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
How to publish your WebChat flow
When building a WebChat flow, you can use it on your website, blog, or even as a landing page.
With the flow already built, saved, and ready to use, follow the steps below to publish it.
You need to integrate the WebChat channel into your account. See the documentation: How to integrate the WebChat
Choosing the format for creating a flow chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The flow chatbot allows you to automate communication with your users, guiding them through a series of predefined steps. These steps can range from a simple welcome message to collecting informa
Optimize the Customer Journey with the Flow Map
Important: Before following the instructions, make sure the feature is available for your access profile and your plan. The Flow Map is available starting from the Expert plan.
In Zenvia Customer Cloud, the Flow Maps functionality allows understanding and optimizing the customer journey when interac
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 configure the inactivity time of a flow chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.When setting up a chatbot, it's possible to define an idle timeout period. This period corresponds to the time the chatbot will wait for user interaction before executing a predefined action, suc
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
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
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
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
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
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
Customer assignment in the Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Cartelization allows the customer to always be assisted by the same commercial agent responsible for their account. For example, a customer who is in negotiation or who belongs to an active sales
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
How to Create Blocks and Connect Them
Important: Before following the instructions, make sure the feature is available for your access profile.Welcome to the Chatbot Constructor!
Learning how to create blocks and connect them is the first step to a functional and comprehensible conversational flow design.
In this article, you will learn
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
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
Transfer contacts for sales chat in automation flows
Important: Before following the instructions, make sure the feature is available for your access profile.Automatically transfer contacts who respond to your campaign to support with a specific agent or team. This way, you will increase the chances of conversion by making the most of each interaction
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
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
Adding Content in the Chatbot Constructor
Important: Before following the instructions, make sure the feature is available for your access profile.Learn about all the possible content you can add to your chatbot's flow. This content allows you to develop your virtual assistant, determining how it should greet users and what actions it shoul
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
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
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
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
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
Impact of Usernames on Zenvia Customer Cloud Journeys
The implementation of Meta’s Usernames feature — the new @ usernames — introduced a new way of identifying users in the WhatsApp Business ecosystem. As part of this evolution, Meta now provides the Business Scoped User ID (BSUID), a unique identifier associated with a user within the scope of a Busi
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
Transfer contacts to support service in email broadcasts
Important: Before following the instructions, make sure the feature is available for your access profile.Send bulk communications via email and continue the conversation directly in the Support Service. This flow is ideal for ensuring continuity in handling when the client responds to an email sent
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
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 create and configure variables in a chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Variables allow you to store and reuse information throughout the chatbot conversation flow. With them, you can personalize messages, save user responses, control steps, and much more. There are
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
Routing the bot conversation to a human agent
Important: Before following the instructions, make sure the feature is available for your access profile.Forwarding a chatbot's service to a human agent ensures that the customer receives the appropriate support, even when the bot is unable to resolve the demand on its own.
This functionality acts a
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
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
Mercado Livre: Chatbot Journey in Zenvia Customer Cloud
The native Mercado Livre (MeLi) connector in Zenvia Customer Cloud allows you to centralize pre-sales and post-sales support and integrate order data for strategic business analysis.
By connecting your Mercado Livre account, buyer messages are handled within Zenvia Customer Cloud, turning customer
06. Be available for services
In Zenvia Chat, you can set yourself as available, ready to receive and handle customer interactions quickly and efficiently.
To activate this feature, go to Zenvia Chat → Agent Profile and enable the option Available for service, located in the upper right menu of the screen.
When the option is ena
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
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
How to configure the response mode
The response mode defines how agents move between conversations in the queue. Administrators and operators can choose between two navigation options:
Go directly to the next contact in the queue after an interaction: As soon as the agent sends a message or takes an action in the conversation, they a
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
How to recontact a customer on WhatsApp from a ticket
In this article, you’ll learn how to recontact a customer via WhatsApp from a ticket, creating a new support conversation that is automatically linked to the original ticket.
This feature is available for Agents, Advanced Agents, Operators, and Administrators who use the Support service module in Ze
08. How to forward files and media in Zenvia Conversion
Forward files to up to ten active prospects at a time
In Zenvia Conversion, you can forward files from one conversation to another in just a few clicks, saving time and making it easier for agents to communicate with their clients. Below we'll show you how you can benefit from this feature.
Within
How to Forward Messages in Zenvia Conversion
Forward messages to up to ten active prospects at a time
In Zenvia Conversion, you can forward messages from one conversation to another in just a few clicks, saving time and making it easier for agents to communicate with their clients. Below we'll show you how you can benefit from this feature
06. WhatsApp channel
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
Mercado Libre: Support Service Journey in Zenvia Customer Cloud
This article explains how the Support service journey works for customers who made a purchase on Mercado Libre and start a support interaction.
Support service focuses on post-sale interactions, when the buyer has already completed a purchase on Mercado Libre and contacts the seller to resolve a que
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
WBuy Use Cases
Important: Before following the instructions, make sure the feature is available for your access profile.In this article, see examples of actions that can be performed with the integration of the WBuy e-commerce platform with Zenvia Customer Cloud.
💡 Tip: To better understand what WBuy is and how i
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
Use cases with Bling
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.In this article, see examples of actions that can be performed with the integration of Bling, a Business Management System, with Zenvia Customer Cloud.
💡 Tip: Learn more details about Blin
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
Zenvia Conversion Integration with Zenvia NLU
Zenvia NLU is a conversational artificial intelligence tool designed to create virtual assistants across various communication channels, automating stages of the customer journey.
Integrated with Zenvia Conversion, you can use Zenvia NLU's chatbots to enhance digital customer service and operationa
How to set up Zenvia Conversion Bot
At Zenvia Conversion, we have come to understand that the key to success in communications for any company is quick response times.
And it is precisely to solve this problem that Zenvia Conversion's Bot can help you! To configure both WhatsApp and Facebook Messenger and Instagram, follow these steps
Transfer Rules Configuration
Important: Before following the instructions, make sure the feature is available for your access profile.Configure the transfer rules for a specific group, defining whether conversations can be transferred between groups or directly between agents. This way, you can manage how transfers occur within
01. Webchat channel
The Webchat channel allows you to make calls via your company's website. Through Webchat, which is the interface available on the website, customers can "call" your service operation for an interaction.
Webchat is an online communication tool that allows real-time interactions between users via a w
Sending and receiving Instagram messages in the sales service
Send and receive Instagram Direct messages directly in the Zenvia Customer Cloud commercial inbox, centralizing the conversation flow and ensuring agility in customer service.
Requirements for UseFacebook Account with linked Instagram business account connected to Zenvia Customer Cloud.Instagram Pag
Intelligent response based on the internet in Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Intelligent response based on the internet content is used to generate intelligent messages automatically using Artificial Intelligence (AI). This action is commonly applied in cases where the c
How to measure customer satisfaction with Conversion Bots
The Zenvia Conversion Bots allow you to send a survey to measure customer satisfaction at the end of each conversation.
Evaluating customer satisfaction is essential for monitoring service quality. With this information, you can analyze team performance and implement improvements if necessary.
Satis
Conditions and usage of InteractionZ
Important: Before following the instructions, make sure the feature is available for your access profile.InteractionZ are records of interactions between the company and its customer. In Zenvia Customer Cloud, this is the term used to represent the communication between both parties.
Each Interactio
Add transfer skill to the AI chatbot
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
[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
WebChat in Customer Service
Important: Before proceeding with the instructions, confirm that this feature is available for your access profile.
WebChat is a service channel that allows website visitors to start a conversation with your team directly from the company's website, without the need to provide a phone number, email
Operation performance analysis in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Use the Operation Performance report to monitor the main metrics for conversations and new contacts served by your team.
In it, you view indicators for volume, response time, and operational effi
Available expert agent success templates
In this article, learn more about expert agent templates available from Zenvia and examples of how to use them.
Successful expert agent templates are ready-to-use models provided by Zenvia with pre-filled fields designed to make it easier to create an expert agent without starting from scratch. By u
Transferring the service of chatbots from flows to humans
Important: Before following the instructions, make sure the feature is available for your access profile.Learn how to make the chatbot transfer a conversation to a human agent.
This transfer is useful when the chatbot can't solve everything on its own. In these cases, it's important that the conver
Integrations available in Zenvia Customer Cloud
Discover the different types of integrations available in Zenvia Customer Cloud.
Zenvia Customer Cloud offers native and API-based integrations that connect your operation to external systems such as ERPs, CRMs, and e-commerce or marketing platforms. These integrations allow for automatic data synch
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
Handling and Transferring Support Conversations
Important: Before following the instructions, make sure the feature is available for your access profile.In this article, learn how to manage conversations in the support inbox of Zenvia Customer Cloud. Understand the support flow, agent or group transfers, linking conversations to tickets, and the
04. Intelligent response based on file in Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The action Intelligent Response based on file is used to automatically generate intelligent messages using Artificial Intelligence based on the files uploaded to the AI Library. This action is co
Reports: New contacts and conversations
The New Contacts and Conversations Report is a feature of Zenvia Conversion that shows the metrics from contacts and conversations conducted in customer service Chats.
Filter the data by groups and by time period to analyze in detail the metrics of the Chats module, such as response time and your te
Analytics Panel: Tracking message traffic
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
Team Performance Report
The Team Performance Report aims to facilitate the analysis of each consultant's performance and the team as a whole regarding contacts entered within a specific period.
The data in the Team Performance Report pertains to the Chats module.
💡 Tip: This report includes a date filter that determines t
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
General organization data in Zenvia Customer Cloud
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
[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
Marketing Messages Lite API (MM Lite API)
Important: Before following the instructions, make sure the feature is available for your access profile.The Marketing Messages Lite API (MM Lite API) is a Meta technology developed exclusively for sending marketing messages via WhatsApp, focused on performance, engagement, and traceability.
Why use
Link a Channel to the Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Keep track of your customers wherever they are. Link your chatbot to conversational channels and automate all your operations. In this article:
Link a Channel to the Flows Chatbot
Link a Channel
Analytics of Chatbots in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Chatbot Analytics module provides a dedicated area for tracking chatbot metrics.
With it, you can access predefined metrics without manually creating them from scratch. This allows you to mon
Introduction to the Zenvia Customer Cloud contact base
Important: Before following the instructions, make sure the feature is available for your access profile.The Contact Base centralizes all your customer and lead data in one place, making it easy to access and manage in a unified way.
In this article, see how to use the main features to add, customi
Integrate TikTok Ads with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration of TikTok Instant Messaging Ads with Zenvia Customer Cloud allows for seamless handling of WhatsApp messages generated from TikTok Ads. It also enables Click-to-WhatsApp conversat
How Tickets Work in Support Service
Tickets are the core feature of the Support Service module in Zenvia Customer Cloud.
They centralize, organize, and track all customer requests across channels (WhatsApp, Webchat, and Email).
Whenever a customer reaches out, the system automatically creates a ticket. From there, your team can categ
Registering a domain and adding email address
Important: Before following the instructions, make sure the feature is available for your access profile.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 messages. This art
Ticket filling templates
In this article, you will learn what filling models are, how to use them, and how to manage them in Zenvia Customer Cloud.
What is a filling modelA filling model is a feature that automates tasks during the creation or attendance of a ticket.
Whenever there is a repetitive action, such as defining t
Teams Performance Analytics in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Teams performance report allows you to analyze the team's performance within a specific service group. It consolidates individual and collective data, helping managers identify bottlenecks, r
Support inbox
Important: Before following the instructions, make sure the feature is available for your access profile.The support inbox in Zenvia Customer Cloud is the environment where conversations between agents and customers take place via tickets.
In the inbox, you can view conversations organized by status
FAQ Webchat 2.0
1. What is the new Webchat 2.0 version?
Webchat 2.0 is an evolution and modernization of the Webchat conversation channel within the Zenvia Customer Cloud platform. It allows companies to embed a chat window directly into their websites or applications to assist customers in real time. It serves as
New WhatsApp Business Pricing Rules for 2026
As of October 1, 2026, Meta will begin charging, on the WhatsApp Business API, for service messages sent within the 24-hour customer service window and for utility templates sent while that window is open.
The change affects companies that use the WhatsApp Business API for customer service, automati
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
Mercado Livre
Important: Before proceeding with the instructions, confirm that this feature is available for your access profile.
The native Mercado Livre (MeLi) connector in Zenvia Customer Cloud allows you to centralize pre-sales and post-sales customer service and integrate order data for strategic business an
FAQ Instant Support
1. What is Instant Support?Instant Support is an autonomous AI-powered support solution that goes beyond answering questions. The solution understands the context of the request, retrieves relevant information, analyzes data, investigates possible causes, performs a diagnosis, and determines the bes
Integrate the WebChat channel into Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.WebChat allows you to provide support directly on your company's website through a customized widget that makes it easier to connect with visitors. This channel is ideal for support, sales assist
Create Qualification chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Improve customer service efficiency by automatically routing each request to the most suitable department or agent by creating Automated Triage.
Example Use CaseImagine your company receives a la
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
Frequently Asked Questions: New WhatsApp Business Pricing Rules 2026
What is the main change in WhatsApp's pricing model introduced by Meta?Meta changed the way WhatsApp conversations are charged. Previously, when a customer initiated an interaction, a 24-hour window would open, and subsequent messages were covered by the initial conversation fee. Now, charges will b