How can we help?
Results found: 43
Zapier Integration Example: Google Sheets
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 to activate the Google Drive app
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
Integration of Google Drive with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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
How to integrate Google Sheets with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Google Sheets is a tool that allows you to create, edit, and share spreadsheets online. With this integration, you can export contact data between Google Sheets and Zenvia Customer Cloud.
⚠️ Atte
04. How to export your customers to Google Sheets
Download your clients to a Google spreadsheet.
Zenvia Conversion allows you to export your clients to a Google spreadsheet using a wide variety of filters. Here I will show you how:
1- First, you should go to Integrations and search for the integration by clicking on the + symbol at the botto
How to Bring Leads from Google Ads into Zenvia Conversion
Learn how to transfer incoming leads from an ad to a conversation in WhatsApp, Facebook Messenger, or Instagram
Often, businesses create ads in order to redirect leads to a conversation in WhatsApp. However, this isn't possible to do directly using Google Ads. You can't send WhatsApp messages di
Request contact export in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, you can request an export of contacts to facilitate data analysis and tracking.
To get started, go to Contacts > Contact Base > My Contact Exports.
Export to CSV FileSel
Two-factor authentication on Zenvia Plataform
Activate two-factor authentication to keep your Zenvia Platform account safe and secure.
What is two-factor authentication and why is it important?
Two-factor authentication is a security method that verifies your identity before allowing access to your account. This verification happens in two ste
Steps to export your WhatsApp contacts list
The objective of this article is to help you migrate your contact database, which is stored in your WhatsApp (whether it's Common or Business API) or in your phone's contact list, and transfer them to your Zenvia Conversion account.
If the import list is small, averaging about ten contacts or so, yo
Calendar
The SenseData Calendar allows you to view and organize your daily activities in one place. You can also sync your activities with external calendars, such as Google Calendar and Microsoft Outlook.
Who can access the Calendar?For a user to access the Calendar, the Calendar permission must be enabled
Transactional Messages with Zapier
With Zapier, you can send automated messages without needing to know how to code.
This guide will show you how to use Zenvia Conversion to pull contact details from a Google Sheets spreadsheet and use them to send an automated WhatsApp message.
Step-by-stepCreate a Zap in Zapier
Go to Zapier.com and
How to Create a CSV File for Bulk Uploads
Ensure that your file is free from errors when you upload your database
When a CSV file doesn't fulfill the necessary requirements to upload a database containing multiple clients, Zenvia Conversion will display an error:
To avoid this, follow the steps below:
1 - Create a spreadsheet with Goog
How to clear cache, cookies and site data
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
Creating CSV files for import
Important: Before following the instructions, make sure the feature is available for your access profile.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 personal
Create an account and login to Zenvia Customer Cloud
Welcome to Zenvia Customer Cloud! Create an account and gain access to a unique multichannel solution that centralizes and manages your customer data with greater operational efficiency.
The first step to creating an account is choosing a plan. The subscription to a Zenvia Customer Cloud plan must b
02. How to access and log in to Zenvia Chat
In this article, see the available features on Zenvia Chat, and its particularities when logging in.
First, access the Zenvia platform, go to Products > External Products > Zenvia Chat.
With your account created, you can log in using email and password or through social login.
Login with email and p
Here are the available articles from Zenvia Conversion
Welcome to the Zenvia Conversion Help CenterOn this page you will find all the documentation for using Zenvia Conversion, organized by categories and most popular topics.
Search for information and resolve your doubts about first steps, our resources, and general settings here or using the side menu
How to unlock dark mode in Zenvia Customer Cloud
The dark mode changes the interface menu, making navigation more comfortable, especially in low-light environments. It is **unlocked when your organization completes the steps suggested by the platform, which involve system integration, sales support, and technical support.
By following these steps,
What are the technical requirements to use Zenvia Customer Cloud?
To ensure that Zenvia Customer Cloud works correctly and performs well, it's important that your device meets certain minimum requirements. Additionally, factors such as the quality of your internet connection, the number of open tabs, the use of browser extensions, and network stability can also in
Integrations available in Zenvia Customer Cloud
Discover the different types of integrations available in Zenvia Customer Cloud.
Zenvia Customer Cloud offers native and API-based integrations that connect your operation to external systems such as ERPs, CRMs, and e-commerce or marketing platforms. These integrations allow for automatic data synch
API: Frequently-Asked Questions
Everything you need to work with our API
This article will answer the majority of questions you might have about Zenvia Conversion's API.
You can find a Postman collection with requests available for the Zenvia Conversion API here.
1 - How to upload leads using the API:
When you upload a lead v
What is Zenvia Conversion
Zenvia Conversion is a solution that centralizes customer service across multiple channels, such as WhatsApp, Facebook Messenger, Instagram, and Webchat. It allows for quicker sending and receiving of messages to boost sales, increase conversion rates, and provide a better sales service experience.
Zenvia Convert App
Zenvia Converter facilitates customer service for external operations or sales teams that serve clients at both physical and digital locations simultaneously. It allows agents to switch between devices (desktop and mobile).
How to download the appThe app is available for download on the App Store an
[Enterprise] People Configuration: Teams and Access Profiles
The configuration of People allows centralized permission management, ensuring that each user in Zenvia Customer Cloud has access only to the information relevant to their role, in a secure and personalized way.
⚠️Attention: Functionality available only for Operator and Admin profiles.
How to config
Send File through the Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The Send File feature allows the chatbot to send images or documents to users during the conversation.
This content is useful for situations like sending a duplicate invoice, product manuals, or
Manage support service holidays
Set up holidays in the chat to define dates when service will be paused or follow special hours.
By configuring this, the system correctly informs both customers and bots of unavailability, preventing unnecessary queues and wait times.
Important: This feature is available to Administrators with per
04. Contact Database in Zenvia Conversion
Zenvia Conversion
Errors in broadcast message sending on Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Message sending errors occur when messages, for some reason, do not reach the recipients. These cases are indicated as Sending errors or Not Delivered in the send reports.
To understand the reaso
Notification Center
The Zenvia Customer Cloud Notification Center centralizes essential notifications for your daily activities, allowing you to view them at any time.
Create an account and login to Zenvia Conversion
In this documentation, you'll find a step-by-step guide on how to create a new account and login to Zenvia Conversion. Start using all the features of our solution!
Create an Account
Learn the necessary steps to create your account on Zenvia Conversion.
1. Access App.zenvia;
2. Go to Product > Solut
How two-factor authentication works in Zenvia Customer Cloud
⚠️ IMPORTANT PRODUCT NOTICE: This article is EXCLUSIVELY about two-factor authentication (2FA/MFA) for user login on the Zenvia Customer Cloud platform (app.zenvia.com). If your question or reset request is about WhatsApp 2FA, please consult the corresponding WhatsApp article.
Enable two-factor auth
I'm Not Receiving Zenvia Conversion Browser Notifications
Find out what to do if you are not receiving notifications on the desktop versionFor a better performance of Zenvia Conversion, you need to install Google Chrome. You can install it by clicking this link.
I'm not receiving notifications from any websitesCheck that notifications are activated in your
Email Template Rejection Reasons and Best Practices for Approval
Ensuring that your emails reach recipients' inboxes and protecting your domain's reputation are priorities on our platform. Before being sent, email templates undergo quality, syntax, and security checks to ensure they comply with industry standards.
When a template is Rejected, it means that some a
Sales Performance
The Operation Performance screen allows you to monitor the commercial effectiveness of your customer service operation and understand how agents and groups are contributing to sales results. Based on service closure data from the Commercial Service module, you can track completed interactions, sales
How to send messages and use the inbox in sales
Important: Before following the instructions, make sure the feature is available for your access profile.The inbox is the space where you communicate with your contacts within the Zenvia Customer Cloud.Through it, it is possible to send text messages, audio, images, videos, documents, location, paym
How WhatsApp channel activation works in Zenvia Customer Cloudd
Important: Before following the instructions, make sure the feature is available for your access profile.WhatsApp is already part of the Zenvia Customer Cloud channel package. To start using it, you must meet Meta's prerequisites and provide the necessary information and access so that Zenvia's spec
How to integrate leads coming from email with Zenvia Conversion
Emails from platforms, Molusco Format, and customized emails
Most of the channels generate contact information that is processed via email, these can be company page forms, landing pages, email campaigns, Google Adwords, external providers.
For this to occur, the emails must be re-sent to a unique
Zenvia Customer Cloud for Devs (APIs)
Start your journey with Zenvia Customer Cloud for Devs (APIs)Access resources, information and tutorials to get started with our APIsZenvia offers two main types of API integration in Customer Cloud: CDP (Customer Data Platform) APIs and Functional APIs.
Each group serves different purposes and
[Enterprise] Classification: Services, Emergencies, Categories, Status, Justifications, and Tags
The Ticket Classification organizes and prioritizes the tickets, optimizing the workflow and efficiency of the support. This feature allows the team to quickly identify the type of request, urgency, and responsible department.
⚠️Attention: Feature available only for Operator and Admin profiles.
How
How to create and manage email templates in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Email message templates allow you to send personalized communications to your customers, automating processes and optimizing customer interaction.
You can create email templates to use in marketi
[Enterprise] Reports: How to obtain information about the service structure
In this article, learn how to access, configure, and export reports to optimize data analysis and obtain detailed information about your service structure in tickets, customer experience, contracts, and values, as well as auditing and control features on the platform.
How Reports WorkBefore starting
Send emails in Zenvia Customer Cloud
In this article, you will find information about triggering e-mail messages in Zenvia Customer Cloud.
Integrating leads received via email in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.One of the ways to bring new leads into the commercial service of Zenvia Customer Cloud is through sending emails with contact information. This feature allows the automation of contact creation