Use of buttons in WhatsApp message templates
Buttons help make interactions more dynamic and facilitate customer responses. In Zenvia Customer Cloud, when creating a message template, you can use different types of buttons, depending on the category of the chosen template.
Meta defines two main types of buttons that can be used:
Call to Action
10. Notification of WhatsApp Templates via Zenvia Chat
The WhatsApp Template Notification feature allows agents to send notifications (WhatsApp HSM) in a conversation that already has a service history in Zenvia Chat.
This enables the agent to re-establish contact easily through an active message for customers who have already been assisted via Zenvia C
Registration of WhatsApp message templates in Zenvia Customer Cloud
WhatsApp message templates allow you to send personalized messages to your customers, automating processes and optimizing communication. For example, you can create a template for a welcome campaign that is automatically sent whenever a new customer registers.
Message templates go through an approva
Best practices for creating and sending WhatsApp message templates
Important: Before following the instructions, make sure the feature is available for your access profile.Message templates, also called templates, are standardized and pre-approved messages by WhatsApp, used to initiate conversations following Meta's guidelines. In this article, you will find best p
WhatsApp Message Template Library
Important: Before following the instructions, make sure the feature is available for your access profile.The Template Library is a Zenvia repository with standardized message suggestions for use on WhatsApp. These templates are structured according to Meta’s guidelines, streamlining the creation and
WhatsApp message template categories
Meta requires all WhatsApp message templates to be correctly classified to ensure proper approval and usage. Each category has a specific purpose and directly affects how the message will be sent — including its cost.
In this article, you will find the available categories, their purposes, and how M
Limitations of WhatsApp Business API
Check out the main limitations of the WhatsApp in Zenvia Conversion.
Message Templates in Zenvia ConversionDue to the use of the WhatsApp Business API, WhatsApp and Facebook Messenger message templates are the only way for your company to initiate conversations, as long as the contact has not writte
WhatsApp rules and definitions
Below you will find the main guidelines defined by Meta, organized by topics to facilitate usage in Zenvia Customer Cloud:
Number (Green badge)Message templatesMessage delivery issuesQuality rating of your numberMessaging limit (Tier)24-hour window⚓
Number (Green badge)Number verification turns you
Sending message templates in support inbox
Important: Before following the instructions, make sure the feature is available for your access profile.Message templates are used to initiate or resume a customer support interaction. Meta requires the use of these pre-approved templates to ensure compliance with their policies, prevent spam, and
Send media messages with WhatsApp
Important: Before following the instructions, make sure the feature is available for your access profile.To send WhatsApp messages that include media, it's necessary to:
Have a message template pre-approved by Meta within Zenvia Customer Cloud.Provide a media link during the setup of the message.Sen
06. WhatsApp channel
By enabling the WhatsApp channel you allow all messages sent to the contracted number to reach Zenvia Chat.
WhatsApp is one of the world's most popular instant messaging platforms, allowing users to exchange text messages, voice and video calls, share media and documents. WhatsApp stands out for i
Ticket filling templates
In this article, you will learn what filling models are, how to use them, and how to manage them in Zenvia Customer Cloud.
What is a filling modelA filling model is a feature that automates tasks during the creation or attendance of a ticket.
Whenever there is a repetitive action, such as defining t
Why was my WhatsApp template rejected?
Important: Before proceeding with the instructions, confirm whether the feature is available for your access profile.All WhatsApp templates need to be approved by Meta before being used in campaigns or conversations with your contacts.
When accessing Settings > Message templates > WhatsApp, if you s
WhatsApp account settings in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Managing your WhatsApp account ensures that it is configured according to your needs and preferences. After activating the channel, you can:
Customize the profile: Change your account’s appearanc
What is the Migration Between BPS/WhatsApp Providers
Understand what the migration between WhatsApp providers consists of and what the benefits are.
The WhatsApp Business API enables number portability between providers, also known as BSPs (Business Solution Providers), but what does that mean? And what are the benefits can it bring?
This feature
How to find my Templates and Quick Responses
How to access the text you need for your conversation in seconds
In Zenvia Conversion, you can quickly find message templates and quick responses from each of your conversations.
For that, both on your mobile device and on your desktop, all you have to do is enter the conversation and type the "/"
07. How to send WhatsApp Broadcast Messages
At Zenvia Conversion, we understand how useful it is for companies to be able to send mass messages through WhatsApp while still complying with all the app's policies.To send your template via mass broadcast, follow these steps:
1 - Go to the Contact Panel.
2 - After selecting the multiple recipient
How does WhatsApp Business API works
Learn how it works and how we configure the WhatsApp Business API integration
Zenvia Conversion's integration with WhatsApp Business allows you to track all the conversations your business has via WhatsApp so that you can monitor and improve them.
You can also add notes and reminders, and schedu
Start a customer service with a WhatsApp Message Template
Important: Before following the instructions, make sure the feature is available for your access profile.Message templates in Zenvia Customer Cloud are used to initiate or reestablish a conversation in the Customer Inbox.
These templates, created by you, undergo content validation by Meta, ensuring
06. What is a WhatsApp session
The WhatsApp Business API offers several advantages for companies, one of the main ones being the possibility of multiple users accessing the same WhatsApp account. At Zenvia Conversion, we use the official WhatsApp API, which has rules in place to ensure proper use of the platform.
What is a WhatsA
Available expert agent success templates
In this article, learn more about expert agent templates available from Zenvia and examples of how to use them.
Successful expert agent templates are ready-to-use models provided by Zenvia with pre-filled fields designed to make it easier to create an expert agent without starting from scratch. By u
WhatsApp Business monitoring and violations policy
Important: Before following the instructions, make sure the feature is available for your access profileWhatsApp monitors the use of business accounts to ensure compliance with its policies. If any guideline is violated, the account may be warned, temporarily restricted, or even permanently deactiva
How to send bulk WhatsApp messages on Zenvia Attraction
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
New WhatsApp Business Pricing Rules for 2026
As of October 1, 2026, Meta will begin charging, on the WhatsApp Business API, for service messages sent within the 24-hour customer service window and for utility templates sent while that window is open.
The change affects companies that use the WhatsApp Business API for customer service, automati
Frequently Asked Questions: New WhatsApp Business Pricing Rules 2026
What is the main change in WhatsApp's pricing model introduced by Meta?Meta changed the way WhatsApp conversations are charged. Previously, when a customer initiated an interaction, a 24-hour window would open, and subsequent messages were covered by the initial conversation fee. Now, charges will b
Send WhatsApp messages in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Sending bulk messages via WhatsApp allows your company to communicate directly with a large number of contacts. You can include images, videos, emojis, reply buttons, and links to direct recipien
04. 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
WhatsApp Calling overview
WhatsApp Calling (voice call) allows a chatbot to receive or request a voice call through WhatsApp during a conversation with a customer. This feature makes it possible to create journeys where the user starts a conversation through messages and, when necessary, is directed to a voice call directly
Transfers in WhatsApp
How to send clients to a certain group.
Zenvia Conversion allows you to create distribution settings for clients who contact your business via WhatsApp.
You can set these guidelines by going to Customer service channels >WhatsApp.
You’ll see two options on the screen: Assigned to: and Availab
Frequently asked questions about WhatsApp line at Zenvia Conversion
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
Registration of SMS Message Templates in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.SMS message templates allow you to send personalized messages to your customers, automating processes and optimizing communication. For example, you can create a welcome campaign template that wi
WhatsApp Voice Call in Customer Service
Important: You must have WhatsApp enabled to access the voice calling options (WhatsApp Calling). If WhatsApp is enabled for your account, these options will be available automatically. Check your plan to verify whether this feature is included.It is now possible to make voice calls in Customer Serv
Assigning customer service in WhatsApp broadcasts
Important: Before following the instructions, make sure the feature is available for your access profile.Allow new customer service inquiries initiated by a campaign to be directed to a specific groups or agents.
Customer service assignment enables you to manage responses from mass WhatsApp broadcas
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
How to set a greeting message for other sources
Learn how to send message templates to customers coming from channels other than WhatsApp or Messenger (e-commerce, forms, etc)To activate this function, follow the steps explained below:
1. Go to Conversation Channels on the left menu and choose the channel of your business (WhatsApp or Facebook Me
What is WhatsApp Calling in support service?
WhatsApp Calling allows companies to make and receive voice calls directly through WhatsApp, using verified business numbers integrated with Zenvia Customer Cloud.
With this feature, the conversation no longer needs to leave the digital environment: text messages and voice calls become part of the s
Voice calls via WhatsApp in support service
Important: You must have WhatsApp enabled to access voice call options (WhatsApp Calling). If you have WhatsApp enabled, these options will automatically be available. Check your plan to see whether this feature is supported.You can now make voice calls during support interactions, allowing companie
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
Unverified Trial and Extended Trial
To set up your first line with Zenvia Conversion, you'll start with the trial version of the product, which can be limited or extended
Once your business has completed the registration process, you will be able to send messages, even before WhatsApp verifies your business. Meta/WhatsApp refers t
Transfer contacts to sales support in WhatsApp broadcasts
Important: Before following the instructions, make sure the feature is available for your access profile.Send bulk WhatsApp messages and maintain the conversation with your clients through human or automated service in Zenvia Customer Cloud.
SpecificationsSupported Channel: WhatsApp. Ensure the cha
WhatsApp Usernames: understand what changes for your business
WhatsApp is introducing a new way to identify users through Usernames.
In practice, this means that, in addition to a phone number, users will be able to start conversations using an @username — the familiar @ identifier — and a unique identifier called BSUID (Business Scoped User ID), similar to wh
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 Facebook Ads with my WhatsApp line
Use this tool if you want to centralize all your communications in WhatsApp This process just takes a few simple steps, do this so that messages get to your agents:
1 - Go to business.facebook.com then select your business and the corresponding ad account.]
2 - In the Campaigns tab, click Create:
3
[Enterprise] Chat Settings: Groups, Apps, Facebook Messenger, and WhatsApp
The Chat Settings allow you to centralize communication with customers across multiple channels, such as Facebook Messenger and WhatsApp, as well as configure chat groups and support apps.
This article guides you on configuring channels to optimize the customer experience and support efficiency, ex
Setting Up a Chatbot for Click to WhatsApp Campaigns
Important: The Click to WhatsApp campaign integration feature is currently in beta. To use it, please contact the Zenvia team and request activation for your account.
If you're running Click to WhatsApp (CTWA) campaigns on the Meta platform, you can integrate them directly with your Zenvia Customer
How to recontact a customer on WhatsApp from a ticket
In this article, you’ll learn how to recontact a customer via WhatsApp from a ticket, creating a new support conversation that is automatically linked to the original ticket.
This feature is available for Agents, Advanced Agents, Operators, and Administrators who use the Support service module in Ze
How to use WhatsApp Flows in a Flow based Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile. WhatsApp Flow is only available for NLU Enterprise accounts and Zenvia Customer Cloud (ZCC) accounts that have interoperability enabled. If your account doesn’t meet these criteria, the feature
Ads that click to WhatsApp, Facebook Messenger or Instagram Direct
Learn how to use this tool in your business
By creating click ads for WhatsApp/Facebook Messenger/Instagram Direct you can redirect your leads directly to the inbox of each of these three channels. Here are the first steps to do this:
Through WhatsApp
With Ads that click to WhatsApp, you can
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
Report: Conversational Channels
Conversational Channels is a feature of the Zenvia Conversion Report module that helps better understand the quantity of interactions and messages exchanged in your company.
The metrics are derived from conversations held in the Chats module and are related to the channels contracted by you.
How to
How to change the profile picture of your WhatsApp line or channel
This article provides step-by-step instructions for adding or changing the profile picture on your Zenvia Conversion channels and lines. We also include information about permitted image formats and sizes so you can complete the process without errors.
How to change the channel profile pictureAccess
Marketing Messages Lite API (MM Lite API)
Important: Before following the instructions, make sure the feature is available for your access profile.The Marketing Messages Lite API (MM Lite API) is a Meta technology developed exclusively for sending marketing messages via WhatsApp, focused on performance, engagement, and traceability.
Why use
WooCommerce
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
Why we use Instagram sessions and how they are calculated
Like WhatsApp, using the integration with Instagram Messages has a variable cost that will be added to your plan in Zenvia Conversion.
Why Use Sessions in Zenvia Conversion?The Facebook API offers several benefits for companies, mainly by enhancing the handling of inquiries through complementary too
Integrate WooCommerce with Sales
Important: Before following the instructions, make sure the feature is available for your access profile.Integrate WooCommerce with the Commercial Service to automate messages and make it easier to send product information directly in conversations with customers.
With this app, you can:
Send automa
Most used plugins and how to add the WhatsApp button to your website
WhatsApp plugins are software extensions or components that allow you to add a WhatsApp chat button or functionality to your website for direct communication with users.
Having a WhatsApp button on your website can facilitate communication with your audience. In this article, we have compiled some p
Quick guide to Zenvia Conversion initial settings
Welcome to Zenvia Conversion. We're happy to have you here!
Learn more about our features and find out how to set up your Zenvia Conversion account by accessing the articles below:
Concept and Access
How to log inRequirements to request verification (green badge) for your WhatsApp Business lineWhat
Integrate Mercado Shops with Sales support
Important: Before following the instructions, make sure the feature is available for your access profile.Integrate your Mercado Shops account with Zenvia Customer Cloud to easily manage contacts who have made a purchase in your store.
Learn how to automate your sales process communications via Whats
Why we use Sessions on Facebook Messenger and how they are calculated
Why is it limited when I can start a conversation? What are the costs of using the Facebook API?
Just like WhatsApp, using the integration with Facebook Messenger has a variable login cost, which will be added to the plan you have contracted with Zenvia Conversion.
Why are Zenvia Conversion sess
Zenvia Conversion Integration with Zenvia NLU
Zenvia NLU is a conversational artificial intelligence tool designed to create virtual assistants across various communication channels, automating stages of the customer journey.
Integrated with Zenvia Conversion, you can use Zenvia NLU's chatbots to enhance digital customer service and operationa
Tiendanube App
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
All available articles
Welcome to Zenvia Customer Cloud's Help Center! On this page, you will find all the usage documentation for Zenvia Customer Cloud organized by categories, following the software’s side menu. We also have complementary materials for developers and a FAQ section.
For Devs
Learn about the API integrat
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.
Is necessary that customers who buy through Shopify have a
Adding Content in the Chatbot Constructor
Important: Before following the instructions, make sure the feature is available for your access profile.Learn about all the possible content you can add to your chatbot's flow. This content allows you to develop your virtual assistant, determining how it should greet users and what actions it shoul
What are quick responses and how to create them
Quick Replies are message templates designed to be sent in specific situations during customer service to expedite communication with your contacts.
For example, if a product is out of stock or if the company receives a message outside of business hours, a Quick Reply will be sent to the contact.
Qu
Message sending errors in the Sales Customer Inbox
When a message is not delivered to the commercial service inbox, it is important to understand the reason for the error in order to take the correct measures.
Error messagesIn the inbox, located under Sales > Customer Inbox, you will see two types of messages related to errors:
Short and informative
How to integrate and use Shopify in the sales customer inbox
If you already have a Shopify store and are looking to optimize communication with your customers throughout the customer journey, transform shoppers into valuable leads, and accelerate sharing product details, integrate with Zenvia Customer Cloud. In this article, learn how to integrate and use the
Success expert agents
Important: Before following the instructions, make sure the feature is available for your access profile.The Success expert agents module belongs to Zenvia Customer Cloud and aims to facilitate the customization and optimization of customer service and communication.
Success expert agents are system
Sandbox tests in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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
Automation of Transactional and Conversational Messages through API
How you can automate your conversations and messages through the Zenvia Conversion API
Zenvia Conversion allows you to automatically send messages in any conversational channel (WhastApp, FB Messenger, etc.) through its API. This is very useful for various use cases, such as:
Sending notifica
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
Can I Reuse my Number if I Already Started Using Zenvia Conversion
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
Zenvia Cost Calculator
The Zenvia Cost Calculator allows you to simulate, in just a few seconds, the impact of Meta’s new pricing rules on your WhatsApp operation. Starting October 1, 2026, service messages and utility templates sent within an open customer service window will be charged per message through the official A
03. Chats in Zenvia Conversion
Located in the left sidebar menu, Chats is a module of Zenvia Conversion where interactions and message exchanges between your company and a contact occur.
For example, if someone contacts you through any communication channel to inquire about the price of a product, they will be answered in Chats.
Integrating the SMS channel in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The SMS channel allows sending text messages directly to your customers' mobile phones. It is a widely used solution for marketing campaigns, notifications, and quick, direct communications with
How to use the communication rules builder
Important: Before following the instructions, make sure the feature is available for your access profile.The communication builder in Zenvia Customer Cloud provides all the necessary tools for any user to create and edit automated flows in a practical and visual manner.
This article describes all th
Choosing the format for creating a flow chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The flow chatbot allows you to automate communication with your users, guiding them through a series of predefined steps. These steps can range from a simple welcome message to collecting informa
Instagram Integration with Zenvia Conversion
Zenvia Conversion simplifies communication with your audience. Through our solution, you can respond to everyone who contacts your company via Direct Messages (DMs) on Instagram and improve your conversion strategies.
By integrating Instagram with Zenvia Conversion, you can manage and centralize com
Integrating Email channel in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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 r
How to set up handoff variables for human agents in Customer Cloud
If you use another Zenvia platform to triage your customer service interactions and have already configured interoperability with Customer Cloud, this guide will show you how to correctly send customer information to the human agent.
In this article, we will focus on configuring the handoff variable
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
Start a sale with a Facebook Messenger Template
Important: Before following the instructions, make sure the feature is available for your access profile.Facebook Messenger message templates are used in the commercial inbox to:
Start a conversation with a contact (when there is no active session); orReestablish the conversation after the 24-hour s
10. Draft messages
Save your unsent messages to send them later
Zenvia Conversion automatically saves those messages or templates that were not sent, either because you went to another screen or there was a connection problem.
With this functionality, your agents will save you time and streamline your management
Link a Meta account to create Ads
To run ads with a click to WhatsApp, it is necessary to connect your Facebook Page to WhatsApp Business.
If you receive the error message when boosting a post in Zenvia Customer Cloud: "It was not possible to create the ad. Access your Meta Business Manager and check if there is a linked WhatsApp ac
02. Error sending messages in Zenvia Conversion
Find out if your customer's contact number is valid or not in this guide to help you better understand message delivery errors in Zenvia Conversion.
Possible Message Delivery Errorsa. Invalid WhatsApp NumberWhen adding a new contact and trying to send a message template to start a conversation in th
How Tickets Work in Support Service
Tickets are the core feature of the Support Service module in Zenvia Customer Cloud.
They centralize, organize, and track all customer requests across channels (WhatsApp, Webchat, and Email).
Whenever a customer reaches out, the system automatically creates a ticket. From there, your team can categ
Create an email with the Zenvia Customer Cloud builder
The Zenvia Customer Cloud email builder allows you to quickly create visually appealing marketing messages without needing any code. You can use ready-made templates or build your email from scratch by combining content blocks and layout rows.
Before you beginThis article explains how to use the bui
About Click-to-Message Ads
Click-to-message ads allow you to direct leads straight to conversations on WhatsApp, Facebook Messenger, or Instagram Direct, starting a chat with your business when users click the message button shown in the ad.
When these channels are integrated with Zenvia Customer Cloud, conversations started
How to request contact details with Zenvia Conversion Bots
With Zenvia Conversion Bots you can request your client's name, email, and WhatsApp.
To activate this feature:
1- Go to Customer service channels
2- Select the channel. This can be one of your WhatsApp lines or a Facebook page.
3- In Zenvia Conversion Bots, select the Ask for contact i
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
17. 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
Overview of channels in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Channels module of our solution integrates conversational channels with other Zenvia Customer Cloud modules, allowing your company to provide effective customer service through practical and