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04. Access History
The Access History offers the administrator visibility into access within the service environment. It provides details about who accessed, when, and what action was taken, helping to monitor and manage service interactions. Consequently, by giving the manager greater visibility, this type of report
User access profiles in Zenvia Customer Cloud
Each user added to Zenvia Customer Cloud is assigned an access profile that defines which system features they can use.
These profiles are configured to control access to all features of Zenvia Customer Cloud, ensuring that each user has only the permissions relevant to their role.
👉 In this articl
[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
[Enterprise] Support service API access schedule and limit
To ensure optimal availability and performance of our platform, Zenvia Customer Cloud has implemented enhanced mechanisms for API access control. These measures are designed to optimize usage and prevent operational overload.
API Access Times and LimitsFrom 7:01 AM to 6:59 PM:
The APIs have a maximu
02. Access and language setting in Zenvia Chat - Agent
To access Zenvia Chat, first go to the Zenvia platform, then go to Products > External Products > Zenvia Chat.
This will open the home screen - Agent profile area.
How to set the language?
Zenvia Chat supports three languages, which are loaded at the time of service. The available languages are: P
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
How to Create a Direct Access Link to Your Instagram Inbox
Create a direct link to your Instagram inbox using Meta’s official shortcut: ig.me.
This link allows customers to be redirected straight into a conversation with your business account quickly and easily.
You can share this link on:
Your website or blogNewsletters (emails)Promotional campaignsOther d
How to integrate Tiny with Zenvia Customer Cloud?
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Next, see the step-by-step to integrate the Tiny Business Management System with Zenvia Customer Cloud.
The process is simple: just start by generating the API Token in Tiny and proceed wit
02. Integrations API
With API integration, you can create a fully customized chat within your website or app.
To access this functionality, go to Zenvia Chat - Administrator Profile > Settings > Integrations > API.
To get started, simply click on the API tab in the top menu and then fill in the integration details on
How to create a direct access link to your Facebook Messenger inbox
Learn how to use this resource for your business
Facebook's m.me service that shortens the URL that redirects clients to a person, page, or bot in Messenger can be used for web sites, email newsletters, and much more.
When a client starts a new conversation or continues an existing conversation wi
04. How to access and set the language in Zenvia Chat (admin)
Zenvia Chat supports three languages, which are loaded at the time of the call. The languages available are Portuguese, English and Spanish. You can set the language when you log in to the environment or from within the tool.
Setting the language at login.
Setting the language in the tool's menu.
My access to Zenvia Customer Cloud is restricted. What should I do?
Important: Before following the instructions, make sure the feature is available for your access profile.Your account may have been temporarily blocked due to non-payment, identification of fraudulent activities, or a request to cancel the contract.
⚠️ Attention: Note that, in blocked accounts, the
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
Integrate Mailchimp with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Mailchimp is an email marketing tool that simplifies the creation, sending, and tracking of email campaigns. With the integration, you can export your contacts and create email campaigns using th
Ticket query via API
The Zenvia Customer Cloud Tickets API allows you to access ticket data generated in your operation in an automated way. With it, you can retrieve information about support tickets, such as status, dates, source channel, assigned agent, and other details.
In this article, learn the main concepts, how
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 automate processes using our available channel APIs.
To use these features, you only need to be registered in the solution and obtain the necessary credential
[Enterprise] Use of Telephony in Tickets: Outbound and Inbound Calls
The Telephony feature allows support agents to receive and make calls directly through Zenvia Customer Cloud. These calls can be converted into new tickets or linked to existing ones, offering greater control and service history.
In this article, you will see:
Receiving callsThe first step to using
03. Integrations - RD Station Marketing
RD Station Marketing is a marketing automation software that helps with capturing, managing, and communicating with customers and leads (potential clients). Zenvia Chat has a native integration with RD Station Marketing, allowing conversations initiated through the tool, via any channel (chat, voice
[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
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
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
Contacts Base API in Zenvia Customer Cloud
Zenvia Customer Cloud also enables the use of the Contacts Base through its API. In this document, we will see the basic concept and show the functionalities provided by the Zenvia Customer Cloud Contacts Base API.
What is an API and how to use itThe acronym API stands for Application Programming In
Facebook Catalog
Learn how you can send your Facebook product catalog via WhatsApp
Create a Catalog
1 - Access your Commerce Manager page in your Facebook Business Manager (https://business.facebook.com/commerce/) and press on “Add a Catalog”:
2 - Setup your catalog configuration and rename it to your company n
Automations API: How to use and integrate with Zapier 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 initiate an automation through an API call on a third-party server or system.
In this article, we explain why to use Zenvia Customer Cloud's marketing automati
11. 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.Integrate the interactive messaging features offered by WhatsApp from Meta into your flow-based chatbot and provide more dynamic and efficient conversational experiences.
WhatsApp Flows is a feat
Zenvia Conversion Integration with Zenvia Bots
Integrate your Zenvia Bots account with Zenvia Conversion to extend your presence in various conversational channels, build communication flows and automate messages with your customers.
⚠️ Note: For this integration you need to hire the Zenvia Conversion solution and the Zenvia Bots tool.
Learn mor
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
What's new in Zenvia Customer Cloud
07/03 ⚙️ New feature
Webhooks with OAuth2 authentication
You can now ensure greater security in notification delivery with the new OAuth2 authentication option for Webhooks. When this feature is enabled, Zenvia automatically obtains a valid access token before each delivery, protecting your system
How login works in Enterprise support service
Learn how to access Enterprise Support, whether you are an agent or a customer.
Types of AccessThere are two types of users who can access the Enterprise Support environment:
Login Type
Who Logs In
How to Access
User Login
Zenvia Customer Cloud account users
Access via the platform (app.zenvia.
User's role and Group Organization in Zenvia Conversion
Learn how access profiles and group hierarchy work in Zenvia Conversion.
OverviewZenvia Conversion allows you to organize your team into hierarchical groups and subgroups, making it easier to structure your support operation. Each user has an access profile that defines:
The available features;The c
Integration of Webchat with Zenvia Conversion
Webchat is a multimedia communication channel native to Zenvia, designed for more agile and convenient customer service with unlimited message exchanges within websites and applications.
Conversations initiated by your customers via Webchat will appear in the Inbox as usual (located in the menu side
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
How to integrate Microvix with Zenvia Customer Cloud?
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Below, learn the step-by-step process to integrate the Microvix Enterprise Management System with Zenvia Customer Cloud.
💡 Tip: Learn more details about Microvix and what is possible with
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
[Enterprise] Chat Management: Monitoring and Metrics
Through the Chats screen, it is possible to track ongoing or queued conversations, as well as monitor overall metrics of completed service requests.
How to Configure Access to ChatFor a user to have access to the screen, they need to be added as an Administrator in the chat group.
Follow the ste
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
02. Profile Permissions
The Profile Permissions setting allows you to create customized profiles to access specific functions in the Zenvia Chat Admin panel.
Such as a Supervisor profile, which can have access to the dashboard and reports, but does not have permission to configure channels, for example.
To add a new profi
How to integrate OMIE with Zenvia Customer Cloud?
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Below, learn the step-by-step process to integrate the OMIE Enterprise Management System with Zenvia Customer Cloud.
💡 Tip: Learn more details about OMIE and what is possible with this int
Integrate the Facebook Messenger channel
Important: Before following the instructions, make sure the feature is available for your access profile.Facebook Messenger allows businesses to communicate with their customers directly through the inbox of their Facebook page. By integrating it with Zenvia Customer Cloud, you centralize service, s
Common mistakes to try to connect Instagram Business
Learn what to do if you can't integrate your Instagram account to Zenvia Conversion
In this article, we cover the most common errors that can appear when trying to connect your Instagram Business account. Please check the following points to solve them:
1 - The account must allow access to messa
03. Create Zenvia Chat account
Welcome to Zenvia Chat! With a Zenvia Chat account, you have access to features that can transform your customer's chat experience.
To create a new account, access Zenvia Chat and select the option Create Account. Enter your name, email, phone number, and password.
Before proceeding, make sure to re
How to contact the Support Team
Our Support team is ready to assist with questions or issues related to our services. All support is provided through Zoe, our virtual assistant, ensuring faster ticket resolution.
⚠️Attention: Only users registered as Administrators on the Basic Plan and users on the Pro Plan have access to the su
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
05. API Call in Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the API Call feature allows users to include an API within their chatbot. An Application Programming Interface (API) is a way for one program to interact with another, h
Why am I not receiving messages from Facebook Messenger
Set Zenvia Conversion as the default application
I have to update or refresh to see new messages and/or contacts
Here are a few options if you are not able to see new messages until you refresh the screen
Like most web applications, Zenvia Conversion relies on internet access to work correctly. However, this access may be restricted or have specific configurations according to the location, Wi-Fi network, com
Integrate Meta Ads Manager with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Integrate Meta Ads Manager with Zenvia Customer Cloud to expand your marketing strategies.
Benefits of IntegrationThe integration can be utilized for:
Ads:
Transform Instagram posts into ads with
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
Add and manage organization users
Users are people who will effectively access and use Zenvia Customer Cloud. They can be assigned to service groups as needed.
⚠️ Attention: Only users with the Admin profile can create and manage organization users.
Types of user profilesEach user must be linked to a profile that defines their acces
01. All available articles
🌎 By Humanz for Humans: Welcome to the Zenvia Chat Help Center.
Our documentation is divided into three categories:
Concept and Access: tool concepts and instructions for accessing it;
Getting Started: an overview of the tool and its main features;
Features and Functions: user manuals for operatin
How to perform Business Verification on Facebook
Learn how to verify your business on Facebook to access WhatsApp functions
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
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
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
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
Integrating Facebook Leads with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Facebook Lead Ads simplify lead generation. Users simply need to click on your Facebook ad to open a form pre-filled with their contact details, ready to be sent directly to you.
⚠️ Attention: Th
How to change my personal profile information?
Important: Before following the instructions, make sure the feature is available for your access profile.You can easily correct, complete, or update your personal information by accessing the Account preferences in Zenvia Customer Cloud.
What would you like to change?Profile Name (First and Last Nam
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
Customer service structure
Important: Before following the instructions, make sure the feature is available for your access profile.Understand how the hierarchical structure of service groups and channel assignment works in Zenvia Customer Cloud.
Access the structureTo view the structure, follow these steps:
Go to Sales > Set
How two-factor authentication works in Zenvia Customer Cloud
Enable two-factor authentication to ensure the security and protection of your account in Zenvia Customer Cloud.
In this article, you will learn:
What is two-factor authentication and why is it used? How to configure two-factor authentication (via authenticator app, SMS, or email)How to reset or cha
02. Plans
Zenvia Chat's Plans feature allows the account administrator to understand which plan their account is associated with, as well as to request the expansion of licenses and change their plan in a practical and clear way (check out the available plan options here).
To access this functionality, go to
[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
01. Stages of the deployment process - Configurations and responsibilities
This article explains briefly and practically the stages of the deployment process, the necessary configurations and responsibilities.
⚠️ Attention: In order for Zenvia Chat to work with a chatbot hosted on Zenvia Bots, it is necessary to contact Zenvia to include the overflow component in the conv
Login via SSO in Zenvia Conversion
Enterprise Single Sign-On (SSO) unifies login and password to access multiple integrated platforms, streamlining and expediting access and account management.
SSO, in this context, refers to a Software as a Service (SaaS) or similar provider that can be used by all platforms used by your company se
14. Widgets
Widgets are simplified ways of allowing the agent to access integrations with other products or software in order to facilitate the agent's day-to-day operations. With the service on screen, the agent can get another connection such as: Salesforce, CRM, send data, receive data, for example. Without
05. Scheduled visits Analysis
Important: Before following the instructions, make sure the feature is available for your access profile.Scheduled Visits is a feature of the Analytics module of Zenvia Customer Cloud that provides reports on the quantity of scheduled and received physical visits in your company.
The metrics are de
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
Sales API in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Sales API in Zenvia Customer Cloud was developed to asynchronously integrate leads into Zenvia Customer Cloud, allowing you to receive a webhook with their results.
Learn in this article how
[Enterprise] Account Settings: Company, Parameters, and LGPD
In the Account settings of the Enterprise Support Service module of Zenvia Customer Cloud, you can find important information about your company, options to customize system parameters, and privacy policies to comply with the General Data Protection Law (LGPD).
⚠️Attention: Feature available only fo
Overview of OMIE
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Omie is an Enterprise Resource Planning system that offers integrated solutions for areas such as finance, sales, and procurement. Integrating it with Zenvia Customer Cloud allows you to ke
02. Optimize the Customer Journey with the Flow Map
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the Flow Maps functionality allows understanding and optimizing the customer journey when interacting with the chatbot. It provides valuable insights into how users prog
Reset or change my password
In this article, learn how to reset or change your access password for Zenvia Customer Cloud.
The following steps describe how to reset forgotten passwords. If you want to make changes to a known password, continue with Change my password.
Reset my passwordIf you have forgotten your access password,
01. Zenvia Customer Cloud for Devs (APIs)
Start your journey with Zenvia Customer Cloud integrations for Devs (APIs)Get resources, information
and tutorials to start using our APIs.Test in Sandbox Connect
Sandbox traffic is not charged, but to use this feature, an active plan is required.
Zenvia Customer Cloud is a web software solution th
Integrations of Sales in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In the left sidebar of the Sales module in Zenvia Customer Cloud, you will find Integrations to install sales-related applications in your Customer Inbox.
Some types of applications you can insta
First Steps to Serve in Zenvia Customer Cloud
Welcome to Serve Help Center!
On this page, you will find all the documentation for using the Serve module of Zenvia Customer Cloud, organized by categories and popular topics.
Search for information and solve your doubts about our features and general settings here or by using the left-hand side m
06. Scheduled test drives Analysis
Important: Before following the instructions, make sure the feature is available for your access profile.Scheduled test drives Analysis is a feature of the Analytics module of Zenvia Customer Cloud that provides reports on requests for demonstrations of your product. If your company is a dealership,
[Enterprise] Approval Rules Configuration
The Approval Rules allow defining criteria for tickets to be processed only after approval by one or more individuals, which can be a specific collaborator, someone with a certain role, or the requester’s superior.
⚠️Attention: Feature available only for Operator and Admin profiles.
Configure A
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
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
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
HOW TOs: API
HOW TO: Obtain an API Key
An API Key is required for interacting with the API, which can be obtained in two ways:
Each time an App is installed, Zenvia Conversion will automatically generate a new API Key for it. Read more in the API reference information below.
For other one-off uses you can ma
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
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
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
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
[Enterprise] Workflow Settings
The Workflow automates processes by transferring activities between participants according to rules and procedures, combining technology and organization to optimize operations. It allows defining the execution order of tasks based on the conditions of each stage, which can be performed by one or mo
04. Building a blank chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The option to create a blank chatbot offers total freedom to define the conversational flow exactly as you want.
Starting from scratch, you have full control to determine each step and interactio
Overview of Microvix
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Microvix is an Enterprise Management System designed to organize and centralize all business data. It is a great option for retail companies, especially store chains and franchises that req
Company and department database in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Link contacts to companies and departments, and integrate individual information into an organizational structure.
With the linking of contacts to companies and departments, it is possible to:
Su
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
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
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
02. File Request: Receiving Multimedia Content
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the File Request feature allows your customer to request a file during the chatbot conversation. For example, if the user needs a document to proceed with the assistance
[Enterprise] Knowledge Base Settings
The Knowledge Base allows you to create, organize, and provide articles, guides, tutorials, and frequently asked questions to assist both the internal team and your customers.
It functions as a digital library, making quick access to solutions easier and promoting self-service, which increases effi
[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
03. Change profile picture
To change your profile picture, simply access Zenvia Chat - Agent Profile and click on Edit Agent in the upper right corner.
If you want to change your profile picture, click on the photo icon and select the desired image from your device. After making the changes, just click Save.
Done! Change
09. Shopify integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration of Shopify with Zenvia Customer Cloud allows for the automatic sending of WhatsApp messages whenever a new order is placed. This connection facilitates communication with customer
Problems with my Instagram Business account
Instagram messages are not coming in or I am not receiving new messages
If you could integrate Instagram with Zenvia Conversion but you're not able to send or receive new messages, it's important to consider this:
1 - In Facebook, go to Advanced Messaging and select the last option, that says
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
06. Expert agent usage data
Important: Before following the instructions, make sure the feature is available for your access profile.This feature displays the data for each expert agent. Here, you can view, analyze, and export the data for each expert agent. This information supports decision-making and planning the next steps