Decision Tree Guides

AI Search Guide

AI-powered search and assistance refers to using artificial intelligence to help users find information, take action, and complete workflows faster.
PixieBrix has helped solve one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management.
Thatcher Foster
VP, Client Solutions

Top Decision Tree Tools

Zingtree Stonly Knowmax PixieBrix
Deployment Cloud-hosted solution requiring setup through the Zingtree portal. Integrates via API or embedded iframes into CRMs and websites. Knowledge guide software hosted in the cloud. Embedded using widgets or integrations with tools like Zendesk or Salesforce. Cloud-based KM platform that integrates with CRMs and contact centers; typically requires IT setup for enterprise rollouts. Deployed instantly as a browser extension. Works directly inside existing tools like Zendesk, Salesforce, Jira, and Slack with no engineering effort.
Primary Use Case Interactive decision trees for troubleshooting, call scripting, and agent workflows. Step-by-step knowledge guides for onboarding, support, and self-service help centers. Centralized knowledge repository with AI search and analytics for large support teams. Real-time AI orchestration for support teams - combining guided workflows, automation, and contextual AI in any web app.
Customization Tree builder with limited design control. Custom logic supported via API. Visual builder for guides; limited workflow automation or external data integration. Rich text and multimedia content builder; automation limited to KM workflows. Fully customizable with low-code editor. Build UI widgets, decision trees, and automations tailored to your team’s workflow.
AI Capabilities Basic analytics and branching logic; no generative AI or contextual learning. Limited AI for guide suggestions; primarily a manual authoring tool. AI search and recommendations engine for faster knowledge retrieval. AI writing assistance, contextual guidance, and real-time automation powered by LLMs and retrieval from internal systems.
Agent Experience Agents follow scripted trees externally from their main tools. Agents access guides from embedded widgets; still separate from workflow context. Agents search and read KM articles without workflow automation. Agents receive dynamic guidance, automation, and content directly inside their web tools - no tab-switching.
Integrations APIs and native integrations with CRMs like Zendesk, Salesforce, and Freshdesk. Integrates via widget or app marketplace with major CRMs and chat tools. Connects with leading CRM and telephony systems; requires configuration. Works natively in any browser-based tool. Integrates seamlessly with CRM, chat, and ticketing tools without backend setup.
Scalability Best for SMBs and mid-market teams with defined workflows. Ideal for growing support orgs standardizing knowledge delivery. Enterprise-grade KM solution for global support operations. Scales across any team or tool instantly; built for enterprises seeking flexible, AI-powered workflow automation.
Time to Value 1–2 weeks for initial setup and integration. 1–3 weeks for setup and guide creation. Several weeks for enterprise onboarding and data migration. Immediate. Browser-native deployment means zero engineering and instant activation for users.
Ideal For Teams needing structured scripts and decision flows for agents. Companies improving onboarding or customer self-service experiences. Enterprises centralizing large knowledge libraries for support operations. Support, CX, and operations teams that want to orchestrate AI, automation, and decision trees directly inside existing web tools.

PixieBrix brings AI-powered search and assistance into your browser. It overlays tools like Zendesk, Salesforce, or Confluence and lets users find answers and take action without switching apps.

PixieBrix lets you connect to your preferred AI provider - including OpenAI, Claude, or Gemini. You choose the model and configure how data flows securely.

Yes. You define exactly what information is passed to the model. PixieBrix keeps all data processing local unless you specify otherwise.

Support teams, onboarding specialists, IT admins, sales reps - anyone who needs fast access to information and wants to act on it immediately without jumping between systems.

✅ Reduce App Switching

AI answers appear exactly where the user is working - no need to bounce between tabs or systems.

✅ Boost First Contact Resolution

Agents find the right answer or draft response on the first try, helping customers faster.

✅ Improve Data Consistency

Predefined actions and AI prompts reduce the chance of human error or missed steps.

✅ Speed Up Workflows

Users can search, summarize, and take action - all from a single interface in the browser.

✅ Enhance Team Productivity

AI assists with common questions, letting humans focus on exceptions and higher-value work.

✅ Context-Aware Experiences

PixieBrix enhances existing tools like Zendesk, Salesforce, Jira, or Confluence by overlaying AI-powered search into the browser. The AI understands page content and user context, making answers more relevant.

🔍 Answers with Built-In Action

Instead of just returning a result, PixieBrix lets users take the next step immediately - whether it’s copying a value, updating a record, or triggering a workflow. AI becomes a real assistant, not just a chatbot.

✏️ Fully Customizable

Design exactly what your users see. You can control what data is exposed to the AI, how suggestions are displayed, and what happens when users act on them—all without writing code.

🔄 Combine Search and Automation

PixieBrix connects AI-generated responses to in-browser automation. That means fewer clicks, less manual work, and faster execution for agents, analysts, and operators.

🚀 Use Across Roles and Teams

Whether you're building tools for customer support, IT operations, sales, or finance, PixieBrix can layer intelligent assistance into any web-based workflow.

📊 Improve Over Time

Track which prompts, models, and workflows are used most often. Use this data to improve knowledge delivery, update suggestions, and guide team training.

  1. Overlay AI on Top of Existing Systems
    Add AI-powered search bars, sidebars, or pop-ups that understand the current page - no need to migrate data or move teams to a new tool.
  2. Bring Answers and Actions Together
    Allow users to search for product details, policies, customer history, or troubleshooting steps - and then immediately take the next step.
  3. Control and Secure AI Usage
    Define which data the AI can access. PixieBrix allows you to send only what’s needed to the model and nothing more - keeping sensitive information secure.
  4. Integrate with Any LLM or Data Source
    Use OpenAI, Claude, Gemini, or custom models. Pull data from internal APIs, ticketing systems, or spreadsheets. All within the same interface.
  5. Guide and Train Your Teams
    Use tooltips, banners, and quick actions to help agents learn on the job. Augment every role with just-in-time assistance.

See results with PixieBrix

Ramp agents 40% faster
Supercharge agent speed-to-production by providing step-by-step guidance and eliminating knowledge-base hunting, making even newbies to customer service heroes in a flash.
Eliminate clerical errors
Clear-cut paths through complex issues, offered by decision trees, empower agents to handle calls confidently, reducing average handle time and maximizing customer satisfaction.
Save millions
By pinpointing issues faster and minimizing unnecessary repairs, decision trees help IT teams slash maintenance costs and maximize equipment uptime.

Related Guides

Built for Enterprise Security and Scalability

It's a top priority at PixieBrix to keep your data safe and compliant with your organization's policies. Security, compliance, and governance are at the core of automation with PixieBrix.  

For enterprise customers, our sales team can provide the following resources to expedite security review:
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  • Independent Penetration Test report from A-LIGN
  • Company policies and controls
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