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Success expert agent usage data
Important: Before following the instructions, make sure the feature is available for your access profile.This feature displays the data for each expert agent. Here, you can view, analyze, and export the data for each expert agent. This information supports decision-making and planning the next steps
04. Zenvia Chat Data API
This API enables querying data from interactions carried out via Zenvia Chat, in accordance with reports currently extracted from the Administration interface.
TOKEN The access token for the API can be generated in the Administration interface through the menu:
Settings
Integrations
API
Link: https
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
Troubleshooting Data Validation in Zenvia Customer Cloud
When creating a conversation flow for your chatbot in Zenvia Customer Cloud, it's common to set up validations to ensure the information provided by users is correct. This data might include a Social Security Number (SSN), email, phone number, order number, among others.
However, sometimes a configu
General organization data in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Track activities and results to understand how your organization is operating. Go to Homepage to, in one place:
Evaluate the impact of integrations with management systems.Monitor sales and servi
[Enterprise] Brazil's General Data Protection Law (LGPD)
Below are the definitions according to Article 5 of Brazil's General Data Protection Law (Lei Geral de Proteção de Dados - LGPD):
I - Personal data: Information related to an identified or identifiable natural person.
II - Sensitive personal data: Personal data concerning racial or ethnic origin, re
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 use the data from your management system integrated with Zenvia Customer Cloud
When you integrate a management system with Zenvia Customer Cloud, the data starts enriching different platform features. This allows you to better understand your customers, create more effective campaigns, and automate marketing actions.
See below how to take advantage of this information at each
Duplicate contacts when integrating systems with Zenvia Customer Cloud
When you integrate a management system (Customer Data Platform) with Zenvia Customer Cloud, it may happen that identical contacts are sent more than once – creating duplicate records.
To ensure your data stays organized and consistent, it is important to define how Zenvia Customer Cloud should act w
Analytics Panel: Tracking message traffic
The Analytics Panel is an information management and data visualization tool that allows you to analyze platform usage indicators and monitor messages from Zenvia's tools and channels.
In this article, we detail the features of message traffic tracking and teach you how to use this tool.
Message tra
Integrations available in Zenvia Customer Cloud
Discover the different types of integrations available in Zenvia Customer Cloud.
Zenvia Customer Cloud offers native and API-based integrations that connect your operation to external systems such as ERPs, CRMs, and e-commerce or marketing platforms. These integrations allow for automatic data synch
Adding Content in the Chatbot Constructor
Important: Before following the instructions, make sure the feature is available for your access profile.Learn about all the possible content you can add to your chatbot's flow. This content allows you to develop your virtual assistant, determining how it should greet users and what actions it shoul
How to integrate Microvix with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Below, learn the step-by-step process to integrate the Microvix Enterprise Management System with Zenvia Customer Cloud.
💡 Tip: Learn more details about Microvix and what is possible with this i
Zenvia Customer Cloud for Devs (APIs)
Start your journey with Zenvia Customer Cloud for Devs (APIs)Access resources, information and tutorials to get started with our APIsZenvia offers two main types of API integration in Customer Cloud: CDP (Customer Data Platform) APIs and Functional APIs.
Each group serves different purposes and
How to integrate Bling with Zenvia Customer Cloud?
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Follow the steps below to integrate the Bling Business Management System with Zenvia Customer Cloud.
💡 Tip: To understand more about this integration, read the article Overview of Bling.
S
Leads API in Zenvia Conversion
This API was developed with the purpose of providing an **asynchronous** way to send leads to Zenvia Conversion, allowing you to receive a webhook containing the results. Find out the requirements and how to use this API in your account in this article.
⚠️ Attention: API integration requires advance
[Enterprise] Setting up and using Webhooks in Support Service
Webhooks enable you to send ticket data to another system automatically when specific conditions are met. This approach is often simpler than a two-way API setup, as the receiving system does not need to initiate an API request to get the data from Support Service.
If you’re new to triggers, we stro
Overview of Microvix
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Microvix is an Enterprise Management System designed to organize and centralize all business data. It is a great option for retail companies, especially store chains and franchises that req
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
Overview of Olist
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Olist is an Enterprise Resource Planning system designed to organize and centralize all business data, ideal for small businesses seeking a complete, easy-to-use, and cost-effective solutio
Mercado Livre
Important: Before proceeding with the instructions, confirm that this feature is available for your access profile.
The native Mercado Livre (MeLi) connector in Zenvia Customer Cloud allows you to centralize pre-sales and post-sales customer service and integrate order data for strategic business an
Integration of Salesforce with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Receive and manage Salesforce leads more conveniently in Zenvia Customer Cloud. This integration allows you to send messages and interact with your contacts in one place.
InstallationTo connect S
01. Integrations - Webhook
The webhook integration allows communication with almost all tools. The webhook enables sending data from Zenvia Chat's customer service and messages to any other system that is ready to receive them. It is possible to use tools like Zapier and Pluga to easily integrate with hundreds of already list
How to integrate OMIE with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Below, learn the step-by-step process to integrate the OMIE Enterprise Management System with Zenvia Customer Cloud.
💡 Tip: Learn more details about OMIE and what is possible with this integrati
How to 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
Mercado Livre: Chatbot Journey in Zenvia Customer Cloud
The native Mercado Livre (MeLi) connector in Zenvia Customer Cloud allows you to centralize pre-sales and post-sales support and integrate order data for strategic business analysis.
By connecting your Mercado Livre account, buyer messages are handled within Zenvia Customer Cloud, turning customer
How to integrate Olist with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Next, see the step-by-step to integrate the Olist Business Management System with Zenvia Customer Cloud.
The process is simple: just start by generating the API Token in Olist and proceed with th
Conditions for execution success expert agent
Important: Before following the instructions, make sure the feature is available for your access profile.After filling in the expert agents details, this is the second step in creating expert agents: defining the conditions for its execution. Start by selecting a Category. Conditions are essentially
Success monitor
Important: Before following the instructions, make sure the feature is available for your access profile.This feature allows you to monitor the purchasing behavior of your contact base registered in Zenvia Customer Cloud, helping to evaluate the effectiveness of applied strategies and identify neces
How to integrate Google Sheets with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Google Sheets is a tool that allows you to create, edit, and share spreadsheets online. With this integration, you can export contact data between Google Sheets and Zenvia Customer Cloud.
⚠️ Atte
Additional fields for tickets
Important: Before following the instructions, make sure the feature is available for your access profile.Additional fields allow you to collect more detailed information during ticket registration, offering flexibility to customize the system according to your business needs.
Who can configure addit
How to unlock dark mode in Zenvia Customer Cloud
The dark mode changes the interface menu, making navigation more comfortable, especially in low-light environments. It is **unlocked when your organization completes the steps suggested by the platform, which involve system integration, sales support, and technical support.
By following these steps,
Overview of WBuy
Important: Before following the instructions, make sure the feature is available for your access profile.WBuy is an e-commerce platform that helps create and manage online stores, both retail (B2C) and wholesale (B2B). It offers the necessary resources to sell online, such as store creation, product
Sales Performance
The Operation Performance screen allows you to monitor the commercial effectiveness of your customer service operation and understand how agents and groups are contributing to sales results. Based on service closure data from the Commercial Service module, you can track completed interactions, sales
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
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
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
Overview of Bling
Important: Before following the instructions, make sure the feature is available for your access profile.Bling is a Business Management System that is especially popular among small and medium-sized businesses and e-commerce operations, offering essential management features in a simplified way.
The
07. Satisfaction survey
The Satisfaction survey is a feature that allows you to measure how satisfied your customer was with the service they received from your company. The benefit of using it is having data and evaluations about your company's service, in order to improve customer service.
The Satisfaction Survey can be
01. Account information
Account data plays a fundamental role in both the personal and business spheres. This information, which includes name, address, telephone number, e-mail address and other details, is essential for ensuring security and regulatory compliance.
To access your account details, go to Zenvia Chat - Admin
WhatsApp account settings in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Managing your WhatsApp account ensures that it is configured according to your needs and preferences. After activating the channel, you can:
Customize the profile: Change your account’s appearanc
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
FAQ Instant Support
1. What is Instant Support?Instant Support is an autonomous AI-powered support solution that goes beyond answering questions. The solution understands the context of the request, retrieves relevant information, analyzes data, investigates possible causes, performs a diagnosis, and determines the bes
API Call in Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the API Call feature allows you to integrate external systems with your chatbot. With it, you can:
Retrieve customer data from a CRM.Send information to external systems
Automations API: How to use and integrate with Zapier 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 initiate an automation through an API call on a third-party server or system.
In this article, we explain why to use Zenvia Customer Cloud's marketing automati
Add Integration Skill to the AI Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.This skill allows the chatbot to integrate with an external system to perform a specific action.
Some examples of these actions include retrieving user information, checking order statuses, or ge
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
Request contact export in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, you can request an export of contacts to facilitate data analysis and tracking.
To get started, go to Contacts > Contact Base > My Contact Exports.
Export to CSV FileSel
Mercado Libre: Support Service Journey in Zenvia Customer Cloud
This article explains how the Support service journey works for customers who made a purchase on Mercado Libre and start a support interaction.
Support service focuses on post-sale interactions, when the buyer has already completed a purchase on Mercado Libre and contacts the seller to resolve a que
How to analyze the performance of WhatsApp voice calls in service interactions
The WhatsApp calls report allows you to track consolidated information about voice calls made and received through WhatsApp in Zenvia Customer Cloud.
Access to the calls report is available only to users with the following roles: Advanced Agent, Operator, Administrator, and SysAdminHow to access the
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 organizations work in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, each organization represents an independent company or business unit. This means that data, access, conversations, chatbots, channels, and reports are unique to each org
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
Consult ZIP code in Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the Consult ZIP Code action can be used to look up details of the ZIP Code entered by the customer.It receives the number provided during the conversation and retrieves
Use Cases of OMIE
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.In this article, you'll find examples of actions that can be carried out using the integration between the OMIE system and Zenvia Customer Cloud.
💡 Tip: To better understand what OMIE is a
Overview of OMIE
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Omie is an Enterprise Resource Planning system that offers integrated solutions for areas such as finance, sales, and procurement. Integrating it with Zenvia Customer Cloud allows you to ke
All available articles
Welcome to Zenvia Customer Cloud's Help Center! On this page, you will find all the usage documentation for Zenvia Customer Cloud organized by categories, following the software’s side menu. We also have complementary materials for developers and a FAQ section.
For Devs
Learn about the API integrat
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
06. WhatsApp channel
By enabling the WhatsApp channel you allow all messages sent to the contracted number to reach Zenvia Chat.
WhatsApp is one of the world's most popular instant messaging platforms, allowing users to exchange text messages, voice and video calls, share media and documents. WhatsApp stands out for i
Register and track visits and test drives in commercial service
Learn how to install, use, and track the results of the Visits and Test Drive integrations in Zenvia Customer Cloud.
These two features are ideal for companies that serve customers in person, such as car dealerships, retail stores, and sales teams that schedule demos or meetings.
Both apps allow sch
What is Zenvia Conversion
Zenvia Conversion is a solution that centralizes customer service across multiple channels, such as WhatsApp, Facebook Messenger, Instagram, and Webchat. It allows for quicker sending and receiving of messages to boost sales, increase conversion rates, and provide a better sales service experience.
Closing reasons Analysis
Important: Before following the instructions, make sure the feature is available for your access profile.Closing reasons is a feature of the Analytics module in Zenvia Customer Cloud that allows for a better understanding of the reasons behind the closure of chats by Agents users.
You can filter dat
How to understand statuses, metrics, and export rules in the WhatsApp voice calls report
This article explains, in more detail, call statuses, indicator calculation rules, and how data export works in the WhatsApp calls report in Zenvia Customer Cloud.
It is recommended for users who need to:
Analyze data in greater depth.
Audit service interactions.
Understand why a call was classified
How to recover contact engagement with "We miss you" automation
Important: Before following the instructions, make sure the feature is available for your access profile.The We Miss You automation is a smart solution for engaging inactive customers. Using artificial intelligence, you can set up personalized messages via SMS or WhatsApp to reactivate contacts and
Ads analysis in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Analyze the performance of your broadcasts messages and campaigns created on Meta (Click to WhatsApp) in the Zenvia Customer Cloud Campaigns report.
With this report, you can evaluate how many pe
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
Optimize the Customer Journey with the Flow Map
Important: Before following the instructions, make sure the feature is available for your access profile and your plan. The Flow Map is available starting from the Expert plan.
In Zenvia Customer Cloud, the Flow Maps functionality allows understanding and optimizing the customer journey when interac
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
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
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
Integration of RD Station Marketing with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration between RD Station and Zenvia Customer Cloud allows you to automate the sending of leads generated in RD Station directly to Zenvia Customer Cloud. This way, you centralize the ma
[Enterprise] Reports: How to obtain information about the service structure
In this article, learn how to access, configure, and export reports to optimize data analysis and obtain detailed information about your service structure in tickets, customer experience, contracts, and values, as well as auditing and control features on the platform.
How Reports WorkBefore starting
Send media messages with WhatsApp
Important: Before following the instructions, make sure the feature is available for your access profile.To send WhatsApp messages that include media, it's necessary to:
Have a message template pre-approved by Meta within Zenvia Customer Cloud.Provide a media link during the setup of the message.Sen
RFV
Important: Before following the instructions, make sure the feature is available for your access profile.RFV stands for Recency, Frequency, and Value. It is a methodology widely used in marketing and customer analysis to segment and prioritize audiences based on their purchasing behavior. The centra
[Enterprise] Tickets API
Our API's allow up to 10 requests per minute. To increase this limit, contact support. Find out more about API times and limits.
⚠️Attention: In the Tickets API, after 3 requests with error, the code 429 - Too many failed requests will be returned, blocking requests for 60 seconds. This time is left
Duplicating Activities
This feature allows you to duplicate activities in SenseData, either individually or in bulk. The copy retains all the information from the original record, saving time when creating records and allowing you to reuse existing configurations.
Select the desired item or select multiple activities.
Cli
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
How to integrate Mercado Libre with Zenvia Conversion
Check how to activate the integration with this marketplace
Leads that come in through your MercadoLibre account can also be managed through Zenvia Conversion. You can respond to all your client contacts through our app! Here's how this works.
1 - Go to Apps and click on Mercado Libre:
Af
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
04. Contact Database in Zenvia Conversion
Zenvia Conversion
What is Zenvia Attraction and how to use in Zenvia Conversion
Know and understand the benefits of using it together with Zenvia Conversion.
Zenvia Attraction is one of Zenvia's platforms and has several integrated features for sharing information and data with a focus on creating and managing marketing campaigns
In addition to having features to send via Wh
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
Marketing Messages Lite API (MM Lite API)
Important: Before following the instructions, make sure the feature is available for your access profile.The Marketing Messages Lite API (MM Lite API) is a Meta technology developed exclusively for sending marketing messages via WhatsApp, focused on performance, engagement, and traceability.
Why use
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
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
Operation performance analysis in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Use the Operation Performance report to monitor the main metrics for conversations and new contacts served by your team.
In it, you view indicators for volume, response time, and operational effi
Contact profile in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Your communications achieve better results when you know your audience better. In Zenvia Customer Cloud, you can consult all the information and events related to each customer directly in the co
Introduction to the Zenvia Customer Cloud contact base
Important: Before following the instructions, make sure the feature is available for your access profile.The Contact Base centralizes all your customer and lead data in one place, making it easy to access and manage in a unified way.
In this article, see how to use the main features to add, customi
Support expert agents: what they are and how to create them
Support specialist agents are configurable automations in Zenvia Customer Cloud that allow you to automatically perform actions within a ticket whenever specific conditions are met.
These agents can be triggered by user interactions or by time-based rules — such as how long a ticket stays in a certa
Actions of support specialist agents
Whenever a ticket is updated, the system checks if any support specialist agent has conditions configured for that scenario. If so, the actions linked to that agent are executed automatically.
This is the final step of the agent configuration, where you define the success actions to be taken, such a
Integrate TikTok Ads with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The integration of TikTok Instant Messaging Ads with Zenvia Customer Cloud allows for seamless handling of WhatsApp messages generated from TikTok Ads. It also enables Click-to-WhatsApp conversat
PayPal Analytics
Important: Before following the instructions, make sure the feature is available for your access profile.For users who have PayPal integration in Zenvia Customer Cloud, this functionality of the Analytics module provides information about the status of generated payment links.
These links are sent i
11. View all my appointments - History
In the History tab, you can view all the support sessions handled by your department, meaning that an agent does not have access to the support sessions of other departments where they are not assigned.
Through the search field, you can search for a support session by the client's name, email, phone
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
Sales API in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Sales API in Zenvia Customer Cloud was developed to asynchronously integrate leads into Zenvia Customer Cloud, allowing you to receive a webhook with their results.
Learn in this article how
Mercado Pago Analytics
Important: Before following the instructions, make sure the feature is available for your access profile.For users who have Mercado Pago integration in Zenvia Customer Cloud, this functionality of the Analytics module provides information about the status of generated payment links.
These links are
Salesforce in Zenvia Conversion
You can receive and manage leads from Salesforce in Zenvia Conversion
First, to connect Salesforce to Zenvia Conversion, the client will need access to the API.
Go to Integrations > Salesforce and verify your domain. This domain or link is the address for your Salesforce account. Once it has b
First steps and Integration of your system (CRM or ERP) into Zenvia Customer Cloud
Welcome to Zenvia Customer Cloud! To help you get the most out of all its features and optimize your customer communication, it's essential to integrate your management system (CRM or ERP) with our platform.
This integration allows Customer Cloud to use your operational data to offer features that
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