I have to update or refresh to see new messages and/or contacts
Here are a few options if you are not able to see new messages until you refresh the screen
Like most web applications, Zenvia Conversion relies on internet access to work correctly. However, this access may be restricted or have specific configurations according to the location, Wi-Fi network, com
Android and iOS Incidents
Try the following steps if you are experiencing difficulty with Zenvia Conversion's mobile app
Occasionally, you may experience issues with your Zenvia Conversion app, whether you use it on Android or iOS. If you are having this problem, you can try the steps below:
1 - On your phone, go to
08. Hours and Holidays
The Hours and Holidays feature lets customers know when you are available to serve them. You can use this feature in situations such as:
If you have a specific department in your company, in which the attendants are only available for service on certain days and at certain times, (example: Tuesday
WhatsApp rules and definitions
Below, you will find answers to some frequently asked questions related to account activation, message templates, session opening, and WhatsApp number classification.
Account Activation How to activate the WhatsApp Business number?To activate your WhatsApp Business number, follow these steps:Create
Create, manage and edit labels
Customize your labels according to the needs of your business.
Updated over a week ago
Zenvia Conversion allows you to tag your contacts to identify them according to their needs, their stage in the sales funnel, or any other attribute that helps you organize them in the best way.
To create
File Sending and Receiving and Social Media Integration Issues
File Sending and ReceivingHow can I send and receive files through a social media integration in Zenvia Customer Cloud?
A: You can send and receive files such as images, videos, audios, and documents via social media platforms like Facebook Messenger and Instagram Direct when integrated with Zenvia
[Enterprise] Indicators: How to use and configure dashboards and filters
Use the Indicators to monitor ticket performance, including metrics such as open, resolved, canceled, and reopened tickets. In this article, see:
What are IndicatorsHow to access the IndicatorsHow to configure dashboards and filtersUsing the IndicatorsAnalyzing the Indicators⚓︎
What are IndicatorsT
02. Handling and Transferring Support Conversations
In this article, you will learn about the conversation handling process in the chat queue, including transferring conversations to groups or agents and linking conversations to support tickets in Zenvia Customer Cloud.
Table of Contents:
Chat Conversation Handling
Transferring Conversations
Linking
[Enterprise] Telephony: Groups and Parameters
The Telephony feature allows turning calls into new tickets or linking them to existing tickets. To configure, simply register a telephony group and define the available parameters.
When a new call is routed to an agent in the group, the system will automatically open a “Phone Call” tab displaying a
02. Conditions and usage of InteractionZ
InteractionZ are records of interactions between the company and its customer. In Zenvia Customer Cloud, this is the term used to represent the communication between both parties.
Each InteractionZ lasts for 24 hours from the moment it is opened. During this period, your company can exchange unlimit
Create, Edit, Duplicate, and Delete Tickets
In this article, you will learn how to create, edit, duplicate, and delete Support Service tickets in Zenvia Customer Cloud.
Tickets have customizable Panels and Views. The conditions and columns you set for your tickets can alter the available fields.
⚠️Attention: This feature is available for the
Create an account and login to Zenvia Conversion
In this documentation, you'll find a step-by-step guide on how to create a new account and login to Zenvia Conversion. Start using all the features of our solution!
Create an Account
Learn the necessary steps to create your account on Zenvia Conversion.
1. Access App.zenvia;
2. Go to Product > Solut
16. How to add or edit contact information
Understand the different ways to add contacts to your database and explore editing options, including basic information, companies, departments, and customizations with extra fields. This ensures your database is organized and up-to-date.
How to add contactsYou can add new contacts in various ways:
What are quick responses and how to create them
Quick Replies are message templates designed to be sent in specific situations during customer service to expedite communication with your contacts.
For example, if a product is out of stock or if the company receives a message outside of business hours, a Quick Reply will be sent to the contact.
Qu
How to clear cache, cookies and site data
It's possible that when Zenvia Conversion makes a change or resolves an issue, you'll need to clear your browser cache for the change to take effect.
To clear your browser cache, cookies, and site data, please follow the next steps:
1- If you are using Google Chrome, the best browser to use Zenvia C
Area and country calling codes review in message broadcast
Clear your doubts about the correct use of country codes in message deliveries, ensuring that your campaigns on Zenvia Customer Cloud are delivered without errors or additional charges.
Why review the country and area codes of my contacts?Ensuring that the country codes are correct is essential to g
06. Reset or change my password
In this article, learn how to reset or change your access password for Zenvia Customer Cloud.
The following steps describe how to reset forgotten passwords. If you want to make changes to a known password, continue with Change my password.
Reset my password
If you have forgotten your access password
[Enterprise] How to create and export custom ticket reports
The Custom Reports feature allows the management and export of detailed ticket reports, enabling the creation, editing, and deletion of reports according to the needs of support journey analysis. This article explains how to access, use, and customize these reports.
Accessing ReportsConditions for A
03. Sending Message Templates in Support Chat and Tickets
Message templates are used to initiate or resume a customer support interaction. Meta requires the use of these pre-approved templates to ensure compliance with their policies, prevent spam, and protect user experience.
All templates must be approved before being sent to ensure that the messages ar
01. Introduction to the Meta Ads Manager: Concepts and features
Understand the key concepts of the Ads Manager structure and how they work to maximize the performance of your campaigns.
In this article, we will cover:
Campaign Structure
Meta's Ads Manager organizes campaigns into three main levels: Campaign, Ad Set, and Ad. Each of these levels plays a role in
WhatsApp Business monitoring and violations policy
WhatsApp monitors and alerts business accounts that repeatedly violate the WhatsApp Business Messaging Policy, the WhatsApp Commerce Policy, or the WhatsApp Business Terms of Service.
Activity notice: How does it work?WhatsApp Business accounts that violate these policies receive a notification with
Monitor Operation: Conversations and Agents
The Monitor Operation provides administrators with a real-time overview of ongoing Support Service conversations in the Zenvia Customer Cloud. Here, you have access to management information for both Conversations and Agents in one place.
To access this feature, go to Support Service > Monitor Opera
13. Enable direct and automatic distribution
By enabling direct and automatic distribution to all departments, the user can quickly and easily configure preferences related to functionalities and apply them to the entire account, including all agents and departments. This activation automates the processes carried out manually by the agent a
01. How to Create Blocks and Connect Them
Welcome to the Chatbot Constructor!
Learning how to create blocks and connect them is the first step to a functional and comprehensible conversational flow design.
In this article, you will learn the basics by creating a basic conversation flow. For this, we will create a new chatbot as a test.
Acce
[Enterprise] Automation: Triggers, Webhook, and Macros
The Automation settings allow automating repetitive tasks and customizing workflows through rules that trigger automatic actions, such as assigning tickets, updating fields, or sending notifications. This increases productivity and efficiency in support service.
⚠️Attention: Feature available only f
Integration of Zenvia Conversion App and Zapier
Find out what is it and how can help your business
Zapier is a site that allows you to easily integrate the web applications you use, making it very easy to automate tasks.
With the help of Zapier, Zenvia Conversion can be integrated with multiple applications that streamline the management
Reports: New contacts and conversations
The New Contacts and Conversations Report is a feature of Zenvia Conversion that shows the metrics from contacts and conversations conducted in customer service Chats.
Filter the data by groups and by time period to analyze in detail the metrics of the Chats module, such as response time and your t
08. Zoe in Tickets: Improve Text, Analysis Generated and Ask
Zoe is Zenvia's native Artificial Intelligence (AI), available for use in various ways within the Zenvia Customer Cloud. In Tickets, it helps to gain insights, reduce response time, and enhance communication between agents and customers during Support Services.
When accessing an existing ticket, you
08. Best practices for creating and sending WhatsApp message templates
Message templates, also called templates, are standardized and pre-approved messages by WhatsApp, used to initiate conversations following Meta's guidelines. In this article, you will find best practices for creating templates, structuring messages, and using them correctly in Zenvia Customer Cloud.
07. How to adjust and correct rejected templates on WhatsApp
If your message template was rejected on WhatsApp, don’t worry! You can edit the template, correct what is needed or even create a new one, aligned with the platform guidelines.
This article will help you understand the most common reasons for disapproval and how to adjust your template to increase
Unverified Trial and Extended Trial
To set up your first line with Zenvia Conversion, you'll start with the trial version of the product, which can be limited or extended
Once your business has completed the registration process, you will be able to send messages, even before WhatsApp verifies your business. Meta/WhatsApp refers t
[Enterprise] Account Settings: Company, Parameters, and LGPD
In the Account settings of the Enterprise Support Service module of Zenvia Customer Cloud, you can find important information about your company, options to customize system parameters, and privacy policies to comply with the General Data Protection Law (LGPD).
⚠️Attention: Feature available only fo
Steps and Conditions for Migrating Between BSPs
How to migrate between WhatsApp providers
In the previous article, we explained the process of migration and its benefits.
Below, we explain the steps and conditions to be able to migrate your WhatsApp number to the "Zenvia" BSP.
CONDITIONS
Have access to the same Business Manager ID y
09. Insert notes, tags and files
In an active conversation in Zenvia Chat, it is possible to use some resources during the interaction, such as notes, tags, and files.
To access this feature, go to Zenvia Chat - Agent Profile > Inbox.
Notes
Zenvia Chat allows you to make comments using the Note field. This is a free-text field that
02. Add and Manage Content in the Knowledge Bases
Add content to serve as the knowledge source for your chatbots and turn your information into an automated tool to solve user questions, inquiries, and possible issues.
In the Knowledge Bases, you add files or URLs that the chatbot will use as a source of information to provide faster and more effec
02. Panels and Views of Support Service
Panels and Views enable you to efficiently manage and customize the display of support service tickets in Zenvia Customer Cloud.
To configure your Panels and ticket views, go to: Support Service > Tickets > Panels and Views.
⚠️ Atención: Agent Profile can only edit their Personal Panel and view shar
Border Groups and Zones in Zenvia Conversion
Zenvia Conversion allows you to define zones within the hierarchy of your groups. Zones have two functions:
To merge duplicate leads
To limit the transfer of prospects outside the zone
These zones are created by using border groups.
How Zones Work
In the following example, there are two zones.
03. FAQ - Zenvia Chat plans and licenses
Here at Zenvia we believe that you should have the opportunity to explore our products and their functionalities to the full, which is why it's so important to know everything they offer. Check out our Q&A and ask your questions about the Plans available on Zenvia Chat.
I want to increase my licens
Most used plugins and how to add the WhatsApp button to your website
WhatsApp plugins are software extensions or components that allow you to add a WhatsApp chat button or functionality to your website for direct communication with users.
Having a WhatsApp button on your website can facilitate communication with your audience. In this article, we have compiled some p
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 "/"
[Enterprise] Chat Settings: Groups, Apps, Facebook Messenger, and WhatsApp
The Chat Settings allow you to centralize communication with customers across multiple channels, such as Facebook Messenger and WhatsApp, as well as configure chat groups and support apps.
This article guides you on configuring channels to optimize the customer experience and support efficiency, ex
01. Defining the Objective and Type of Chatbot
Welcome to the Chatbot module of Zenvia Customer Cloud. Here, you do not need to understand programming or code to create a virtual assistant and automate communication with your customers.
This article is an introduction to guide you through the first steps and ensure that your solution meets your
Visit and Test Drive reports
To create these reports, you must activate the Visit and Test Drive reports following the next steps:
1.- Go to apps and click in the + symbol located at the bottom right corner of the screen
2.- Click Show All and scroll down until you find Visits. Click it.
3.- Follow the steps 1.- and 2.- to
Sentiment analysis in Zenvia Customer Cloud: What it is and how it works?
Learn how this feature uses Artificial Intelligence to evaluate interactions, where to access it in Zenvia Customer Cloud, and how to interpret the results.
1. What is sentiment analysis?Sentiment analysis is a feature that uses Artificial Intelligence to evaluate the content of interactions with yo
[Enterprise] Agreements (SLA): what they are and how to register a contract
A SLA Agreement (Service Level Agreement) is a digital document that defines response and resolution times for support requests, following pre-established rules.
In Zenvia Customer Cloud, each client (at the organization level) can have a single SLA contract, which includes multiple rules and may o
01. Check payments and billing of Zenvia Customer Cloud
In Zenvia Customer Cloud, you can generate the 2nd copy of your invoice, check your payment history, view the status of paid, pending, and canceled invoices, and issue an invoice in Settings > Billing.
Access billing
⚠️ Attention: This functionality is only available for users with the Viewer or A
01. Internal Message between Admin and agent
The Internal Message feature is designed to provide and facilitate internal communication between the Administrator and the agent. With this feature, the Administrator can initiate an internal conversation to send a message or instruction to the agent, who can view and respond to it. This benefit al
Automation of Transactional and Conversational Messages through API
How you can automate your conversations and messages through the Zenvia Conversion API
Zenvia Conversion allows you to automatically send messages in any conversational channel (WhastApp, FB Messenger, etc.) through its API. This is very useful for various use cases, such as:
Sending notifica
User's role and Group Organization in Zenvia Conversion
Understand the functions of each user profile within Zenvia Conversion and how the hierarchy of user groups works.
Zenvia Conversion allows the creation of groups and subgroups to organize your company's structure, enabling the creation of a hierarchical tree of groups and users on the platform.
The
How to integrate Facebook Lead Ads and Instagram Ads
Learn how to integrate to receive your leads on Zenvia Conversion
Facebook Lead Ads make it easy to generate leads. People just need to tap on your ad on Instagram or Facebook to bring up a pre-filled form with their contact details, ready to be sent directly to you.
With the Facebook Leads app
[Enterprise] Additional Fields Settings and Display Rules
This article guides how to configure Additional Fields and Display Rules in Zenvia Customer Cloud to optimize customer support and request management.
⚠️Attention: Functionality available only for Operator and Admin profiles.
Additional Fields SettingsTo configure the features, go to: Support > Sett
How to edit and add your payment information in Zenvia Conversion
How to add your credit card details in Zenvia ConversionFollow the steps below to enter your credit card details:
1. Complete your billing profileGo to Settings > Billing Profile .
Before adding your card, click the pencil icon to edit the profile fields.
Fill in the following information:
Company n
06. Send and receive RCS messages in Sales
Send and receive RCS messages directly in Sales and provide an integrated and smooth service experience.
⚠️ Attention: This feature is available for users with the Agent, Operator, and Admin profiles.
How RCS works in Sales
RCS Message Overflow: RCS messages sent through mass blasts or by Chatbots
[Enterprise] Panels and Visualizations: Customize Views
Customizing ticket views is an essential feature for better organizing and tracking workflow. You can choose between two types of views: the Kanban format and the list format.
Use Case ExampleImagine you are responsible for customer support and need to closely monitor all open, pending, and resolve
[Enterprise] Chat Management: Monitoring and Metrics
Through the Chats screen, it is possible to track ongoing or queued conversations, as well as monitor overall metrics of completed service requests.
How to Configure Access to ChatFor a user to have access to the screen, they need to be added as an Administrator in the chat group.
Follow the ste
03. How to create and configure variables in a chatbot
In the context of chatbots, variables are elements that store temporary information during interactions with users. This information can include responses provided by users, such as Name, CPF, and Email.
Variables allow the chatbot to personalize conversations, make data-based decisions, and provide
01. Deploy chatbots on channels and on your website
This guide aims to help you make your chatbot available on Instagram, ensuring it is ready to interact with users as soon as messages are sent to your business account.
⚠️ Attention: To make a chatbot available on Instagram, you must have permanent administrator permissions for the company’s Facebo
09. Registering a domain and adding email address
The email domain is the entire part of an email address that comes after the @ symbol. You can create a custom domain with your company's name to give more authenticity to your messages. This article will guide you through the steps to register and add a domain.
⚠️ Attention: This feature is only av
01. Plans and contracts in Zenvia Customer Cloud
The subscription to a Zenvia Customer Cloud plan must be made on the Zenvia website. It is necessary to combine a Software Plan with a Channel Package.
Software PlanThis plan includes Zenvia Customer Cloud features, as well as the number of InteractionZ and users.
InteractionZ: These are interaction
Questions about plans, contracts and cancellation in Zenvia Customer Cloud
Get answers to your questions about software plans and channels, additional costs, invoices, and cancellations from Zenvia Customer Cloud.
What channels are available in the plans?There are seven channels available in a single package, each with its respective unit prices. You have the flexibility t
04. Activate, pause, and schedule an automation in Zenvia Customer Cloud
When creating an automation, Zenvia Customer Cloud allows you to perform various settings in the flow, including activation, pause, and scheduling of the automation.
⚠️ Attention: These features are available only for users with the Operator or Admin profiles.
In this article, we will detail each of
Notifications and WebHooks
The Zenvia Conversion API allows external systems to be notified about specific events on the platform using Webhooks.
A Webhook is an HTTP POST request sent to a previously registered URL, containing information about the event that occurred.
Available Events (Topics)The events that can be notified
Ads that click to WhatsApp, Facebook Messenger or Instagram Direct
Learn how to use this tool in your business
By creating click ads for WhatsApp/Facebook Messenger/Instagram Direct you can redirect your leads directly to the inbox of each of these three channels. Here are the first steps to do this:
Through WhatsApp
With Ads that click to WhatsApp, you can
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
02. Access and language setting in Zenvia Chat - Agent
To access Zenvia Chat, first go to the Zenvia platform, then go to Products > External Products > Zenvia Chat.
This will open the home screen - Agent profile area.
How to set the language?
Zenvia Chat supports three languages, which are loaded at the time of service. The available languages are: P
[Enterprise] Support service API access schedule and limit
To ensure optimal availability and performance of our platform, Zenvia Customer Cloud has implemented enhanced mechanisms for API access control. These measures are designed to optimize usage and prevent operational overload.
API Access Times and LimitsFrom 7:01 AM to 6:59 PM:
The APIs have a maximu
02. Create an account and login to Zenvia Customer Cloud
Welcome to Zenvia Customer Cloud! Create an account and gain access to a unique multichannel solution that centralizes and manages your customer data with greater operational efficiency.
The first step to creating an account is choosing a plan. The subscription to a Zenvia Customer Cloud plan must b
[Enterprise] People Configuration: Teams and Access Profiles
The configuration of People allows centralized permission management, ensuring that each user in Zenvia Customer Cloud has access only to the information relevant to their role, in a secure and personalized way.
⚠️Attention: Functionality available only for Operator and Admin profiles.
How to config
How to change the profile picture of your WhatsApp line or channel
This article provides step-by-step instructions for adding or changing the profile picture on your Zenvia Conversion channels and lines. We also include information about permitted image formats and sizes so you can complete the process without errors.
How to change the channel profile pictureAccess
13. Company and department database in Zenvia Customer Cloud
Link contacts to companies and departments, and integrate individual information into an organizational structure.
With the linking of contacts to companies and departments, it is possible to:
Support service: Create queues and specific workflows by company, ensuring support is more aligned with or
09. How to create and assign labels to contacts in Zenvia Customer Cloud
With labels, it is possible to group and categorize the contacts in your database according to your organization's needs.
For example, you can segment customers based on their relationship with the company, such as potential leads, business partners, and/or suppliers. These labels allow you to filt
[Enterprise] Setting up and using Webhooks in Support Service
Webhooks enable you to send ticket data to another system automatically when specific conditions are met. This approach is often simpler than a two-way API setup, as the receiving system does not need to initiate an API request to get the data from Support Service.
If you’re new to triggers, we stro
02. How to access and log in to Zenvia Chat
In this article, see the available features on Zenvia Chat, and its particularities when logging in.
First, access the Zenvia platform, go to Products > External Products > Zenvia Chat.
With your account created, you can log in using email and password or through social login.
Login with email and p
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
Why we use Sessions on Facebook Messenger and how they are calculated
Why is it limited when I can start a conversation? What are the costs of using the Facebook API?
Just like WhatsApp, using the integration with Facebook Messenger has a variable login cost, which will be added to the plan you have contracted with Zenvia Conversion.
Why are Zenvia Conversion sess
01. Waiting, first response, message and service SLAs
SLAs are intended to improve monitoring of the metrics analyzed by the Administrator and to help agents comply with SLAs (Service Level Agreements). The administrator can configure the time/period for each type of SLA: waiting, first response, message and service.
The waiting SLA is the time elaps
04. How to access and set the language in Zenvia Chat (admin)
Zenvia Chat supports three languages, which are loaded at the time of the call. The languages available are Portuguese, English and Spanish. You can set the language when you log in to the environment or from within the tool.
Setting the language at login.
Setting the language in the tool's menu.
Why we use Instagram sessions and how they are calculated
Like WhatsApp, using the integration with Instagram Messages has a variable cost that will be added to your plan in Zenvia Conversion.
Why Use Sessions in Zenvia Conversion?
The Facebook API offers several benefits for companies, mainly by enhancing the handling of inquiries through complementary t
04. How to organize and manage contacts in a list on Zenvia Customer Cloud
In a contact list in Zenvia Customer Cloud, you can view your customers' information, including mobile phone, name, and email. Additionally, you can add new contacts, edit existing ones, or remove them, organizing your database as needed.
⚠️ Attention: This functionality is available only for users
Arrival Groups and Assigned Groups
Arrival Group
The group that a prospect arrives at when they are initially registered is call their "Arrival Group". For prospects created via integrations with leads channels, the various distribution strategies configured by each channel will determine the Arrival Group.
For prospects uploaded ma
01. Stages of the deployment process - Configurations and responsibilities
This article explains briefly and practically the stages of the deployment process, the necessary configurations and responsibilities.
⚠️ Attention: In order for Zenvia Chat to work with a chatbot hosted on Zenvia Bots, it is necessary to contact Zenvia to include the overflow component in the conv
06. Relationships in Tickets
The Ticket Relationships feature allows you to create links between tickets, connecting support services to facilitate progress tracking, centralize communication, and improve ticket management.
When viewing a ticket, you can link it to an existing one as a "parent" or "child," or create a new ticke
11. Invalid contacts
Identify and correct duplicate or incorrect contacts to ensure that your entire Zenvia Customer Cloud database is ready to receive messages.
01. Add and manage organization users
Users are people who will effectively access and use Zenvia Customer Cloud. They can be assigned to service groups as needed.
⚠️ Attention: Only users with the Admin profile can create and manage organization users.
Types of user profilesEach user must be linked to a profile that defines their acces
Additional Fields
In Zenvia Conversion, Pro Plan customers can add additional fields that are customized to your business, improving the organization of important information in the platform and making it easier for your team to access.
Additional fields can be simple text (open), dropdown (multiple options) or date
03. Start a customer service with a WhatsApp Message Template
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.
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Data classification in creating additional fields
The additional fields allow for the customization of the ticket system with detailed information, but it is essential to correctly classify the requested data in compliance with the General Data Protection Law (LGPD). This classification ensures that the data is handled properly.
In this article, yo
[Enterprise] Text editor tools for support service
Learn about the text editor features available in the solution, used to format and personalize content in areas such as articles, tickets, and forms. This article explains where the editor is applied and how to use its tools to facilitate the creation and editing of information.
Features that use th
02. RFV
RFV stands for Recency, Frequency, and Value. It is a methodology widely used in marketing and customer analysis to segment and prioritize audiences based on their purchasing behavior. The central idea is to identify a company’s most valuable customers, helping direct personalized strategies to incr
Facebook Catalog
Learn how you can send your Facebook product catalog via WhatsApp
Create a Catalog
1 - Access your Commerce Manager page in your Facebook Business Manager (https://business.facebook.com/commerce/) and press on “Add a Catalog”:
2 - Setup your catalog configuration and rename it to your company n