How to Use the Chatbot Builder
Important: Before following the instructions, make sure the feature is available for your access profile.The Chatbot Builder is where you create, configure, and test your chatbot’s behavior. Here, you can build intelligent conversational flows, define channels, configure variables, and much more.
Wh
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
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
Keyboard shortcuts
The purpose of this article is to present and map a series of shortcuts in the Zenvia Customer Cloud Flow Chatbot Builder, ensuring greater agility in chatbot creation, enabling quick access to essential functions, and increasing productivity.
Example of use:
A Zenvia Customer Cloud chatbot develope
Activate, pause, and schedule an automation in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.When creating an automation, Zenvia Customer Cloud allows you to perform various settings in the flow, including activation, pause, and scheduling of the automation.
In this article, we will deta
Creating a conversational flow from scratch
Important: Before following the instructions, make sure the feature is available for your access profile.Creating a conversational flow is the process where you configure the chatbot to serve your customers.
In this article, you will find a detailed tutorial on how to design the bot’s structure in
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
Defining the Objective and Type of Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Welcome to the Chatbot module of Zenvia Customer Cloud. Here, you do not need to understand programming or code to create a virtual assistant and automate communication with your customers.
This
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
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
Zenvia Customer Cloud Flow Chatbot and How to Use Variables
Learn more about how to perform validation and direct the user to different paths, as well as how to use variables in the Flow Chatbot of Zenvia Customer Cloud.
ContextThe Zenvia Customer Cloud flow chatbot does not have a native “time validator.” However, you can build this logic using variables an
Troubleshooting Data Validation in Zenvia Customer Cloud
When creating a conversation flow for your chatbot in Zenvia Customer Cloud, it's common to set up validations to ensure the information provided by users is correct. This data might include a Social Security Number (SSN), email, phone number, order number, among others.
However, sometimes a configu
Building a chatbot using a model
Important: Before following the instructions, make sure the feature is available for your access profile.By using a template, you can simplify the chatbot creation process and build it in a more practical way.
These templates work as preconfigured structures that already include the main conversatio
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 configure chatbot Destinations
Important: Before following the instructions, make sure the feature is available for your access profile.In Destinations, you decide where the conversation goes depending on user responses. The conversation can follow two types of destinations: Default Destination or Custom Destinations.
How to conf
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 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
Menu Chatbot Options List
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the input of Options List is a feature that allows chatbots to employ clickable lists as a strategy to make interactions with users more engaging.
Options lists consist
Send File through the Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The Send File feature allows the chatbot to send images or documents to users during the conversation.
This content is useful for situations like sending a duplicate invoice, product manuals, or
How to use the Open field in a flow chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The Open Field feature allows the chatbot to collect personalized user information.
This setting can be used to capture any type of textual input or validate specific data, such as emails and pho
Consult ZIP code in Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the Consult ZIP Code action can be used to look up details of the ZIP Code entered by the customer.It receives the number provided during the conversation and retrieves
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
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 you to integrate external systems with your chatbot. With it, you can:
Retrieve customer data from a CRM.Send information to external systems
Consulting chatbot conversations
Important: Before following the instructions, make sure the feature is available for your access profile.On the Conversations screen, you can view all the interactions carried out by your chatbots. This space allows you to track how the interactions happened, search for specific customer information
How to recover contact engagement with "We miss you" automation
Important: Before following the instructions, make sure the feature is available for your access profile.The We Miss You automation is a smart solution for engaging inactive customers. Using artificial intelligence, you can set up personalized messages via SMS or WhatsApp to reactivate contacts and
Building a chatbot with the Construction assistant
Important: Before following the instructions, make sure the feature is available for your access profile.If you prefer a more guided approach to creating a chatbot, the Construction Assistant is the ideal solution.
It uses Artificial Intelligence (AI) to automatically create conversation flows, allo
Creating an automated communication flow in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The purpose of the communication flow is to establish triggering rules through a customizable flow, allowing you to reach your target audience autonomously. With it, you can schedule an automatic
How to configure a Satisfaction survey in the flow chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.A satisfaction survey is a tool for you to discover how happy your customers are with the help they received from your chatbot.
With the responses, you will understand what your company can do to
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
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