Building a chatbot using a model
Important: Before following the instructions, make sure the feature is available for your access profile.By using a template, you can simplify the chatbot creation process and build it in a more practical way.
These templates work as preconfigured structures that already include the main conversatio
Start a customer service with a WhatsApp Message Template
Important: Before following the instructions, make sure the feature is available for your access profile.Message templates in Zenvia Customer Cloud are used to initiate or reestablish a conversation in the Customer Inbox.
These templates, created by you, undergo content validation by Meta, ensuring
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
Start a sale with a Facebook Messenger Template
Important: Before following the instructions, make sure the feature is available for your access profile.Facebook Messenger message templates are used in the commercial inbox to:
Start a conversation with a contact (when there is no active session); orReestablish the conversation after the 24-hour s
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
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.
How to recontact a customer on WhatsApp from a ticket
In this article, you’ll learn how to recontact a customer via WhatsApp from a ticket, creating a new support conversation that is automatically linked to the original ticket.
This feature is available for Agents, Advanced Agents, Operators, and Administrators who use the Support service module in Ze
How to identify a contact from a Zenvia Attraction campaigns
See how to identify contacts originated from a Zenvia Attraction campaign and track the performance of your marketing actions in Zenvia Conversion.
By integrating your WhatsApp campaigns triggered by Zenvia Attraction with your Zenvia Conversion account, you ensure that whenever a response is receiv
Building a blank chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The option to create a blank chatbot offers total freedom to define the conversational flow exactly as you want.
Starting from scratch, you have full control to determine each step and interactio
Movidesk: A Zenvia Solution
Movidesk offers a robust ticketing and customer service solution designed to facilitate communication between companies and clients. Part of the Zenvia ecosystem, Movidesk optimizes internal support processes.
Key FeaturesTicket Management: Registers, organizes, and tracks customer requests in a un
Building a chatbot with the Construction assistant
Important: Before following the instructions, make sure the feature is available for your access profile.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, allo
07. How to Schedule a Reminder
Learn how to use this feature to organize conversations with your clients
In Zenvia Conversion, you can set reminders within conversations with a client and choose how long before you want to be reminded to send a new message.
From the conversation you want to schedule the reminder for, clic
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
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
Creating a conversational flow from scratch
Important: Before following the instructions, make sure the feature is available for your access profile.Creating a conversational flow is the process where you configure the chatbot to serve your customers.
In this article, you will find a detailed tutorial on how to design the bot’s structure in
How to edit distribution methods for a group
Edit the client assignment method for each group
The available distribution rules we have are:
Manual (or shark tank)
All available agents will receive a notification at the same time whenever a new client comes in. The client will be in the portfolio of the first agent who takes them from the U
How 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
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
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
09. Customer reply to a specific message
Zenvia Conversion allows you, in some cases, to see when your customers respond to a message directly.
Zenvia Conversion allows you to see within the conversation when a customer responds to a specific message, be it with a text, a file or an image.
Note: You can only see messages cited by con
Registering a domain and adding email address
Important: Before following the instructions, make sure the feature is available for your access profile.The email domain is the entire part of an email address that comes after the @ symbol. You can create a custom domain with your company's name to give more authenticity to your messages. This art
Link a Meta account to create Ads
To run ads with a click to WhatsApp, it is necessary to connect your Facebook Page to WhatsApp Business.
If you receive the error message when boosting a post in Zenvia Customer Cloud: "It was not possible to create the ad. Access your Meta Business Manager and check if there is a linked WhatsApp ac
How to configure the inactivity time of a flow chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.When setting up a chatbot, it's possible to define an idle timeout period. This period corresponds to the time the chatbot will wait for user interaction before executing a predefined action, suc
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
Routing the bot conversation to a human agent
Important: Before following the instructions, make sure the feature is available for your access profile.Forwarding a chatbot's service to a human agent ensures that the customer receives the appropriate support, even when the bot is unable to resolve the demand on its own.
This functionality acts a
Choosing the format for creating a flow chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The flow chatbot allows you to automate communication with your users, guiding them through a series of predefined steps. These steps can range from a simple welcome message to collecting informa
How to create a Business Manager on Facebook
Understand why it's important to create a Facebook Business Manager.
Facebook's Manager is an indispensable tool for your business. It has many benefits, including the ability to:
Manage multiple Facebook accounts and pages from the same platform;
Authorize different permission levels in accord
How to send a location to your clients
Send your location or that of any of your business offices from your conversations in Zenvia Conversion.
To send your location to a client, follow these steps:
1 - Press the attach icon located above the bottom bar of your conversation and select Location:
2 - A pop-up will appear, where you
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
Setting Up a Chatbot for Click to WhatsApp Campaigns
Important: The Click to WhatsApp campaign integration feature is currently in beta. To use it, please contact the Zenvia team and request activation for your account.
If you're running Click to WhatsApp (CTWA) campaigns on the Meta platform, you can integrate them directly with your Zenvia Customer
How to create and export a custom ticket report
Important: Before following the instructions, make sure the feature is available for your access profile.Create custom reports to monitor and analyze your support tickets. You can generate, edit, and export reports, applying filters that make it easier to extract strategic information and manage ope
How to edit a user’s information, role, and group
This article teaches you how to edit an existing user's information, including their role (permission), group (team), and other profile details.
Required permissionsOnly users with the User Administrator role can make changes to profiles.
🔗 See the article How to choose a user's role to understand
How to Create a CSV File for Bulk Uploads
Ensure that your file is free from errors when you upload your database
When a CSV file doesn't fulfill the necessary requirements to upload a database containing multiple clients, Zenvia Conversion will display an error:
To avoid this, follow the steps below:
1 - Create a spreadsheet with Goog
How to organize and manage contacts in a list on Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In a contact list in Zenvia Customer Cloud, you can view your customers' information, including mobile phone, name, and email. Additionally, you can add new contacts, edit existing ones, or remov
03. How to send a PayPal link to your clients
Integrate PayPal with Zenvia Conversion and facilitate your sales
To send a PayPal link and have this registered in Zenvia Conversion, an administrator on your team must first activate the application. For that, check out this help article.
1 - From the conversation with your client, go to the
How to use WhatsApp Flows in a Flow based Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile. WhatsApp Flow is only available for NLU Enterprise accounts and Zenvia Customer Cloud (ZCC) accounts that have interoperability enabled. If your account doesn’t meet these criteria, the feature
How to use the Open field in a flow chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The Open Field feature allows the chatbot to collect personalized user information.
This setting can be used to capture any type of textual input or validate specific data, such as emails and pho
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
[Enterprise] Agreements (SLA): what they are and how to register a contract
A SLA Agreement (Service Level Agreement) is a digital document that defines response and resolution times for support requests, following pre-established rules.
In Zenvia Customer Cloud, each client (at the organization level) can have a single SLA contract, which includes multiple rules and may o
Deactivate or delete a user from the organization in Zenvia Customer Cloud
As an Administrator of the account, you can deactivate or delete users from your organization.
Deactivate: The user loses access but can be reactivated at any time without losing data or settings.
Delete: Deletion is permanent. If the user needs to be added back, they will have to be registered as
How to create a direct access link to your Facebook Messenger inbox
Learn how to use this resource for your business
Facebook's m.me service that shortens the URL that redirects clients to a person, page, or bot in Messenger can be used for web sites, email newsletters, and much more.
When a client starts a new conversation or continues an existing conversation wi
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
Why is my billing split between VAS and Licensing?
La división de su cobro entre Licenciamiento de Software y SVA (Servicio de Valor Agregado) se realiza por motivos fiscales. La suma de ambos montos corresponde exactamente al total de su plan; no se trata de un cobro duplicado.
Entienda cada concepto:
Licenciamiento de SoftwareSe refiere al uso de
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
Integrate chatbot into your Website
Important: Before following the instructions, make sure the feature is available for your access profile.Interact with your customers directly on your website. Integrate a web chat with your Chatbot and automate all your operations. Follow the step-by-step instructions to link it.
Step 1: Link Web C
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
How to integrate WBuy with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.In this article, learn how to configure the integration between WBuy and Zenvia Customer Cloud.
💡 Tip: To better understand what WBuy is and how it works with Zenvia Customer Cloud, access the a
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
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
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
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
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
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
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
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
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
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
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
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
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
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:
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.
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
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
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
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
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 the Quotes App
Important: Before following the instructions, make sure the feature is available for your access profile.The Quotes App simplifies the creation and sending of quotes to your contacts via WhatsApp, allowing you to register and measure all sales made through Zenvia Customer Cloud.
Additionally, with t
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
Creating CSV files for import
Important: Before following the instructions, make sure the feature is available for your access profile.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 personal
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
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
Actions in Success expert agent
Important: Before following the instructions, make sure the feature is available for your access profile.This is the fourth and final step in creating the expert agent. Here, you can select the success action: Message Sending or Surveys.
To access this feature, go to Zenvia Customer Cloud > Expert a
Use cases with Olist
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.In this article, see examples of actions that can be performed with the integration of Olist, a Business Management System, with Zenvia Customer Cloud.
💡 Tip: Learn more details about Olis
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
How login works in Enterprise support service
Learn how to access Enterprise Support, whether you are an agent or a customer.
Types of AccessThere are two types of users who can access the Enterprise Support environment:
Login Type
Who Logs In
How to Access
User Login
Zenvia Customer Cloud account users
Access via the platform (app.zenvia.
How to open and track tickets in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.If you need support in Zenvia Customer Cloud, you can open a ticket to resolve doubts, request adjustments, or report issues. Additionally, it is possible to track the status of your tickets and,
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
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
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
Data classification in creating additional fields
Important: Before following the instructions, make sure the feature is available for your access profile.The additional fields allow for the customization of the ticket system with detailed information, but it is essential to correctly classify the requested data in compliance with the General Data
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
Contacts Base Zenvia Customer Cloud API
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 itThe acronym API stands for Application Programming In
How to integrate and use the Facebook catalog in commercial service
Send your Facebook product catalog via WhatsApp directly in your commercial support conversations.
Create your catalog1. Go to the Commerce Manager in your Facebook Business Manager and click Add Catalog.
2. Set up the catalog and rename it with your company name (do not use the default name to avo
Create an account and login to Zenvia Customer Cloud
Welcome to Zenvia Customer Cloud! Create an account and gain access to a unique multichannel solution that centralizes and manages your customer data with greater operational efficiency.
The first step to creating an account is choosing a plan. The subscription to a Zenvia Customer Cloud plan must b
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
Handling and Transferring Support Conversations
Important: Before following the instructions, make sure the feature is available for your access profile.In this article, learn how to manage conversations in the support inbox of Zenvia Customer Cloud. Understand the support flow, agent or group transfers, linking conversations to tickets, and the
01. Webchat channel
The Webchat channel allows you to make calls via your company's website. Through Webchat, which is the interface available on the website, customers can "call" your service operation for an interaction.
Webchat is an online communication tool that allows real-time interactions between users via a w
Intelligent response based on the internet in Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.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 c
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