Content Node Editing Tools
Manage and display your content
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Content Blocks & Accordions
What are Content Blocks & Accordions?The content in your workflows is essential. Ensure that what nee...
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Print Workflow Overview or Save as PDF
PurposeThe Printable Workflow Overview tool allows you to see, print, or save an overview of a workfl...
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Author Assist AI
Where to find Author Assist AIContent nodes contain Author Assist AI capabilities. This feature is n...
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Final Node Session Result
The final node session result option lets you have insight into how your users are finishing a sessio...
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Include content of an external web page in the content area
If you have a web page you want to import into a Zingtree node, you can do this with a special templa...
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Escalation: Activate another node when a workflow is idle
As many of our customers are using Zingtree workflows to help standardize their business processes, t...
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How to change the Start or Root Node
You can change the first node in your workflow - your root node - in two different ways:Method #1: ...
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Content Area Templates
There are special shortcodes you can insert into the content area of any node, which can include othe...
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Data Entry: Inserting a Summary of All Data Collected
You can show your agents a summary of all data collected during a session, and display it in a node. ...
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Authoring: Search and Replace Tool
As you're building workflows, you may want to quickly replace a word in all your workflows. This is e...
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Show a Session Summary (Transcript) Inside a Node
To show a session transcript (user's journey) inside of a node. Just add this into the Node Content a...
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Instant Notes - Copy and Paste a Transcript or any other Session Information
Many of our contact center customers require their agents to enter notes into their CRM or Help Desk ...
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Adding (Uploading) Documents for Download
When editing a node, it's easy to include a link to a document file, and have us store it for you. Yo...
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Libraries
Zingtree lets you create libraries of content that can be used throughout many different workflows. W...
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How to add a hyperlink
You can easily add hyperlinks to the content area of a node. Here's how: Start by editing the node. C...
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Requiring Confirmation
If you have a step in your workflow where you want to verify the end-user performed an action, you ca...
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How to Add Video to any Node
Including videos in your workflows is easy. Here's how to do it:Edit the node where you want to inclu...
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How to Add Images to a Node
Start by editing a node. Within the Content editor, you can paste your image directly into the edit w...
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How to change the font size when editing your workflow
The content area editor has a font size tool. To change the size of the selected text, choose a new s...
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How to Insert a List of Nodes Matching a Tag
Zingtree allows you to tag your nodes. You can use these tags to show a list of nodes that contain th...
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How to use Zingtree Visual Designer/Flowchart View
The Flowchart view provides a way for users to visualize the workflows as they build them. To switch ...
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How To Use One Work for both End-Users and Agents
If necessary, it is possible to use one work for both end-user support and internal agent usage. Rath...