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Results found: 124
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
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 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
What can I do if I need to verify a client's commercial administrator
Third party verification of commercial administrators
If a third party (such as an advertising agency) wants to verify their client's commercial administrator, first they need to grant Administrator Business Manager access to the person from the agency who will do the verification (see article).
02. My access to Zenvia Customer Cloud is restricted. What should I do?
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 software navigation menus are displayed with a closed padlock icon , indicating restricted access. Even w
05. Integrate Generative AI Chatbot into Your Website
Interact with your customers directly on your website. Integrate a web chat with your Generative AI Chatbot and automate all your operations. Follow the step-by-step instructions to link it.
Step 1: Link Web Chat to Chatbot in Zenvia Customer Cloud
Access the List of chatbots and click on the name
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
Two-factor authentication
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
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
What's new in Zenvia Customer Cloud
08/21
New integrations available: Facebook Leads and Mailchimp
With these integrations, you can:
Facebook Leads: Automatically sync data from potential customers who interact with your ads, storing this information in the contact manager of Zenvia Customer Cloud.
Mailchimp: Export your contact
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
How to create a link to your WhatsApp number
Learn how you can make your customers contact you through a link or QR Code
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
Why am I not receiving messages from Facebook Messenger
Set Zenvia Conversion as the default application
Questions about plans and contracts
Get answers to your questions about software plans and channels, additional costs, invoices, and cancellations from Zenvia Customer Cloud.
What channels are available in the plans?
There are seven channels available in a single package, each with its respective unit prices. You have the flexibility
Download Directory in CSV Format
Download API operations
Practically all Zenvia Conversion's API operations support downloading the information in CSV format to be used directly in Excel or similar tools.
To do so, open the URL of the API operation in a browser and include &format=csv within the URL.
An example URL might
Add a Line in Minutes
Zenvia Conversion allows you to quickly set up a WhatsApp line
Remember 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 cu
08. Schedule broadcast in Zenvia Customer Cloud
When sending communications by email, RCS, SMS, or WhatsApp, you can choose how these messages are delivered.
⚠️ Attention: This feature is available only for users with the Operator or Admin profiles.
You must choose from the options:
Broadcast now;
Schedule broadcast;
Send at the best time.
Addi
02. Shared Inbox in Zenvia Customer Cloud
The Shared Inbox enables members of the same group to view all conversations held in the Inbox. Messages are visible to everyone, facilitating collaborative work in the Zenvia Customer Cloud.
With this option active, it is possible to assign and transfer contacts, track interactions, and other acti
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
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
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
03. Send emails in Zenvia Customer Cloud
Email is a widely used channel, and its use is strategic for sending campaigns as it allows your company to communicate directly with your target audience in a personalized manner. With Zenvia Customer Cloud, it is possible to send mass emails, create and edit message templates, all in an easy and c
Cancel Account in Zenvia Conversion
Do you want to cancel your account in Zenvia Conversion? For us, it's regrettable that you are considering canceling your account! 😔
In this document, we have prepared a step-by-step guide with the necessary information to complete your cancellation process easily and efficiently.
⚠️ Attention: Th
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
02. Automations API: How to use and integrate with Zapier in Zenvia Customer Cloud
Zenvia Customer Cloud allows you to initiate an automation through an API call on a third-party server or system.
⚠️ Attention: This feature is available only for users with the Operator or Admin profiles.
In this article, we explain why to use Zenvia Customer Cloud's marketing automation API and ho
02. Contact Assignment in Zenvia Customer Cloud
The Contact Assignment is a feature of Settings in Zenvia Customer Cloud, where you define how contacts are assigned to your support groups.
When a new contact enters the Inbox, the assignment rule notifies users belonging to the same group. The behavior of this rule varies according to the chosen c
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
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:
14. Assigning customer service in WhatsApp broadcasts
Allow new customer service inquiries initiated by a campaign to be directed to a specific groups or agents.
Customer service assignment enables you to manage responses from mass WhatsApp broadcasts, distributing inquiries among your team members.
⚠️ Attention: This feature is available only to users
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:
Border Groups and Zones in Zenvia Conversion
Zenvia Conversion allows you to define zones within the hierarchy of your groups. Zones have two functions:
To merge duplicate leads
To limit the transfer of prospects outside the zone
These zones are created by using border groups.
How Zones Work
In the following example, there are two zones.
02. Conditions and usage of InteractionZ
InteractionZ is the term that describes message interactions between the company and the contact. These interactions can be:
Messages sent to a device, called Mobile Terminated (MT);
Return messages, i.e., those initiated from a device, called Mobile Originated (MO).
An InteractionZ lasts for 24 ho
WhatsApp rules and definitions
Below, you'll find answers to some frequently asked questions related to WhatsApp, including account activation, message templates, session initiation, and number classification.
Account Activation
How do I activate (enable) my WhatsApp Business number?
You need to gather all the necessary data to u
01. Defining the Objective and Type of Chatbot
Welcome to the Chatbot module of Zenvia Customer Cloud. Here, you do not need to understand programming or code to create a virtual assistant and automate communication with your customers.
This article is an introduction to guide you through the first steps and ensure that your solution meets your
03. Integration of PayPal with Zenvia Customer Cloud
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 view notes and reports of confirmed and pending payments.
⚠️ Attention: This functionality is available
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
Here are the available articles from Zenvia Conversion
🌎 By Humanz for Humans: welcome to the Zenvia Conversion Help Center
Our documentation is divided into categories:
Concept and access: concepts and guidelines for accessing the solution;
First steps: overview and main functionalities;
Features and functions: user manuals for operating the solution
User's role and Group Organization in Zenvia Conversion
Understand the functions of each user profile within Zenvia Conversion and how the hierarchy of user groups works.
Zenvia Conversion allows the creation of groups and subgroups to organize your company's structure, enabling the creation of a hierarchical tree of groups and users on the platform.
The
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
02. Create an account and login to Zenvia Customer Cloud
Welcome to Zenvia Customer Cloud! Create an account and access a single multichannel solution that centralizes and manages your customer data with greater operational efficiency.
The first step to create an account is to choose a plan. You can sign up for a Zenvia Customer Cloud plan on Zenvia websi
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
How to find my Templates and Quick Responses
How to access the text you need for your conversation in seconds
In Zenvia Conversion, you can quickly find message templates and quick responses from each of your conversations.
For that, both on your mobile device and on your desktop, all you have to do is enter the conversation and type the "/"
03. Link a Channel to the Chatbot
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 to the Generative AI Chatbot
Prerequisites
The integration of the channel you want to use is first don
02. Building a chatbot with the Construction assistant
If you prefer a more guided approach to creating a chatbot, the Construction Assistant is the ideal solution.
It uses Artificial Intelligence (AI) to automatically create conversation flows, allowing you to focus only on adjusting the necessary details for your reality.
With this format, you can cre
04. Send WhatsApp messages in Zenvia Customer Cloud
Mass messaging through WhatsApp is an effective strategy to establish direct communication and reach a large number of recipients quickly and personalized. The channel features capabilities that allow the sending of messages with images, videos, emojis, response buttons, and links leading directly t
Creating CSV files for import
A CSV file (Comma-Separated-Values) is a type of file that you can create or edit in Excel, Google Sheets, OpenOffice Calc, among others. It is used by Zenvia Customer Cloud to configure personalized messages and load your contact database.
Instead of storing information in columns, CSV files store
Why we use Instagram sessions and how they are calculated
Like WhatsApp, using the integration with Instagram Messages has a variable cost that will be added to your plan in Zenvia Conversion.
Why Use Sessions in Zenvia Conversion?
The Facebook API offers several benefits for companies, mainly by enhancing the handling of inquiries through complementary t
How to turn on notifications in Zenvia Conversion
Understand how to turn on notifications on both mobile phone and computer.
Phone:
If you're not receiving notifications, first check that your phone is connected to the internet and that the time settings are automatic.
How to check my notifications?
For Android, you can find a "Receive test notif
03. Adding contacts manually in Zenvia Customer Cloud
There are two different ways to add contacts in the Contacts module: manually or through importing a contact list. This article teaches you how to insert contacts into lists manually.
⚠️ Attention: This functionality is only available to users with the Administrator profile.
To use this feature, you
07. Integration of the Quotes App
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 this integration, you can manage your company's product catalog, configure additional fields to export a q
02. Broadcast report in Zenvia Customer Cloud
Zenvia Customer Cloud broadcast report provides information to monitor and track the technical details of your communications, such as broadcast status, contact data, respondents, and common errors in sending.
⚠️ Attention: This feature is only available to users with the Viewer, Operator or Admin p
How to Integrate Zenvia Conversion with OLX
Learn how OLX works and how to integrate Zenvia Conversion with OLX
The OLX integration for Zenvia Conversion is available for several countries including Brazil, Argentina, and Mexico. To get started with this integration, follow these steps:
1 - Go to Apps and click the "+" icon, and sea
05. WhatsApp Message Template Library
The Message Template Library functionality is a bank of WhatsApp message templates that you can use to send to your customers. These are pre-approved templates by Zenvia, which you can add to use according to your preference.
The WhatsApp Message Template Library offers efficiency and time savings,
06. Consult ZIP code in Chatbot
In Zenvia Customer Cloud, the action Consult ZIP code can be used to retrieve details of the zip code entered by the customer. It receives the number entered by the customer during the conversation and from there, it retrieves additional data such as: Street, Neighborhood, City, and State.
It is rec
05. Managing organizations in Zenvia Customer Cloud
Organizations are the main accounts that group other accounts to which you have access. There are two types of organizations in Zenvia Customer Cloud:
Main organization: it is your original organization;
Sub-organizations: these are organizations that are part of a main organization.
Every user o
Transactional Messages with Zapier
With Zapier you can send automatic messages without coding.
In this example, I'm going to show how Zenvia Conversion can take a contact's details from a Google Spreedsheets spreadsheet and use them to send an automatic WhatsApp template.
1- To start, go to Zapier.com and create a Zap (click MAK
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 perform Business Verification on Facebook
Learn how to verify your business on Facebook to access WhatsApp functions
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.
02. Send SMS messages in Zenvia Customer Cloud
Mass SMS broadcasting allows your messages to be read within a few minutes and has a 90% open rate. This means a higher probability of reaching and engaging your recipients. There are possibilities for broadcasts: holidays, enrollment campaigns, welcome and engagement messages, reminders for appoint
01. Settings of sales in Zenvia Customer Cloud
Configure and customize the service options in Zenvia Customer Cloud. The settings you define will be applied to the service boxes of your groups.
To start, go to Sales > Settings:
General Settings: Define aspects that apply to the entire service system, such as working hours, quick responses, call
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
11. Assigning account interactions
Assign support channels to a specific agent or a support group. This way, all messages received through these channels will be directed to the responsible person or group.
Before assigning, make sure the channel is properly integrated and configured for support. The channels available for commercial
01. Exporting message broadcast reports in Zenvia Customer Cloud
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 file and can contain more than 100,000 contacts.
To do this, click on Analytics > Broadcasts and select the
Login via SSO in Zenvia Conversion
Enterprise Single Sign-On (SSO) unifies login and password to access multiple integrated platforms, streamlining and expediting access and account management.
SSO, in this context, refers to a Software as a Service (SaaS) or similar provider that can be used by all platforms used by your company se
Frequently-Asked Questions
Where can I find my bill from Zenvia Conversion?
You can find your bill directly on the platform as an manager user. In the following video, you can see how to access:
Bills are also emailed to the contact we have in our database. If you have any issues receiving bills or want to change your contact
04. Activate, pause, and schedule an automation in Zenvia Customer Cloud
When creating an automation, Zenvia Customer Cloud allows you to perform various settings in the flow, including activation, pause, and scheduling of the automation.
⚠️ Attention: These features are available only for users with the Operator or Admin profiles.
In this article, we will detail each of
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 Fac
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
07. How to tag message broadcasts in Zenvia Customer Cloud
Tags provide the ability to organize and categorize broadcast messages based on criteria such as target audience, subject, or type of action, making it easier to search for specific triggers and analyze their performance metrics.
Furthermore, tags can be used to create custom filters, allowing you t
I Want to Sign Up for Zenvia Conversion
Frequently-asked questions about working with Zenvia Conversion
What are the requirements for starting to work with Zenvia Conversion?
Before starting the verification of your Business Manager, check that your industry is not included on the Facebook's List of Banned Content.
Did you check? Gr
08. Contacts Base API in Zenvia Customer Cloud
Zenvia Customer Cloud also enables the use of the Contacts Base through its API. In this document, we will see the basic concept and show the functionalities provided by the Zenvia Customer Cloud Contacts Base API.
What is an API and how to use it
The acronym API stands for Application Programming I
02. Exporting a custom message broadcast report
Create and export a customized report with the most important data for you to understand how your contacts interact with your mass mailings. Reports help you better understand the performance of your communications and identify opportunities for your campaigns.
⚠️ Attention: This feature is availabl
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
02. Contacts engagement monitor
Your communications and marketing achieve better results by knowing your audience better. To do this, analyze the engagement of specific contacts with the Engagement Monitor of Zenvia Customer Cloud.
In addition to providing basic information about contacts, it provides insights and relevant data th
03. Intelligent response based on the internet in Chatbot
Intelligent response based on the internet content is used to generate intelligent messages automatically using Artificial Intelligence (AI). This action is commonly applied in cases where the chatbot is prepared to respond to a series of topics regarding the brand's product/service in a generative
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
03. Integrating Facebook Leads with Zenvia Customer Cloud
Facebook Lead Ads simplify lead generation. Users simply need to click on your Facebook ad to open a form pre-filled with their contact details, ready to be sent directly to you.
⚠️ Attention: This integration is available only for users with Operator or Admin profiles and for the Specialist, Expert
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
05. Send RCS messages in Zenvia Customer Cloud
RCS (Rich Communication Services) is a channel that offers additional possibilities compared to SMS, including:
Creating messages without character limits, featuring cards, carousels, images, audios, videos, and GIFs, making your communications more interactive and engaging.
Sending messages with a
WhatsApp Message Templates in Zenvia Conversion
Discover how to create message templates for WhatsApp and optimize your communications in Zenvia Conversion
09. Batch broadcast in Message Broadcast in Zenvia Customer Cloud
For sending Email, RCS, SMS, or WhatsApp messages, it is necessary to choose how these messages are dispatched, and you can choose to send them in specific batches.
Batch messaging is a feature that allows you to send messages separately if you do not want to send messages to all recipients at once.
Zapier Integration Example: Google Sheets
Learn how to integrate a template with Zenvia Conversion using Zapier
1 - Create a user account at zapier.com. You an do this with your email or Facebook account.
2 - To create your first integration, log in and click in the upper left where it says "Make a Zap"
3 - Choose the latest version of Z
How to measure customer satisfaction with Conversion Bots
Send a survey at the end of each conversation to find out how satisfied your clients were.
Your company surely wants to know how satisfied your clients are as a measure of the quality of your service, right?
Conversion Bots allows you to do this so that you can evaluate both your business's perfor
I'm Not Receiving Zenvia Conversion Browser Notifications
Find out what to do if you are not receiving notifications on the desktop version
For 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 websites
Check that notifications are activat
01. Overview of Automations Analytics in Zenvia Customer Cloud
The automation list serves to centralize all the flows that have been created. By creating communication rules, you can define actions for each flow and automate your customers' journey through different channels.
⚠️ Attention: This feature is available only for users with the Viewer, Operator or Ad
13. Best practices for sending emails
To ensure efficient and secure delivery of your emails, we have outlined some important points and best practices for configuring your email broadcasts in Zenvia Customer Cloud.
Authentication
DNS Records:
Make sure that the DNS record entries are correctly registered when setting up a domain. This
Error sending messages in Zenvia Conversion
Discover if your customer's contact number is valid or not in this guide to help you better understand message sending errors in Zenvia Conversion.
Possible Errors in Message Sending
Invalid Number on WhatsApp
It may happen that when adding a new contact and trying to send a message template to sta
01. Analyze Calls provided by Chatbots
In the Zenvia Customer Cloud, the Calls (Chatbot inbox) tab is responsible for providing a complete record of the data from the services performed by the created chatbots.
For companies looking to enhance their customer service experience, analyzing this information is an excellent advantage as it a
02. Set user access permissions in Zenvia Customer Cloud
In Zenvia Customer Cloud, it is possible to manage the functionalities that users can access by granting specific permissions relevant to their responsibilities.
For example, you can authorize members of your Marketing team to send messages and manage the contact base, while other members may not ac
01. What is Zenvia Customer Cloud?
Zenvia Customer Cloud is a unified and multichannel solution that allows your company to manage and provide personal, engaging, and seamless experiences through interactions throughout the entire customer journey.
The solution's features are available in a module-based structure, and you can navigat
05. Importing contacts from a file to Zenvia Customer Cloud
There are two distinct ways to add contacts in Zenvia Customer Cloud: manually or by importing a file. This article teaches you how to import contacts into lists by sending a file. This way, you can send your entire contact base in a simple and fast way.
⚠️ Attention: This feature is only available
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
02. Create and adjust the personality traits
The Personality traits screen allows you to create and adjust the characteristics of your chatbot. Here, you can define the following aspects to guide its behavior:
Purpose: Determine who the chatbot is and its main functions.
Behavior: Establish how the chatbot should interact with users, includin
04. Intelligent response based on file in Chatbot
The action Intelligent Response based on file is used to automatically generate intelligent messages using Artificial Intelligence based on the files uploaded to the AI Library. This action is commonly applied in cases where the chatbot is prepared to respond to a series of topics regarding the bran
How to Set Up the Zenvia Bots plugins
Check which additional configurations you'll need so that the Zenvia Bots will work correctly
First, you'll need to integrate Zenvia Bots. For more information about how to do this, see this article.
If is correctly integrated, you'll see an OK in green, as shown below:
To see the API Key f
04. Content of a Contact List in Zenvia Customer Cloud
The content of a contact list consists of the grouping of information about your clients. In the case of Zenvia Customer Cloud contact list, the available information within a list includes cell phone number, name, and email.
Additionally, you have the flexibility to add new contacts and manage exis
Integration of Webchat with Zenvia Conversion
Webchat is a multimedia communication channel native to Zenvia, designed for more agile and convenient customer service with unlimited message exchanges within websites and applications.
Conversations initiated by your customers via Webchat will appear in the Inbox as usual (located in the menu side