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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
Company and department database in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Link contacts to companies and departments, and integrate individual information into an organizational structure.
With the linking of contacts to companies and departments, it is possible to:
Su
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 change my plan
Make the plan change directly in Zenvia Customer Cloud. You can change your subscription easily and quickly by following the steps below.
⚠️ Attention: Plan changes can only be made by users with the Admin profile.
Step-by-step to change your planAccess your account in Zenvia Customer Cloud.Go to Se
Message sending errors in the Sales Customer Inbox
When a message is not delivered to the commercial service inbox, it is important to understand the reason for the error in order to take the correct measures.
Error messagesIn the inbox, located under Sales > Customer Inbox, you will see two types of messages related to errors:
Short and informative
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
Ticket Details
Important: Before following the instructions, make sure the feature is available for your access profile.In the Ticket Details section, you can view all the information about support service tickets.
Find information on:
PrincipalResponsibleStatusAttachmentsMergesHow to View Ticket DetailsTo view th
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
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
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
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
Managing Chatbot Content on the Knowledge
Important: Before following the instructions, make sure the feature is available for your access profile.The Knowledge screen is where you define which content your Generative AI chatbot should consult to answer user questions.
On this screen, you can add two types of content:
Content for conversati
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
Send media messages with WhatsApp
Important: Before following the instructions, make sure the feature is available for your access profile.To send WhatsApp messages that include media, it's necessary to:
Have a message template pre-approved by Meta within Zenvia Customer Cloud.Provide a media link during the setup of the message.Sen
New WhatsApp Business pricing model
Effective as of July 1, 2025
Starting July 1, 2025, WhatsApp Business API will no longer use the 24-hour session (or conversation window) pricing model. Charging will now be based on each template message sent, except for user-initiated interactions.
What is changing?End of 24-hour conversation wind
Start a customer service with a WhatsApp Message Template
Important: Before following the instructions, make sure the feature is available for your access profile.Message templates in Zenvia Customer Cloud are used to initiate or reestablish a conversation in the Customer Inbox.
These templates, created by you, undergo content validation by Meta, ensuring
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
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
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 organized in a modular structure, and the availability of eac
Importing contacts from a file to Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.This article teaches you how to import contacts into lists by sending a file. This way, you send your entire contact base simply and quickly.
Accessing the featureYou can start the import in two
Best practices for sending emails
To ensure efficient and secure delivery of your emails, we have outlined some important points and best practices for configuring your email broadcasts in Zenvia Customer Cloud.
AuthenticationDNS Records:
Make sure that the DNS record entries are correctly registered when setting up a domain. This e
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 the user's responses. The conversation can follow two types of destinations: a specific block or a default block.
The settings
Frequently asked questions Zenvia Chat - FAQ
Do I need to pay to start using it?No, you don’t. As soon as your account is activated, you can start using it. The billing will come afterward.
When will I receive the invoice?The invoice is sent between the second and third business day of each month to the email of the person who made the purch
11. Automatic finish
This setting allows you to enable the automatic closure of a call in the event of user inactivity, and is valid for the WhatsApp, Web Chat, Facebook, Telegram and Mercado Libre channels. Automatically closing a call reduces customer waiting times, increases responsiveness and improves customer sati
RFV
Important: Before following the instructions, make sure the feature is available for your access profile.RFV stands for Recency, Frequency, and Value. It is a methodology widely used in marketing and customer analysis to segment and prioritize audiences based on their purchasing behavior. The centra
Check payments and billing of Zenvia Customer Cloud
Check your payment history, the status of paid, pending, and canceled invoices, and access tax documents directly in Zenvia Customer Cloud by going to the side menu Settings > Billing.
⚠️ Attention: Only users with Admin or Viewer profile can access this section. You can view all financial informati
Plans and contracts in Zenvia Customer Cloud
The subscription to a Zenvia Customer Cloud plan must be made on the Zenvia website. It is necessary to combine a Software Plan with a Channel Package.
Software PlanThis plan includes Zenvia Customer Cloud features, as well as the number of InteractionZ and users.
InteractionZ: These are interaction
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
WhatsApp message template categories
Meta requires all WhatsApp message templates to be correctly classified to ensure proper approval and usage. Each category has a specific purpose and directly affects how the message will be sent — including its cost.
In this article, you will find the available categories, their purposes, and how M
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
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
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
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
Voice calls via WhatsApp in support service
Important: You must have WhatsApp enabled to access voice call options (WhatsApp Calling). If you have WhatsApp enabled, these options will automatically be available. Check your plan to see whether this feature is supported.You can now make voice calls during support interactions, allowing companie
What's new in Zenvia Customer Cloud
12/09 ⚙️ New feature
Unified contact profile across different platform journeys
With this update, Zenvia Customer Cloud now features a new side panel for contact information, available across different journeys of the platform. You can now view, create, and edit contact data directly from the Commer
Contact Information in Zenvia Customer Cloud (Side Panel)
The contact side panel is a card that appears on the right side of the screen whenever you open or interact with a contact in Zenvia Customer Cloud.
It allows you to view, edit, and manage contact details without leaving the current screen, making your workflow faster and more seamless.
Where it app
How to contact Zenvia technical support
Need help? The Zenvia Support team is here to guide you! Check our service channels right now and learn how to open your ticket to receive the assistance you need.
🔍 Finding helpTo ensure the quickest solution for your need, use the appropriate channel:
Help Center - You are here!
Your first resour
How to integrate and use Shopify in the sales customer inbox
If you already have a Shopify store and are looking to optimize communication with your customers throughout the customer journey, transform shoppers into valuable leads, and accelerate sharing product details, integrate with Zenvia Customer Cloud. In this article, learn how to integrate and use the
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
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
17. 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
16. Transferring Clients
How to send a client to another user
It's very easy to transfer one or more clients to other agents using the desktop version of Zenvia Conversion.
First, go to My Portfolio, select the desired clients, and click the + icon at the bottom of the screen. You'll see a menu bar appear.
2. S
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
05. Monitor Activities
The Monitor Activities feature allows you to track, in detail, all interactions and actions performed by your agents in Zenvia Conversion.
With this feature, you can:
Analyze archived conversations, transfers, closures, and other activities.Track agent productivity.Evaluate the effectiveness of your
02. 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 send a PayPal link to your clients
Integrate PayPal with Zenvia Conversion and facilitate your sales
To send a PayPal link and have this registered in Zenvia Conversion, an administrator on your team must first activate the application. For that, check out this help article.
1 - From the conversation with your client, go to the
04. How to edit fields in HSM (pre-approved templates) on your phone
How to edit fields in HSM (pre-approved templates) on your phone
Edit the HSM (Highly Structured Message) messages on the conversation screen. At the moment, only available for Android.
From your Android phone:
1- Enter the conversation in which you want to send the message.
2- Select the te
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
07. How to Schedule a Reminder
Learn how to use this feature to organize conversations with your clients
In Zenvia Conversion, you can set reminders within conversations with a client and choose how long before you want to be reminded to send a new message.
From the conversation you want to schedule the reminder for, clic
06. What is a WhatsApp session
The WhatsApp Business API offers several advantages for companies, one of the main ones being the possibility of multiple users accessing the same WhatsApp account. At Zenvia Conversion, we use the official WhatsApp API, which has rules in place to ensure proper use of the platform.
What is a WhatsA
05. How to Block Document Attachments
Request that document sending be blocked in groups or users in your account Zenvia Conversion
In Zenvia Conversion, you can choose to disable the option to attach and send documents that is available within each conversation. By default, this option is enabled, that means, the sending of documen
02. Conversational Channels
Learn what conversational channels are and how to configure them.
What are conversational channels?
At Zenvia Conversion, we use "conversational channels" to refer to the methods we use to communicate with our clients.
Which channels does Zenvia Conversion currently have available?
The ch
05. Additional Fields
In Zenvia Conversion, Pro Plan customers can add additional fields that are customized to your business, improving the organization of important information in the platform and making it easier for your team to access.
Additional fields can be simple text (open), dropdown (multiple options) or date
07. How to send WhatsApp Broadcast Messages
At Zenvia Conversion, we understand how useful it is for companies to be able to send mass messages through WhatsApp while still complying with all the app's policies.To send your template via mass broadcast, follow these steps:
1 - Go to the Contact Panel.
2 - After selecting the multiple recipient
13. Download images, documents, videos and audios from your conversations in Zenvia Conversion
Check how to download each of these media files
Zenvia Conversion allows you to download the main media that you receive and send directly through the conversation with your customer. See how in the video below:
By directing the mouse arrow to the media you want to download, a small arrow wi
06. Different Distribution Method from What Was Configured
In this article, you'll learn how to verify what distribution rule was applied to a particular client.
Occasionally, a client doesn't follow the distribution method you have set up as a default method for your groups.
This can happen when a client comes in via a distribution rule particular t
04. How to export your customers to Google Sheets
Download your clients to a Google spreadsheet.
Zenvia Conversion allows you to export your clients to a Google spreadsheet using a wide variety of filters. Here I will show you how:
1- First, you should go to Integrations and search for the integration by clicking on the + symbol at the botto
01. Zenvia Chat available articles
🌎 By Humanz for Humans: Welcome to the Zenvia Chat Help CenterOur documentation is divided into three categories:
Concept and Access: tool concepts and instructions for accessing it;Getting Started: an overview of the tool and its main features;Features and Functions: user manuals for operating the
Here are the available articles from Zenvia Conversion
Welcome to the Zenvia Conversion Help CenterOn this page you will find all the documentation for using Zenvia Conversion, organized by categories and most popular topics.
Search for information and resolve your doubts about first steps, our resources, and general settings here or using the side menu
10. Draft messages
Save your unsent messages to send them later
Zenvia Conversion automatically saves those messages or templates that were not sent, either because you went to another screen or there was a connection problem.
With this functionality, your agents will save you time and streamline your management
09. Customer reply to a specific message
Zenvia Conversion allows you, in some cases, to see when your customers respond to a message directly.
Zenvia Conversion allows you to see within the conversation when a customer responds to a specific message, be it with a text, a file or an image.
Note: You can only see messages cited by con
12. How to record salesfloor visits and test drives
In the conversation, select the ( + ) icon > then, the "visits" icon:
Three statuses will appear:
Canceled: for those visits that you scheduled but did not happen.
Pending: for those you have already scheduled.
Done: to record that the client finally visited the salesfloor.
In all three
11. 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!
09. 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
07. Visit and Test Drive reports
To create these reports, you must activate the Visit and Test Drive reports following the next steps:
1.- Go to apps and click in the + symbol located at the bottom right corner of the screen
2.- Click Show All and scroll down until you find Visits. Click it.
3.- Follow the steps 1.- and 2.- to
04. Contact Database in Zenvia Conversion
Zenvia Conversion
03. 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.
Why was my WhatsApp template rejected?
Important: Before proceeding with the instructions, confirm whether the feature is available for your access profile.All WhatsApp templates need to be approved by Meta before being used in campaigns or conversations with your contacts.
When accessing Settings > Message templates > WhatsApp, if you s
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
WhatsApp Coexistence: What it is, requirements, and how to use it in Zenvia Customer Cloud
The WhatsApp Coexistence allows you to connect your WhatsApp Business application to Zenvia Customer Cloud using the same phone number, without needing to uninstall the app or lose recent contacts and conversations. This way, your company can gradually migrate to the Meta Cloud API, testing and adap
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 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
Reset or change my password
In this article, learn how to reset or change your access password for Zenvia Customer Cloud.
The following steps describe how to reset forgotten passwords. If you want to make changes to a known password, continue with Change my password.
⚠️ Attention to requirements:
The new password must meet the
How to change my personal profile information?
Important: Before following the instructions, make sure the feature is available for your access profile.You can easily correct, complete, or update your personal information by accessing the account preferences in Zenvia Customer Cloud.
Change profile name (First and Last Name)The profile name appe
How two-factor authentication works in Zenvia Customer Cloud
Enable two-factor authentication to ensure the security and protection of your account in Zenvia Customer Cloud.
In this article, you will learn:
What is two-factor authentication and why is it used?How to configure two-factor authentication (via authenticator app, SMS, or email)How to reset or chan
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
Tokens & Webhooks for use in APIs in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Use Tokens & Webhooks to generate authentication credentials and configure URLs to receive automatic event notifications, facilitating the integration of Zenvia Customer Cloud with other systems.
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 customizable widget that helps you connect with visitors. This channel is ideal for customer support, sales assi
Support expert agents: what they are and how to create them
Support specialist agents are configurable automations in Zenvia Customer Cloud that allow you to automatically perform actions within a ticket whenever specific conditions are met.
These agents can be triggered by user interactions or by time-based rules — such as how long a ticket stays in a certa
Actions of support specialist agents
Whenever a ticket is updated, the system checks if any support specialist agent has conditions configured for that scenario. If so, the actions linked to that agent are executed automatically.
This is the final step of the agent configuration, where you define the success actions to be taken, such a
03. Zenvia Chat integration with RD Station Marketing
RD Station Marketing is a marketing automation software that helps with capturing, managing, and communicating with customers and leads (potential clients). Zenvia Chat has a native integration with RD Station Marketing, allowing conversations initiated through the tool, via any channel (chat, voice
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
Sales chat operation monitoring in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Operation Monitor in Zenvia Customer Cloud allows you to track your team's recent actions in commercial service and analyze the efficiency of your operation.
To access it, go to the side menu
Shared Inbox in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The shared customer inbox allows all members of a group to view and manage the conversations in the commercial service inbox on Zenvia Customer Cloud. This makes teamwork simpler and more collabo
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
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
How to create and apply tags to contacts in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Tags allow you to group and categorize the contacts in your database according to your organization's needs.
For example, you can segment customers based on their relationship with the company, s
How to send messages and use the inbox in sales
Important: Before following the instructions, make sure the feature is available for your access profile.The inbox is the space where you communicate with your contacts within the Zenvia Customer Cloud.Through it, it is possible to send text messages, audio, images, videos, documents, location, paym
01. Channels
In this Channels report, we have access to information regarding service across all channels (except the voice channel, which has a separate report due to its unique characteristics).
To access the digital channels, go to Zenvia Chat - Admin Profile > Analysis > Channels.
At the top of the page, we
05. Mercado Libre channel
By enabling the Mercado Libre channel, it is possible that all questions and direct messages sent by customers to your store on this platform will reach Zenvia Chat.
Mercado Libre is one of the largest e-commerce platforms in Latin America. It allows sellers and buyers to meet virtually to buy and s
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
13. Contact list
This feature shows the entire list of customer contacts available. It allows you to add, import and export this contact list.
To access this feature, go to Zenvia Chat - Administrator profile > Service > Contact list.
On this screen you can search for a contact in the search field and also view th
How to integrate and use the Facebook catalog in commercial service
Send your Facebook product catalog via WhatsApp directly in your commercial support conversations.
Create your catalog1. Go to the Commerce Manager in your Facebook Business Manager and click Add Catalog.
2. Set up the catalog and rename it with your company name (do not use the default name to avo
Register and track visits and test drives in commercial service
Learn how to install, use, and track the results of the Visits and Test Drive integrations in Zenvia Customer Cloud.
These two features are ideal for companies that serve customers in person, such as car dealerships, retail stores, and sales teams that schedule demos or meetings.
Both apps allow sch
Integrate Virtual Spirits with Sales
Connect your chatbot built in Virtual Spirits with Zenvia Customer Cloud to automatically import conversations and leads into the commercial support area. This integration allows the chatbot history to be loaded along with each lead, ensuring continuity in service.
RequirementsActive Virtual Spirits
Integrate Unbounce with Sales
Connect your Unbounce landing pages directly to Zenvia Customer Cloud and receive leads in real time in the commercial service.
RequirementsActive Unbounce account.Access to the Webhook configuration area in Unbounce (or contact your account executive).Steps to set up the integration1. Activate the
02. Plans
Zenvia Chat's Plans feature allows the account administrator to understand which plan their account is associated with, as well as to request the expansion of licenses and change their plan in a practical and clear way (check out the available plan options here).
To access this functionality, go to
Integrate the Facebook Messenger channel
Important: Before following the instructions, make sure the feature is available for your access profile.Facebook Messenger allows businesses to communicate with their customers directly through the inbox of their Facebook page. By integrating it with Zenvia Customer Cloud, you centralize service, s
Pause status in support service
Important: Before following the instructions, make sure the feature is available for your access profile.The Pause Status feature allows an Administrator to manage agents’ pause statuses. The Administrator can configure, edit, activate/deactivate, or filter an agent’s pause status. This screen provi
Conditions for executing the support specialist agent
Conditions are the criteria that determine when a support expert agent will be executed. They are essential to ensure that the configured actions only occur in specific and relevant contexts within a ticket.
How condition blocks workWhen setting up a support expert agent, you will define activation