Welcome to Zenvia Customer Cloud's Help Center!
On this page, you will find all the usage documentation for Zenvia Customer Cloud organized by categories, following the software’s side menu. We also have complementary materials for developers and a FAQ section.
Learn about the API integrations to connect external data and functionalities to Zenvia Customer Cloud.
Find information about Zenvia Customer Cloud: what it is, how to create an account, log in, get started, manage organizations, change your password, and use the Notification Center to stay up to date.
- Create account and login
- Getting started
- Overview of the software
- Manage organizations
- How to change my password
Get to know the contact base and learn how to manually add, import from a file, segment, monitor engagement, export data, handle invalid contacts, and best validation practices.
Learn how to send messages via SMS, email, WhatsApp, and RCS, and configure variables, use tags, choose the sending method, and re-engage contacts. Learn to create automated flows, use communication workflows, manage automations, and export broadcast reports.
Learn how to use communication channels for your sales strategies, integrate CRM and marketplace, track team activities, and measure customer interaction metrics. Learn to configure working hours, quick responses, closure reasons, conversation management, users, and customer service distribution.
- Start customer service with a WhatsApp message template
- Customer Inbox
- Sales Settings
- Contact assignment
- Shared customer inbox
Learn how to create and configure chatbots from scratch or using models and conversational flows with the desired channel. Discover how to forward the chatbot to human support, use and customize with Generative AI, integrate it into the website, automate triage, and analyze the customer journey with the flow map.
Understand the reports with consolidated data from automation modules, broadcast messaging, campaign performance, metrics and indicators for commercial and support services, triages, qualifications done by chatbots, and plan consumption.
Learn to configure communication channels, create and manage message templates, shorten links for use in broadcasts, obtain access keys to connect systems and webhooks, conduct tests in Sandbox, manage users and organizations, and consult financial information, contracts, and plans.
Find quick answers to the most common questions about Zenvia Customer Cloud features.