Make the next business step happen because the conversation reached the right condition.
Customer journeys usually break where a conversation has to become a process. Someone needs to copy details, remember a follow-up, decide where the request goes or trigger work in another system. ZinQ Workflows turn those repeatable decisions into configured process logic that can continue from the conversation.
- Trigger From Conversation Events Start the relevant process when a configured customer or workflow condition is reached.
- Branch on Business Logic Use collected information and approved conditions to determine which supported path comes next.
- Connect AI, Systems + People Coordinate configured agent actions, tasks, integrations and Human Handoff inside the wider journey.
Customer Conversations Stall Where Manual Process Begins
-
The Team Copies Information Into the Next Tool
A useful conversation still creates manual data entry before the business can act on it.
-
Follow-Up Depends on Memory
The right next touch happens only if someone remembers to create the task or send the message.
-
Routing Rules Live in People’s Heads
Experienced teammates know which request goes where, but the process is inconsistent when volume grows.
-
Fixed Automation Ignores What the Customer Just Said
A rigid sequence keeps moving even when the customer reply should change the next step.
Turn conversation context into repeatable process logic
Define the Trigger
Choose the event, condition or customer state that should start the configured Workflow.
Use the Available Context
Use relevant information already collected in the conversation or workspace to decide what the process needs.
Run the Approved Steps
Move through the supported actions, routing, tasks, follow-up or integration steps defined for that Workflow.
Hand Off or Continue
Finish in the next automated step or move the conversation to the appropriate person when human ownership is required.
What Workflows do behind the conversation
Trigger the Next Step
Start a configured process when a conversation reaches the relevant condition.
Route by Context + Rules
Use business-defined logic and available conversation data to move the customer or work item to the appropriate path.
Continue Follow-Up
Keep supported customer journeys moving through configured reminders, check-ins or subsequent actions.
Coordinate AI + Human Work
Use Workflows to connect automated steps with tasks, systems and Human Handoff rather than treating them as separate operations.
Conversations are just the beginning
AI Agents, Knowledge Base, CRM, Workflows, Analytics and more — all in one platform. Everything your team needs to own the customer conversation, end to end.
One AI Agent for Every Industry
Automate the next ecommerce step
Move product, order, return and repeat-purchase conversations into the right configured action, route or follow-up.
- Product enquiry
- Order update
- Return request
- Repeat-purchase follow-up
- Enquiry Trigger
- Commerce Route
- Automated Next Step
- Follow-Up Sequence
Automate the next patient step
Move approved service, appointment and administrative conversations into the right configured action, route or staff follow-up.
- Patient enquiry
- Appointment request
- Administrative need
- Follow-up
- Appointment Trigger
- Intake Route
- Scheduled Action
- Staff Follow-Up
Automate the next property step
Move listing, requirement and viewing conversations into the right configured qualification, booking, route or follow-up.
- Property enquiry
- Buyer / renter requirements
- Viewing request
- Prospect follow-up
- Property Intent Trigger
- Prospect Route
- Viewing Action
- Follow-Up Sequence
Automate supported banking steps
Move permitted product, service and basic eligibility conversations into the right configured action, route or specialist follow-up.
- Product enquiry
- Service request
- Eligibility interest
- Specialist follow-up
- Service Intent Trigger
- Permitted Route
- Supported Action
- Advisor Follow-Up Sequence
Automate the next insurance step
Move approved policy, quote and service conversations into the right configured action, route or advisor follow-up.
- Policy enquiry
- Quote request
- Service / claims need
- Renewal follow-up
- Quote or Service Trigger
- Policy Route
- Workflow Action
- Advisor Follow-Up
Automate the next travel step
Move trip, reservation and service conversations into the right configured booking action, route or traveller follow-up.
- Trip enquiry
- Booking request
- Service need
- Traveller follow-up
- Trip Intent Trigger
- Booking Route
- Service Action
- Follow-Up Sequence
Automate the next automotive step
Move vehicle, test-drive and service conversations into the right configured booking action, route or customer follow-up.
- Vehicle enquiry
- Test-drive request
- Service requirement
- Follow-up
- Enquiry Trigger
- Sales or Service Route
- Booking Action
- Follow-Up Sequence
Automate the next SaaS step
Move product, demo, onboarding and support conversations into the right configured action, route or team follow-up.
- Product enquiry
- Demo request
- Onboarding need
- Support follow-up
- Product Intent Trigger
- Demo or Support Route
- Workflow Action
- Follow-Up Sequence
ZinQ Workflows use configured conditions and steps to automate repeatable parts of customer-conversation processes, such as routing, follow-up, tasks or supported system actions.
Where the Workflow is configured to use information from the conversation, the next supported step can depend on what the customer has provided or the state the conversation reaches.
Yes, supported conversation events or conditions can be used as part of configured Workflow logic.
Yes. Human Handoff or human-owned work can be part of a configured Workflow when judgment or direct ownership is required.
Skills are reusable capabilities an agent can use for a specific job. Workflows coordinate a broader sequence of conditions and steps around the customer process.
Connect Everything You Already Use
Connect Workflows with approved customer, calendar, task and business systems so configured process steps can use the tools already responsible for the next action.
