🌎 By Humanz for Humans: welcome to the Zenvia Customer Cloud Help Center
Our documentation is divided into categories:
Home: overview and instructions for accessing the solution;
Contacts, Message Broadcast, Customer Service, Chatbot, Analytics, and Settings: functional documents, tutorials, and how-to guides;
FAQ: Frequently Asked Questions.
💡 Tip: don't forget to check out the new features too. In the article What's new in Zenvia Customer Cloud you'll find out about all the updates and new features available.
Now that you've understood how the Help Center is organized, find out more about Zenvia Conversion by visiting the articles below. 🚀
Zenvia Customer Cloud for Devs (APIs)
01. Home
01. What is Zenvia Customer Cloud
02. Create an account and login
03. First steps in Zenvia Customer Cloud
04. Zenvia Customer Cloud overview
05. Managing organizations
06. Reset or change my password
02. Contacts
01. Contacts Base
02. Contacts engagement monitor
03. Adding contacts manually
04. Content of a Contact List
05. Importing contacts from a file
06. Contact Segmentation Rules
07. Contact List
08. Contacts Base API
03. Message broadcast
01. Broadcast
01. Broadcast goal: What it is and how to define it
02. Send SMS messages
03. Send emails
04. Send WhatsApp messages
05. Send RCS messages
06. How to use variables for broadcast messages
07. How to tag message broadcasts
08. Schedule broadcast
09. Batch broadcast
10. Send message at the best time
11. Reengage contact base
12. Optimizing message broadcast content with AI
13. Best practices for sending emails
14. Assigning customer service in WhatsApp broadcasts
02. Automation
01. Creating an automated communication flow
02. Automations API: How to use and integrate with Zapier
03. How to use the communication rules builder
04. Activate, pause and schedule and automation
03. Reports
01. Exporting broadcast report
02. Exporting a custom broadcast report
04. Sales
01. Overview
02. Activity Monitor
01. Activity Monitor
03. Inbox
01. Customer Inbox
02. Shared Inbox
03. Start a customer service with a WhatsApp Message Template
04. Sending Messages in the Customer Inbox
05. Start a sale with a Facebook Messenger Template
04. Integrations
01. Integrations
02. Integration with Google Drive
03. Integration with PayPal
04. Integration with Salesforce
05. Integration with Zapier
06. Sales API in Zenvia Customer Cloud
07. Integration of the Quotes App
08. Mercado Pago Integration with Zenvia Customer Cloud
05. Settings
01. Settings
02. Contact Assignment
05. Chatbot
01. Getting Started
01. Defining the objective and type of chatbot02. Adding and managing content in Knowledge Bases
03. Linking channels to the chatbot
04. Getting to know the features of the Chatbot List
02. Flow Chatbots
01. Chatbot Constructor
01. How to create and connect blocks
02. Adding content in the chatbot Constructor
03. How to manage a Variable
04. How to configure Chatbot Destinations
05. Exploring other features of the Constructor
06. Creating a conversational flow from scratch
02. Creating Flow Chatbots
01. Choosing the format for creating a flow chatbot
02. Using Intelligent Builder Assistant to build Chatbots
03. Using a template to create a Chatbot in Zenvia Customer Cloud.
04. Blank: Create the structure of the chatbot manually
05. Sending the bot conversation to a human agent
03. Generative AI Chatbot
01. Overview of the Generative AI Chatbot
02. Create and adjust the personality traits
03. Managing Chatbot Content on the Knowledge
04. Add Skill to the Chatbot
05. Integrating a Generative AI Chatbot into your website
04. Qualification Triagem
01. Create Qualification via chatbot
05. Chatbot Content
01. Data output
01. Text Message: Adding Content in the Chatbot
02. Sending Multimedia File through the Chatbot
02. Data input
01. Open Field: Receiving Content from the Chatbot
02. File Request: Receiving Multimedia Content
04. Menu Chatbot Options List
05. Satisfaction Survey in Chatbot
03. Conversation actions
01. Ending Conversation in Chatbot
02. Transfer Conversation in Chatbot
03. Intelligent response based on the internet in Chatbot
04. Intelligent response based on file in Chatbot
05. API Call in Chatbot
06. Consult ZIP code in Chatbot
06. Chatbot Analysis and Optimization
01. Analyzing Calls by the Chatbot
01. ptimizing the customer journey with the Flow Map
06. Analytics
01. Contacts
01. Analysis of contact behavior
02. Automations
01. Automations overview
02. Automation performance report
03. Broadcasts
01. Broadcasts performance analysis
02. Broadcast report
04. Campaigns
01. Campaigns
05. Sales
01. Operation performance Analysis in Zenvia Customer Cloud
02. Teams Performance Analytics in Zenvia Customer Cloud
03. Closing reasons Analysis
04. Quotes Analytics
05. Scheduled visits Analysis
06. Scheduled test drives Analysis
07. PayPal Analytics
08. Mercado Pago Analytics
06. Chatbots
01. Analytics of Chatbots in Zenvia Customer Cloud
07. Usage
01. Consumption report
02. Conditions and usage of InteractionZ
07. Settings
01. Channels
01. Overview of Channels
02. Integrate the Webchat channel
03. Integrate the Facebook Messenger channel
04. Integrating the WhatsApp channel
05. Integrating the Instagram channel
06. Integrating the SMS channel
07. Integrating the RCS channel
08. Integrating the Email channel
09. Registering a domain and adding email address
02. Integrations
01. Integrations in Zenvia Customer Cloud
02. Integrating Omie with Zenvia Customer Cloud
03. Templates
01. Registration of Email Message Templates
02. Registration of RCS Message Templates
03. Registration of SMS Message Templates
04. Registration of WhatsApp message templates
05. Library of WhatsApp Message Templates
06. General List of Message templates
04. URL shortener
01. URL shortener
05. Tokens e Webhooks
01. Tokens & Webhooks for use in APIs
06. Sandbox tests
01. Sandbox tests
07. Users and orgs
01. Add and manage organization users
02. Set user access permissions
08. Financial information
01. Check payments and billing
09. Plans and contracts
08. FAQ
Send media messages with WhatsApp
Creating CSV files for import
Questions about plans and contracts
Message sending errors
WhatsApp rules and definitions
Rules for sending SMS messages
Area and country calling codes review in message broadcast
🎧 Support channel
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