How do I set my working hours
Configure the days and times when you will receive messages
To configure this setting:
1 - Go to Settings > My Profile > My Settings > Business Hours:
2 - Select the desired day(s) and time(s) and click "Save."
You can also choose whether the setting applies only to the Selected day, fro
How to edit and add your payment information in Zenvia Conversion
Important information so we can bill you for the service
To upload your credit card details to Zenvia Conversion, follow these steps:
1 - Go to Billing Profile and before entering your credit card information, make sure you have completed your billing profile. Click on the pencil to allow you
How the Unassigned List Works
The Unassigned List can have different functions within the Chat section in Zenvia Conversion. Depending on the scenario, it may refer to contacts not linked to a user or contacts assigned but not yet addressed by any member of your team.
If the Unassigned List is activated, you have visibility of
Hide Contact Numbers
Learn how to activate and deactivate this feature in a few steps
If it's important for your business to hide client phone numbers, you can set Zenvia Conversion so that this information does not appear.
You can make these changes by going to Settings > Groups & Users > three dotes to the righ
How to set exclusivity periods in distribution rules
What are them and how to set them
Configure the exclusivity period for the first agent with a new client
This allows you to define the maximum time that the agent will have to contact a client exclusively. After that maximum time has passed, Zenvia Conversion will start to notify other team
How to delete users in Zenvia Conversion
To delete a user in Zenvia Conversion, go to Settings > Groups and Users and Click on the trash can icon corresponding to the user you want to delete.
If the user to be deleted has contacts in his portfolio, Zenvia Conversion will display the following image:
1 - By clicking on "Delete all" the
How to edit distribution methods for a group
Edit the client assignment method for each group
The available distribution rules we have are:
Manual (or shark tank)
All available agents will receive a notification at the same time whenever a new client comes in. The client will be in the portfolio of the first agent who takes them from the U
How to update the working hours of your team
This functionality allows you to manage your team's work schedules instantly, without having to modify the settings for each agent.
This allows you to define the work hours when an agent can receive Zenvia Conversion notifications. If the agent is not available, an alert will appear saying that it
How to edit a user’s information, role, and group
Learn how to changing information after creating a user
To edit information for an already created user, go to Settings > Users&Groups and click on the pencil icon corresponding to the user you want to change:
From here, you’ll be able to edit Name, Last Name, E-mail, Mobile number, Document numb
Group settings, new contacts waiting and average waiting time
Discover how to configure these options in Zenvia Conversion
To get started, go to Settings> Groups&Users click on the three indicated dots and then press General:
Next, some options will appear that can be edited:
New waiting contacts
In this section, you can modify the times to be consi