How to edit fields in HSM (pre-approved templates) on your phone
How to edit fields in HSM (pre-approved templates) on your phone
Edit the HSM (Highly Structured Message) messages on the conversation screen. At the moment, only available for Android.
From your Android phone:
1- Enter the conversation in which you want to send the message.
2- Select the te
What is a WhatsApp session
The WhatsApp Business API service provides several advantages for businesses, with the primary one being the ability to allow multiple users to use the same WhatsApp line. At Zenvia Conversion, we use the official WhatsApp API. However, as the use of this API by various companies is common, WhatsAp
How to record salesfloor visits and test drives
In the conversation, select the ( + ) icon > then, the "visits" icon:
Three statuses will appear:
Canceled: for those visits that you scheduled but did not happen.
Pending: for those you have already scheduled.
Done: to record that the client finally visited the salesfloor.
In all three
How to use emojis in Zenvia Conversion
It's very simple to use emojis in your conversations! Enter to one of your conversations and at the bottom, you will find the emoji icon:
From there, you can search for them or check on each available category:
How to send GIFs on Zenvia Conversion
Improve your conversations with clients by sending GIFs.
It's very simple to use GIF's in your conversations! Go to any conversation and click on the emoji icon > then select "GIF":
Just like you do in WhatsApp, browse through the different categories or place a term in the search engine.
N
Transferring Clients
How to send a client to another user
It's very easy to transfer one or more clients to other agents using the desktop version of Zenvia Conversion.
First, go to My Portfolio, select the desired clients, and click the + icon at the bottom of the screen. You'll see a menu bar appear.
2. S
How to send a location to your clients
Send your location or that of any of your business offices from your conversations in Zenvia Conversion.
To send your location to a client, follow these steps:
1 - Press the attach icon located above the bottom bar of your conversation and select Location:
2 - A pop-up will appear, where you
How to add notes in Zenvia Conversion
Use this tool to mention your coworkers in conversations.
This functionality is very useful for both agents and managers, because it allows you to mention other users in conversations, so that they are notified of comments, recommendations and feedback, all within the same chat.
These messages
How to Forward Messages in Zenvia Conversion
Forward messages to up to ten active prospects at a time
In Zenvia Conversion, you can forward messages from one conversation to another in just a few clicks, saving time and making it easier for agents to communicate with their clients. Below we'll show you how you can benefit from this feature