In this article, you will find information about triggering e-mail messages in Zenvia Customer Cloud.

Account data plays a fundamental role in both the personal and business spheres. This information, which includes name, address, telephone number, e-mail address and other details, is essential for ensuring security and regulatory compliance. To access your account details, go to Zenvia Chat - Admin

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

Managers can invite users by sending an e-mail to each one. Easily invites managers and agents with this feature. 1- Go to Groups&Users 2- Click on “Invite”.   3- Select the group to which you will be inviting the user and select their role (manager, agent, manager-agent). 4- Complete the emails

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

Each app can have a defined priority level with regard to other integrations. By default, the channels or apps have no priority ranking, so the order of service for contacts is based on the order of arrive (the first to arrive is the first to receive service).   To assign priority rankings to each

This feature allows you to add and edit agents. To access it, go to Zenvia Chat - Administrator profile > Service > Agent List. This will display the following information: Agent's name; Agent's e-mail address; Concurrent interactions the agent can have (number of calls that can be made in par

Zenvia Chat is a customer service tool that allows you to manage different service channels in a single environment, as well as providing administrators with a management view with dashboards and reports. Simplify your customer service with a complete, easy-to-manage multichannel tool. With omnichan

Add your agents so they can use Zenvia Conversion It's time to create your users. To do this, find the Settings icon at the bottom of the panel on the left side of your screen and select the "Users and Teams" option. Next, click the "+" sign that you will see in the lower right-hand corner. Selec

Important: Before following the instructions, make sure the feature is available for your access profile.The performance report of a specific send in Zenvia Customer Cloud provides detailed information about the communications sent, helping you monitor and analyze aspects such as delivery status, co

Important: Before following the instructions, make sure the feature is available for your access profile.Track activities and results to understand how your organization is operating. Go to Homepage to, in one place: Evaluate the impact of integrations with management systems.Monitor sales and servi

Quick responses is a feature used to standardize and speed up customer service. With this feature, the agent can respond more quickly to customers, as they don't have to type long and often repetitive content, since the answers are already saved. In this way, the benefit of using quick replies is t

Important: Before following the instructions, make sure the feature is available for your access profile.The Transfer ability allows the chatbot to direct users to human service, whether it's sales or technical support. This is useful when the chatbot is unable to resolve the user's request or when

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

Zenvia Conversion Radar allows you to completely customize the way you would like to receive contacts from each channel. To do this, you will need to create a new distribution rule. 1. Go to Apps > select the desired channel 2. Go to "Distribution rules" and click "Create new." 3. A window will ope

The Custom Analytics functionality allows downloading analyses based on specific needs. The goal is to enable the Operation Administrator to extract custom analyses, allowing the export of specific data.  ⚠️ Attention: This new functionality is available only for the Advanced Plan. This article will

The Analytics Panel is an information management and data visualization tool that allows you to analyze platform usage indicators and monitor messages from Zenvia's tools and channels. In this article, we detail the features of message traffic tracking and teach you how to use this tool. Message tra

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

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

⚠️ 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

The Dashboard is Zenvia Chat's home screen and provides quick and simple information on what is happening in real time (updates of the day) in the Administrator environment. Through this Dashboard you can check information on calls, agent productivity and performance, calls in the queue, pending or

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.

La división de su cobro entre Licenciamiento de Software y SVA (Servicio de Valor Agregado) se realiza por motivos fiscales. La suma de ambos montos corresponde exactamente al total de su plan; no se trata de un cobro duplicado. Entienda cada concepto: Licenciamiento de SoftwareSe refiere al uso de

Below are the definitions according to Article 5 of Brazil's General Data Protection Law (Lei Geral de Proteção de Dados - LGPD): I - Personal data: Information related to an identified or identifiable natural person. II - Sensitive personal data: Personal data concerning racial or ethnic origin, re

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

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

Important: Before following the instructions, make sure the feature is available for your access profile.Interact with your customers directly on your website. Integrate a web chat with your Chatbot and automate all your operations. Follow the step-by-step instructions to link it. Step 1: Link Web C

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

Important: Before following the instructions, make sure the feature is available for your access profile.In this article, learn how to configure the integration between WBuy and Zenvia Customer Cloud. 💡 Tip: To better understand what WBuy is and how it works with Zenvia Customer Cloud, access the a

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

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

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