HOW ZEF WORKS

People intelligence — what is happening, why, and where you are heading

The ZEF platform combines the perspectives of customers and employees with your business data and produces proactive insights and action plans that management can act on immediately. Not just data.

ZEF product overview
STAGE 1 — PAST

A comprehensive picture of your business — numbers and people intelligence side by side

Business data tells you what happened. But it shows only half the picture. The other half lives in the thoughts of your customers and employees. Without it, every decision is based on incomplete information.

AI interview reveals root causes

Traditional surveys ask fixed questions and collect fixed answers. ZEF's AI interview adapts: follow-up questions sharpen based on what the respondent says. The result is not just averages but an understanding of where they come from.

Natural conversational flow — no rigid multiple-choice
Follow-up questions adapt based on each response
Themes and root causes extracted automatically
40% higher response rate compared to traditional surveys
AI interview reveals root causes

Connect feedback signals

ZEF collects feedback signals from the customer and employee journey into a single view. Collect feedback from recruitment to exit and from marketing and sales to churn prevention. Connect surveys, support requests and CRM data to your business intelligence — and make better decisions at the right time.

Surveys by email, SMS, embedded on websites and in-app
CRM sync (Salesforce, HubSpot, Pipedrive)
Review aggregation (Google, Trustpilot, G2)
Support ticket analysis (Zendesk, Intercom)
Connect feedback signals

Business data and people intelligence cross-analyzed

Connect revenue, customer churn, strategy and goals to survey results. The ZEF tool shows the operational and human picture side by side — so you never make a decision based on only one of them.

Easily connect business data to the context of any survey
Enrich customer profiles with background information
Personalized action plans and future foresight analyses created based on business data and people intelligence.
Business data and people intelligence cross-analyzed

The right questions for the right people

ZEF automates feedback collection using various triggers and guides respondents through personalized survey paths where they only see questions relevant to them.

Target specific customer or employee groups
Trigger feedback based on behavior (churn risk, NPS drop, purchase event)
Schedule recurring feedback rounds by account, tier or region
Segment based on any CRM dimension
The right questions for the right people
STAGE 2 — PRESENT

Find out why the numbers are where they are

Most companies have feedback data. Few have the time or methods to connect it to business metrics and find the real root causes. ZEF does it automatically — across all data sources, with statistical reliability.

Connect every data stream

The cross-analysis engine runs correlations across all connected data streams simultaneously — finding relationships between what customers say, what employees say and your business metrics.

Connect customer complaints to revenue changes
Link employee sentiment to customer satisfaction scores
Correlate feedback themes with churn, LTV and product adoption
Connect every data stream

Stop reacting to symptoms

ZEF identifies root causes — not just symptoms. Chain effects are mapped and prioritized by frequency and business impact.

Automatic root cause identification — statistical + LLM reasoning
Chain effect mapping (onboarding friction → low NPS → enterprise churn)
Themes prioritized by frequency and business impact
Root cause found in minutes, not weeks of analysis work
Stop reacting to symptoms

See how you compare to your industry

The Market Intelligence layer brings external context — competitive benchmarks, industry trends and market signals — alongside the internal picture.

Competitive benchmarks: your NPS vs. industry median
External context sharpens interpretation of internal signals
Competitor moves relative to your own feedback themes
Market signals reveal whether your experience gap is growing or narrowing
See how you compare to your industry

Detect problems before they become churn

The ZEF platform alerts immediately when a VIP customer or key person shows negative signals — giving you the opportunity to act in time.

Identify silent signals early
Implement prioritized action recommendations to address the issue
Grow customer and employee satisfaction while reducing churn
Detect problems before they become churn
STAGE 3 — FUTURE

Action recommendations ready — estimated impact in advance

Most tools give you data. ZEF gives you concrete recommendations on what to do next — prioritized and tailored to your strategy. You get not just a list of problems but an estimate of what solving each one will produce.

Action plan – estimated return in advance

ZEF produces action recommendations ranked by impact and feasibility, with an estimate of the expected ROI attached before taking action.

Concrete next steps — not vague observations
Prioritized by business impact and feasibility
Estimated impact for each action calculated in advance
Tailored to your organization's real capabilities
Action plan – estimated return in advance

Management asks. ZEF answers.

Ask any question about your business in plain English. The Esko AI agent on the ZEF platform finds the answer in seconds from all collected data — business figures, customer feedback and market intelligence.

Questions in plain language — anyone can use it
"Why did customer churn grow last quarter?" → answered in seconds
Management asks. ZEF answers.

Insights delivered automatically

Role-specific reports are generated and distributed on your schedule without anyone building them manually. CEOs get revenue impact summaries, COOs get operational details, CS teams get account updates.

Automatically generate reports for every stakeholder role
Role-specific framing and depth per audience
Exportable in PDF, PowerPoint and email format
Insights delivered automatically

Prove the value with hard numbers

Track which recommendations were implemented, measure actual vs. predicted outcomes and feed the results back into the ZEF platform to improve accuracy over time.

Track which recommendations were implemented vs. skipped
Measure actual outcome vs. forecast for each action
Improved results — demonstrate value to management
Prove the value with hard numbers
Foresight Engine

Analysis engine technology: four levels, cumulative precision

Our analysis engine combines four levels of data. You can start anywhere — and each additional level sharpens the insights.
BI
Business Intelligence
What is happening
Operational data: revenue, customer churn, usage figures. The foundation of the analysis engine — factual numbers to which people intelligence is connected to explain why the numbers move.
PI
People Intelligence
Why — What people really think
The real perspectives of customers and employees. Surveys, AI interviews, open feedback — analyzed to find themes, root causes and sentiment signals. The level that explains where the numbers come from.
MI
Market Intelligence
Where the industry is heading
External context: competitive benchmarks, industry trends and market signals. The level that contextualizes your internal picture against the external world — and reveals whether the gap to competitors is growing or shrinking.
EW
Executive Wisdom
What to do next
Not just data — but your strategy, priorities and your organization's reality. The level that ensures recommendations are genuinely actionable. ZEF produces the analysis. Management decides how to respond to it.

Cumulative Accuracy

Active layersIntelligence typePrecision level
Any single layer Descriptive — what is happening Baseline
Two layers Diagnostic — why it is happening Significantly more precise
Three layers Predictive — what will likely happen High
All four (BI + PI + MI + EW) Prescriptive foresight within strategic constraints Maximally actionable

With every layer added, the error rate decreases and recommendations become more personalised and actionable. A company that starts with the PI layer alone will find that predictions sharpen significantly when the BI and MI layers are combined — connecting human understanding to business metrics and market context, where true executive-level wisdom emerges.

More than a survey tool

People intelligence that goes beyond the limits of feedback

ZEF is built for customer experience and employee experience use. But the same platform — AI interviews, cross-analysis, proactive insights — also applies to use cases that most survey tools were not designed for.

Lead generation

Automatically ask promoters (NPS 9–10) whether they would refer others. Collect warm leads directly from your feedback flow — in the same conversation where they said they were satisfied.

How it works
Promoter identified from feedback
Referral request delivered automatically
Qualified lead collected with context
Routed to sales for same-day follow-up

Lumon: €130,000 in new deals, month 1 · 14x ROI · payback period under one week

Reputation management

Automatically direct satisfied customers to leave Google reviews. Build your online reputation from the inside — from customers most likely to leave an honest, positive review.

How it works
Satisfied customer identified
Review request delivered at moment of peak satisfaction
Customer directed to Google review page
Number of reviews and rating tracked automatically

Doorway: 100+ reviews in 6 months · 2.3→4.2 stars · bankruptcy avoided · 125x ROI

Recruitment screening

Use AI interviews to screen candidates. The same AI interviewer that reveals root causes in customer feedback applies to structured candidate evaluation in recruitment.

How it works
Candidate invited to AI interview
Adaptive screening with follow-up questions
Themes and signals extracted automatically
Recruitment team receives structured summary

Shortens time to interview and improves candidate quality before the first human touch

FEATURES

The ZEF platform's most requested features at a glance

Comparing customer and employee survey platforms? Here are the ZEF platform's key features.
FeatureHow it works
AI interview and root cause analysis (WhyFinder) The ZEF platform's WhyFinder AI interview doesn't stop at a number such as an NPS score. It asks respondents clarifying follow-up questions in real time, revealing the root causes behind their answers.
Fast AI-assisted analysis (Esko AI) The ZEF platform's Esko AI analysis agent reads thousands of open-ended responses in seconds and writes ready summaries and action recommendations for management. You can also ask Esko about your data in a conversation.
Automatic theme analysis The ZEF platform's AI identifies themes and their sentiment in open-ended responses automatically, with no manual coding.
BI, PI and MI cross-analysis The ZEF platform cross-analyses business figures (Business Intelligence), customer and employee views (People Intelligence) and market data (Market Intelligence) to explain why the numbers move and what you should do next.
CX and EX cross-analysis On the ZEF platform, customer experience (CX) and employee experience (EX) are analysed together on one platform, so weak signals connect directly to business figures.
ZEF method and quadrant (importance vs. performance) The scientifically validated ZEF method asks not only how well something works but also how important it is to the respondent. Results are placed automatically in a quadrant that separates the real priorities (high importance, low performance) from areas not worth investing in.
Intelligent Zoom (patented, Z-score) The ZEF platform's patented Intelligent Zoom removes the effect of different answering styles through Z-score standardisation and spreads results across the whole scale. Real strengths and the most critical improvement areas stand out more clearly than from a plain average.
Respondent group comparison and background data Background data imported with contacts, such as unit, location, role, sales rep or customer tenure, links straight into ZEF platform reporting without asking respondents extra questions. Results can be compared across respondent groups, time periods and surveys, and filtered dynamically in the report.
Survey templates The ZEF platform includes expert-built survey templates by topic, for example customer satisfaction, NPS, employee experience and manager evaluation.
AI survey builder The ZEF tool builds a survey with AI in about a minute. You can also paste in an existing set of questions and the AI turns it into a ready survey.
On-brand surveys (Design Bot) The ZEF tool's AI-powered Design Bot quickly makes your survey look like your brand. Branded surveys can be saved as templates and reused.
Question types The ZEF tool has 18 question types, including 2D-slider, slider, Net Promoter Score (NPS) and eNPS, open text, multiple choice, image choice and file upload. The full list is in the table below.
Likert scale and 2D-slider In the ZEF tool, a Likert scale (1–5) can be built either as a slider or as a single-choice question. The 2D-slider lets respondents rate the same item on two axes, such as importance and performance.
Conditional logic (skip logic) ZEF surveys support conditional logic: respondents are routed to different questions based on their earlier answers, such as background information.
Ease of use and respondent experience The ZEF tool lets you build surveys without coding or heavy training, even after a long break. Visual sliders make answering quick, which lifts response rates.
Email and SMS distribution The ZEF tool sends personalised survey invitations and automatic reminders by email and text message (SMS).
Public link and QR code Anyone can answer a ZEF survey through an open public link. Every link can also be downloaded as its own QR code.
Website and in-app embedding A ZEF survey can be embedded directly in a website or app, or opened from a floating panel or button (widget).
Kiosk mode ZEF surveys can be answered in kiosk mode, for example on a tablet placed at a service location.
Automatic alerts and tickets You define the triggers, and the ZEF tool sends an automatic email alert. A critical NPS response, for example, can go straight to the right people or become a ticket in your customer service inbox.
Google review collection and display The ZEF tool automatically guides your happiest respondents (NPS 9–10) to leave a Google review. Collected reviews can be shown on your own website with Trustindex.
Upsell and referral detection A ZEF survey identifies new purchase needs and willingness to recommend from responses, and upsell leads can be routed straight to sales.
Ready-made integrations The ZEF platform has ready-made integrations with HubSpot, Salesforce, Pipedrive, MS Dynamics, Sympa, Hailey HR, Slack, Moontalk Mobile, Maestro, Talosofta and Oracle Hospitality, plus automatic contact import from an SFTP server. Our development team also builds new integrations to fit customer needs.
Zapier The ZEF platform connects to thousands of apps through Zapier, with no coding required.
Open REST API and webhooks With the ZEF platform's open REST API (Contacts, Responses, Share and Surveys API) you can build integrations yourself. Webhooks notify you of new responses in real time. Documentation: developer.zef.fi.
Single sign-on (SSO) The ZEF platform supports single sign-on (SSO).
Security and data location All ZEF platform data stays in the EU. The ZEF platform is GDPR compliant, and ISO 27001 certification will be completed by the end of 2026.
First-class customer support The ZEF tool includes an AI support chat available 24/7. Our support team is available by email and phone on weekdays 8:00–16:00 (Finnish time) and resolves requests quickly. Customers also get free 15-minute sparring sessions throughout the customer relationship. Read more about support.
Continuous product development The ZEF platform is continuously developed by our own product team.

Can't find a feature that matters to you? This table only covers the most requested features. Get in touch below if you have any questions!

Ask our experts
QUESTION TYPES

18 question types in the ZEF tool

Question types can be combined in the same survey and routed with conditional logic based on earlier answers.
Question typeWhat it's forGroup
2D-slider Measures the respondent's view on two axes at once, such as importance and performance. Rating
Slider A rating scale, 0–10 by default or a 1–5 Likert scale. The end points can be labelled and smileys shown to the respondent. Rating
Area scale A variation of the slider where the respondent selects an area on the scale. Rating
Net Promoter Score (NPS) and eNPS Likelihood to recommend on a 0–10 scale, for customers (NPS) and employees (eNPS). Rating
Grade A question for giving a grade. Rating
Single choice One answer from a set of options. Also works as a 1–5 Likert scale. Choice
Multiple choice Respondents can select several options at once. Choice
Checkbox A checkbox-based question. Choice
Image choice Answer options are shown as images. Choice
Dropdown A compact drop-down list of options. Choice
Number dropdown A drop-down list of numbers. Choice
Open text / Text field An open feedback field. The character count can be limited if needed. Open answer
Number field Collects a numeric answer. Open answer
Email field Collects an email address. Contact details
Phone number field Collects a phone number. Contact details
Attachment / File upload Respondents can attach a file to their answer. Other
URL / Web link field Collects a web address. Other
Info card / Text block An information or instruction block shown to the respondent. Not a question, so it has no answer field. Other
INTEGRATIONS

Works seamlessly with your existing systems

ZEF delivers people intelligence where you already work — connected to CRM, BI, communication and support systems. We can also build new integrations according to your needs.
CRM & Sales
Salesforce
HubSpot
Pipedrive
MS Dynamics
BI & Analytics
CSV export
REST API
Webhooks
Communication
Slack
Email
Customer Service
Moontalk Mobile
HR
Sympa
Hailey HR
Other
Zapier
SFTP
Maestro
Oracle Hospitality
Talosofta
SECURITY & PRIVACY

Enterprise-grade security — built in, not bolted on

All data remains within the EU. The AI agent Esko does not train itself on data from users or survey respondents — using ZEF is completely safe.
🔒 Security
AES-256 encryption at rest
TLS 1.3 encryption in transit
All data remains within the EU
Privacy by design
SSO / SAML
🛡️ Privacy & data protection
GDPR compliant
AI does not train on user data
Anonymization options
Right to data deletion
📜 Certifications
ISO 27001 — by the end of 2026
⚡ Reliability
99.9% uptime SLA
Automated backups
Disaster recovery
24/7 monitoring

ZEF-Tool

Example surveys and reports

Explore ready-made survey templates and their reports. Select an example from the list to view the survey and report side by side.

LICENSES

Licenses for every need

Three tiers. No hidden costs. All packages include a dedicated account manager and 6 months of full onboarding support. Pricing is agreed in the demo and sized according to your company's scale and goals.
Growth
Genius
For companies starting to measure CX and EX and wanting immediate reputation, revenue and retention results.
Includes
AI features (survey process & respondent interviews)
Patented features: Intelligent Zoom (ZEF method) and respondent group comparison
Ready-made integrations
Dedicated account manager
Unlimited users and surveys
Enterprise
Einstein
For companies that want a strategic people intelligence partner integrated into leadership processes throughout the organization.
Fully customized solution, plus:
Dedicated account manager
Custom integrations
Unlimited custom training sessions
Unlimited sparring sessions to support usage
ISO 27001
TAKE THE NEXT STEP

Ready to see how ZEF could help your organization specifically?

Book a 30-minute expert meeting.
We'll show how ZEF works in practice — tailored to your industry and starting situation.
COMMON QUESTIONS

Answers before we meet

A quick summary of the most common commercial questions.

Why aren't prices listed?

Every company's profile is different — size, CRM maturity, customer base, primary goals. Licensing is sized in the demo so we can match the right license to your situation and give a realistic ROI estimate alongside the price.

Is a free trial available?

We don't offer a self-service free trial. Every engagement starts with a demo where we show exactly what ZEF delivers for your company — and what the ROI looks like before any commitment. That 30-minute conversation is more valuable than a product trial you'd have to figure out on your own.

How long does it take to see results?

Reputation and Revenue use cases (lead generation, Google reviews) typically produce visible results within the first 30 days. Retention and Foresight use cases compound over time — most customers see measurable churn reduction within 60–90 days.

Is a Customer Success Manager included in the license?

Yes — a dedicated Customer Success Manager is included in every license. People intelligence is most effective when someone is actively responsible for taking insights and action plans to your team in practice — not just providing access to the platform.

Is a partner or reseller license available?

Yes. ZEF's Partner Program gives consulting firms and agencies a single license that covers all client organizations they create and manage from the ZEF console.

Which integrations are included in each license?

All published integrations, such as CRM integrations (Salesforce, HubSpot, Pipedrive), are available in all licenses. Full API access is also included in all licenses. Custom integrations are available in Einstein licenses, but we can also implement integrations for other licenses (Genius and Master) at an additional cost.