Hi, Humans. How may we help you?
Results found: 219
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
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 open and track tickets in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.If you need support in Zenvia Customer Cloud, you can open a ticket to resolve doubts, request adjustments, or report issues. Additionally, it is possible to track the status of your tickets and,
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
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
07. 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
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] 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
How to create and apply tags to contacts in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Tags allow you 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, s
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
Send SMS messages in Zenvia Customer Cloud
In this article, you will find information about sending SMS messages in Zenvia Customer Cloud.
Webmotors
See how to perform this integration with Zenvia Conversion
API Webmotors Documentation:
https://portal-webmotors.sensedia.com/api-portal/documentacao
Important: The user that is being used in the integration must be a user with API permissions. This user won’t be able to access Cockpit CRM D
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] 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 publish your WebChat flow
When building a WebChat flow, you can use it on your website, blog, or even as a landing page.
With the flow already built, saved, and ready to use, follow the steps below to publish it.
You need to integrate the WebChat channel into your account. See the documentation: How to integrate the WebChat
Integrate TikTok Ads with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration of TikTok Instant Messaging Ads with Zenvia Customer Cloud allows for seamless handling of WhatsApp messages generated from TikTok Ads. It also enables Click-to-WhatsApp conversat
Why was my WhatsApp template rejected?
Important: Before proceeding with the instructions, confirm whether the feature is available for your access profile.All WhatsApp templates need to be approved by Meta before being used in campaigns or conversations with your contacts.
When accessing Settings > Message templates > WhatsApp, if you s
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
WhatsApp Message Templates in Zenvia Conversion
Discover how to create message templates for WhatsApp and optimize your communications in Zenvia Conversion
Asana App in Zenvia Conversion
Learn how to activate and use the Asana app to create tickets from your conversations
Asana allows you to generate tickets from your clients' requests, without having to leave Zenvia Conversion.
With this App you can:
Create tickets directly from your WhatsApp, Facebook Messenger, and Inst
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
[Enterprise] Use of Telephony in Tickets: Outbound and Inbound Calls
The Telephony feature allows support agents to receive and make calls directly through Zenvia Customer Cloud. These calls can be converted into new tickets or linked to existing ones, offering greater control and service history.
In this article, you will see:
Receiving callsThe first step to using
Relationships in Tickets
Important: Before following the instructions, make sure the feature is available for your access profile.The Ticket Relationships feature allows you to create links between tickets, connecting support services to facilitate progress tracking, centralize communication, and improve ticket management.
[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
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
[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
[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
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
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
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
[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
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
Registration of WhatsApp message templates in Zenvia Customer Cloud
WhatsApp message templates allow you to send personalized messages to your customers, automating processes and optimizing communication. For example, you can create a template for a welcome campaign that is automatically sent whenever a new customer registers.
Message templates go through an approva
How to create custom distribution rules
Zenvia Conversion Radar allows you to completely customize the way you would like to receive contacts from each channel. To do this, you will need to create a new distribution rule.
1. Go to Apps > select the desired channel
2. Go to "Distribution rules" and click "Create new."
3. A window will ope
How to create a Business Manager on Facebook
Understand why it's important to create a Facebook Business Manager.
Facebook's Manager is an indispensable tool for your business. It has many benefits, including the ability to:
Manage multiple Facebook accounts and pages from the same platform;
Authorize different permission levels in accord
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 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 Change Your Account Language in Zenvia Conversion
Learn how to easily change your account language
In Zenvia Conversion, you can choose which language (Spanish, English, or Portuguese) your account information will display in. Follow the steps below to make the change:
1 - Go to Settings > Groups & Users. Click on the three dots, then select
MercadoPago App
Learn how to activate this integration and share a payment link in your conversations within Zenvia Conversion
To activate this app, follow the steps below:
1 - Go to Apps and click on the MercadoPago icon to start the integration:
Important: Our integration with Mercado Pago is only avail
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
How to identify a contact from a Zenvia Attraction campaigns
See how to identify contacts originated from a Zenvia Attraction campaign and track the performance of your marketing actions in Zenvia Conversion.
By integrating your WhatsApp campaigns triggered by Zenvia Attraction with your Zenvia Conversion account, you ensure that whenever a response is receiv
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
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
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
Quotes App
Quotes App is a feature integrated into Zenvia Conversion that simplifies the creation and sending of quotes to your contacts via WhatsApp. With Quotes, you can record and measure all sales made through our solution.
In Quotes, you manage your company's product catalog, configure additional fields t
[Enterprise] Tickets API
Our API's allow up to 10 requests per minute. To increase this limit, contact support. Find out more about API times and limits.
⚠️Attention: In the Tickets API, after 3 requests with error, the code 429 - Too many failed requests will be returned, blocking requests for 60 seconds. This time is left
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
How to recontact a customer on WhatsApp from a ticket
In this article, you’ll learn how to recontact a customer via WhatsApp from a ticket, creating a new support conversation that is automatically linked to the original ticket.
This feature is available for Agents, Advanced Agents, Operators, and Administrators who use the Support service module in Ze
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
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
Automatic Closure Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Automatic Closure is a feature in the conversation settings of the Support Service module that automatically closes a chat in cases of customer inactivity for more than 7200 seconds, after the is
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
How to send a location to your clients
Send your location or that of any of your business offices from your conversations in Zenvia Conversion.
To send your location to a client, follow these steps:
1 - Press the attach icon located above the bottom bar of your conversation and select Location:
2 - A pop-up will appear, where you
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
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
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
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
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
Integrate chatbot into your Website
Important: Before following the instructions, make sure the feature is available for your access profile.Interact with your customers directly on your website. Integrate a web chat with your Chatbot and automate all your operations. Follow the step-by-step instructions to link it.
Step 1: Link Web C
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
Integration of Google Drive with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.With this Zenvia Customer Cloud integration, it is possible to share Google Drive file links between users and contacts to send cloud-saved files via messages during their interactions.
In this
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] 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
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
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
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
How to set up Zenvia Conversion Bot
At Zenvia Conversion, we have come to understand that the key to success in communications for any company is quick response times.
And it is precisely to solve this problem that Zenvia Conversion's Bot can help you! To configure both WhatsApp and Facebook Messenger and Instagram, follow these steps
Conditions and usage of InteractionZ
Important: Before following the instructions, make sure the feature is available for your access profile.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 Interactio
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
Start a customer service with a WhatsApp Message Template
Important: Before following the instructions, make sure the feature is available for your access profile.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
Duplicate contacts when integrating systems with Zenvia Customer Cloud
When you integrate a management system (Customer Data Platform) with Zenvia Customer Cloud, it may happen that identical contacts are sent more than once – creating duplicate records.
To ensure your data stays organized and consistent, it is important to define how Zenvia Customer Cloud should act w
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
How to create and configure variables in a chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Variables allow you to store and reuse information throughout the chatbot conversation flow. With them, you can personalize messages, save user responses, control steps, and much more. There are
New WhatsApp Business pricing model
Effective as of July 1, 2025
Starting July 1, 2025, WhatsApp Business API will no longer use the 24-hour session (or conversation window) pricing model. Charging will now be based on each template message sent, except for user-initiated interactions.
What is changing?End of 24-hour conversation wind
Importing contacts from a file to Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.This article teaches you how to import contacts into lists by sending a file. This way, you send your entire contact base simply and quickly.
Accessing the featureYou can start the import in two
How to add or edit contact information
Important: Before following the instructions, make sure the feature is available for your access profile.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
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
[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
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
Why am I not receiving messages from Facebook Messenger
Set Zenvia Conversion as the default application
How to set up handoff variables for human agents in Customer Cloud
If you use another Zenvia platform to triage your customer service interactions and have already configured interoperability with Customer Cloud, this guide will show you how to correctly send customer information to the human agent.
In this article, we will focus on configuring the handoff variable
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
[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
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
WhatsApp Voice Call in Customer Service
Important: You must have WhatsApp enabled to access the voice calling options (WhatsApp Calling). If WhatsApp is enabled for your account, these options will be available automatically. Check your plan to verify whether this feature is included.It is now possible to make voice calls in Customer Serv
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
Additional fields for tickets
Important: Before following the instructions, make sure the feature is available for your access profile.Additional fields allow you to collect more detailed information during ticket registration, offering flexibility to customize the system according to your business needs.
Who can configure addit
How to set up the sales group’s business hours
Learn how to set up business hours in Zenvia Customer Cloud, including weekdays and start and end times for the shifts.
Team working hoursAny user profile can configure working hours to control availability and ensure the correct distribution of service requests.
How to set up working hours1. Go to
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
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
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
Why was my account suspended even though my payments are up to date?
Account suspension can happen for reasons other than non-payment, such as specific pending fees, usage exceeding limits, or bank processing times.
Main reasons for suspension:1. Pending Setup FeeThe setup fee is a one-time charge at the beginning of the contract. Even if your monthly subscription is
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
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
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
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
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
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
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
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