Status Settings
Status indicate the current situation of tickets in Zenvia Customer Cloud. Configure them to monitor the progress of support service.
You can create custom statuses to facilitate organization or use the default options: Pending, Cancelled, In Progress, Closed, New, and Resolved.
⚠️ Attention: Featur
How can I check my account status
Log in to Zenvia Conversion, go to Settings and in the Account Status section you'll find important information about your plan, the number of users, your balance, business names, payment orders and spending. Next, you will see what each of them means:
Account status
First you'll see the plan type y
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
01. Monitor services - Agent
The Monitor services - Agent feature allows the agent to view their performance in the operation, as well as identify the number of other agents for each of the statuses in the departments they are assigned to.
As an agent, the value of this feature lies in visualizing and managing your number and a
01. Administrator dashboard in Zenvia Chat
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
03. Transfer rules
The Transfer Rules feature allows you to customize the rules for transferring conversations between agents and departments within an operation.
The aim of this feature is to improve the performance of the operation and the management of calls, as it allows you to configure specific transfer rules f
07. Automation performance report in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud automation performance report provides information about a specific automation, including the total number of triggers, messages sent, impacted contacts, and performance rat
Trigger Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Triggers are a feature that automatically executes actions when specific conditions are met in a ticket. These conditions can be triggered by user interactions or temporal factors, such as deadli
Voice calls
In Voice calls, we have access to information related to voice channel interactions. At the top of the page, we can apply initial filters by the desired period, by one or more departments, by one or more agents, and even by one or more tags. Any filter applied in this area will affect the informatio
01. Channels
In this Channels report, we have access to information regarding service across all channels (except the voice channel, which has a separate report due to its unique characteristics).
To access the digital channels, go to Zenvia Chat - Admin Profile > Analysis > Channels.
At the top of the page, we
01. Expert agents
Important: Before following the instructions, make sure the feature is available for your access profile.The Expert agents module belongs to Zenvia Customer Cloud and aims to facilitate the customization and optimization of customer service and communication.
Expert agents are system configurations
Justifications Settings
Important: Before following the instructions, make sure the feature is available for your access profile.A justifications is a classification used alongside the ticket status to explain why the ticket is in that status. Configure it when you need to provide explanations in support services.
Normall
04. Ticket Details
Important: Before following the instructions, make sure the feature is available for your access profile.In the Ticket Details section, you can view all the information about support service tickets.
Find information on:
PrincipalResponsibleStatusAttachmentsMergesHow to View Ticket DetailsTo view th
04. Send WhatsApp messages in Zenvia Customer Cloud
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
SLA Contracts Configuration
Important: Before following the instructions, make sure the feature is available for your access profile.SLA Contracts (Service Level Agreement) is a feature that manages response and resolution times for tickets.
With this feature, it is possible to have more control over the service level agreemen
03. Adherence
The Adherence feature shows the percentage (%) of hours worked by an agent in the tool, considering a work schedule predefined by the account admin (which can be customized or standard - 40 hours). The benefit of using this feature is to provide the admin with control and visibility of the agents' w
07. PayPal Analytics
Important: Before following the instructions, make sure the feature is available for your access profile.For users who have PayPal integration in Zenvia Customer Cloud, this functionality of the Analytics module provides information about the status of generated payment links.
These links are sent i
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
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
08. Mercado Pago Analytics
Important: Before following the instructions, make sure the feature is available for your access profile.For users who have Mercado Pago integration in Zenvia Customer Cloud, this functionality of the Analytics module provides information about the status of generated payment links.
These links are
Reengage contact base in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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.
F
04. Getting to know the features of the Chatbot List
Important: Before following the instructions, make sure the feature is available for your access profile.In the Chatbots List, you can find all the bots created, organized in a unified way.
This list allows filtering the chatbots by type, either by Artificial Intelligence, Qualification or Flows, an
04. Departments
Departments are specific areas within a company that determine how employees divide their tasks. In Zenvia Chat, you can create or edit departments to allocate agents to different departments according to their role, such as: support, sales, finance, legal, etc.
In this article you'll see how to ac
[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
05. Exporting message broadcast reports in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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 fi
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
Registration of Email Message 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 messages to your customers, automating processes and optimizing communication. For example, you can create a welcome campaign template, whic
04. Quotes Analytics
Important: Before following the instructions, make sure the feature is available for your access profile.Track your Quotes in the Analytics module of Zenvia Customer Cloud. In this panel, you'll have visibility into profits and quotes pending, rejected, and converted into sales.
How to analyze Quote
03. Channels Analysis
Important: Before following the instructions, make sure the feature is available for your access profile.The Channels report in Support Service in Zenvia Customer Cloud shows all information about tickets received through different communication channels. Use it to analyze and generate detailed repo
04. 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, which will be automatically sent whenever a new customer registers.
⚠️ Attention: Message templates
Monitor Operation: Conversations and Agents
Important: Before following the instructions, make sure the feature is available for your access profile.The Monitor Operation provides administrators with a real-time overview of ongoing Support Service conversations in the Zenvia Customer Cloud. Here, you have access to management information for
02. Broadcast performance analysis
Important: Before following the instructions, make sure the feature is available for your access profile.Track the performance of your broadcasts in Analytics > Message broadcast > Broadcasts perforamance and have a consolidated view of your campaigns. The tool centralizes all created, scheduled, an
How to delete users in Zenvia Conversion
To delete a user in Zenvia Conversion, go to Settings > Groups and Users and Click on the trash can icon corresponding to the user you want to delete.
If the user to be deleted has contacts in his portfolio, Zenvia Conversion will display the following image:
1 - By clicking on "Delete all" the
How to monitor messages sent via API in Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.If you use the Zenvia Customer Cloud API to send messages, it's important to set up a webhook to track the status of sent messages and monitor the messages sent. This article explains how this pr
How to open and track tickets in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.If you need support in Zenvia Customer Cloud, you can open a ticket to resolve doubts, request adjustments, or report issues. Additionally, it is possible to track the status of your tickets and,
03. Broadcast report in Zenvia Customer Cloud
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
WhatsApp rules and definitions
Important: Before following the instructions, make sure the feature is available for your access profile.Below, you will find answers to some frequently asked questions related to account activation, message templates, session opening, and WhatsApp number classification.
Account Activation How to ac
01. Tasks
Tasks are all the activities to be carried out for the client. These are tasks such as: sending a quote, sending a new proposal, editing a personalized response, etc. In Tasks you can keep track of existing tasks, seeing which ones have already been completed, which ones have expired and which ones
Report: Quotes
Learn about your team's performance with respect to quotes and sales
This panel provides key information about quotes that are on hold, rejected, and those that have been converted to sales, as well as billing over a given period.
On hold
Total quotes pending approval by the contact, in co
05. Managing organizations in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, organizations are accounts that group other subaccounts. There are two types of organizations:
Main organization: your main account of origin.Suborganizations: are part
Integration of the Quotes App
Important: Before following the instructions, make sure the feature is available for your access profile.The Quotes App simplifies the creation and sending of quotes to your contacts via WhatsApp, allowing you to register and measure all sales made through Zenvia Customer Cloud.
Additionally, with t
Registering a domain and adding email address
Importante: Antes de seguir las instrucciones, confirma si la funcionalidad está disponible para tu perfil de acceso.The email domain is the entire part of an email address that comes after the @ symbol. You can create a custom domain with your company's name to give more authenticity to your messag
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
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.
[Enterprise] Setting up and using Webhooks in Support Service
Webhooks enable you to send ticket data to another system automatically when specific conditions are met. This approach is often simpler than a two-way API setup, as the receiving system does not need to initiate an API request to get the data from Support Service.
If you’re new to triggers, we stro
01. Support Inbox
Important: Before following the instructions, make sure the feature is available for your access profile.The Support Inbox is a feature of the Zenvia Customer Cloud's Support Service module, where conversations between agents and customers occur via tickets.
In the Support Inbox, you can view conver
[Enterprise] Panels and Visualizations: Customize Views
Customizing ticket views is an essential feature for better organizing and tracking workflow. You can choose between two types of views: the Kanban format and the list format.
Use Case ExampleImagine you are responsible for customer support and need to closely monitor all open, pending, and resolve
Quotes App
Quotes App is a feature integrated into Zenvia Conversion that simplifies the creation and sending of quotes to your contacts via WhatsApp. With Quotes, you can record and measure all sales made through our solution.
In Quotes, you manage your company's product catalog, configure additional fields t
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
What's new in Zenvia Customer Cloud
05/15 ⚙️ New feature
New on the IAG Chatbot Personality screen: Inactivity Timeout
You can now configure automatic actions when the end user becomes inactive during a conversation with the IAG chatbot. With this new feature, you can set an inactivity timeout and choose what should happen after that
05. SLA Details
Important: Before following the instructions, make sure the feature is available for your access profile.In SLA Details, you can view all the information about the SLA of Support service tickets.
Find information about:
DetailsMonitoringNotificationsHow to View SLA DetailsTo access the SLA details,
How to integrate WBuy with Zenvia Customer Cloud?
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
Use Cases of OMIE
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.In this article, you'll find examples of actions that can be carried out using the integration between the OMIE system and Zenvia Customer Cloud.
💡 Tip: To better understand what OMIE is a
Release Notes 2024
12/18 Segmentation by Sentiments in the Contact Manager
Based on contact interactions, Artificial Intelligence performs a sentiment analysis that identifies emotions expressed in conversations. This information can be used to filter contacts in the database and create segmentation rules, enabling yo
Sales contact management
Important: Before following the instructions, make sure the feature is available for your access profile.The Sales Contact Management panel allows you to manage and view information of the contacts who have gone through commercial interactions in your organization. Here you will find data such as in
05. Tags
The Tags feature is used to classify a call. You can create up to two levels of subtags for each tag. Thus, a main tag can have several subtags which in turn support more subtags. With this feature, you can identify your company's main demands.
To access it, go to Zenvia Chat - Administrator Profil
01. What is Zenvia Chat
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
Integrations in Zenvia Conversion
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
Ads overview: Requirements and performance analysis
Click-to-WhatsApp ads connect your audience directly to your business, allowing users to be directed to a conversation on WhatsApp with just one click. This functionality enables immediate initiation of commercial interactions and facilitates contact with potential customers.
By using click-to-Whats
Sending Messages in the Customer Inbox
Important: Before following the instructions, make sure the feature is available for your access profile.The customer inbox is where you communicate with your contacts. You can send text and audio messages, image and video files, documents, location, payment links, and much more.
How the Customer In
03. Configure expert agent timer
Important: Before following the instructions, make sure the feature is available for your access profile.This is the third step in creating the Expert agent, where you configure the period and frequency of the Expert agent's execution and decide if the same contact can be impacted more than once.
💡
Tokens & Webhooks for use in APIs in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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
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
Mercado Pago Integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.With this integration, you can send Mercado Pago payment links to your contacts during your sales in Zenvia Customer Cloud.
How to Install Mercado PagoFollow the steps below:
1. Access Sales > In
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 "/"
Introduction: API Zenvia Conversion
General concepts to understand what the Zenvia Conversion API does and how it works
The Zenvia Conversion API allows you to create connections between Zenvia Conversion and other systems to customize, improve, and broaden the advantages your business gains from the service.
Once you have the access
[Enterprise] Attachment API in Zenvia Customer Cloud support service
The Zenvia Customer Cloud API offers functionalities that allow querying attachment information directly through HTTP requests. With this API, you can integrate and download attachments into your system, automating queries and retrieving specific files.
API ManagementTo use the API, it is necessary
[Enterprise] Automation: Triggers, Webhook, and Macros
The Automation settings allow automating repetitive tasks and customizing workflows through rules that trigger automatic actions, such as assigning tickets, updating fields, or sending notifications. This increases productivity and efficiency in support service.
⚠️Attention: Feature available only f
[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
Zenvia Conversion Features
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
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
08. Managing tasks
In the Tasks tab, you can create and view existing tasks. This allows you to view only your tasks, search for tasks by name, or filter them based on their status: completed (marked when tasks are done), expired (the deadline has passed, and the task was not marked as completed), and open (the deadli
03. Facebook channel
With the Facebook channel you can send and receive messages from your Facebook page via Zenvia Chat. Facebook is a social media platform that allows users to create personal profiles where they can share status updates, photos, videos and other content with their friends, family and colleagues. In a
01. Customer support groups Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Customer support groups represent the operational areas of the company in Zenvia Customer Cloud. Configure them to define participation in Support Service chat.
How it worksTo use the feature, go
How to Set Up the Zenvia Bots plugins
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
16. Transfer contacts to sales support in WhatsApp broadcasts
Send WhatsApp messages in bulk and maintain conversations with your customers through human or automated support in Zenvia Customer Cloud. This ensures a continuous and smooth experience for your customers, while also increasing your chances of sales and conversion.
SpecificationsSupported Channel:
04. 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
05. Customer Service History
The Customer Service History feature provides all the details of each service interaction registered in the tool. In the central part of the panel, there is a field that allows searching by protocol number, name, email, or phone number of the customer. On the right side, there are some filter option
06. Overview of Automations Analytics in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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 d
[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
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
Integration of PayPal with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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
07. Add Integration Skill to the AI Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.This skill allows the chatbot to integrate with an external system to perform a specific action.
Some examples of these actions include retrieving user information, checking order statuses, or ge
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
[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
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
Rules for sending SMS messages
Important: Before following the instructions, make sure the feature is available for your access profile.To send SMS messages in Zenvia Customer Cloud, it is necessary to understand some rules regarding the number of characters and types of messages allowed. In this article, learn how these rules wo
PayPal App
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
Salesforce in Zenvia Conversion
You can receive and manage leads from Salesforce in Zenvia Conversion
First, to connect Salesforce to Zenvia Conversion, the client will need access to the API.
Go to Integrations > Salesforce and verify your domain. This domain or link is the address for your Salesforce account. Once it has b
07. Business Hours Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Configure Business Hours to inform your customers about the availability of your operation each day of the week and the break periods of your Support Service team in the chat.
How It WorksTo use
04. Quick replies Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Quick replies are predefined messages that agents can use in Support Service, increasing team efficiency in Zenvia Customer Cloud.
How It WorksTo use this feature, go to Support Service > Setting
Integration of Salesforce with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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.
InstallationTo connect S
05. Latest executions and edits the expert agent
This section is located at the bottom of the automation creation screen. Here, you can view a complete breakdown of executions and export a report on the last 10 automation executions.
To access this feature, go to Zenvia Customer Cloud > Experts agents > Create new expert agent> Latest executions s
01. Deploy chatbots on channels and on your website
Important: Before following the instructions, make sure the feature is available for your access profile.This guide aims to help you make your chatbot available on Instagram, ensuring it is ready to interact with users as soon as messages are sent to your business account.
⚠️ Attention: To make a c
Conversion: Frequently-Asked Questions
Check the answers to the most frequently asked questions about Zenvia Conversion.
Reports and Consultants
Summary Panel
What counts as activities? The Summary Panel displays real-time information. Activities include any operation performed on a contact, such as messages, calls, transfers, creations,
Categories Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Categories identify the type of request made in Zenvia Customer Cloud tickets. Configure them to organize support service. Create new categories or use the default options: Question, Problem, Ser
Deactivate or delete a user from the organization in Zenvia Customer Cloud
As an Administrator of the account, you can deactivate or delete users from your organization.
Deactivate: The user loses access but can be reactivated at any time without losing data or settings.
Delete: Deletion is permanent. If the user needs to be added back, they will have to be registered as