Agent Portal
All about the Zingtree Agent Portal.
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Agent Portal
The Zingtree Agent Portal is a simple, standalone way for agents to access interactive Zingtree workflows from the browser. Overview The Zingtree Agent Portal is a simple way to give agents access...
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Agent Portal Options: Customizing the Agent Portal
Zingtree offers many ways to customize the look and functionality of your Agent Portal. Customizing Agent Portal From Team > Agents > Agent Tools, select Agent Portal Options: This 3-tabbed set...
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Agent Alerts
Agent alerts are notifications to agents when critical parts of an interactive decision tree have changed. Overview When an Agent views a tree with an Agent Alert, a customized message will appear....
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Agent Portal Troubleshooting
There are two common reasons a tree doesn't appear in the Agent Portal: You have tagged your agents, and there are no trees with corresponding tags. Click here to learn about agent and tree tag ma...
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Agent Feedback: How to get comments on your Tree
You can have your end-users or live support agents send you helpful comments on your tree. For Zingtree Hosted trees, you can enable this feature using the Settings tool. The end-users of your t...