Content Blocks & Accordions

What are Content Blocks & Accordions?The content in your workflows is essential. Ensure that what nee...

Print Workflow Overview or Save as PDF

PurposeThe Printable Workflow Overview tool allows you to see, print, or save an overview of a workfl...

Author Assist AI

 Where to find Author Assist AIContent nodes contain Author Assist AI capabilities. This feature is n...

Final Node Session Result

The final node session result option lets you have insight into how your users are finishing a sessio...

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...

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...

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:  ...

Content Area Templates

There are special shortcodes you can insert into the content area of any node, which can include othe...

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. ...

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...

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...

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 ...

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...

Libraries

Zingtree lets you create libraries of content that can be used throughout many different workflows. W...

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...

Requiring Confirmation

If you have a step in your workflow where you want to verify the end-user performed an action, you ca...

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...

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...

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...

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...

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 ...

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...