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
Invalid contacts
Identify and correct duplicate or incorrect contacts to ensure that your entire Zenvia Customer Cloud database is ready to receive messages.
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
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 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 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
05. Changing password and profile photo, view notifications
In Zenvia Chat you can change your password and profile photo. To do this, log in to Zenvia Chat - Administrator Profile, then access the menu in the top right-hand corner. As shown in the image.
If you want to change your profile photo, click on the photo icon and select the photo you want from yo
Two-factor authentication on Zenvia Plataform
Activate two-factor authentication to keep your Zenvia Platform account safe and secure.
What is two-factor authentication and why is it important?
Two-factor authentication is a security method that verifies your identity before allowing access to your account. This verification happens in two ste
How do I get a verified badge on Facebook
When you decided to start verification, you may find that the button looks like this:
If this is the case for you, here are a few options for enabling it:
a) You can try creating an ad campaign with a link to WhatsApp Business. After you create the campaign the button should be enabled.
b) If it s
Frequently asked questions Zenvia Chat - FAQ
Do I need to pay to start using it?No, you don’t. As soon as your account is activated, you can start using it. The billing will come afterward.
When will I receive the invoice?The invoice is sent between the second and third business day of each month to the email of the person who made the purch
Daily budget: How it works and what to do about value fluctuations
The daily budget is the amount you set to spend on ads throughout a day. It serves as a guideline for how much you are willing to invest in your campaigns, allowing you to control your spending while seeking effective results.
Understand the Daily Budget and Variations
When setting a daily budget, y
My access to Zenvia Customer Cloud is restricted. What should I do?
Important: Before following the instructions, make sure the feature is available for your access profile.Your account may have been temporarily blocked due to non-payment, identification of fraudulent activities, or a request to cancel the contract.
⚠️ Attention: Note that, in blocked accounts, the
Add FAQ Skill to the AI chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The FAQ functionality allows the chatbot to provide specific and detailed answers to frequently asked questions, using content previously configured in the knowledge base.
This process is enhance
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
How Tickets Work in Support Service
Tickets are the core feature of the Support Service module in Zenvia Customer Cloud.
They centralize, organize, and track all customer requests across channels (WhatsApp, Webchat, and Email).
Whenever a customer reaches out, the system automatically creates a ticket. From there, your team can categ
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
02. Access and language setting in Zenvia Chat - Agent
To access Zenvia Chat, first go to the Zenvia platform, then go to Products > External Products > Zenvia Chat.
This will open the home screen - Agent profile area.
How to set the language?
Zenvia Chat supports three languages, which are loaded at the time of service. The available languages are: P
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
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
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.
03. Zenvia Chat integration with RD Station Marketing
RD Station Marketing is a marketing automation software that helps with capturing, managing, and communicating with customers and leads (potential clients). Zenvia Chat has a native integration with RD Station Marketing, allowing conversations initiated through the tool, via any channel (chat, voice
How to configure a Satisfaction survey in the flow chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.A satisfaction survey is a tool for you to discover how happy your customers are with the help they received from your chatbot.
With the responses, you will understand what your company can do to
Add a Line in Minutes
Zenvia Conversion allows you to quickly set up a WhatsApp lineRemember that this new line will have an activation cost.
Before you add a line, it is important that you review this article, where you'll learn about the implications adding a line has for the number you will use.
If you are a new custo
Exporting message broadcast reports in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud allows you to export a dispatch report so that you can obtain details of a specific delivery, including the delivery status per recipient. This list is exported to a .csv fi
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
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 two-factor authentication works in Zenvia Customer Cloud
⚠️ IMPORTANT PRODUCT NOTICE: This article is EXCLUSIVELY about two-factor authentication (2FA/MFA) for user login on the Zenvia Customer Cloud platform (app.zenvia.com). If your question or reset request is about WhatsApp 2FA, please consult the corresponding WhatsApp article.
Enable two-factor auth
Integrate Unbounce with Sales
Connect your Unbounce landing pages directly to Zenvia Customer Cloud and receive leads in real time in the commercial service.
RequirementsActive Unbounce account.Access to the Webhook configuration area in Unbounce (or contact your account executive).Steps to set up the integration1. Activate the
04. Departments
Departments are specific areas within a company that determine how employees divide their tasks. In Zenvia Chat, you can create or edit departments to allocate agents to different departments according to their role, such as: support, sales, finance, legal, etc.
In this article you'll see how to ac
Creating a Generative AI Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.With the Generative AI Chatbot, you can implement a personalized conversational experience on your company's website or on channels like WhatsApp Business, without the need to write complex code.
Check payments and billing of Zenvia Customer Cloud
Check your payment history, the status of paid, pending, and canceled invoices, and access tax documents directly in Zenvia Customer Cloud by going to the side menu Settings > Billing.
⚠️ Attention: Only users with Admin or Viewer profile can access this section. You can view all financial informati
01. Stages of the deployment process - Configurations and responsibilities
This article explains briefly and practically the stages of the deployment process, the necessary configurations and responsibilities.
⚠️ Attention: In order for Zenvia Chat to work with a chatbot hosted on Zenvia Bots, it is necessary to contact Zenvia to include the overflow component in the conv
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
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
Errors in broadcast message sending on Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Message sending errors occur when messages, for some reason, do not reach the recipients. These cases are indicated as Sending errors or Not Delivered in the send reports.
To understand the reaso
Zenvia Convert App
Zenvia Converter facilitates customer service for external operations or sales teams that serve clients at both physical and digital locations simultaneously. It allows agents to switch between devices (desktop and mobile).
How to download the appThe app is available for download on the App Store an
Tiendanube integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.With the integration between Tiendanube and Zenvia Customer Cloud, you can automate WhatsApp message sending upon receiving new orders and share product information directly in conversations with
Integrate Virtual Spirits with Sales
Connect your chatbot built in Virtual Spirits with Zenvia Customer Cloud to automatically import conversations and leads into the commercial support area. This integration allows the chatbot history to be loaded along with each lead, ensuring continuity in service.
RequirementsActive Virtual Spirits
01. Account Preferences
Here, you should configure the preferences related to the features and apply them to your entire account.
To access this feature, go to Zenvia Chat - Administrator Profile > Settings > General settings.
Direct and automatic distributionBy enabling the direct and automatic distribution feature, the
Trello integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration of Trello with Zenvia Customer Cloud allows you to create support tickets directly from your conversations, turning your communication channels into efficient customer service and
Asana integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration of Asana with Zenvia Customer Cloud allows you to create support tickets directly from your conversations, turning your communication channels into efficient customer service and
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
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
14. Widgets
Widgets are simplified ways of allowing the agent to access integrations with other products or software in order to facilitate the agent's day-to-day operations. With the service on screen, the agent can get another connection such as: Salesforce, CRM, send data, receive data, for example. Without
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
01. Agent List
This feature allows you to add and edit agents.
To access it, go to Zenvia Chat - Administrator profile > Service > Agent List.
This will display the following information:
Agent's name;
Agent's e-mail address;
Concurrent interactions the agent can have (number of calls that can be made in par
Add transfer skill to the AI chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The Transfer ability allows the chatbot to direct users to human service, whether it's sales or technical support. This is useful when the chatbot is unable to resolve the user's request or when
Transfer service
The Transfer service feature allows the Administrator or Agent to transfer a session to another agent or department.
By transferring the session to a specialized department or agent, the customer with the Administrator profile receives more effective and targeted support. Additionally, they get a fa
04. Serving customers - Service Inbox
One of the most important pillars of Zenvia Chat is the ability to unify communications from different channels (Web Chat, WhatsApp, email, etc.) into a single interface. This way, the main screen allows you to manage all your contacts more efficiently, making your customer service more agile and pr
03. Transfer rules
The Transfer Rules feature allows you to customize the rules for transferring conversations between agents and departments within an operation.
The aim of this feature is to improve the performance of the operation and the management of calls, as it allows you to configure specific transfer rules f
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
Voice calls
In Voice calls, we have access to information related to voice channel interactions. At the top of the page, we can apply initial filters by the desired period, by one or more departments, by one or more agents, and even by one or more tags. Any filter applied in this area will affect the informatio
Use of buttons in WhatsApp message templates
Buttons help make interactions more dynamic and facilitate customer responses. In Zenvia Customer Cloud, when creating a message template, you can use different types of buttons, depending on the category of the chosen template.
Meta defines two main types of buttons that can be used:
Call to Action
01. Administrator dashboard in Zenvia Chat
The Dashboard is Zenvia Chat's home screen and provides quick and simple information on what is happening in real time (updates of the day) in the Administrator environment. Through this Dashboard you can check information on calls, agent productivity and performance, calls in the queue, pending or
Calendar
The SenseData Calendar allows you to view and organize your daily activities in one place. You can also sync your activities with external calendars, such as Google Calendar and Microsoft Outlook.
Who can access the Calendar?For a user to access the Calendar, the Calendar permission must be enabled
Analytics of Chatbots in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Chatbot Analytics module provides a dedicated area for tracking chatbot metrics.
With it, you can access predefined metrics without manually creating them from scratch. This allows you to mon
07. Quick responses
Quick responses is a feature used to standardize and speed up customer service. With this feature, the agent can respond more quickly to customers, as they don't have to type long and often repetitive content, since the answers are already saved.
In this way, the benefit of using quick replies is t
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
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
[Enterprise] Text editor tools for support service
Learn about the text editor features available in the solution, used to format and personalize content in areas such as articles, tickets, and forms. This article explains where the editor is applied and how to use its tools to facilitate the creation and editing of information.
Features that use th
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
01. Channels
In this Channels report, we have access to information regarding service across all channels (except the voice channel, which has a separate report due to its unique characteristics).
To access the digital channels, go to Zenvia Chat - Admin Profile > Analysis > Channels.
At the top of the page, we
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
03. FAQ - Zenvia Chat plans and licenses
Here at Zenvia we believe that you should have the opportunity to explore our products and their functionalities to the full, which is why it's so important to know everything they offer. Check out our Q&A and ask your questions about the Plans available on Zenvia Chat.
I want to increase my licens
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
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
Facebook Leads integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Facebook Lead Ads is a Meta ad format that allows you to generate leads through forms on Facebook and Instagram, available for accounts connected to Facebook pages. The standout feature of this t
Can I Reuse my Number if I Already Started Using Zenvia Conversion
Once you start using Zenvia Conversion with the WhatsApp Business API, you cannot use that number without another API provider. This is because WhatsApp's user policies do not allow a WhatsApp Business API account to be switched to a basic Business or personal account.
However, you still have so
Usage Limit success expert agent
Important: Before following the instructions, make sure the feature is available for your access profile. This feature allows customers to limit the consumption of interactionz generated by trigger automations, helping them control costs, better manage interactions with their customers, and avoid un
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
Is it possible to integrate a form without using Standard Format
Understand why this option is recommended only in special cases.
Although it is not the recommended way to resolve most integration issues, Zenvia Conversion is able to process emails with custom formats for each business.
When these emails are forwarded to Zenvia Conversion, our team has to
17. How to send GIFs on Zenvia Conversion
Improve your conversations with clients by sending GIFs.
It's very simple to use GIF's in your conversations! Go to any conversation and click on the emoji icon > then select "GIF":
Just like you do in WhatsApp, browse through the different categories or place a term in the search engine.
N
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
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
Frequently asked questions about WhatsApp line at Zenvia Conversion
What's the difference between a personal WhatsApp, WhatsApp Business, and WhatsApp Business API?
Personal WhatsApp is the regular WhatsApp app aimed at individual users. It is designed for informal interactions with friends, acquaintances, and/or relatives.
WhatsApp Business adds basic features fo
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
Contact Information in Zenvia Customer Cloud (Side Panel)
The contact side panel is a card that appears on the right side of the screen whenever you open or interact with a contact in Zenvia Customer Cloud.
It allows you to view, edit, and manage contact details without leaving the current screen, making your workflow faster and more seamless.
Where it app
04. How to edit fields in HSM (pre-approved templates) on your phone
How to edit fields in HSM (pre-approved templates) on your phone
Edit the HSM (Highly Structured Message) messages on the conversation screen. At the moment, only available for Android.
From your Android phone:
1- Enter the conversation in which you want to send the message.
2- Select the te
Questions about usage and charges on Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Get answers to your questions about:
Contractual consumption and limitsBilling and invoicingPlan management: Cancellation⚓
Contractual consumption and limits1. Can I continue sending messages af
Tips for getting your Business Verified on Facebook
To be verified as a Business Manager on Facebook, you'll need to follow the steps listed in this article. But even after you have followed those steps, there are certain requirements that may cause your request to be rejected if you don't comply with them. If that occurs, keep the following in mind:
05. Monitor Activities
The Monitor Activities feature allows you to track, in detail, all interactions and actions performed by your agents in Zenvia Conversion.
With this feature, you can:
Analyze archived conversations, transfers, closures, and other activities.Track agent productivity.Evaluate the effectiveness of your
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
04. Telegram Channel
Telegram is an instant messaging application that offers a range of features, including group chat, voice and video calls, file sharing and an open application programming interface (API) that allows the development of bots and custom integrations. One of the distinctive aspects of Telegram are its
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
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
Configure success expert agent timer
Important: Before following the instructions, make sure the feature is available for your access profile.This is the third step in creating the Expert agent, where you configure the period and frequency of the Expert agent's execution and decide if the same contact can be impacted more than once.
💡
Defining the Objective and Type of Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Welcome to the Chatbot module of Zenvia Customer Cloud. Here, you do not need to understand programming or code to create a virtual assistant and automate communication with your customers.
This
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
How to create users in Zenvia Conversion
Add your agents so they can use Zenvia Conversion
It's time to create your users. To do this, find the Settings icon at the bottom of the panel on the left side of your screen and select the "Users and Teams" option.
Next, click the "+" sign that you will see in the lower right-hand corner.
Selec
Transferring the service of chatbots from flows to humans
Important: Before following the instructions, make sure the feature is available for your access profile.Learn how to make the chatbot transfer a conversation to a human agent.
This transfer is useful when the chatbot can't solve everything on its own. In these cases, it's important that the conver
09. Insert notes, tags and files
In an active conversation in Zenvia Chat, it is possible to use some resources during the interaction, such as notes, tags, and files.
To access this feature, go to Zenvia Chat - Agent Profile > Inbox.
Notes
Zenvia Chat allows you to make comments using the Note field. This is a free-text field that
Step-by-step guide to using the Suggestion Box in Zenvia Customer Cloud
The Suggestion Box is an interaction channel between customers and the team responsible for product evolution here at Zenvia. In it, you can share improvement ideas, follow suggestions from other users, and vote on proposals that make sense for your business.
We understand that every suggestion is i
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
How to clear cache, cookies and site data
It's possible that when Zenvia Conversion makes a change or resolves an issue, you'll need to clear your browser cache for the change to take effect.
To clear your browser cache, cookies, and site data, please follow the next steps:
1- If you are using Google Chrome, the best browser to use Zenvia C
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