficiently. The ability to adapt and provide productive learning about new info, products, procedures, and services defines call center success. These changes are never-ending, and contact center agents need to know how to sell and support them.”

2. Customized Experiences

“Every employee is on a unique journey and brings individual goals, strengths, and opportunities for their call center team. Customized training paths that focus on both onboarding and ongoing training will drive higher employee engagement and better business outcomes than ever before.”

3. Bite-Sized Information

““Microlearning” is a new buzzword in the training dictionary. It provides training that is broken down into bite-sized pieces in order to educate agents without requiring a vast time investment. These training sessions are focused on a single subject and typically range from five to 15-minute increments.”

4.  Social Learning Know-How

“Social learning aids training by making it a shared activity among contact center agents. Adaptive technologies such as chat boxes, forums, and Slack can reinforce critical learning concepts for agents while on the job. This is also key because employees tend to be more successful when they work and learn in group settings.”

5. Augmented and Virtual Reality

“These cutting-edge technologies provide useful applications in educational training sessions, especially for contact center agents. Instead of watching videos, or listening to a recorded interaction, leaders can place agents in roleplay situations where they gain hands-on-experience and practice their skills.”

 

Contact centers that are able to provide these levels of improved experience, social knowledge, ease-of-use, and personalized information within training systems, as well as everyday customer communication practices, will be in great shape for 2018 and beyond. Zingtree interactive decision trees are the only tool out there that can address every one of these critical trends for contact center training and customer experience.

Employee training programs, when executed well, can turn around the most effective, productive, and happy staff a business has ever seen. By setting up an interactive training program using online decision trees, you’ll provide a powerful platform for staff to learn from anywhere, and much more easily. Have any questions or want to see a custom demo on getting set up with Zingtree decision trees for training purposes? Get in touch with us at any time. 

Verifying Agents using Google Sign-in

Besides using Single Sign-on to limit access to your Zingtree decision trees, a simpler way to do this is to leverage Google Sign-in to verify the identity of agents or employees using your trees. This is incredibly easy to implement. In short:

  1. Add a list of authorized agents to your organization using the My Agents tool.
  2. Enable Google Sign-in Verification in Zingtree.
  3. Make sure each agent is logged into their Google accounts.

For example, if you have added an agent identified as joe@gmail.com, if Joe is logged into his Google account as joe@gmail.com, he will have access to your trees. If Joe is not logged into his Google account, he will be prompted to do so.

Setup Details – Step by Step

Each agent must have their own Google account.

The Zingtree setup is all done from the My Agents area:

First of all, add your agents to your account as follows:

  1. Go to Account, My Agents.
  2. Click Add One New Agent or Add Multiple Agents.
  3. Finish the prompts to add agents. The agent logins must match their Google logins.

Next, click the Enable Google Sign-in Verification button.

When all is set up properly, your My Agents page will have a list of agents, and look like this:

Agent Portal Link

If your agents are using the Zingtree Agent Portal, a special link to the portal will appear at the bottom of the My Agents page like so:

Give this link to all agents using the Agent Portal.

Other Means of Access

If agents are using trees embedded into linked from a web page or CRM,  the login process will happen automatically.  There’s nothing else to set up!

Adding Agents via the Zingtree API

If your company has a central area to provision agents, you can add and remove programmatically them using the Zingtree API. See the agent_add and agent_remove calls.

 

 

Prepare Your Support Call Center for the Holiday Rush with Zingtree

call center scripts

The most chaotic season of the year is quickly approaching, and it’s more important than ever to prepare your call center staff for the impending holiday craziness. Beyond having helpful, well-trained agents at the ready, it’s smart to adopt technology to handle inquiries and get agents online faster.

Zingtree interactive decision trees and call center scripts are one way to avoid the headache of customer service disarray during the peak periods of November and December. With customers self-solving using customized decision trees and agents being guided with interactive scripts, your support team will have a happy holiday season instead of a hectic one.

Decision Trees for Customer Support

Happy customers lead to happy agent staff, and vice versa. Zingtree is an amazing tool for any customer support team, as it allows you to create custom troubleshooters to take customers, or agents, through the support flow step-by-step.

Organizations that deploy Zingtree troubleshooters have seen a 20% reduction in support costs on average. Customers are gently guided to answers, and, if a problem can’t be solved, your agents receive background information on the problem, saving time and resources. With no programming required, Zingtree decision trees and troubleshooters make it easy to build each step of the process so no important information is left behind.

With design customization and plugins to fit your integration needs, Zingtree can help you ramp up your support this season.

Agent Scripting Solutions

High-tech solutions can also empower your live support agents to be efficient and effective when communicating with customers. Agent Scripting is a robust tool for any company offering chat or phone support.

Scripts are easy to build using Zingtree’s tools, you’ll effectively reduce time and resources spent on holiday support. With powerful tracking and analytics, Zingtree agent scripts help companies collect useful data that can even be used to prepare for the holidays next year – we even have a direct integration with popular customer service platform, Zendesk!

Learn More

Remember – the holidays can be stressful, but with proper preparation for your call centers and support staff, you’ll make the load just a little bit lighter, and the season just a little more jolly!

Visit Zingtree.com to get started free for 30 days, and see how Zingtree will save you time and money.

This article was originally published in November 2015 and has been updated for accuracy. 

Zendesk Agent Scripting App – Version 10.1

If you’re a Zendesk user in a Contact Center environment,  you’ll want to be using our Zendesk Agent Scripting app.  This makes it easy to guide, train and onboard agents and is a huge productivity booster for everyone.

The Agent Scripting app appears as a button in the right-hand panel:

Click Open Script, and you’ll see your decision tree in a pop-over like this:

If another agent picks up the ticket, they return to the last viewed node, and can see each step taken previously by opening the History:

 

Benefits of the Zendesk Agent Scripting App

  • Standardization: Show a guided path for each ticket, so that Agents follow the proper operating policies or troubleshooting procedures.
  • Pause and Resume: If a ticket is transferred, the supervisor or new agent is taken to the last place in the script, and can see the history of the previous steps taken.
  • Automatic Script Selection: The Agent Scripting App can choose a script based on the Zendesk brand, Zendesk ticket tags, or the value of a custom field.
  • Agent Feedback: Agents can send feedback directly to the authors of the decision trees with a single button click. Feedback is delivered to each author’s email, and includes the tree ID and node number where the feedback was sent from.
  • Zendesk Ticket Data in your Scripts: Values in any custom field, as well as Zendesk ticket tags and user tags, are transferred into your script so you can echo them, or use these variables to branch via Logic Nodes.
  • Automatic Ticket Updating: Tags and custom fields in the ticket can be updated from actions in the script – either via buttons clicked in the script, or from data entry collected.

New Features in Version 10

If  you’re using a previous version of the Zendesk Agent Scripting app, you may want to upgrade to take advantages of these new benefits:

  • Pop-overs: Scripts now appear as pop-overs, rather than being constrained to the right-hand panel.
  • Ticket Updating: Your tickets can automatically update by navigating the script, or by entering data into Zingtree Data Entry Fields. For example, the start of your script could offer the agent a choice of a product, and the “product” field in your ticket will be automatically selected when the agent makes a choice.

Note: Don’t remove the current version of Agent Scripting until you are ready to make the switch. Versions 9 and earlier may not be updated going forward.

Demo Video

This two minute video shows you how Agents interact with the Agent Scripting App:

 

Getting Started

Here are the basic steps to get up and running:

  1. Build an interactive decision tree script with Zingtree (or use one of our demos to start).
  2. Install the Agent Scripting App (version 10) into Zendesk.
  3. Configure the Agent Scripting app within Zendesk.
  4. If you want to have your decision tree scripts update your  Zendesk tickets, you’ll need to add variables and/or tags to your Zingtree tree to match your Zendesk setup.
  5. If you want to enable automatic script selection, you’ll need to add tags to your trees in Zingtree and configure the Zendesk Agent Scripting app properly.

Installing the Agent Scripting App into Zendesk

Download and configure the Zendesk Agent Scripting App version 10 like so:

  1. Download the Agent Scripting app here.
  2. In Zendesk, click the Admin icon and go to Apps > Manage.

  3. Click Upload Private App.

  4. The Upload App page appears.

  5. Enter “Zingtree Agent Scripting” for the App Name.
  6. For App File, locate the file zingtree-agent-scripting-v10.zip you downloaded in step 1.
  7. Click Upload, then confirm if necessary.

Configuring the App

Once you’ve uploaded the app, click App Configuration to see the configuration screen:

Here’s what each item does:

Tree ID: This is the default tree that appears when agents click “Open Script”.  (You should always have a default tree.)

Hide Integration Setup Info: When you are setting up Agent Scripting for the first time, you may need some information about your Zendesk setup to take advantage of automatically updating ticket fields. An “Integration Setup Info” link appears by default when you first install the app, and ticking this option hides it.

Match Tree Tags to Zendesk Brand: If this option is checked, the subdomain of the selected brand will be matched to a Zingtree tree tag.  Any matching tree or trees will appear.  For example, if the brand subdomain is xyz.zendesk.com, any trees tagged as xyz (using the Zingtree Settings tool) will appear.

Match Tree Tags to Zendesk Ticket Tags: If checked, the values in the Zendesk ticket tags will be matched with your Zingtree tree tags (set via the Zingtree Settings tool) to show one or more matching scripts.

Match Tree Tags to values in a Custom field: If you want to use a custom field value to show matching scripts, enter the Zendesk custom field identifier here. The field name can be found using the Integration Setup Info link that first appears in the sidebar when you install the app.

Zingtree API key: Each organization in Zingtree has an API key, which is used to match scripts. If you’re using one of the tag matching options, this is required. Your API key can be found at zingtree.com under Help, API.

Enabling Automatic Script Selection

Automatic Script Selection works by matching tree tags you set in Zingtree to values in the Brand, Tags, or a custom field in a Zendesk ticket. For example, if a tree is tagged with “astrology”, and the ticket tags include “astrology”, then that tree appears. If several trees match, then they will all appear, and the agent can choose one.

To open a script based upon Brand:

  • Add tags to your trees for each brand you want to match. So if one of your brands is xyz.zendesk.com, use xyz as a tree tag in Zingtree for all the trees you want to show.
  • Make sure Match Tree Tags to Zendesk Brand is checked in the App Configuration.

To open a script based upon Zendesk ticket tags:

  • Add tags to your trees for each tag you want to match. So if one of your ticket tag possibilities is “billing”, use billing as a tree tag in Zingtree for all the trees you want to show.
  • Make sure Match Tree Tags to Zendesk Ticket Tags is checked in the App Configuration.

To open a script based upon a custom field:

  • Add tags to your trees for each possible custom field value you want to match. So if one of your custom field values is “billing”, use billing as a tree tag in Zingtree for all the trees you want to show.
  • Make sure the proper Zendesk field variable name is entered for  Match Tree Tags to values in a Custom Field is checked in the App Configuration.


Adding tags to a tree in Zingtree is done like this:

  1. Select a tree from My Trees.
  2. Go to the Settings tool.
  3. Click the Organize tab.
  4. Enter or select a tag from the Tree Tags field.

     

  5. Click Update Settings.

How to Configure to Update Ticket Fields

As agents navigate through your trees, their use of the decision tree scripts you create can automatically update any custom fields in that ticket. This can be done in two ways:

  • By clicking a button in a script
  • By entering data into Zingtree data entry fields.

The key is to use variable names in your Zingtree that match the ones used in Zendesk.

First of all, determine the names of the variables in Zendesk by clicking the Integration Setup Info link in the Agent Scripting app. You’ll see something like this:

You’ll see the label for the field as it appears in Zendesk’s ticket form, and the Zendesk variable next to it. In the above example, the Product custom field variable is custom_field_22899289. This is a drop-down selector, and the Zendesk values for the field options are astrology and insurance.

For the rest of this example, we’ll use custom_field_22899289 as the custom field variable.

To make a button selection update a custom field, you’ll set it up in your Zingtree as follows:

  1. Go to the Overview tool, and edit the node whose button selections will update the ticket.
  2. Click Edit Buttons (or Add Buttons if you don’t have any buttons defined). The button editor appears:

  3. Make sure Assign Button Click Variable is checked. This makes the other options appear.
  4. For the Button Click Variable, enter your custom field variable from Zendesk (custom_field_22899289 in the example).
  5. For each button option, enter the value of the variable under Score/Value. If this is a drop-down list in your Zendesk ticket, you’ll need to make sure the Score/Value entered matches one of the drop-down option values as shown in the Integration Setup Info.
  6. Click Save Changes when you’re done configuring buttons.

Bonus: Adding Tags via button clicks:

Button clicks can also add tags to a ticket. In the above example, clicking Something Else adds the tag other_tag to the ticket. Just include the tag name with two colons after the button text. So entering a button like Something Else::other_tag will add the tag other_tag to the ticket if this is clicked, but agents will only see Something Else as an option.

Using Zingtree Data Entry Fields to Update Tickets

Just like the above example, you can also use Zingtree for data entry, and have that data automatically transferred to your ticket. The key is to use the same variable name in Zingtree as you used in Zendesk. The Integration Setup Info link in the sidebar will give you those Zendesk variable names.

Example: If you have a text entry field in Zingtree you want to update into the Zendesk field custom_field_1234, you would set up the variable name as follows:

 

Try It with Example Data

You can use trees from the Zingtree Gallery to see how the Agent Scripting app works.

For a single tree, enter ’14’ as the Tree ID. This will show an Astrology website troubleshooter example.

For multiple trees, see how a tree can be selected by tag by doing the following:

  1. Enter 6a103737e44e4aa6e1e4b6b0bcb46f83 as the API key.
  2. Make sure Match Tree Tags to Zendesk Ticket Tags is checked.
  3. Try entering one or more of these tags into a ticket: “zingtree”, “astrology”, “pet_rock”.

Any questions? We’re always here to help