Cancel Account in Zenvia Conversion
Do you want to cancel your account in Zenvia Conversion? For us, it's regrettable that you are considering canceling your account! 😔
In this document, we have prepared a step-by-step guide with the necessary information to complete your cancellation process easily and efficiently.
⚠️ Attention: Th
How to request the cancellation of my plan
If you wish to cancel your Zenvia Customer Cloud plan, you can submit a request directly through the Instant Support feature available in the Zenvia App. The process is straightforward: simply start a chat and state that you would like to cancel. Your request will be forwarded to the appropriate tea
Frequently asked questions Zenvia Chat - FAQ
Do I need to pay to start using it?No, you don’t. As soon as your account is activated, you can start using it. The billing will come afterward.
When will I receive the invoice?The invoice is sent between the second and third business day of each month to the email of the person who made the purch
FAQ about Billing, Users, and Credits in Conversion
Find here the main information about invoices, additional users, credits, and payment methods in Zenvia Conversion.
InvoicesWhere can I find my invoices?
Invoices are available on the platform for users with an administrator profile. They are also sent by email.
To change the email address for recei
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
12. Content Filter
The objective of the Content Filter feature is to allow the Zenvia Chat Administrator to block the sending and/or receiving of offensive words and files, in order to maintain security and respect in communication with customers. This content filter is important because it helps protect your customer
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
WhatsApp Voice Call in Customer Service
Important: You must have WhatsApp enabled to access the voice calling options (WhatsApp Calling). If WhatsApp is enabled for your account, these options will be available automatically. Check your plan to verify whether this feature is included.It is now possible to make voice calls in Customer Serv
Support Conversations
Important: Before following the instructions, make sure the feature is available for your access profile.The Support Conversations report from Zenvia Customer Cloud provides detailed information about the conversations handled by the Support team. Use it to analyze and generate comprehensive reports
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
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 activate the Google Drive app
Enable your agents to share Google Drive files with to customers
Zenvia Conversion allows you to send files hosted in the cloud from conversations with your clients, check below how to activate this function:
1 - Go to Apps and choose the Google Drive app:
2 - Next, choose the group in which you
Configure success 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.
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Voice calls via WhatsApp in support service
Important: You must have WhatsApp enabled to access voice call options (WhatsApp Calling). If you have WhatsApp enabled, these options will automatically be available. Check your plan to see whether this feature is supported.You can now make voice calls during support interactions, allowing companie
Questions about usage and charges on Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Get answers to your questions about:
Contractual consumption and limitsBilling and invoicingPlan management: Cancellation⚓
Contractual consumption and limits1. Can I continue sending messages af
Use of buttons in WhatsApp message templates
Buttons help make interactions more dynamic and facilitate customer responses. In Zenvia Customer Cloud, when creating a message template, you can use different types of buttons, depending on the category of the chosen template.
Meta defines two main types of buttons that can be used:
Call to Action
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
Pause status in support service
Important: Before following the instructions, make sure the feature is available for your access profile.The Pause Status feature allows an Administrator to manage agents’ pause statuses. The Administrator can configure, edit, activate/deactivate, or filter an agent’s pause status. This screen provi
Success expert agents
Important: Before following the instructions, make sure the feature is available for your access profile.The Success expert agents module belongs to Zenvia Customer Cloud and aims to facilitate the customization and optimization of customer service and communication.
Success expert agents are system
Sales support group settings in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Manage and organize how users are grouped and how the support tickets are distributed among them.
In this article, you will learn:
Edit group nameChange a user's groupConfigure group rules and pa