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Mailchimp campaign with Zenvia Conversion
Zenvia Conversion integrates with Mailchimp so you can export your clients and create email campaigns.
This integration with Mailchimp allows you, with just a few clicks, to build your email campaigns with the contacts you already have in Zenvia Conversion. You just need to have a Mailchimp accoun
How to send bulk WhatsApp messages on Zenvia Attraction
Learn how to send bulk WhatsApp messages, integrated with Zenvia Conversion, by Zenvia Attraction.
To carry out bulk shoots from Zenvia Attraction, access the platform through app.zenvia.com with the same login and password used in Zenvia Conversion.
Then, access the Products top menu and then sel
01. Ads analysis in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Analyze the performance of your broadcasts messages and campaigns created on Meta (Click to WhatsApp) in the Zenvia Customer Cloud Campaigns report.
With this report, you can evaluate how many pe
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
Performance Dashboard in Zenvia Conversion
The Performance Dashboard is a feature in Zenvia Conversion that allows you to analyze data on the performance of your campaigns and the return on financial investment made through Zenvia Attraction and Meta.
For instance, suppose your company created a campaign for Black Friday and sent it to 100
How to integrate Zenvia Attraction with my Zenvia Conversion account
Zenvia Attraction is a mass messaging platform for marketing campaigns across channels such as SMS, Email, WhatsApp, and RCS. And Zenvia Conversion is a solution to simplify communication and conversion for your sales strategies.
Integration with Zenvia Conversion allows you to unify the processes o
Transferring the contact list from Zenvia Conversion to Zenvia Attraction
Understand how the transferring of Zenvia Conversion contacts to Zenvia Attraction works to maintain the same contact database and avoid duplicate numbers in your list.
⚠️ Attention: It is necessary to subscribe to both Zenvia Attraction and Zenvia Conversion solutions to use the transferring. This
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
Send emails in Zenvia Customer Cloud
In this article, you will find information about triggering e-mail messages in Zenvia Customer Cloud.
How to identify a contact from a Zenvia Attraction campaigns
See how to identify contacts originated from a Zenvia Attraction campaign and track the performance of your marketing actions in Zenvia Conversion.
By integrating your WhatsApp campaigns triggered by Zenvia Attraction with your Zenvia Conversion account, you ensure that whenever a response is receiv
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
Registration of SMS Message Templates in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.SMS 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 that wi
Request contact export in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, you can request an export of contacts to facilitate data analysis and tracking.
To get started, go to Contacts > Contact Base > My Contact Exports.
Export to CSV FileSel
Integrating leads received via email in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.One of the ways to bring new leads into the commercial service of Zenvia Customer Cloud is through sending emails with contact information. This feature allows the automation of contact creation
Commercial customer inbox in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Handle customer service and monitor interactions between your company and contacts in the Zenvia Customer Cloud Customer inbox. Here, you manage conversations, answer messages, and keepon track
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
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
Send SMS messages in Zenvia Customer Cloud
In this article, you will find information about sending SMS messages in Zenvia Customer Cloud.
Contact Segmentation Rules in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Segmentation allows you to create filters to group contacts based on specific criteria. Segmentation rules apply these filters and return only the contacts that meet the criteria defined in the r
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
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
05. Send RCS messages in Zenvia Customer Cloud
RCS (Rich Communication Services) is a channel that offers additional possibilities compared to SMS, including:
Creating messages without character limits, featuring cards, carousels, images, audios, videos, and GIFs, making your communications more interactive and engaging.
Sending messages with a
Contact profile in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Your communications achieve better results when you know your audience better. In Zenvia Customer Cloud, you can consult all the information and events related to each customer directly in the co
What is Zenvia Customer Cloud?
Zenvia Customer Cloud is a unified, multichannel solution that allows your company to manage and deliver personal, engaging, and seamless experiences through interactions throughout the entire customer journey.
The solution's features are provided in a modular structure, and you can navigate through
URL shortener in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The URL shortener is a tool designed to simplify and optimize link management on the web.
By converting long URLs into more compact and easily memorable formats, you enhance the effective dissem
Error sending messages in Zenvia Conversion
Find out if your customer's contact number is valid or not in this guide to help you better understand message delivery errors in Zenvia Conversion.
Possible Message Delivery Errorsa. Invalid WhatsApp NumberWhen adding a new contact and trying to send a message template to start a conversation in th
03. How to create and configure variables in a chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.In the context of chatbots, variables are elements that store temporary information during interactions with users. This information can include responses provided by users, such as Name, CPF, an
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
02. Registration of RCS message templates in Zenvia Customer Cloud
Registering your RCS message templates on Zenvia Customer Cloud is simple and intuitive. Before starting, make sure that the RCS channel is integrated with your account.
⚠️ Attention: This feature is only available to users with Operator or Admin profiles.
To manage and create your RCS templates, go
10. Notification of WhatsApp Templates via Zenvia Chat
The WhatsApp Template Notification feature allows agents to send notifications (WhatsApp HSM) in a conversation that already has a service history in Zenvia Chat.
This enables the agent to re-establish contact easily through an active message for customers who have already been assisted via Zenvia C
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
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
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
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
Contact Database in Zenvia Conversion
Zenvia Conversion
How WhatsApp channel activation works in Zenvia Customer Cloudd
Important: Before following the instructions, make sure the feature is available for your access profile.The WhatsApp channel is activated by Zenvia’s team as soon as a plan is purchased.
About WhatsAppThe WhatsApp channel enables direct, efficient, and personalized communication with your customers
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
Importing contacts from a file to Zenvia Customer Cloud
There are two distinct ways to add contacts in Zenvia Customer Cloud: manually or by importing a file. This article teaches you how to import contacts into lists by sending a file. This way, you can send your entire contact base in a simple and fast way.
⚠️ Attention: This feature is only available
How to tag message broadcasts in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Tags provide the ability to organize and categorize broadcast messages based on criteria such as target audience, subject, or type of action, making it easier to search for specific triggers and
How to set Emails in Standard Format
This email format, designed by Zenvia Conversion, is intended to simplify the app's connection with other systems, which is able to work with an email type that is very simple to construct.
Keep in mind that Zenvia Conversion prioritizes resolving bugs that occur in this format, so we recommend usin
General settings of sales in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Set up and customize customer service options in Zenvia Customer Cloud to enhance the customer experience and streamline your team’s work. The configurations applied will be reflected in the Serv
Send WhatsApp messages in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Sending bulk messages via WhatsApp allows your company to communicate directly with a large number of contacts. You can include images, videos, emojis, reply buttons, and links to direct recipien
07. Integrating the RCS channel into Zenvia Customer Cloud
RCS (Rich Communication Services) is a messaging standard that allows sending text messages, audio, videos, and photos. It's also possible to build interactive dialogues with your customers. All of this is done using Messages, the same Android system app that reads SMS.
With it, you can understand t
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
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
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
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
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
Zoho in Zenvia Conversion
How to receive and manage leads from Zoho using Zenvia Conversion.
Activate the Zoho integrate if you want:
A lead to be created in Zoho when one is created in Zenvia Conversion.
A lead to be create in Zenvia Conversion when one is created in Zoho.
A client to be changed from "lead" to "c
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.
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
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
Chats in Zenvia Conversion
Located in the left sidebar menu, Chats is a module of Zenvia Conversion where interactions and message exchanges between your company and a contact occur.
For example, if someone contacts you through any communication channel to inquire about the price of a product, they will be answered in Chats.
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
Movidesk: A Zenvia Solution
Movidesk offers a robust ticketing and customer service solution designed to facilitate communication between companies and clients. Part of the Zenvia ecosystem, Movidesk optimizes internal support processes.
Key FeaturesTicket Management: Registers, organizes, and tracks customer requests in a un
What is Zenvia Attraction and how to use in Zenvia Conversion
Know and understand the benefits of using it together with Zenvia Conversion.
Zenvia Attraction is one of Zenvia's platforms and has several integrated features for sharing information and data with a focus on creating and managing marketing campaigns
In addition to having features to send via Wh
Transactional Messages with Zapier
With Zapier, you can send automated messages without needing to know how to code.
This guide will show you how to use Zenvia Conversion to pull contact details from a Google Sheets spreadsheet and use them to send an automated WhatsApp message.
Step-by-stepCreate a Zap in Zapier
Go to Zapier.com and
Assigning customer service in WhatsApp broadcasts
Important: Before following the instructions, make sure the feature is available for your access profile.Allow new customer service inquiries initiated by a campaign to be directed to a specific groups or agents.
Customer service assignment enables you to manage responses from mass WhatsApp broadcas
Message Broadcast goal: what it is and how to define it in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Selecting a goal for your broadcast means identifying the purpose of your communication. Although this step is not mandatory, choosing a goal helps our team improve the development of Zenvia Cust
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
RD Station in Zenvia Conversion
How to activate integration with this marketplace.
You can manage the leads that come in via your RD Station account using Zenvia Conversion. Here's how that works.
1 - Go to Apps > RD Station
2 - Click "Start Session"
3 - You will be redirected to the RD Station website, where you can se
Unbounce App in Zenvia Conversion
Learn how to integrate Zenvia Conversion with this landing page manager
With this application you can extract and import leads from Unbounce to Zenvia Conversion, as well as assign the distribution rule you want to this channel and choose the additional configuration that best fits your needs.
Asana App in Zenvia Conversion
Learn how to activate and use the Asana app to create tickets from your conversations
Asana allows you to generate tickets from your clients' requests, without having to leave Zenvia Conversion.
With this App you can:
Create tickets directly from your WhatsApp, Facebook Messenger, and Inst
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
Leads API in Zenvia Conversion
This API was developed with the purpose of providing an asynchronous way to send leads to Zenvia Conversion, allowing you to receive a webhook containing the results. Learn about the requirements and how to use this API in your account in this article.
⚠️ Attention: Integrating an API requires advan
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
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
Home: Zenvia Customer Cloud overview
Important: Before following the instructions, make sure the feature is available for your access profile.When accessing the solution with email and password, the Home section displays essential information for the efficient use of the platform and for monitoring your organization's activities.
Star
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
Integrations in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Integrations in Zenvia Customer Cloud allow you to connect your account with external platforms, facilitating the sharing of information between systems and expanding the available features.
For
Systems in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In this article, learn what systems are, how they work, and how to use them to optimize contact management, transactions, and data. Explore practical use cases to enhance your operations.
What ar
Overview page in Zenvia Conversion
Located in the side menu, the Overview represents the home page of Zenvia Conversion. It provides a summary of open tickets, real-time activities, and performance metrics for your team.
Upon logging into our solution, you will be automatically redirected to this page. Below, we will detail each fun
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 the Migration Between BPS/WhatsApp Providers
Understand what the migration between WhatsApp providers consists of and what the benefits are.
The WhatsApp Business API enables number portability between providers, also known as BSPs (Business Solution Providers), but what does that mean? And what are the benefits can it bring?
This feature
Questions about plans, contracts and cancellation in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Get answers to your questions about:
Plan management: Cancellation and plan changesPlan features and resourcesContractual consumption and limitsBilling and invoicing⚓
Plan management: Cancellati
Use Cases of Microvix
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 taken using the integration between Microvix, an Enterprise Management System, and Zenvia Customer Cloud.
💡 Tip: Learn more details abo
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
04. Actions in expert agent
Important: Before following the instructions, make sure the feature is available for your access profile.This is the fourth and final step of creating the expert agent, where you can select the successful action Message Sending.
To access this feature, go to Zenvia Customer Cloud > Expert agent > Cr
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
Leads in Cliengo in Zenvia Conversion
How to get leads from this chatbot in Zenvia Conversion
To start the activation, request the API key from your Cliengo account manager.
Once you have it, go to Integrations and click on Cliengo and enter the API Key in the appropriate section. Click CHECK API KEY.
Once the system validates
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
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
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 pur
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
Trello integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration of Trello with Zenvia Customer Cloud allows you to create support tickets directly from your conversations, turning your communication channels into efficient customer service and
Asana integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration of Asana with Zenvia Customer Cloud allows you to create support tickets directly from your conversations, turning your communication channels into efficient customer service and
First steps in Zenvia Customer Cloud
The initial steps are essential to start using Zenvia Customer Cloud and optimize your end-to-end journey.
⚠️ Attention: Only users with an Admin profile are allowed to perform the following actions.
Synchronize data with external solutionsAccount administrators can connect an external solution to Z
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
Schedule broadcast in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.When sending communications by email, RCS, SMS, or WhatsApp, you can choose how these messages are delivered.
You must choose from the options:
Broadcast now;Schedule broadcast;Send at the best
Shared Inbox in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Shared Inbox enables members of the same group to view all conversations held in the Inbox. Messages are visible to everyone, facilitating collaborative work in the Zenvia Customer Cloud.
Wi
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
Overview in Sales - Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Overview in Sales is a feature of the Sales module in Zenvia Customer Cloud. Here, you'll find an overview of the reports with metrics of your sales interactions, both from your users and you
Tiendanube integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.With the integration between Tiendanube and Zenvia Customer Cloud, you can automate WhatsApp message sending upon receiving new orders and share product information directly in conversations with
Contact List in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Contact lists allow you to organize and segment contacts efficiently, making it easier to send targeted messages and personalized campaigns. Below, learn how to create, manage, and use lists in Z
WhatsApp Message Templates in Zenvia Conversion
Discover how to create message templates for WhatsApp and optimize your communications in Zenvia Conversion
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
10. Automatic Messages
The Automatic Messages feature are messages that can be fired based on triggers, using variables in the text, configuring different departments and establishing recurrence of sending, i.e. after how long (it is possible to configure the time) the message will be resent. This feature allows the custo
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
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 create users in Zenvia Conversion
Add your agents so they can use Zenvia Conversion
It's time to create your users. To do this, find the Settings icon at the bottom of the panel on the left side of your screen and select the "Users and Teams" option.
Next, click the "+" sign that you will see in the lower right-hand corner.
Selec