Make a Decision Tree

In the fast-paced world of customer service, quick, consistent and accurate decision-making is a critical requirement that can make or break the customer experience. Decision trees serve as powerful tools for both call center automation and users engaging in customer self-service, providing a structured framework for navigating through various scenarios efficiently. As such trees grow in complexity to handle intricate business processes, interactive decision trees serve to shield users from the complexity. Let’s explore how such trees can be created step by step and their significance in improving customer service outcomes.

What is a decision tree?

A decision tree diagram is a powerful visual representation of a decision-making process, that is created as an interconnection of two types of decision nodes – guidance steps and user responses. Each guidance step contains guidance for the user consisting of text, images, videos, hyperlinks, tables and embedded forms. Each guidance step is followed by one or multiple user response nodes that represents a decision that user can make to branch in given direction. Each user may include logic for calculating the best course of action automatically. Although multiple user responses may converge at a single guidance stage, each user response is distinctly linked to a specific guidance step. This interconnection of guidance steps and user response nodes forms the foundation of an interactive decision tree.

What is an interactive guide?

Each tree acts as an interactive guide, providing a clear path for call center agents or end customers to follow. At each step, users can choose a response node based on the information provided, or by calculating the expected response to traverse automatically. This allows call center agents to follow step by step instructions that are relevant for the needs of the customer they’re assisting. Similarly, customers performing self-service can navigate through the interactive guide step by step, accessing specific information they need along the way.

How to start making a decision tree diagram?

Instead of manually drawing decision tree diagrams, platforms like Yonyx offer decision tree maker tools to help subject matter experts in creating interactive guides. The process of making a tree starts with creating the root guidance step and its user responses.

As an example, for a cold calling script, the root guidance step can start with “Good ________. This is {{ph:sys-ynx-user-first-name}} calling on behalf of XYZ Corporation. I’d like to speak with ________ please.” This guidance step may be followed by multiple user responses – e.g. “Speaking”, “Not Available”, “What is this call about?”, and “Transferring call”. Each user response can then be followed by a specific guidance step containing the script for that scenario. 

Decision tree maker platforms like Yonyx help subject matter experts create cold calling scripts

For a troubleshooting guide, the root guidance step can start with the symptom experienced by the customer, e.g. “TV doesn’t turn on”. In this instance, Agent can start with a greeting, “Good __. My name is {{ph:sys-ynx-user-first-name}} and I will be glad to assist you with this.” This root guidance step then ends with a follow on question, “Is your TV plugged into the wall socket?” This guidance step may be followed by user responses that answer the follow on question – e.g. “Yes”, “No”. Each user response can then be followed by a specific guidance step containing the next step for that scenario. 

Decision trees are used to create troubleshooting guides that can be traversed interactively by a call center agent.

Leveraging Decision Tree Maker Tools

Creating decision trees manually can be time-consuming and prone to errors. Fortunately, decision tree maker tools like Yonyx simplify the process by providing intuitive authoring interface and customizable templates. With features such as synchronized Map View and Interactive View, collaboration with co-authors, ability to handoff from any guidance step of a parent guide to a child guide and return back to the same step of the parent guide – these tools enable users to create, edit, and manage decision trees effortlessly.

Decision Tree Maker tools like Yonyx are used to create guides that teams of call center agents, or end customers can follow interactively.

Decision Tree Examples in Customer Service

Let’s consider a decision tree example aid for both call center agents and customers in resolving a common issue. Suppose a customer contacts the support center regarding a technical problem with a product. A tree may guide the agent or customer with step by step instructions for troubleshooting the issue, such as checking for software updates, resetting the device, or scheduling a technician visit, depending on the severity of the issue and the product warranty status.

Cold Calling Scripts and Call Center Automation

Decision trees are not limited to reactive customer service scenarios but can also be utilized in proactive outreach activities such as via cold calling scripts. By mapping out decision nodes, call center agents can follow structured scripts tailored to different customer personas or situations. Moreover, with advancements in call center automation, decision trees can be used to drive voice interaction with customers using speech recognition and text to speech technologies. This can help guide callers through customer self-service via voice channel.

The Future of Customer Service with Decision Trees

As customer service continues to evolve, decision trees will play an increasingly significant role in streamlining interactions and improving potential outcomes. By empowering both agents and customers with structured decision-making frameworks, such interactive guides contribute to enhanced efficiency, consistency, and satisfaction levels. Whether used in call centers or self-service environments, decision trees pave the way for a more seamless and personalized customer experience.


In conclusion, decision trees are invaluable tools for guiding decision-making processes in customer service contexts. Whether utilized by call center agents or customers engaging in self-service, decision trees provide clarity and structure amidst complex scenarios. With the aid of decision tree maker tools like Yonyx, creating and managing such trees becomes a straightforward task, ultimately leading to improved service delivery and customer satisfaction (CSAT). By integrating decision trees into their workflow, organizations can ensure that every interaction with customers is handled efficiently and effectively, contributing to long-term success and loyalty.

Create interactive decision trees for customer service management, cold call scripts or self-service. Improve sales performance metrics and customer delight across your call centers.

Interactive Decision Tree