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11. Automatic finish
This setting allows you to enable the automatic closure of a call in the event of user inactivity, and is valid for the WhatsApp, Web Chat, Facebook, Telegram and Mercado Libre channels. Automatically closing a call reduces customer waiting times, increases responsiveness and improves customer sati
11. View all my appointments - History
In the History tab, you can view all the support sessions handled by your department, meaning that an agent does not have access to the support sessions of other departments where they are not assigned.
Through the search field, you can search for a support session by the client's name, email, phone
11. 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:
Choose the emoji you want to use, and that's it!
Merger of Sirena with Zenvia Mexico: Incorporation of Corporate RFC
Starting from 11/01/2024, the company Sirena Mexico Rodati Servicios S.A. de CV will be incorporated by Zenvia Mexico S. de R.L. de C.V. Get your questions answered about this change.
[Enterprise] Tickets API
Our API's allow up to 10 requests per minute. To increase this limit, contact support. Find out more about API times and limits.
⚠️Attention: In the Tickets API, after 3 requests with error, the code 429 - Too many failed requests will be returned, blocking requests for 60 seconds. This time is left
How to restore the Sales conversation history?
Important: Before following the instructions, make sure the feature is available for your access profile.Learn how to retrieve the interaction history of one or more contacts and obtain a complete backup of commercial service records.
1. Activity MonitorGo to the menu Sales > Activity Monitor.Set th
How to use variables for broadcast messages
Important: Before following the instructions, make sure the feature is available for your access profile.Variables allow you to personalize information at the time of sending the message, making it specific to each recipient.
There are some differences between the sending options you might notice wh
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
How to turn on notifications in Zenvia Conversion
Understand how to turn on notifications on both mobile phone and computer.
Phone:
If you're not receiving notifications, first check that your phone is connected to the internet and that the time settings are automatic.
How to check my notifications?
For Android, you can find a "Receive test notif
Notifications and WebHooks
The Zenvia Conversion API allows external systems to be notified about specific events on the platform using Webhooks.
A Webhook is an HTTP POST request sent to a previously registered URL, containing information about the event that occurred.
Available Events (Topics)The events that can be notified
10. Automatic Messages
The Automatic Messages feature are messages that can be fired based on triggers, using variables in the text, configuring different departments and establishing recurrence of sending, i.e. after how long (it is possible to configure the time) the message will be resent. This feature allows the custo
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] Indicators: How to use and configure dashboards and filters
Use the Indicators to monitor ticket performance, including metrics such as open, resolved, canceled, and reopened tickets. In this article, see:
What are IndicatorsHow to access the IndicatorsHow to configure dashboards and filtersUsing the IndicatorsAnalyzing the Indicators⚓︎
What are IndicatorsT
Share your typical response time
How Zenvia Conversion Bots allows you to share your response times with customers
When a customer contacts your company, Zenvia Conversion Bots sends a message to communicate the expected response time. 🤖
This way your business can provide real information about waiting times, which creates a
How to set Emails in Standard Format
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 using
File Sending and Receiving and Social Media Integration Issues
Important: Before following the instructions, make sure the feature is available for your access profile.File Sending and ReceivingHow can I send and receive files through a social media integration in Zenvia Customer Cloud?
A: You can send and receive files such as images, videos, audios, and docum
[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
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
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
Ads analysis in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Analyze the performance of your broadcasts messages and campaigns created on Meta (Click to WhatsApp) in the Zenvia Customer Cloud Campaigns report.
With this report, you can evaluate how many pe
Best practices for validating contacts in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud provides tools to ensure your messages are delivered correctly and your contact list remains up to date.
Below are best practices for handling phone numbers and email addres
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
An Example of Integration with Zapier: Hubspot CRM
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
Invalid contacts
Identify and correct duplicate or incorrect contacts to ensure that your entire Zenvia Customer Cloud database is ready to receive messages.
How to add or edit contact information
Important: Before following the instructions, make sure the feature is available for your access profile.Understand the different ways to add contacts to your database and explore editing options, including basic information, companies, departments, and customizations with extra fields. This ensures
04. Zenvia Chat Data API
This API enables querying data from interactions carried out via Zenvia Chat, in accordance with reports currently extracted from the Administration interface.
TOKEN The access token for the API can be generated in the Administration interface through the menu:
Settings
Integrations
API
Link: https
FAQ Webchat 2.0
1. What is the new Webchat 2.0 version?
Webchat 2.0 is an evolution and modernization of the Webchat conversation channel within the Zenvia Customer Cloud platform. It allows companies to embed a chat window directly into their websites or applications to assist customers in real time. It serves as
Creating a Generative AI Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.With the Generative AI Chatbot, you can implement a personalized conversational experience on your company's website or on channels like WhatsApp Business, without the need to write complex code.
09. Performance Dashboard in Zenvia Conversion
The Performance Dashboard is a feature in Zenvia Conversion that allows you to analyze data on the performance of your campaigns and the return on financial investment made through Zenvia Attraction and Meta.
For instance, suppose your company created a campaign for Black Friday and sent it to 100
Check payments and billing of Zenvia Customer Cloud
Check your payment history, the status of paid, pending, and canceled invoices, and access tax documents directly in Zenvia Customer Cloud by going to the side menu Settings > Billing.
⚠️ Attention: Only users with Admin or Viewer profile can access this section. You can view all financial informati
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
FAQ Instant Support
1. What is Instant Support?Instant Support is an autonomous AI-powered support solution that goes beyond answering questions. The solution understands the context of the request, retrieves relevant information, analyzes data, investigates possible causes, performs a diagnosis, and determines the bes
Conditions and usage of InteractionZ
Important: Before following the instructions, make sure the feature is available for your access profile.InteractionZ are records of interactions between the company and its customer. In Zenvia Customer Cloud, this is the term used to represent the communication between both parties.
Each Interactio
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