04. Integrating the WhatsApp channel into Zenvia Customer Cloud
The WhatsApp channel provides direct and efficient communication with customers, offering technical support, updates, and personalized interactions.
Clients with an active plan have access to various channels, including WhatsApp, which is made available as soon as you acquire your plan (read more in
09. Registering a domain and adding email address
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 article will guide you through the steps to register and add a domain.
⚠️ Attention: This feature is only av
01. Overview of Channels in Zenvia Customer Cloud
The Channels module in our solution integrates conversational channels with other modules in Zenvia Customer Cloud, enabling your company to provide effective customer service through practical and unified communication.
⚠️Attention: This functionality is only available for users with Operator or A
01. Add and manage organization users
Users are people who will effectively access and use Zenvia Customer Cloud. They can be assigned to service groups as needed.
⚠️ Attention: Only users with the Admin profile can create and manage organization users.
Types of user profiles
Each user must be linked to a profile that defines their acce
12. WhatsApp account settings in Zenvia Customer Cloud
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 appearance by updating the profile picture, name, description, and other associated information.
Set data storag
02. Integrating Omie with Zenvia Customer Cloud
Omie is an Enterprise Resource Planning (ERP) system that offers integrated solutions for areas such as finance, sales, and procurement. Integrating it with Zenvia Customer Cloud allows you to keep your contact database always up-to-date in real-time, facilitating management and optimizing processes
03. Integrate Google Sheets with Zenvia Customer Cloud
Google Sheets is a tool that allows you to create, edit, and share spreadsheets online. With this integration, you can export contact data between Google Sheets and Zenvia Customer Cloud.
⚠️ Attention: This integration is available only for users with the Operator or Admin profiles and for the Speci
Integrate Mailchimp with Zenvia Customer Cloud
Mailchimp is an email marketing tool that simplifies the creation, sending, and tracking of email campaigns. With the integration, you can export your contacts and create email campaigns using the contacts that are already in Zenvia Customer Cloud.
⚠️ Attention: This integration is available only fo
11. Assigning account interactions
Assign support channels to a specific agent or a support group. This way, all messages received through these channels will be directed to the responsible person or group.
Before assigning, make sure the channel is properly integrated and configured for support. The channels available for commercial