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RFV
Important: Before following the instructions, make sure the feature is available for your access profile.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 centra
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
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.
⚠️ Attention to requirements:
The new password must meet the
Share your typical response time
How Zenvia Conversion Bots allows you to share your response times with customers
When a customer contacts your company, Zenvia Conversion Bots sends a message to communicate the expected response time. 🤖
This way your business can provide real information about waiting times, which creates a
[Enterprise] Time Tracking: Activities, Unit of measure, Type of hour and expense
In Time Tracking, configure the time tracking for each activity in the system. This feature allows tracking the hours worked on each ticket, facilitating time management and optimizing the accuracy of productivity reports in Zenvia Customer Cloud.
⚠️Attention: Feature available only for Operator and
Create, Edit, Duplicate, and Delete Tickets
Important: Before following the instructions, make sure the feature is available for your access profile.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
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 do I invite users to Zenvia Conversion
Managers can invite users by sending an e-mail to each one.
Easily invites managers and agents with this feature.
1- Go to Groups&Users
2- Click on “Invite”.
3- Select the group to which you will be inviting the user and select their role (manager, agent, manager-agent).
4- Complete the emails
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
How to prioritize apps
Each app can have a defined priority level with regard to other integrations. By default, the channels or apps have no priority ranking, so the order of service for contacts is based on the order of arrive (the first to arrive is the first to receive service).
To assign priority rankings to each
How to request contact details with Zenvia Conversion Bots
With Zenvia Conversion Bots you can request your client's name, email, and WhatsApp.
To activate this feature:
1- Go to Customer service channels
2- Select the channel. This can be one of your WhatsApp lines or a Facebook page.
3- In Zenvia Conversion Bots, select the Ask for contact i
Integrate Meta Ads Manager with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Integrate Meta Ads Manager with Zenvia Customer Cloud to expand your marketing strategies.
Benefits of IntegrationThe integration can be utilized for:
Ads:
Transform Instagram posts into ads with
WooCommerce
App to send automatic messages and product descriptions on your conversations with this application.
With this app you can send automatic messages through WhatsApp and Facebook Messenger every time you receive a new order from WooCommerce.
Also, you can send all the information about your produc
Mercado Pago Integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.With this integration, you can send Mercado Pago payment links to your contacts during your sales in Zenvia Customer Cloud.
How to Install Mercado PagoFollow the steps below:
1. Access Sales > In
[Enterprise] Knowledge Base Settings
The Knowledge Base allows you to create, organize, and provide articles, guides, tutorials, and frequently asked questions to assist both the internal team and your customers.
It functions as a digital library, making quick access to solutions easier and promoting self-service, which increases effi
Configuration and functioning of contact assignment in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The contact assignment defines how new contacts will be distributed among commercial support groups. With this configuration, users from a specific group receive notifications when new contacts a
How to integrate OMIE with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Below, learn the step-by-step process to integrate the OMIE Enterprise Management System with Zenvia Customer Cloud.
💡 Tip: Learn more details about OMIE and what is possible with this integrati
How to integrate Facebook Ads with my WhatsApp line
Use this tool if you want to centralize all your communications in WhatsApp This process just takes a few simple steps, do this so that messages get to your agents:
1 - Go to business.facebook.com then select your business and the corresponding ad account.]
2 - In the Campaigns tab, click Create:
3
[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
[Enterprise] Approval Rules Configuration
The Approval Rules allow defining criteria for tickets to be processed only after approval by one or more individuals, which can be a specific collaborator, someone with a certain role, or the requester’s superior.
⚠️Attention: Feature available only for Operator and Admin profiles.
Configure A
[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
How to measure customer satisfaction with Conversion Bots
The Zenvia Conversion Bots allow you to send a survey to measure customer satisfaction at the end of each conversation.
Evaluating customer satisfaction is essential for monitoring service quality. With this information, you can analyze team performance and implement improvements if necessary.
Satis
Integrate Zoho CRM with Sales support
In this article, learn how to receive and manage Zoho leads in Zenvia Customer Cloud.
Activate the Zoho app if you want:
A lead to be created in Zoho when it is created in Zenvia Customer Cloud.A lead to be created in Zenvia Customer Cloud when it is created in Zoho.When creating a quote in Zenvia C
Customer support groups Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Customer support groups represent the operational areas of the company in Zenvia Customer Cloud. Configure them to define participation in Support Service chat.
How it worksTo use the feature, go
16. Transferring Clients
How to send a client to another user
It's very easy to transfer one or more clients to other agents using the desktop version of Zenvia Conversion.
First, go to My Portfolio, select the desired clients, and click the + icon at the bottom of the screen. You'll see a menu bar appear.
2. S
04. How to export your customers to Google Sheets
Download your clients to a Google spreadsheet.
Zenvia Conversion allows you to export your clients to a Google spreadsheet using a wide variety of filters. Here I will show you how:
1- First, you should go to Integrations and search for the integration by clicking on the + symbol at the botto
What are Zenvia Conversion Bots Greeting Messages and how Can I Activate Them
Learn how to use Zenvia Conversion Bots to handle initial contact with a client
Welcome messages are an important first step to help your clients get information as quickly as possible.
To create your welcome messages:
Go to Customer service channels and select your WhatsApp line or Faceboo
[Enterprise] Workflow Settings
The Workflow automates processes by transferring activities between participants according to rules and procedures, combining technology and organization to optimize operations. It allows defining the execution order of tasks based on the conditions of each stage, which can be performed by one or mo
[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
Panels and Views of Support Service
Important: Before following the instructions, make sure the feature is available for your access profile.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
Integration of PayPal with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.With this integration, it is possible to send PayPal payment links to your contacts during interactions in Zenvia Customer Cloud. Additionally, you have the flexibility to choose the currency and
RD Station in Zenvia Conversion
How to activate integration with this marketplace.
You can manage the leads that come in via your RD Station account using Zenvia Conversion. Here's how that works.
1 - Go to Apps > RD Station
2 - Click "Start Session"
3 - You will be redirected to the RD Station website, where you can se
Zoho in Zenvia Conversion
How to receive and manage leads from Zoho using Zenvia Conversion.
Activate the Zoho integrate if you want:
A lead to be created in Zoho when one is created in Zenvia Conversion.
A lead to be create in Zenvia Conversion when one is created in Zoho.
A client to be changed from "lead" to "c
Business Hours Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Configure Business Hours to inform your customers about the availability of your operation each day of the week and the break periods of your Support Service team in the chat.
How It WorksTo use
Quick replies Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Quick replies are predefined messages that agents can use in Support Service, increasing team efficiency in Zenvia Customer Cloud.
How It WorksTo use this feature, go to Support Service > Setting
SenseData and Zenvia Customer Cloud Integration
This feature connects SenseData to Zenvia Customer Cloud (Zenvia Customer Cloud) to automatically synchronize your contacts and information every day. You choose which contacts to send and which information to transfer from one system to the other. Use this feature to ensure that your campaigns and
Shared Inbox in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The shared customer inbox allows all members of a group to view and manage the conversations in the commercial service inbox on Zenvia Customer Cloud. This makes teamwork simpler and more collabo
Categories Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Categories identify the type of request made in Zenvia Customer Cloud tickets. Configure them to organize support service. Create new categories or use the default options: Question, Problem, Ser
Mailchimp campaign with Zenvia Conversion
Zenvia Conversion integrates with Mailchimp so you can export your clients and create email campaigns.
This integration with Mailchimp allows you, with just a few clicks, to build your email campaigns with the contacts you already have in Zenvia Conversion. You just need to have a Mailchimp accoun
Configure the team's working hours and breaks
Learn how to configure working hours and agent breaks in Zenvia Customer Cloud, including days of the week, start and end times, intervals, and scheduled breaks.
1. Team working hoursAgents, operators, and administrators can configure working hours to control agent availability and ensure the proper
How to integrate and use the Facebook catalog in commercial service
Send your Facebook product catalog via WhatsApp directly in your commercial support conversations.
Create your catalog1. Go to the Commerce Manager in your Facebook Business Manager and click Add Catalog.
2. Set up the catalog and rename it with your company name (do not use the default name to avo
How to integrate WBuy with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.In this article, learn how to configure the integration between WBuy and Zenvia Customer Cloud.
💡 Tip: To better understand what WBuy is and how it works with Zenvia Customer Cloud, access the a
Why am I not receiving messages from Facebook Messenger
Set Zenvia Conversion as the default application
How to turn on notifications in Zenvia Conversion
Understand how to turn on notifications on both mobile phone and computer.
Phone:
If you're not receiving notifications, first check that your phone is connected to the internet and that the time settings are automatic.
How to check my notifications?
For Android, you can find a "Receive test notif
Priorities Settings
Important: Before following the instructions, make sure the feature is available for your access profile.In Priorities, configure the urgency levels to classify internal support service tickets. This way, your agents can identify the criticality of each ticket.
Priorities are linked to ticket categ
How to integrate Mailchimp with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Mailchimp is an email marketing tool that simplifies the creation, sending, and tracking of email campaigns. With the integration, you can export your contacts and create email campaigns using th
Integration of the Quotes App
Important: Before following the instructions, make sure the feature is available for your access profile.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 t
How to integrate Bling with Zenvia Customer Cloud?
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Follow the steps below to integrate the Bling Business Management System with Zenvia Customer Cloud.
💡 Tip: To understand more about this integration, read the article Overview of Bling.
S
Sending message templates in support inbox
Important: Before following the instructions, make sure the feature is available for your access profile.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
Limitations of WhatsApp Business API
Check out the main limitations of the WhatsApp in Zenvia Conversion.
Message Templates in Zenvia ConversionDue to the use of the WhatsApp Business API, WhatsApp and Facebook Messenger message templates are the only way for your company to initiate conversations, as long as the contact has not writte
Tag settings for tickets
Important: Before following the instructions, make sure the feature is available for your access profile.Tags function as markers to classify tickets. Configure them to identify specific situations in support services, such as an email sent or issues in a version.
How It WorksTo use this functionali
07. How to send WhatsApp Broadcast Messages
At Zenvia Conversion, we understand how useful it is for companies to be able to send mass messages through WhatsApp while still complying with all the app's policies.To send your template via mass broadcast, follow these steps:
1 - Go to the Contact Panel.
2 - After selecting the multiple recipient
Integration of Zapier com Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration with Zapier simplifies the connection of applications used with Zenvia Customer Cloud, enabling task automation and facilitating contact management. Zapier operates through events
Status Settings
Status indicate the current situation of tickets in Zenvia Customer Cloud. Configure them to monitor the progress of support service.
You can create custom statuses to facilitate organization or use the default options: Pending, Cancelled, In Progress, Closed, New, and Resolved.
⚠️ Attention: Featur
How to Create a CSV File for Bulk Uploads
Ensure that your file is free from errors when you upload your database
When a CSV file doesn't fulfill the necessary requirements to upload a database containing multiple clients, Zenvia Conversion will display an error:
To avoid this, follow the steps below:
1 - Create a spreadsheet with Goog
[Enterprise] Classification: Services, Emergencies, Categories, Status, Justifications, and Tags
The Ticket Classification organizes and prioritizes the tickets, optimizing the workflow and efficiency of the support. This feature allows the team to quickly identify the type of request, urgency, and responsible department.
⚠️Attention: Feature available only for Operator and Admin profiles.
How
Merge Tickets
Important: Before following the instructions, make sure the feature is available for your access profile.Merge tickets individually or in bulk from Support Service, adjusting the necessary details to complete the process.
The merge combines the information from the selected tickets, from the most re
How to integrate Microvix with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Below, learn the step-by-step process to integrate the Microvix Enterprise Management System with Zenvia Customer Cloud.
💡 Tip: Learn more details about Microvix and what is possible with this i
How can I check my account status
Log in to Zenvia Conversion, go to Settings and in the Account Status section you'll find important information about your plan, the number of users, your balance, business names, payment orders and spending. Next, you will see what each of them means:Account statusFirst you'll see the plan type you
Tiendanube App
How to activate and use the Tiendanube App in Zenvia Conversion
With the Tiendanube app you can send automatic messages via WhatsApp every time you receive a new order from Tiendanube, in addition to being able to send all your product information directly from your conversation with the client
Steps to export your WhatsApp contacts list
The objective of this article is to help you migrate your contact database, which is stored in your WhatsApp (whether it's Common or Business API) or in your phone's contact list, and transfer them to your Zenvia Conversion account.
If the import list is small, averaging about ten contacts or so, yo
How to activate and use the Shopify app
With this app you can send automatic messages through WhatsApp every time you receive a new order from Shopify, also, you can send all the information about your products directly from the conversation with your client in Zenvia Conversion.
Is necessary that customers who buy through Shopify have a
How can I upload multiple clients to Zenvia Conversion
You can upload databases to Zenvia Conversion through a CSV spreadsheet
This function saves essential time when loading customers and prospects in Zenvia Conversion.
Here we will show you the step by step:
1 - Go to "Contacts", on the "+" symbol in the lower right corner select "Upload conta
SLA Contracts Configuration
Important: Before following the instructions, make sure the feature is available for your access profile.SLA Contracts (Service Level Agreement) is a feature that manages response and resolution times for tickets.
With this feature, it is possible to have more control over the service level agreemen
WhatsApp Coexistence: What it is, requirements, and how to use it in Zenvia Customer Cloud
The WhatsApp Coexistence allows you to connect your WhatsApp Business application to Zenvia Customer Cloud using the same phone number, without needing to uninstall the app or lose recent contacts and conversations. This way, your company can gradually migrate to the Meta Cloud API, testing and adap
How to integrate and use Shopify in the sales customer inbox
If you already have a Shopify store and are looking to optimize communication with your customers throughout the customer journey, transform shoppers into valuable leads, and accelerate sharing product details, integrate with Zenvia Customer Cloud. In this article, learn how to integrate and use the
Create Qualification chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Improve customer service efficiency by automatically routing each request to the most suitable department or agent by creating Automated Triage.
Example Use CaseImagine your company receives a la
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 leadsTo limit the transfer of prospects outside the zoneThese zones are created by using border groups.
How Zones WorkIn the following example, there are two zones. The globa
How to integrate Olist with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Next, see the step-by-step to integrate the Olist Business Management System with Zenvia Customer Cloud.
The process is simple: just start by generating the API Token in Olist and proceed with th
Service Settings
Important: Before following the instructions, make sure the feature is available for your access profile.In Services, you can configure the names of the services provided by your company to classify support service tickets. Create a hierarchy between services to organize information clearly in Zenvi
01. Monitor services - Agent
The Monitor services - Agent feature allows the agent to view their performance in the operation, as well as identify the number of other agents for each of the statuses in the departments they are assigned to.
As an agent, the value of this feature lies in visualizing and managing your number and a
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
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
Best practices for creating and sending WhatsApp message templates
Important: Before following the instructions, make sure the feature is available for your access profile.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 p
How to unlock dark mode in Zenvia Customer Cloud
The dark mode changes the interface menu, making navigation more comfortable, especially in low-light environments. It is **unlocked when your organization completes the steps suggested by the platform, which involve system integration, sales support, and technical support.
By following these steps,
[Enterprise] Satisfaction survey: Question settings
The Satisfaction Survey allows you to easily assess the level of customer satisfaction after each service, helping to identify areas for improvement and take corrective actions precisely.
⚠️Attention: Feature available only for Operator and Admin profiles.
Enable Satisfaction Survey1. Access Support
Zapier Integration Example: Google Sheets
Learn how to integrate a template with Zenvia Conversion using Zapier
1 - Create a user account at zapier.com. You an do this with your email or Facebook account.
2 - To create your first integration, log in and click in the upper left where it says "Make a Zap"
3 - Choose the latest version of Z
Teams Performance Analytics in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Teams performance report allows you to analyze the team's performance within a specific service group. It consolidates individual and collective data, helping managers identify bottlenecks, r
Tokens & Webhooks for use in APIs in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Use Tokens & Webhooks to generate authentication credentials and configure URLs to receive automatic event notifications, facilitating the integration of Zenvia Customer Cloud with other systems.
Sales API in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Sales API in Zenvia Customer Cloud was developed to asynchronously integrate leads into Zenvia Customer Cloud, allowing you to receive a webhook with their results.
Learn in this article how
Voice calls via WhatsApp in support service
Important: You must have WhatsApp enabled to access voice call options (WhatsApp Calling). If you have WhatsApp enabled, these options will automatically be available. Check your plan to see whether this feature is supported.You can now make voice calls during support interactions, allowing companie
Sandbox tests in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Sandbox Tests module is designed to provide and streamline the process of testing our APIs.It offers a secure environment where developers can perform quick tests of multichannel APIs before
Sentiment analysis in Zenvia Customer Cloud: What it is and how it works?
Important: Before following the instructions, make sure the feature is available for your access profile.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?Sentimen
Justifications Settings
Important: Before following the instructions, make sure the feature is available for your access profile.A justifications is a classification used alongside the ticket status to explain why the ticket is in that status. Configure it when you need to provide explanations in support services.
Normall
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
[Enterprise] Brazil's General Data Protection Law (LGPD)
Below are the definitions according to Article 5 of Brazil's General Data Protection Law (Lei Geral de Proteção de Dados - LGPD):
I - Personal data: Information related to an identified or identifiable natural person.
II - Sensitive personal data: Personal data concerning racial or ethnic origin, re
Add and Manage Content in the Knowledge Bases
Important: Before following the instructions, make sure the feature is available for your access profile.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.
These contents are process
06. Different Distribution Method from What Was Configured
In this article, you'll learn how to verify what distribution rule was applied to a particular client.
Occasionally, a client doesn't follow the distribution method you have set up as a default method for your groups.
This can happen when a client comes in via a distribution rule particular t
Best practices for validating contacts in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud provides tools to ensure your messages are delivered correctly and your contact list remains up to date.
Below are best practices for handling phone numbers and email addres
Best practices for sending emails
To ensure efficient and secure delivery of your emails, we have outlined some important points and best practices for configuring your email broadcasts in Zenvia Customer Cloud.
AuthenticationDNS Records:
Make sure that the DNS record entries are correctly registered when setting up a domain. This e
API: Frequently-Asked Questions
Everything you need to work with our API
This article will answer the majority of questions you might have about Zenvia Conversion's API.
You can find a Postman collection with requests available for the Zenvia Conversion API here.
1 - How to upload leads using the API:
When you upload a lead v
Problems with my Instagram Business account
Instagram messages are not coming in or I am not receiving new messages
If you could integrate Instagram with Zenvia Conversion but you're not able to send or receive new messages, it's important to consider this:
1 - In Facebook, go to Advanced Messaging and select the last option, that says
An Example of Integration with Zapier: Hubspot CRM
How Zenvia Conversion integrates with your lead generation apps through Zapier
In this example we'll look at a case that shows how you can manage leads from any platform using Zenvia Conversion.
For this to work, the app you'd like to integrate must work with Zapier. You can see some of the apps
Sales Performance
The Operation Performance screen allows you to monitor the commercial effectiveness of your customer service operation and understand how agents and groups are contributing to sales results. Based on service closure data from the Commercial Service module, you can track completed interactions, sales
Integrate Mercado Shops with Sales support
Important: Before following the instructions, make sure the feature is available for your access profile.Integrate your Mercado Shops account with Zenvia Customer Cloud to easily manage contacts who have made a purchase in your store.
Learn how to automate your sales process communications via Whats
How to integrate Zenvia Attraction with my Zenvia Conversion account
Zenvia Attraction is a mass messaging platform for marketing campaigns across channels such as SMS, Email, WhatsApp, and RCS. And Zenvia Conversion is a solution to simplify communication and conversion for your sales strategies.
Integration with Zenvia Conversion allows you to unify the processes o
How to create and export a custom ticket report
Important: Before following the instructions, make sure the feature is available for your access profile.Create custom reports to monitor and analyze your support tickets. You can generate, edit, and export reports, applying filters that make it easier to extract strategic information and manage ope
Zenvia Cost Calculator
The Zenvia Cost Calculator allows you to simulate, in just a few seconds, the impact of Meta’s new pricing rules on your WhatsApp operation. Starting October 1, 2026, service messages and utility templates sent within an open customer service window will be charged per message through the official A
Pause status in support service
Important: Before following the instructions, make sure the feature is available for your access profile.The Pause Status feature allows an Administrator to manage agents’ pause statuses. The Administrator can configure, edit, activate/deactivate, or filter an agent’s pause status. This screen provi
How to change my plan
Make the plan change directly in Zenvia Customer Cloud. You can change your subscription easily and quickly by following the steps below.
⚠️ Attention: Plan changes can only be made by users with the Admin profile.
Step-by-step to change your planAccess your account in Zenvia Customer Cloud.Go to Se