Answers to common questions about Zenvia Conversion's various features   Can you send bulk messages through WhatsApp?  Yes, the feature is called "Distribution Lists" and allows you to send between 100 messages (basic plans) and 500 messages (PRO plans) a day and with WhatsApp's official approval

Third party verification of commercial administrators   If a third party (such as an advertising agency) wants to verify their client's commercial administrator, first they need to grant Administrator Business Manager access to the person from the agency who will do the verification (see article).

Check which additional configurations you'll need so that the Zenvia Bots will work correctly   First, you'll need to integrate Zenvia Bots. For more information about how to do this, see this article.   If is correctly integrated, you'll see an OK in green, as shown below: To see the API Key f

Set Zenvia Conversion as the default application

Once you start using Zenvia Conversion with the WhatsApp Business API, you cannot use that number without another API provider. This is because WhatsApp's user policies do not allow a WhatsApp Business API account to be switched to a basic Business or personal account.   However, you still have so

What's the difference between a personal WhatsApp, WhatsApp Business, and WhatsApp Business API?   Personal WhatsApp is the regular WhatsApp app aimed at individual users. It is designed for informal interactions with friends, acquaintances, and/or relatives. WhatsApp Business adds basic features fo

It's possible that when Zenvia Conversion makes a change or resolves an issue, you'll need to clear your browser cache for the change to take effect. To clear your browser cache, cookies, and site data, please follow the next steps: 1- If you are using Google Chrome, the best browser to use Zenvia C

HOW TO: Obtain an API Key   An API Key is required for interacting with the API, which can be obtained in two ways: Each time an App is installed, Zenvia Conversion will automatically generate a new API Key for it. Read more in the API reference information below. For other one-off uses you can ma

In Zenvia Customer Cloud, the Transfer Conversation feature allows users to transfer the conversation to another chatbot or to a human agent. This option is important as it enables users to interact with more than one chatbot during the same session, for example, engaging with a screening chatbot an

The Sandbox Tests module is designed to provide and streamline the process of testing our APIs.It offers a secure environment where developers can perform quick tests of multichannel APIs before implementing integrations in their production environments. Therefore, testing requires technical knowled

After selecting the message templates in the Template library, they will go through Meta's approval process. Once approved, these message templates will appear here, in the General list of templates, and will be available for use. By using message templates, you ensure standardization, allowing cons

Messenger is Facebook's free messaging and chat service, which has its own application and platform. The tool is a comprehensive communication solution, allowing users to create conversational journeys to interact with the page and obtain various types of information. Clients with an active plan hav

Email domain is the part of an email address that comes after the @ symbol. You can create a custom domain with your company name to add authenticity to your messages. This article guides you through the steps to register and authenticate a domain. ⚠️ Attention: This feature is available only for us

Zenvia Customer Cloud allows you to perform automations through our available channel APIs. To use the features, simply register in the solution and obtain the necessary credentials, as explained in this article. Then, you can integrate our Multichannel API into your system and communicate with your

Users are individuals who will effectively access and use Zenvia Customer Cloud. Each user must be linked to a profile, through which their access permissions will be established and specified. Check the access permissions for each type of profile. ⚠️ Attention: Only users with the Admin profile can

Email is a strategic and widely used channel for sending campaigns, enabling direct and personalized communication with the target audience. The integration of the Email channel plays a central role in the modules offered by Zenvia Customer Cloud and, therefore, is the first step before utilizing so

Instagram is a platform that enables the sending of messages, photos, and videos with effects and captions. With it, it's possible to send messages with selfie stickers, custom reactions, and message effects. Additionally, chats can be customized with colors and themes. Clients with an active plan h

The Message Template Library functionality is a bank of WhatsApp message templates that you can use to send to your customers. These are pre-approved templates by Zenvia, which you can add to use according to your preference. The WhatsApp Message Template Library offers efficiency and time savings,

Zenvia Customer Cloud automation performance report provides information about a specific automation, including the total number of triggers, messages sent, impacted contacts, and performance rate. ⚠️ Attention: This feature is available only for users with the Viewer, Operator or Admin profiles. Th

The automation list serves to centralize all the flows that have been created. By creating communication rules, you can define actions for each flow and automate your customers' journey through different channels. ⚠️ Attention: This feature is available only for users with the Viewer, Operator or Ad

The Contact Behavior panel of Zenvia Customer Cloud provides a centralized view of metrics related to your base and conversations held with these contacts, regardless of the channel. This feature helps understand the dynamics between your brand and your consumers, as it provides information and insi

Campaigns is a feature of the Analytics module in Zenvia Customer Cloud (ZCC) that allows you to analyze data on the performance of your Message Shots and campaigns created by Meta. For example, let's say your company created a campaign for Black Friday and sent it to 1000 contacts. With Campaigns,

The Chatbot Analytics module contains a dedicated area for chatbot metrics for tracking purposes. With it, you have access to metrics without the need to create them manually from scratch. This allows you to monitor and analyze your bot's performance, such as customer engagement and satisfaction. Fo

RCS (Rich Communication Services) is a channel that offers additional possibilities compared to SMS, including: Creating messages without character limits, featuring cards, carousels, images, audios, videos, and GIFs, making your communications more interactive and engaging. Sending messages with a

In Zenvia Customer Cloud, the input of Options List is a feature that allows chatbots to employ clickable lists as a strategy to make interactions with users more engaging. Options lists consist of a series of items or actions that the user can choose by clicking on them, instead of typing a respons

In Zenvia Customer Cloud, the Satisfaction Survey is a feature that allows you to measure how satisfied your customer is with the service they received from your company. By using it, you can obtain data and evaluations to provide improvements in customer service. We offer two types of satisfaction

🌎 By Humanz for Humans: welcome to the Zenvia Conversion Help Center Our documentation is divided into categories: Concept and access: concepts and guidelines for accessing the solution; First steps: overview and main functionalities; Features and functions: user manuals for operating the solution

Learn what conversational channels are and how to configure them.   What are conversational channels?   At Zenvia Conversion, we use "conversational channels" to refer to the methods we use to communicate with our clients.   Which channels does Zenvia Conversion currently have available?   The ch

In Zenvia Customer Cloud, the End conversation action can be used whenever your customer ends a session. This option receives the closing/farewell text from the bot that will be sent to the interacting customer. In addition to ending the conversation, informing the customer that the bot concludes af

In Zenvia Customer Cloud, the action Consult ZIP code can be used to retrieve details of the zip code entered by the customer. It receives the number entered by the customer during the conversation and from there, it retrieves additional data such as: Street, Neighborhood, City, and State. It is rec

Intelligent response based on the internet  content is used to generate intelligent messages automatically using Artificial Intelligence (AI). This action is commonly applied in cases where the chatbot is prepared to respond to a series of topics regarding the brand's product/service in a generative

Discover how to create message templates for WhatsApp and optimize your communications in Zenvia Conversion

There are two different ways to add contacts in the Contacts module: manually or through importing a contact list. This article teaches you how to insert contacts into lists manually. ⚠️ Attention: This functionality is only available to users with the Administrator profile. To use this feature, you

Use the Smart writer feature of Zenvia Customer Cloud to review the spelling and grammar of your messages to ensure that your broadcasts are of high quality. ⚠️ Attention: This feature is available only for users with the Operator or Admin profiles. Why use AI to review message content? In addition

When contacts do not interact with your communications, sending a new message can be a good re-engagement strategy as it helps regain the interest of your audience and improve engagement rates. For example, your company launched a welcome promotion campaign with an exclusive discount for new users,

For sending Email, RCS, SMS, or WhatsApp messages, it is necessary to choose how these messages are dispatched, and you can choose to send them in specific batches. Batch messaging is a feature that allows you to send messages separately if you do not want to send messages to all recipients at once.

When sending communications by email, RCS, SMS, or WhatsApp, you can choose how these messages are delivered.  ⚠️ Attention: This feature is available only for users with the Operator or Admin profiles. You must choose from the options: Broadcast now; Schedule broadcast; Send at the best time. Addi

Selecting a goal for your broadcast means identifying the purpose of your communication. Although this step is not mandatory, choosing a goal helps our team improve the development of Zenvia Customer Cloud and enhance your experience.  ⚠️ Attention: This feature is available only for users with the

Zenvia Customer Cloud also enables the use of the Contacts Base through its API. In this document, we will see the basic concept and show the functionalities provided by the Zenvia Customer Cloud Contacts Base API. What is an API and how to use it The acronym API stands for Application Programming I

Mass SMS broadcasting allows your messages to be read within a few minutes and has a 90% open rate. This means a higher probability of reaching and engaging your recipients. There are possibilities for broadcasts: holidays, enrollment campaigns, welcome and engagement messages, reminders for appoint

The integration with Zapier simplifies the connection of applications used with Zenvia Customer Cloud, enabling task automation and facilitating contact management. Zapier operates through events called "Zaps."  A Zap or event is an action performed by an application configured to impact another. Be

Receive and manage Salesforce leads more conveniently in Zenvia Customer Cloud. This integration allows you to send messages and interact with your contacts in one place. ⚠️ Attention: This functionality is available only for users with the profiles of Operator and Admin. Installation To connect Sal

With this Zenvia Customer Cloud integration, it is possible to share Google Drive file links between users and contacts to send cloud-saved files via messages during their interactions.  In this article, you will learn how to install, configure, and activate this application. ⚠️ Attention: This feat

Mass messaging through WhatsApp is an effective strategy to establish direct communication and reach a large number of recipients quickly and personalized. The channel features capabilities that allow the sending of messages with images, videos, emojis, response buttons, and links leading directly t

When creating an automation, Zenvia Customer Cloud allows you to perform various settings in the flow, including activation, pause, and scheduling of the automation. ⚠️ Attention: These features are available only for users with the Operator or Admin profiles. In this article, we will detail each of

Zenvia Customer Cloud allows you to initiate an automation through an API call on a third-party server or system. ⚠️ Attention: This feature is available only for users with the Operator or Admin profiles. In this article, we explain why to use Zenvia Customer Cloud's marketing automation API and ho

The purpose of the communication flow is to establish triggering rules through a customizable flow, allowing you to reach your target audience autonomously. With it, you can schedule an automatic action that will be executed when a specific event or actions occur. ⚠️ Attention: This feature is avail

Create and export a customized report with the most important data for you to understand how your contacts interact with your mass mailings. Reports help you better understand the performance of your communications and identify opportunities for your campaigns. ⚠️ Attention: This feature is availabl

Zenvia Customer Cloud allows you to export a dispatch report so that you can obtain details of a specific delivery, including the delivery status per recipient. This list is exported to a .csv file and can contain more than 100,000 contacts. To do this, click on Analytics > Broadcasts and select the

In this article, learn how to reset or change your access password for Zenvia Customer Cloud. The following steps describe how to reset forgotten passwords. If you want to make changes to a known password, continue with Change my password. Reset my password If you have forgotten your access password

Organizations are the main accounts that group other accounts to which you have access. There are two types of organizations in Zenvia Customer Cloud: Main organization: it is your original organization; Sub-organizations: these are organizations that are part of a main organization. Every user o

When accessing the solution with email and password, the Homepage provides important information for your use and monitoring of your organization's data. ⚠️ Attention: The Home page is not available for users with the Agent profile. Other access profiles can access the screen with some limitations:

The Shared Inbox enables members of the same group to view all conversations held in the Inbox. Messages are visible to everyone, facilitating collaborative work in the Zenvia Customer Cloud.  With this option active, it is possible to assign and transfer contacts, track interactions, and other acti

The action Intelligent Response based on file is used to automatically generate intelligent messages using Artificial Intelligence based on the files uploaded to the AI Library. This action is commonly applied in cases where the chatbot is prepared to respond to a series of topics regarding the bran

The green badge on WhatsApp is a validation of your company's authenticity in the eyes of your customers. Its primary benefit is to provide increased security and trust in your interactions.  To obtain this verification badge, it's essential to meet specific requirements. Learn about these requireme

A CSV file (Comma-Separated-Values) is a type of file that you can create or edit in Excel, Google Sheets, OpenOffice Calc, among others. It is used by Zenvia Customer Cloud to configure personalized messages and load your contact database. Instead of storing information in columns, CSV files store

The first step to send an SMS message in Zenvia Customer Cloud is to write the message. The standard text length for an SMS is 160 characters; however, this quantity can be larger through concatenated messages, meaning the delivery of several messages together in a single SMS to the recipient. The m

The content of a contact list consists of the grouping of information about your clients. In the case of Zenvia Customer Cloud contact list, the available information within a list includes cell phone number, name, and email. Additionally, you have the flexibility to add new contacts and manage exis

In Zenvia Customer Cloud, the File Request feature allows your customer to request a file during the chatbot conversation. For example, if the user needs a document to proceed with the assistance, they can request a photo of that document from your customer via File Request. This ability to include

In Zenvia Customer Cloud, the Open Field content allows requesting data from the customer interacting with the chatbot, whose response will be given by them in free-text format instead of selecting predefined options or buttons. For example, if you need to collect information such as CPF (Brazilian

The Sales API in Zenvia Customer Cloud was developed to asynchronously integrate leads into Zenvia Customer Cloud, allowing you to receive a webhook with their results. Learn in this article how to activate the integration in your account and how to configure your API. ⚠️ Attention: Integrating an A

In Zenvia Customer Cloud, the Text Message feature is crucial in the chatbot as it allows you to initiate interaction with your user. For example, you can start with a welcome message, then proceed to ask your customer what they desire, and so forth. This feature enables the communication you need w

In Zenvia Customer Cloud, the Send file feature allows the chatbot to send images or documents to the user during the conversation. For example, the chatbot can send a duplicate invoice or a user manual for a specific product, either in response to a direct user request or as a result of querying an

The main function of a Contact List is to group specific contacts, aiming to use them as a target audience when sending a message. You can upload your entire contact database into a master list and then start separating them using smaller and more focused lists.  For example, assuming your campaign

There are two distinct ways to add contacts in Zenvia Customer Cloud: manually or by importing a file. This article teaches you how to import contacts into lists by sending a file. This way, you can send your entire contact base in a simple and fast way. ⚠️ Attention: This feature is only available

In the left sidebar menu, you'll find the Integrations module in Zenvia Conversion. Here, you can view, install, and configure integrations and applications, such as CRM, ERPs, lead providers, sales websites, and communication channels like WhatsApp, Facebook, Instagram, and Webchat. Let's say you h

The WhatsApp channel provides direct and efficient communication with customers, offering technical support, updates, and personalized interactions. Clients with an active plan have access to various channels, including WhatsApp, which is made available as soon as you acquire your plan (read more in

RCS (Rich Communication Services) is a messaging standard that allows sending text messages, audio, videos, and photos. It's also possible to build interactive dialogues with your customers. All of this is done using Messages, the same Android system app that reads SMS. With it, you can understand t

Understand how to analyze the closing reasons in this report. This report is useful to know the closing reasons for the agent's conversations. In addition to allowing you to see this information in total amounts and view them over a period of time, so you can identify opportunities for improvement

With this integration, it is possible to send PayPal payment links to your contacts during interactions in Zenvia Customer Cloud. Additionally, you have the flexibility to choose the currency and view notes and reports of confirmed and pending payments. ⚠️ Attention: This functionality is available

Guide for your account's initial configuration on the platform   Hey! if you got this far, I think you already have a Zenvia Conversion [Sirena] plan contracted.   In this article you'll get easy access to the first steps to set up your account and quickly start your operation.   Reminder: only

Know and understand the benefits of using it together with Zenvia Conversion. Zenvia Attraction is one of Zenvia's platforms and has several integrated features for sharing information and data with a focus on creating and managing marketing campaigns   In addition to having features to send via Wh

Zenvia Attraction is a mass messaging platform for marketing campaigns across channels such as SMS, Email, WhatsApp, and RCS. And Zenvia Conversion is a solution to simplify communication and conversion for your sales strategies. Integration with Zenvia Conversion allows you to unify the processes o

Understand how the transferring of Zenvia Conversion contacts to Zenvia Attraction works to maintain the same contact database and avoid duplicate numbers in your list. ⚠️ Attention: It is necessary to subscribe to both Zenvia Attraction and Zenvia Conversion solutions to use the transferring. This

Learn how to send bulk WhatsApp messages, integrated with Zenvia Conversion, by Zenvia Attraction. To carry out bulk shoots from Zenvia Attraction, access the platform through app.zenvia.com with the same login and password used in Zenvia Conversion.  Then, access the Products top menu and then sel

See how to identify contacts originated from a Zenvia Attraction campaign and track the performance of your marketing actions in Zenvia Conversion. By integrating your WhatsApp campaigns triggered by Zenvia Attraction with your Zenvia Conversion account, you ensure that whenever a response is receiv

Integrate your Zenvia Bots account with Zenvia Conversion to extend your presence in various conversational channels, build communication flows and automate messages with your customers. ⚠️ Note: For this integration you need to hire the Zenvia Conversion solution and the Zenvia Bots tool. Learn mor

This email format, designed by Zenvia Conversion, is intended to simplify the app's connection with other systems, which is able to work with an email type that is very simple to construct. Keep in mind that Zenvia Conversion prioritizes resolving bugs that occur in this format, so we recommend usin

How to activate integration with this marketplace. You can manage the leads that come in via your RD Station account using Zenvia Conversion. Here's how that works.   1 - Go to Apps > RD Station   2 - Click "Start Session"   3 - You will be redirected to the RD Station website, where you can se

Learn how to integrate Zenvia Conversion with this landing page manager   With this application you can extract and import leads from Unbounce to Zenvia Conversion, as well as assign the distribution rule you want to this channel and choose the additional configuration that best fits your needs.

Webchat is a multimedia communication channel native to Zenvia, designed for more agile and convenient customer service with unlimited message exchanges within websites and applications. Conversations initiated by your customers via Webchat will appear in the Inbox as usual (located in the menu side

Enable your agents to share Google Drive files with to customers Zenvia Conversion allows you to send files hosted in the cloud from conversations with your clients, check below how to activate this function: 1 - Go to Apps and choose the Google Drive app: 2 - Next, choose the group in which you

Learn how to activate and use the Asana app to create tickets from your conversations   Asana allows you to generate tickets from your clients' requests, without having to leave Zenvia Conversion.   With this App you can: Create tickets directly from your WhatsApp, Facebook Messenger, and Inst

See how to perform this integration with Zenvia Conversion   API Webmotors Documentation: https://portal-webmotors.sensedia.com/api-portal/documentacao   Important: The user that is being used in the integration must be a user with API permissions. This user won’t be able to access Cockpit CRM D

How to get leads from this chatbot in Zenvia Conversion   To start the activation, request the API key from your Cliengo account manager.   Once you have it, go to Integrations and click on Cliengo and enter the API Key in the appropriate section. Click CHECK API KEY. Once the system validates

Learn how to integrate Zenvia Conversion + PayPal and follow the details of your payments through the report 1 - To activate this app, go to Apps > press the "+" button on the side of the screen and choose the PayPal application:   2 - Select the group to which you want to assign the application

Zenvia Conversion integrates with Mailchimp so you can export your clients and create email campaigns. This integration with Mailchimp allows you, with just a few clicks, to build your email campaigns with the contacts you already have in Zenvia Conversion. You just need to have a Mailchimp accoun

How to activate and use the Tiendanube App in Zenvia Conversion   With the Tiendanube app you can send automatic messages via WhatsApp every time you receive a new order from Tiendanube, in addition to being able to send all your product information directly from your conversation with the client

How to activate and use the Trello app to create support tickets.   Turn your conversational channels into true customer service and support!   With this app you can: Create tickets directly from your WhatsApp, Facebook Messenger and Instagram conversation. View and publish comments on ticke

App to send automatic messages and product descriptions on your conversations with this application. With this app you can send automatic messages through WhatsApp and Facebook Messenger every time you receive a new order from WooCommerce. Also, you can send all the information about your produc

Check how to activate the integration with this marketplace   Leads that come in through your MercadoLibre account can also be managed through Zenvia Conversion. You can respond to all your client contacts through our app! Here's how this works.   1 - Go to Apps and click on Mercado Libre:   Af

  Learn how OLX works and how to integrate Zenvia Conversion with OLX   The OLX integration for Zenvia Conversion is available for several countries including Brazil, Argentina, and Mexico. To get started with this integration, follow these steps:   1 - Go to Apps and click the "+" icon, and sea

How to activate and use the Shopify app.   With this app you can send automatic messages through WhatsApp every time you receive a new order from Shopify, also, you can send all the information about your products directly from the conversation with your client in Zenvia Conversion. IMPORTANT: is

With Zapier you can send automatic messages without coding. In this example, I'm going to show how Zenvia Conversion can take a contact's details from a Google Spreedsheets spreadsheet and use them to send an automatic WhatsApp template.   1- To start, go to Zapier.com and create a Zap (click MAK

Learn how to integrate a template with Zenvia Conversion using Zapier 1 - Create a user account at zapier.com. You an do this with your email or Facebook account. 2 - To create your first integration, log in and click in the upper left where it says "Make a Zap" 3 - Choose the latest version of Z

How Zenvia Conversion integrates with your lead generation apps through Zapier   In this example we'll look at a case that shows how you can manage leads from any platform using Zenvia Conversion. For this to work, the app you'd like to integrate must work with Zapier. You can see some of the apps

Find out what is it and how can help your business   Zapier is a site that allows you to easily integrate the web applications you use, making it very easy to automate tasks.    With the help of Zapier, Zenvia Conversion can be integrated with multiple applications that streamline the management

How to integrate this chatbot with Zenvia Conversion Go to Apps > Integrations > Virtual Spirits   Copy the URL you will see in the integration settings to activate it. In the "source" space, assign the lead source a name.   Once your account manager tells you that the integration is comple

Configure the days and times when you will receive messages   To configure this setting: 1 - Go to Settings > My Profile > My Settings > Business Hours:   2 - Select the desired day(s) and time(s) and click "Save."     You can also choose whether the setting applies only to the Selected day, fro

In this article, you'll learn how to verify what distribution rule was applied to a particular client.   Occasionally, a client doesn't follow the distribution method you have set up as a default method for your groups.   This can happen when a client comes in via a distribution rule particular t