How to find my Templates and Quick Responses
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 "/"
06. What is a WhatsApp session
The WhatsApp Business API offers several advantages for companies, one of the main ones being the possibility of multiple users accessing the same WhatsApp account. At Zenvia Conversion, we use the official WhatsApp API, which has rules in place to ensure proper use of the platform.
What is a WhatsA
12. How to record salesfloor visits and test drives
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
10. Draft messages
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
09. Customer reply to a specific message
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
08. How to forward files and media in Zenvia Conversion
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
07. How to Schedule a Reminder
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
05. How to Block Document Attachments
Request that document sending be blocked in groups or users in your account Zenvia Conversion
In Zenvia Conversion, you can choose to disable the option to attach and send documents that is available within each conversation. By default, this option is enabled, that means, the sending of documen
04. How to edit fields in HSM (pre-approved templates) on your phone
How to edit fields in HSM (pre-approved templates) on your phone
Edit the HSM (Highly Structured Message) messages on the conversation screen. At the moment, only available for Android.
From your Android phone:
1- Enter the conversation in which you want to send the message.
2- Select the te
03. How to send a PayPal link to your clients
Integrate PayPal with Zenvia Conversion and facilitate your sales
To send a PayPal link and have this registered in Zenvia Conversion, an administrator on your team must first activate the application. For that, check out this help article.
1 - From the conversation with your client, go to the