Some setup — keys, settings, or a connected account
Summarized from 1 community tutorial · July 2026
Highlights
Build decision trees via wizard or visual designerTwo build paths: a guided wizard that auto-finds open branches, and a node-based visual designer for non-linear tree/network structures.
Embed self-service troubleshooters on any siteHosted or embedded decision-tree troubleshooters let end users click through to self-solve, with history/back navigation and a fallback ticket-submission form.
Agent scripting with CRM pause-and-resumeSalesforce and Zendesk integrations open a tree as an agent script from a case/ticket, tracking progress so a second agent can resume exactly where the last lef
Import trees from a spreadsheetTrees can be authored in Google Sheets/Excel (title, content, question, buttons/links per row) and bulk-imported instead of built node by node.
Traffic maps and session reportingVisual traffic maps show which branches get the most clicks; session-level reports (success/fail/unknown, CSV export) reveal where trees fail to resolve issues.
Summarized from 1 community tutorial · July 2026
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