Content Node Editing Tools
Manage and display your content
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Print Tree Overview or Save as PDF
Purpose The Printable Tree Overview tool allows you to see, print, or save an overview of a tree's content in a scrollable format. This can be helpful to: Provide stakeholders who may not be Zingt...
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Author Assist AI
Where to find Author Assist AI Content nodes contain Author Assist AI capabilities. This feature is not yet available for all organizations. Soon, those with a Zingtree Enterprise AI Plan will ...
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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 session. You can set a result on any node of your tree that can be used to determine if an individual ...
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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 template we provide. Here's how to load external URLs: Open the node you want to edit, and select In...
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How to change the Start or Root Node
You can change the first node in your tree - your root node - in two different ways: Method #1: On the page of the node you want to make the starting node, click the Actions dropdown and select t...
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Content Area Templates
There are special shortcodes you can insert into the content area of any node, which can include other data or perform special functions. When using Edit Node, you can access these in the content e...
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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. This can be done with a special template: ##ALL DATA## Type this template in the position you'd ...
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Authoring: Search and Replace Tool
As you're building trees, you may want to quickly replace a word in all your trees. This is easy with the Search/Replace tool. How To Search & Replace in ALL or Select Trees If you are a Super User...
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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 area: ##TRANSCRIPT## The transcript will appear like this: You can also display all data entered ...
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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 system after each call. Others would like to do this, but don’t want to increase AHT (average ha...
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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. Your end-users are then able to download it. To include a document file link in a node, just drag ...
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Libraries
Zingtree lets you create libraries of content that can be used throughout many different trees. When the library content changes, the content of every tree that references that content also changes...
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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. Click the Link option in the navigation bar The edit link dialog appears: Enter the web page...
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Requiring Confirmation
If you have a step in your tree where you want to verify the end-user performed an action, you can use the "Require Confirmation" feature when editing a node. When the end-user is in the tree, they...
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How to Add Video to any Node
Including videos in your decision trees is easy. Here's how to do it: Edit the node where you want to include video. Under Text and Media Content select the more icon and then pick the Video tool ...
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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 window. You can also use the Image insert tool to upload a file from your PC. Once the image i...
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How to change the font size when editing your tree
The content area editor has a font size tool. To change the size of the selected text, choose a new size like so: Advanced: You can create your own custom CSS file, which can change font sizes for...
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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 this tag. Use the Tag List template in the content editor to do this. For example, the list of all...
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How to use Zingtree Visual Designer/Flowchart View
The Flowchart view provides a way for users to visualize the trees as they build them. To switch to the Flowchart view, select the view on the toggle (As shown below). To edit a node, click on a no...
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How To Use One Tree for both End-Users and Agents
If necessary, it is possible to use one tree for both end-user support and internal agent usage. Rather than maintaining two separate trees, being able to have one source of content and show (or hi...