Category: 04. Sales

Message templates in Zenvia Customer Cloud are used to initiate or reestablish a conversation in the Customer Inbox.  These templates, created by you, undergo content validation by Meta, ensuring their effectiveness. Once approved, they can be used to initiate conversations with your contact base. �

Understand how the hierarchical structure of service groups and channel assignment works in Zenvia Customer Cloud. Access the structure To view the structure, follow these steps: Go to Sales > Settings > Customer service teams; Click on Customer service structure. Understand the structure The str

The customer inbox is where you communicate with your contacts. You can send text and audio messages, image and video files, documents, location, payment links, and much more. ⚠️ Attention: This functionality is available for all user profiles. How the Customer Inbox Works In the customer inbox, you

Configure and customize the service options in Zenvia Customer Cloud. The settings you define will be applied to the service boxes of your groups. To start, go to Sales > Settings: General Settings: Define aspects that apply to the entire service system, such as working hours, quick responses, call

Activity Monitor is a feature in the Customer Service module of Zenvia Customer Cloud, where you can track your team's recent activities and analyze operational efficiency.  For example, suppose you want to analyze the number of archived service requests in the month of June. With this feature, you

Message templates in Zenvia Customer Cloud are used in the Customer Inbox to initiate the first contact or re-establish service after the session has ended. You create the templates and they go through content validation by Meta, ensuring compliance with Facebook Messenger's usage rules. After appro

Sales is a module of Zenvia Customer Cloud where you centralize customer service by interacting with your contacts through sending and receiving messages from multiple channels. In this module, you can respond to all your customers who contact your company, track your team's activities, install CRM

With this integration, you can send Mercado Pago payment links to your contacts during your sales in Zenvia Customer Cloud. ⚠️ Attention: This feature is only available to users with Operator and Admin profiles. How to Install Mercado Pago Follow the steps below: 1. Access Sales > Integrations in th

The Quotes App simplifies the creation and sending of quotes to your contacts via WhatsApp, allowing you to register and measure all sales made through Zenvia Customer Cloud. Additionally, with this integration, you can manage your company's product catalog, configure additional fields to export a q

The Overview in Sales is a feature of the Sales module in Zenvia Customer Cloud. Here, you'll find an overview of the reports with metrics of your sales interactions, both from your users and your contacts. ⚠️ Attention: This feature is only available to users with Operator, and Admin profiles. Ho