01. Account information
Account data plays a fundamental role in both the personal and business spheres. This information, which includes name, address, telephone number, e-mail address and other details, is essential for ensuring security and regulatory compliance.
To access your account details, go to Zenvia Chat - Admin
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
How do I invite users to Zenvia Conversion
Managers can invite users by sending an e-mail to each one.
Easily invites managers and agents with this feature.
1- Go to Groups&Users
2- Click on “Invite”.
3- Select the group to which you will be inviting the user and select their role (manager, agent, manager-agent).
4- Complete the emails
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
How to prioritize apps
Each app can have a defined priority level with regard to other integrations. By default, the channels or apps have no priority ranking, so the order of service for contacts is based on the order of arrive (the first to arrive is the first to receive service).
To assign priority rankings to each
01. Agent List
This feature allows you to add and edit agents.
To access it, go to Zenvia Chat - Administrator profile > Service > Agent List.
This will display the following information:
Agent's name;
Agent's e-mail address;
Concurrent interactions the agent can have (number of calls that can be made in par
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
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
How to edit a user’s information, role, and group
Learn how to changing information after creating a user
To edit information for an already created user, go to Settings > Users&Groups and click on the pencil icon corresponding to the user you want to change:
From here, you’ll be able to edit Name, Last Name, E-mail, Mobile number, Document numb
03. Broadcast report in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The performance report of a specific send in Zenvia Customer Cloud provides detailed information about the communications sent, helping you monitor and analyze aspects such as delivery status, co
07. Quick responses
Quick responses is a feature used to standardize and speed up customer service. With this feature, the agent can respond more quickly to customers, as they don't have to type long and often repetitive content, since the answers are already saved.
In this way, the benefit of using quick replies is t
06. 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
Best practices for validating contacts in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud provides tools to ensure your messages are delivered correctly and your contact list remains up to date.
Below are best practices for handling phone numbers and email addres
06. Custom analytics
The Custom Analytics functionality allows downloading analyses based on specific needs. The goal is to enable the Operation Administrator to extract custom analyses, allowing the export of specific data.
⚠️ Attention: This new functionality is available only for the Advanced Plan.
This article will
How to create custom distribution rules
Zenvia Conversion Radar allows you to completely customize the way you would like to receive contacts from each channel. To do this, you will need to create a new distribution rule.
1. Go to Apps > select the desired channel
2. Go to "Distribution rules" and click "Create new."
3. A window will ope
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
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
01. Overview of Tickets
Important: Before following the instructions, make sure the feature is available for your access profile.Tickets are the main feature of the Zenvia Customer Cloud Support Service module. Here, you centralize all the data and support requests of your support team.
Tickets have customizable panels an
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
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
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