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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
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
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
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
12. 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
What's new in Zenvia Customer Cloud
08/22⚙️ New feature
Notification upon reaching limit or pause time
We have released the notification feature when reaching the limit or pause time of specialist agent automations. The goal of this improvement is to ensure that users are proactively and automatically notified (with agent pause) whe
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
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 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
06. 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
Send emails in Zenvia Customer Cloud
In this article, you will find information about triggering e-mail messages in Zenvia Customer Cloud.
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
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
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
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
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 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.
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
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
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
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
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
Contact Database in Zenvia Conversion
Zenvia Conversion
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
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
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
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
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
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
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
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
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
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
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
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
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
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
WhatsApp Message Templates in Zenvia Conversion
Discover how to create message templates for WhatsApp and optimize your communications in Zenvia Conversion
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
Contacts Base Zenvia Customer Cloud API
Zenvia Customer Cloud also enables the use of the Contacts Base through its API. In this document, we will see the basic concept and show the functionalities provided by the Zenvia Customer Cloud Contacts Base API.
What is an API and how to use itThe acronym API stands for Application Programming In
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
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
Zenvia Customer Cloud for Devs (APIs)
Start your journey with Zenvia Customer Cloud for Devs (APIs)Access resources, information and tutorials to get started with our APIsZenvia offers two main types of API integration in Customer Cloud: CDP (Customer Data Platform) APIs and Functional APIs.
Each group serves different purposes and
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
How to integrate Mercado Libre with Zenvia Conversion
Check how to activate the integration with this marketplace
Leads that come in through your MercadoLibre account can also be managed through Zenvia Conversion. You can respond to all your client contacts through our app! Here's how this works.
1 - Go to Apps and click on Mercado Libre:
Af
How to integrate WBuy with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.In this article, learn how to configure the integration between WBuy and Zenvia Customer Cloud.
💡 Tip: To better understand what WBuy is and how it works with Zenvia Customer Cloud, access the a
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
How to Integrate Zenvia Conversion with OLX
Learn how OLX works and how to integrate Zenvia Conversion with OLX
The OLX integration for Zenvia Conversion is available for several countries including Brazil, Argentina, and Mexico. To get started with this integration, follow these steps:
1 - Go to Apps and click the "+" icon, and sea
Create tickets with Trello in Zenvia Conversion
How to activate and use the Trello app to create support tickets.
Turn your conversational channels into true customer service and support!
With this app you can:
Create tickets directly from your WhatsApp, Facebook Messenger and Instagram conversation.
View and publish comments on ticke
Integration of Zenvia Conversion App and Zapier
Find out what is it and how can help your business
Zapier is a site that allows you to easily integrate the web applications you use, making it very easy to automate tasks.
With the help of Zapier, Zenvia Conversion can be integrated with multiple applications that streamline the management
How to add notes in Zenvia Conversion
Use this tool to mention your coworkers in conversations.
This functionality is very useful for both agents and managers, because it allows you to mention other users in conversations, so that they are notified of comments, recommendations and feedback, all within the same chat.
These messages
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
How to send GIFs on Zenvia Conversion
Improve your conversations with clients by sending GIFs.
It's very simple to use GIF's in your conversations! Go to any conversation and click on the emoji icon > then select "GIF":
Just like you do in WhatsApp, browse through the different categories or place a term in the search engine.
N
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
03. FAQ - Zenvia Chat plans and licenses
Here at Zenvia we believe that you should have the opportunity to explore our products and their functionalities to the full, which is why it's so important to know everything they offer. Check out our Q&A and ask your questions about the Plans available on Zenvia Chat.
I want to increase my licens
Quick guide to Zenvia Conversion initial settings
Welcome to Zenvia Conversion. We're happy to have you here!
Learn more about our features and find out how to set up your Zenvia Conversion account by accessing the articles below:
Concept and Access
How to log inRequirements to request verification (green badge) for your WhatsApp Business lineWhat
09. Shopify integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration of Shopify with Zenvia Customer Cloud allows for the automatic sending of WhatsApp messages whenever a new order is placed. This connection facilitates communication with customer
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
01. Consumption report in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The consumption report provides a detailed view of the usage of the plan contracted by your organization, allowing you to monitor the volume by channel, InteractionZ, and users. Additionally, it
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
Send SMS messages in Zenvia Customer Cloud
In this article, you will find information about sending SMS messages in Zenvia Customer Cloud.
Integration of PayPal with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.With this integration, it is possible to send PayPal payment links to your contacts during interactions in Zenvia Customer Cloud. Additionally, you have the flexibility to choose the currency and
Integration of Salesforce with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Receive and manage Salesforce leads more conveniently in Zenvia Customer Cloud. This integration allows you to send messages and interact with your contacts in one place.
InstallationTo connect S
Mercado Pago Integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.With this integration, you can send Mercado Pago payment links to your contacts during your sales in Zenvia Customer Cloud.
How to Install Mercado PagoFollow the steps below:
1. Access Sales > In
Integration of Zapier com Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration with Zapier simplifies the connection of applications used with Zenvia Customer Cloud, enabling task automation and facilitating contact management. Zapier operates through events
Facebook Leads integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Facebook Lead Ads is a Meta ad format that allows you to generate leads through forms on Facebook and Instagram, available for accounts connected to Facebook pages. The standout feature of this t
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
How to use emojis in Zenvia Conversion
It's very simple to use emojis in your conversations! Enter to one of your conversations and at the bottom, you will find the emoji icon:
From there, you can search for them or check on each available category:
Choose the emoji you want to use, and that's it!
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
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
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
I'm Not Receiving Zenvia Conversion Browser Notifications
Find out what to do if you are not receiving notifications on the desktop version
For a better performance of Zenvia Conversion, you need to install Google Chrome. You can install it by clicking this link.
I'm not receiving notifications from any websites
Check that notifications are activat
Border Groups and Zones in Zenvia Conversion
Zenvia Conversion allows you to define zones within the hierarchy of your groups. Zones have two functions:To merge duplicate leadsTo limit the transfer of prospects outside the zoneThese zones are created by using border groups.
How Zones WorkIn the following example, there are two zones. The globa
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
WhatsApp account settings in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Managing your WhatsApp account ensures that it is configured according to your needs and preferences. After activating the channel, you can:
Customize the profile: Change your account’s appearanc
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
Operation performance Analysis in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Operation performance is a feature of the Zenvia Customer Cloud Analysis module. Here, you'll find reports on new contacts and conversations held in the Customer Inbox.
Filter data by groups and
Teams Performance Analytics in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Teams Performance Analysis is a feature of the Zenvia Customer Cloud Analytics module. Here you'll find reports on the performance of each user and all their teams.
Filter the data by time period
How organizations work in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, each organization represents an independent company or business unit. This means that data, access, conversations, chatbots, channels, and reports are unique to each org
Overview of channels in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Channels module of our solution integrates conversational channels with other Zenvia Customer Cloud modules, allowing your company to provide effective customer service through practical and
Merger of Sirena with Zenvia Mexico: Incorporation of Corporate RFC
Starting from 11/01/2024, the company Sirena Mexico Rodati Servicios S.A. de CV will be incorporated by Zenvia Mexico S. de R.L. de C.V. Get your questions answered about this change.
12. 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 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