Sending and receiving Instagram messages in the sales service
Send and receive Instagram Direct messages directly in the Zenvia Customer Cloud commercial inbox, centralizing the conversation flow and ensuring agility in customer service.
Requirements for UseFacebook Account with linked Instagram business account connected to Zenvia Customer Cloud.Instagram Pag
Instagram Integration with Zenvia Conversion
Zenvia Conversion simplifies communication with your audience. Through our solution, you can respond to everyone who contacts your company via Direct Messages (DMs) on Instagram and improve your conversion strategies.
By integrating Instagram with Zenvia Conversion, you can manage and centralize com
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
Common mistakes to try to connect Instagram Business
Learn what to do if you can't integrate your Instagram account to Zenvia Conversion
In this article, we cover the most common errors that can appear when trying to connect your Instagram Business account. Please check the following points to solve them:
1 - The account must allow access to messa
Automatic messages Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Automatic messages are predefined texts that help ensure your customers receive a response while waiting for support service from an agent or in case all agents are offline, for example.
How it w
10. Draft messages
Save your unsent messages to send them later
Zenvia Conversion automatically saves those messages or templates that were not sent, either because you went to another screen or there was a connection problem.
With this functionality, your agents will save you time and streamline your management
10. Automatic Messages
The Automatic Messages feature are messages that can be fired based on triggers, using variables in the text, configuring different departments and establishing recurrence of sending, i.e. after how long (it is possible to configure the time) the message will be resent. This feature allows the custo
Integrating the Instagram channel into Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Instagram is a messaging platform that allows sending texts, photos, videos with effects, and personalized interactions such as selfie stickers and reactions. In Zenvia Customer Cloud, it is avai
How to Forward Messages in Zenvia Conversion
Forward messages to up to ten active prospects at a time
In Zenvia Conversion, you can forward messages from one conversation to another in just a few clicks, saving time and making it easier for agents to communicate with their clients. Below we'll show you how you can benefit from this feature
Transactional Messages with Zapier
With Zapier, you can send automated messages without needing to know how to code.
This guide will show you how to use Zenvia Conversion to pull contact details from a Google Sheets spreadsheet and use them to send an automated WhatsApp message.
Step-by-stepCreate a Zap in Zapier
Go to Zapier.com and
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 too
How to send messages and use the inbox in sales
Important: Before following the instructions, make sure the feature is available for your access profile.The inbox is the space where you communicate with your contacts within the Zenvia Customer Cloud.Through it, it is possible to send text messages, audio, images, videos, documents, location, paym
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
How to Create a Direct Access Link to Your Instagram Inbox
Create a direct link to your Instagram inbox using Meta’s official shortcut: ig.me.
This link allows customers to be redirected straight into a conversation with your business account quickly and easily.
You can share this link on:
Your website or blogNewsletters (emails)Promotional campaignsOther d
Rules for sending SMS messages
Important: Before following the instructions, make sure the feature is available for your access profile.To send SMS messages in Zenvia Customer Cloud, it is necessary to understand some rules regarding the number of characters and types of messages allowed. In this article, learn how these rules wo
Send media messages with WhatsApp
Important: Before following the instructions, make sure the feature is available for your access profile.To send WhatsApp messages that include media, it's necessary to:
Have a message template pre-approved by Meta within Zenvia Customer Cloud.Provide a media link during the setup of the message.Sen
Reports of Messages sent by APIs
The API Messages area allows you to monitor the performance of SMS messages sent and received in Zenvia Customer Cloud, including messages sent through the platform and via API integrations.
monitor SMS text messages and replies;track delivery statuses;analyze message volumes;The reports were design
How to use variables for broadcast messages
Important: Before following the instructions, make sure the feature is available for your access profile.Variables allow you to personalize information at the time of sending the message, making it specific to each recipient.
There are some differences between the sending options you might notice wh
Send WhatsApp messages in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Sending bulk messages via WhatsApp allows your company to communicate directly with a large number of contacts. You can include images, videos, emojis, reply buttons, and links to direct recipien
02. Error sending messages in Zenvia Conversion
Find out if your customer's contact number is valid or not in this guide to help you better understand message delivery errors in Zenvia Conversion.
Possible Message Delivery Errorsa. Invalid WhatsApp NumberWhen adding a new contact and trying to send a message template to start a conversation in th
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
Marketing Messages Lite API (MM Lite API)
Important: Before following the instructions, make sure the feature is available for your access profile.The Marketing Messages Lite API (MM Lite API) is a Meta technology developed exclusively for sending marketing messages via WhatsApp, focused on performance, engagement, and traceability.
Why use
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
Tips for creating greeting messages with Zenvia Conversion Bots
Learn how to get the most out of this feature
For your clients to be satisfied with the service you provide, it's important to put some thought into how and when you'll use welcome messages. Here we'll show you a few examples.
A welcome message is a good opportunity to clarify from the beginning
How to send bulk WhatsApp messages on Zenvia Attraction
Learn how to send bulk WhatsApp messages, integrated with Zenvia Conversion, by Zenvia Attraction.
To carry out bulk shoots from Zenvia Attraction, access the platform through app.zenvia.com with the same login and password used in Zenvia Conversion.
Then, access the Products top menu and then sel
Deploy chatbots on channels and on your website
Important: Before following the instructions, make sure the feature is available for your access profile.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 c
How to create and use quick reply messages in sales service
Important: Before following the instructions, make sure the feature is available for your access profile.Quick replies are message templates used to streamline communication during a conversation. They can be sent in recurring situations, such as when a product is out of stock or when a contact send
How to monitor messages sent via API in Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.If you use the Zenvia Customer Cloud API to send messages, it's important to set up a webhook to track the status of sent messages and monitor the messages sent. This article explains how this pr
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
About Click-to-Message Ads
Click-to-message ads allow you to direct leads straight to conversations on WhatsApp, Facebook Messenger, or Instagram Direct, starting a chat with your business when users click the message button shown in the ad.
When these channels are integrated with Zenvia Customer Cloud, conversations started
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
File Sending and Receiving and Social Media Integration Issues
Important: Before following the instructions, make sure the feature is available for your access profile.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 docum
Media sizes and formats accepted in Zenvia Conversion
Check what are the limitations on sending media according to WhatsApp
Can Zenvia Conversion send audio messages? How large can the files be and in what format?
Yes! We support AAC, M4A, AMR, OGG, and Opus file types. The maximum file size is 16 MB.
Can you send documents using Zenvia Con
02. Conversational Channels
Learn what conversational channels are and how to configure them.
What are conversational channels?
At Zenvia Conversion, we use "conversational channels" to refer to the methods we use to communicate with our clients.
Which channels does Zenvia Conversion currently have available?
The ch
How to Bring Leads from Google Ads into Zenvia Conversion
Learn how to transfer incoming leads from an ad to a conversation in WhatsApp, Facebook Messenger, or Instagram
Often, businesses create ads in order to redirect leads to a conversation in WhatsApp. However, this isn't possible to do directly using Google Ads. You can't send WhatsApp messages di
What is Zenvia Conversion
Zenvia Conversion is a solution that centralizes customer service across multiple channels, such as WhatsApp, Facebook Messenger, Instagram, and Webchat. It allows for quicker sending and receiving of messages to boost sales, increase conversion rates, and provide a better sales service experience.
Overview of channels in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Channels module of our solution integrates conversational channels with other Zenvia Customer Cloud modules, allowing your company to provide effective customer service through practical and
What is Zenvia Customer Cloud?
Zenvia Customer Cloud is a unified, multichannel solution that allows your company to manage and deliver personal, engaging, and seamless experiences through interactions throughout the entire customer journey.
The solution's features are organized in a modular structure, and the availability of eac
Assigning account interactions
Important: Before following the instructions, make sure the feature is available for your access profile.You can assign a channel to an agent or a group to ensure that all incoming messages are directed correctly to the responsible person.
Commercial support → assign to a specific agent or group.Sup
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
New WhatsApp Business Pricing Rules for 2026
As of October 1, 2026, Meta will begin charging, on the WhatsApp Business API, for service messages sent within the 24-hour customer service window and for utility templates sent while that window is open.
The change affects companies that use the WhatsApp Business API for customer service, automati
Analytics Panel: Tracking message traffic
The Analytics Panel is an information management and data visualization tool that allows you to analyze platform usage indicators and monitor messages from Zenvia's tools and channels.
In this article, we detail the features of message traffic tracking and teach you how to use this tool.
Message tra
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
Here are the available articles from Zenvia Conversion
Welcome to the Zenvia Conversion Help CenterOn this page you will find all the documentation for using Zenvia Conversion, organized by categories and most popular topics.
Search for information and resolve your doubts about first steps, our resources, and general settings here or using the side menu
Consulting chatbot conversations
Important: Before following the instructions, make sure the feature is available for your access profile.On the Conversations screen, you can view all the interactions carried out by your chatbots. This space allows you to track how the interactions happened, search for specific customer information
Facebook Messenger Integration
Respond to customers who contact you via Facebook Messenger
Zenvia Conversion allows you to respond to customers who contact you through your Facebook page or your Messenger Ads. In this way, you will have access to one of the most commonly used messaging platforms in the world.
To activate this i
Link a Channel to the Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Keep track of your customers wherever they are. Link your chatbot to conversational channels and automate all your operations. In this article:
Link a Channel to the Flows Chatbot
Link a Channel
How to visualize the information of the leads coming from Meta campaigns
Learn how to interpret the details of your campaigns in conversations.
In Zenvia Conversion, after you receive contact from a lead through one of your Meta (Facebook, Instagram) campaigns, you can view all the details of the ad through which the client entered the generated conversation.
The fi
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
Boost post
Boosting posts allows you to increase the reach of your posts and attract more interactions.
By turning a post into an ad with a click to WhatsApp, you can direct communication to a specific audience by choosing characteristics such as location and interests. This way, you facilitate direct contact
Commercial customer inbox in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Handle customer service and monitor interactions between your company and contacts in the Zenvia Customer Cloud Customer inbox. Here, you manage conversations, answer messages, and keepon track
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
WebChat in Customer Service
Important: Before proceeding with the instructions, confirm that this feature is available for your access profile.
WebChat is a service channel that allows website visitors to start a conversation with your team directly from the company's website, without the need to provide a phone number, email
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
Report: Conversational Channels
Conversational Channels is a feature of the Zenvia Conversion Report module that helps better understand the quantity of interactions and messages exchanged in your company.
The metrics are derived from conversations held in the Chats module and are related to the channels contracted by you.
How to
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
FAQ Webchat 2.0
1. What is the new Webchat 2.0 version?
Webchat 2.0 is an evolution and modernization of the Webchat conversation channel within the Zenvia Customer Cloud platform. It allows companies to embed a chat window directly into their websites or applications to assist customers in real time. It serves as
12. Content Filter
The objective of the Content Filter feature is to allow the Zenvia Chat Administrator to block the sending and/or receiving of offensive words and files, in order to maintain security and respect in communication with customers. This content filter is important because it helps protect your customer
Optimizing message broadcast content with AI
Important: Before following the instructions, make sure the feature is available for your access profile.Use the Smart writer feature of Zenvia Customer Cloud to review the spelling and grammar of your messages to ensure that your broadcasts are of high quality.
Why use AI to review message content?
Enable messaging for any country
Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud allows sending SMS messages to different countries. By default, your account is set up to send messages only to Brazilian numbers, but you can configure it to send SMS to an
All available articles
Welcome to Zenvia Customer Cloud's Help Center! On this page, you will find all the usage documentation for Zenvia Customer Cloud organized by categories, following the software’s side menu. We also have complementary materials for developers and a FAQ section.
For Devs
Learn about the API integrat
Zenvia Customer Cloud for Devs (APIs)
Start your journey with Zenvia Customer Cloud for Devs (APIs)Access resources, information and tutorials to get started with our APIsZenvia offers two main types of API integration in Customer Cloud: CDP (Customer Data Platform) APIs and Functional APIs.
Each group serves different purposes and
Frequently Asked Questions: New WhatsApp Business Pricing Rules 2026
What is the main change in WhatsApp's pricing model introduced by Meta?Meta changed the way WhatsApp conversations are charged. Previously, when a customer initiated an interaction, a 24-hour window would open, and subsequent messages were covered by the initial conversation fee. Now, charges will b
Broadcast report in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The performance report of a specific send in Zenvia Customer Cloud provides detailed information about the communications sent, helping you monitor and analyze aspects such as delivery status, co
Send message at the best time in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The send with IA feature aims to increase engagement with your contact base through Zenvia Customer Cloud by sending messages at the most appropriate times, taking into account when your contacts
General settings of sales in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Set up and customize customer service options in Zenvia Customer Cloud to enhance the customer experience and streamline your team’s work. The configurations applied will be reflected in the Serv
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
I'm Not Receiving Zenvia Conversion Browser Notifications
Find out what to do if you are not receiving notifications on the desktop versionFor a better performance of Zenvia Conversion, you need to install Google Chrome. You can install it by clicking this link.
I'm not receiving notifications from any websitesCheck that notifications are activated in your
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
03. Chats in Zenvia Conversion
Located in the left sidebar menu, Chats is a module of Zenvia Conversion where interactions and message exchanges between your company and a contact occur.
For example, if someone contacts you through any communication channel to inquire about the price of a product, they will be answered in Chats.
Introduction to the Sales Service Inbox
Manage customer service interactions and track conversations between your company and your contacts in the Zenvia Customer Cloud inbox.
🔍 Quick access: Sales Service > Inbox.
How does it work?The sales service inbox is organized into columns to make it easier to navigate and manage conversations.
C
Create an email with the Zenvia Customer Cloud builder
The Zenvia Customer Cloud email builder allows you to quickly create visually appealing marketing messages without needing any code. You can use ready-made templates or build your email from scratch by combining content blocks and layout rows.
Before you beginThis article explains how to use the bui
Available expert agent success templates
In this article, learn more about expert agent templates available from Zenvia and examples of how to use them.
Successful expert agent templates are ready-to-use models provided by Zenvia with pre-filled fields designed to make it easier to create an expert agent without starting from scratch. By u
Broadcast performance analysis
Important: Before following the instructions, make sure the feature is available for your access profile.Track the performance of your message sends in Analytics > Message Sending > Sending Performance and get a consolidated view of your campaigns. The tool centralizes all created, scheduled, and ca
WhatsApp rules and definitions
Below you will find the main guidelines defined by Meta, organized by topics to facilitate usage in Zenvia Customer Cloud:
Number (Green badge)Message templatesMessage delivery issuesQuality rating of your numberMessaging limit (Tier)24-hour window⚓
Number (Green badge)Number verification turns you
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
09. Performance Dashboard in Zenvia Conversion
The Performance Dashboard is a feature in Zenvia Conversion that allows you to analyze data on the performance of your campaigns and the return on financial investment made through Zenvia Attraction and Meta.
For instance, suppose your company created a campaign for Black Friday and sent it to 100
Zenvia Conversion Integration with Zenvia NLU
Zenvia NLU is a conversational artificial intelligence tool designed to create virtual assistants across various communication channels, automating stages of the customer journey.
Integrated with Zenvia Conversion, you can use Zenvia NLU's chatbots to enhance digital customer service and operationa
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
Message sending errors in the Sales Customer Inbox
When a message is not delivered to the commercial service inbox, it is important to understand the reason for the error in order to take the correct measures.
Error messagesIn the inbox, located under Sales > Customer Inbox, you will see two types of messages related to errors:
Short and informative
Analysis of contact behavior
Important: Before following the instructions, make sure the feature is available for your access profile.The Contact Behavior panel in Zenvia Customer Cloud centralizes metrics related to your contact base and the conversations held with those contacts, regardless of the channel.
This feature helps
Area and country calling codes review in message broadcast
Important: Before following the instructions, make sure the feature is available for your access profile.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 revie
Schedule broadcast in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.When creating a Email, SMS, or WhatsApp communication, you can choose how and when those messages will be sent.
The available options are:
Send now: Sends the message in real time.Schedule broadc
Reengage contact base in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.When contacts do not interact with your communications, sending a new message can be a good re-engagement strategy as it helps regain the interest of your audience and improve engagement rates.
F
Invalid contacts
Identify and correct duplicate or incorrect contacts to ensure that your entire Zenvia Customer Cloud database is ready to receive messages.
05. How to Block Document Attachments
Request that document sending be blocked in groups or users in your account Zenvia Conversion
In Zenvia Conversion, you can choose to disable the option to attach and send documents that is available within each conversation. By default, this option is enabled, that means, the sending of documen
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
Support inbox
Important: Before following the instructions, make sure the feature is available for your access profile.The support inbox in Zenvia Customer Cloud is the environment where conversations between agents and customers take place via tickets.
In the inbox, you can view conversations organized by status
Integrating the SMS channel in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The SMS channel allows sending text messages directly to your customers' mobile phones. It is a widely used solution for marketing campaigns, notifications, and quick, direct communications with
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
Contact profile in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Your communications achieve better results when you know your audience better. In Zenvia Customer Cloud, you can consult all the information and events related to each customer directly in the co
Consumption report in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The consumption report provides a detailed view of the usage of the plan contracted by your organization, allowing you to monitor the volume by channel, InteractionZ, and users. Additionally, it
How to set a greeting message for other sources
Learn how to send message templates to customers coming from channels other than WhatsApp or Messenger (e-commerce, forms, etc)To activate this function, follow the steps explained below:
1. Go to Conversation Channels on the left menu and choose the channel of your business (WhatsApp or Facebook Me
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
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