Monitor Activities is a feature of Zenvia Conversion where you can find detailed information about interactions and activities performed by your collaborators (Agents) in our solution. For example, let's say you want to analyze the number of archived conversations in the month of June. With this fea

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 fu

Check what are the limitations on sending media according to WhatsApp     Can Zenvia Conversion send audio messages? How large can the files be and in what format? Yes! We support AAC, M4A, AMR, OGG, and Opus file types. The maximum file size is 16 MB.     Can you send documents using Zenvia Con

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

Learn how to use Zenvia Conversion Bots to handle initial contact with a client   Welcome messages are an important first step to help your clients get information as quickly as possible.   To create your welcome messages: Go to Customer service channels and select your WhatsApp line or Faceboo

Learn how to get the most out of this feature For your clients to be satisfied with the service you provide, it's important to put some thought into how and when you'll use welcome messages. Here we'll show you a few examples. A welcome message is a good opportunity to clarify from the beginning

With Zenvia Conversion Bots you can request your client's name, email, and WhatsApp.   To activate this feature:   1- Go to Customer service channels    2- Select the channel. This can be one of your WhatsApp lines or a Facebook page.   3- In Zenvia Conversion Bots, select the Ask for contact i

How Zenvia Conversion Bots allows you to share your response times with customers When a customer contacts your company, Zenvia Conversion Bots sends a message to communicate the expected response time. 🤖   This way your business can provide real information about waiting times, which creates a

Send a survey at the end of each conversation to find out how satisfied your clients were. Your company surely wants to know how satisfied your clients are as a measure of the quality of your service, right? Conversion Bots allows you to do this so that you can evaluate both your business's perfor

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

How you can automate your conversations and messages through the Zenvia Conversion API   Zenvia Conversion allows you to automatically send messages in any conversational channel (WhastApp, FB Messenger, etc.) through its API. This is very useful for various use cases, such as: Sending notifica

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

What are them and how to set them   Configure the exclusivity period for the first agent with a new client   This allows you to define the maximum time  that the agent will have to contact a client exclusively. After that maximum time has passed, Zenvia Conversion will start to notify other team

Learn how to activate and deactivate this feature in a few steps   If it's important for your business to hide client phone numbers, you can set Zenvia Conversion so that this information does not appear.   You can make these changes by going to Settings > Groups & Users > three dotes to the righ

Important information so we can bill you for the service   To upload your credit card details to Zenvia Conversion, follow these steps:   1 - Go to Billing Profile and before entering your credit card information, make sure you have completed your billing profile. Click on the pencil to allow you

Learn how to send message templates to customers coming from channels other than WhatsApp or Messenger (e-commerce, forms, etc)   To activate this function, follow the steps explained below:   1 - Go to Conversation Channels on the left menu and choose the channel of your business (WhatsApp or Fac

To set up your first line with Zenvia Conversion, you'll start with the trial version of the product, which can be limited or extended   Once your business has completed the registration process, you will be able to send messages, even before WhatsApp verifies your business. Meta/WhatsApp refers t

Emails from platforms, Molusco Format, and customized emails Most of the channels generate contact information that is processed via email, these can be company page forms, landing pages, email campaigns, Google Adwords, external providers. For this to occur, the emails must be re-sent to a unique

Understand why this option is recommended only in special cases.   Although it is not the recommended way to resolve most integration issues, Zenvia Conversion is able to process emails with custom formats for each business.   When these emails are forwarded to Zenvia Conversion, our team has to

Learn how to transfer incoming leads from an ad to a conversation in WhatsApp, Facebook Messenger, or Instagram   Often, businesses create ads in order to redirect leads to a conversation in WhatsApp. However, this isn't possible to do directly using Google Ads. You can't send WhatsApp messages di

Set an automatic out of office reply for after hours. With Zenvia Conversion you can set an out of office message to be sent to your clients when they contact you outside working hours.  1 - Go to Conversational Channels in the menu on the left and select the channel in which you want to make the

Zenvia Conversion allows the apps you connect with to act as users. In both API integration and Zapier cases, you may need the app you're connecting with to act as one of your users.  This functionality ensures that interaction records are made on behalf of this user. The distribution rules applied

In the Account Status section you'll find important information about your plan, the number of users, your balance, business names, payment orders and spending. Next, you will see what each of them means: Account status First you'll see the plan type you have, the number of users that are enabled an

Arrival Group The group that a prospect arrives at when they are initially registered is call their "Arrival Group". For prospects created via integrations with leads channels, the various distribution strategies configured by each channel will determine the Arrival Group. For prospects uploaded ma

Zenvia Conversion allows you to define zones within the hierarchy of your groups. Zones have two functions: To merge duplicate leads To limit the transfer of prospects outside the zone These zones are created by using border groups. How Zones Work In the following example, there are two zones.

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

Understand the functions of each user profile within Zenvia Conversion and how the hierarchy of user groups works. Zenvia Conversion allows the creation of groups and subgroups to organize your company's structure, enabling the creation of a hierarchical tree of groups and users on the platform. The

Learn how to easily change your account language   In Zenvia Conversion, you can choose which language (Spanish, English, or Portuguese) your account information will display in. Follow the steps below to make the change:   1 - Go to Settings > Groups & Users. Click on the three dots, then select

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

Discover how to configure these options in Zenvia Conversion   To get started, go to Settings> Groups&Users click on the three indicated dots and then press General: Next, some options will appear that can be edited:   New waiting contacts   In this section, you can modify the times to be consi

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

This functionality allows you to manage your team's work schedules instantly, without having to modify the settings for each agent. This allows you to define the work hours when an agent can receive Zenvia Conversion notifications. If the agent is not available, an alert will appear saying that it

Edit the client assignment method for each group The available distribution rules we have are:   Manual (or shark tank) All available agents will receive a notification at the same time whenever a new client comes in. The client will be in the portfolio of the first agent who takes them from the U

How to add origins   To manually create an origin: Go to Apps. At the bottom of the page, click "+" At the bottom right of the page, click "Show All" Scroll down to "Offline Media" and click "Otro". Type the name of the origin, select the group you want to assign it to, and click "Save"

Facebook uses this code to verify that your business activity doesn't fall under WhatsApp's banned activities. Click here to find step by step instructions for finding your Facebook Manager ID: 1. You must open your Facebook commercial page with your username and password. 2. Then, copy the final nu

The objective of this article is to help you migrate your contact database, which is stored in your WhatsApp (whether it's Common or Business API) or in your phone's contact list, and transfer them to your Zenvia Conversion account. If the import list is small, averaging about ten contacts or so, yo

Learn how you can send your Facebook product catalog via WhatsApp Create a Catalog 1 - Access your Commerce Manager page in your Facebook Business Manager (https://business.facebook.com/commerce/) and press on “Add a Catalog”:   2 - Setup your catalog configuration and rename it to your company n

Learn how to integrate to receive your leads on Zenvia Conversion Facebook Lead Ads make it easy to generate leads. People just need to tap on your ad on Instagram or Facebook to bring up a pre-filled form with their contact details, ready to be sent directly to you.   With the Facebook Leads app

Learn how to use this resource for your business Facebook's m.me service that shortens the URL that redirects clients to a person, page, or bot in Messenger can be used for web sites, email newsletters, and much more. When a client starts a new conversation or continues an existing conversation wi

To be verified as a Business Manager on Facebook, you'll need to follow the steps listed in this article. But even after you have followed those steps, there are certain requirements that may cause your request to be rejected if you don't comply with them. If that occurs, keep the following in mind:

Learn how to verify your business on Facebook to access WhatsApp functions

 When you decided to start verification, you may find that the button looks like this: If this is the case for you, here are a few options for enabling it: a) You can try creating an ad campaign with a link to WhatsApp Business. After you create the campaign the button should be enabled. b) If it s

Use this tool if you want to centralize all your communications in WhatsApp   This process just takes a few simple steps, do this so that messages get to your agents: 1 - Go to business.facebook.com then select your business and the corresponding ad account. 2 - In the Campaigns tab, click Create:

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

From your website, newsletters, or other channels, you can use the URL shortener from Meta (Instagram) to redirect clients to a conversation in your instagram. When a client starts a new conversation or continues an existing conversation with your Instagram account, using an ig.me link, the client w

Learn what to do if you can't integrate your Instagram account to Zenvia Conversion In this article, we cover the most common errors that can appear when trying to connect your Instagram Business account. Please check the following points to solve them:   1 - The account must allow access to messa

Instagram messages are not coming in or I am not receiving new messages   If you could integrate Instagram with Zenvia Conversion but you're not able to send or receive new messages, it's important to consider this:   1 - In Facebook, go to Advanced Messaging and select the last option, that says

Learn how to use this tool in your business   By creating click ads for WhatsApp/Facebook Messenger/Instagram Direct you can redirect your leads directly to the inbox of each of these three channels. Here are the first steps to do this:   Through WhatsApp With Ads that click to WhatsApp, you can

Learn how it works and how we configure the WhatsApp Business API integration   Zenvia Conversion's integration with WhatsApp Business allows you to track all the conversations your business has via WhatsApp so that you can monitor and improve them. You can also add notes and reminders, and schedu

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

How to migrate between WhatsApp providers   In the previous article, we explained the process of migration and its benefits.   Below, we explain the steps and conditions to be able to migrate your WhatsApp number to the "Zenvia" BSP.     CONDITIONS Have access to the same Business Manager ID y

Why is it limited when I can start a conversation? What are the costs of using the Facebook API? Just like WhatsApp, using the integration with Facebook Messenger has a variable login cost, which will be added to the plan you have contracted with Zenvia Conversion.   Why are Zenvia Conversion sess

Zenvia Conversion allows you to quickly set up a WhatsApp line Remember that this new line will have an activation cost. Before you add a line, it is important that you review this article, where you'll learn about the implications adding a line has for the number you will use. If you are a new cu

How to send clients to a certain group. Zenvia Conversion allows you to create distribution settings for clients who contact your business via WhatsApp.  You can set these guidelines by going to Customer service channels >WhatsApp. You’ll see two options on the screen: Assigned to: and Availab

WhatsApp plugins are software extensions or components that allow you to add a WhatsApp chat button or functionality to your website for direct communication with users. Having a WhatsApp button on your website can facilitate communication with your audience. In this article, we have compiled some p

Understand why it's important to create a Facebook Business Manager.  Facebook's Manager is an indispensable tool for your business. It has many benefits, including the ability to: Manage multiple Facebook accounts and pages from the same platform; Authorize different permission levels in accord

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

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

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

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

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

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

Enable your agents to share Google Drive files with to customers Zenvia Conversion allows you to send files hosted in the cloud from conversations with your clients, check below how to activate this function: 1 - Go to Apps and choose the Google Drive app: 2 - Next, choose the group in which you

Guide for your account's initial configuration on the platform   Hey! if you got this far, I think you already have a Zenvia Conversion [Sirena] plan contracted.   In this article you'll get easy access to the first steps to set up your account and quickly start your operation.   Reminder: only

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

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.

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

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

See how to perform this integration with Zenvia Conversion   API Webmotors Documentation: https://portal-webmotors.sensedia.com/api-portal/documentacao   Important: The user that is being used in the integration must be a user with API permissions. This user won’t be able to access Cockpit CRM D

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

Learn how to integrate Zenvia Conversion + PayPal and follow the details of your payments through the report 1 - To activate this app, go to Apps > press the "+" button on the side of the screen and choose the PayPal application:   2 - Select the group to which you want to assign the application

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

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

  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

App to send automatic messages and product descriptions on your conversations with this application. With this app you can send automatic messages through WhatsApp and Facebook Messenger every time you receive a new order from WooCommerce. Also, you can send all the information about your produc

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 activate and use the Shopify app.   With this app you can send automatic messages through WhatsApp every time you receive a new order from Shopify, also, you can send all the information about your products directly from the conversation with your client in Zenvia Conversion. IMPORTANT: is

How to activate and use the Tiendanube App in Zenvia Conversion   With the Tiendanube app you can send automatic messages via WhatsApp every time you receive a new order from Tiendanube, in addition to being able to send all your product information directly from your conversation with the client

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

Configure the days and times when you will receive messages   To configure this setting: 1 - Go to Settings > My Profile > My Settings > Business Hours:   2 - Select the desired day(s) and time(s) and click "Save."     You can also choose whether the setting applies only to the Selected day, fro

With Zapier you can send automatic messages without coding. In this example, I'm going to show how Zenvia Conversion can take a contact's details from a Google Spreedsheets spreadsheet and use them to send an automatic WhatsApp template.   1- To start, go to Zapier.com and create a Zap (click MAK

Learn how to integrate a template with Zenvia Conversion using Zapier 1 - Create a user account at zapier.com. You an do this with your email or Facebook account. 2 - To create your first integration, log in and click in the upper left where it says "Make a Zap" 3 - Choose the latest version of Z

How Zenvia Conversion integrates with your lead generation apps through Zapier   In this example we'll look at a case that shows how you can manage leads from any platform using Zenvia Conversion. For this to work, the app you'd like to integrate must work with Zapier. You can see some of the apps

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 integrate this chatbot with Zenvia Conversion Go to Apps > Integrations > Virtual Spirits   Copy the URL you will see in the integration settings to activate it. In the "source" space, assign the lead source a name.   Once your account manager tells you that the integration is comple

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

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

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

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

Send your location or that of any of your business offices from your conversations in Zenvia Conversion. To send your location to a client, follow these steps:   1 - Press the attach icon located above the bottom bar of your conversation and select Location:   2 - A pop-up will appear, where you

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 access the text you need for your conversation in seconds In Zenvia Conversion, you can quickly find message templates and quick responses from each of your conversations. For that, both on your mobile device and on your desktop, all you have to do is enter the conversation and type the "/"

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

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

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

  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:    

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

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

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

Here are a few options for errors you may encounter when you using Chrome (they may also apply to other browsers. If you're having trouble with Zenvia Conversion and none of the options you've seen are able to resolve them, you can check for a specific error in your browser. If you are using Chrom