The integration of Trello with Zenvia Customer Cloud allows you to create support tickets directly from your conversations, turning your communication channels into efficient customer service and support centers.

With this application, you can:

• Create tickets directly from conversations on WhatsApp, Facebook Messenger, or Instagram.

• View and post comments on tickets.

• Receive notifications about updates on tickets created via Zenvia Customer Cloud.

• Check the history of created tickets and view their details.

How to install Trello in Zenvia Customer Cloud

1. In the side menu, go to Sales > Integrations.

2. Click the Add button at the bottom right.

3. Select Trello.

4. Select the group or user to which the app will be assigned, and click Install.

5. Click Connect and log in to your Trello account.

6. Refresh your browser to apply the changes.

7. In the settings page, you can:

   • Choose the board where the tickets will be reflected.

   • Select the list where the tickets will be stored.

   • Define which Trello notifications you want to receive regarding ticket changes.

8. Click On and then Save to activate the integration.

How to use Trello in Zenvia Customer Cloud

To create a ticket:

1. Access the desired conversation in Customer Service > Service Inbox. Click the options button of the conversation with the contact , located to the left of the typing area.

2. Select the Trello app. A screen with the ticket history will open.

3. Click Create New to start a new ticket.

4. Fill in the ticket details, such as:

   • Title and description.

   • Choose a label (cold, warm, hot) according to the priority.

   • Select a list to add the ticket to.

   • Optionally, share ticket information with the customer or assign the ticket to a colleague in Trello.

5. Press Create Ticket to finish.

Once created, the ticket will appear in the history, where you can view and respond to comments made by your colleagues.