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How to use CSS to customize the style of your WebChat window
The CSS Editor available in the Web Chat channel appearance settings allows advanced customization of the chat window interface. It is recommended when standard settings (such as color, avatar, and logo) do not meet the project’s requirements, whether for business needs or visual criteria.
⚠️ Att
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
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
[Enterprise] Chat Settings: Groups, Apps, Facebook Messenger, and WhatsApp
The Chat Settings allow you to centralize communication with customers across multiple channels, such as Facebook Messenger and WhatsApp, as well as configure chat groups and support apps.
This article guides you on configuring channels to optimize the customer experience and support efficiency, ex
01. Zenvia Chat available articles
🌎 By Humanz for Humans: Welcome to the Zenvia Chat Help CenterOur documentation is divided into three categories:
Concept and Access: tool concepts and instructions for accessing it;Getting Started: an overview of the tool and its main features;Features and Functions: user manuals for operating the
03. Create Zenvia Chat account
Welcome to Zenvia Chat! With a Zenvia Chat account, you have access to features that can transform your customer's chat experience.
To create a new account, access Zenvia Chat and select the option Create Account. Enter your name, email, phone number, and password.
Before proceeding, make sure to re
01. What is Zenvia Chat
Zenvia Chat is a customer service tool that allows you to manage different service channels in a single environment, as well as providing administrators with a management view with dashboards and reports. Simplify your customer service with a complete, easy-to-manage multichannel tool. With omnichan
Most used plugins and how to add the WhatsApp button to your website
WhatsApp plugins are software extensions or components that allow you to add a WhatsApp chat button or functionality to your website for direct communication with users.
Having a WhatsApp button on your website can facilitate communication with your audience. In this article, we have compiled some p
03. FAQ - Zenvia Chat plans and licenses
Here at Zenvia we believe that you should have the opportunity to explore our products and their functionalities to the full, which is why it's so important to know everything they offer. Check out our Q&A and ask your questions about the Plans available on Zenvia Chat.
I want to increase my licens
[Enterprise] Chat Management: Monitoring and Metrics
Through the Chats screen, it is possible to track ongoing or queued conversations, as well as monitor overall metrics of completed service requests.
How to Configure Access to ChatFor a user to have access to the screen, they need to be added as an Administrator in the chat group.
Follow the ste
01. Administrator dashboard in Zenvia Chat
The Dashboard is Zenvia Chat's home screen and provides quick and simple information on what is happening in real time (updates of the day) in the Administrator environment. Through this Dashboard you can check information on calls, agent productivity and performance, calls in the queue, pending or
How to configure SLA rules for chat support
With Service SLAs, your team can track deadlines in real-time and monitor key conversation stages within the Support Service module of Zenvia Customer Cloud.
This feature helps reduce delays, organize support priorities, and improve the customer experience during chat interactions.
You can configure
Sales chat operation monitoring in Zenvia Customer Cloud
Important: This feature is available for the Viewer, Operator, Administrator, and Franchisee profiles.The Activities tab (within the Operations Monitor) in the Commercial Service module of Zenvia Customer Cloud allows you to track your team's recent actions in commercial service interactions and ana
03. Zenvia Chat integration with RD Station Marketing
RD Station Marketing is a marketing automation software that helps with capturing, managing, and communicating with customers and leads (potential clients). Zenvia Chat has a native integration with RD Station Marketing, allowing conversations initiated through the tool, via any channel (chat, voice
Transfer contacts for sales chat in automation flows
Important: Before following the instructions, make sure the feature is available for your access profile.Automatically transfer contacts who respond to your campaign to support with a specific agent or team. This way, you will increase the chances of conversion by making the most of each interaction
10. Notification of WhatsApp Templates via Zenvia Chat
The WhatsApp Template Notification feature allows agents to send notifications (WhatsApp HSM) in a conversation that already has a service history in Zenvia Chat.
This enables the agent to re-establish contact easily through an active message for customers who have already been assisted via Zenvia C
02. Access and language setting in Zenvia Chat - Agent
To access Zenvia Chat, first go to the Zenvia platform, then go to Products > External Products > Zenvia Chat.
This will open the home screen - Agent profile area.
How to set the language?
Zenvia Chat supports three languages, which are loaded at the time of service. The available languages are: P
02. How to access and log in to Zenvia Chat
In this article, see the available features on Zenvia Chat, and its particularities when logging in.
First, access the Zenvia platform, go to Products > External Products > Zenvia Chat.
With your account created, you can log in using email and password or through social login.
Login with email and p
Integrate the WebChat channel into Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.WebChat allows you to provide support directly on your company's website through a customized widget that makes it easier to connect with visitors. This channel is ideal for support, sales assist
04. How to access and set the language in Zenvia Chat (admin)
Zenvia Chat supports three languages, which are loaded at the time of the call. The languages available are Portuguese, English and Spanish. You can set the language when you log in to the environment or from within the tool.
Setting the language at login.
Setting the language in the tool's menu.
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
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
11. Automatic finish
This setting allows you to enable the automatic closure of a call in the event of user inactivity, and is valid for the WhatsApp, Web Chat, Facebook, Telegram and Mercado Libre channels. Automatically closing a call reduces customer waiting times, increases responsiveness and improves customer sati
04. Serving customers - Service Inbox
One of the most important pillars of Zenvia Chat is the ability to unify communications from different channels (Web Chat, WhatsApp, email, etc.) into a single interface. This way, the main screen allows you to manage all your contacts more efficiently, making your customer service more agile and pr
02. Plans
Zenvia Chat's Plans feature allows the account administrator to understand which plan their account is associated with, as well as to request the expansion of licenses and change their plan in a practical and clear way (check out the available plan options here).
To access this functionality, go to
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
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
[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
04. Telegram Channel
Telegram is an instant messaging application that offers a range of features, including group chat, voice and video calls, file sharing and an open application programming interface (API) that allows the development of bots and custom integrations. One of the distinctive aspects of Telegram are its
02. Email channel
With the email channel, it is possible to receive and respond to emails through Zenvia Chat. Email is a form of electronic communication that allows messages to be sent between people over the internet. It works like a digital letter, where you can write a message, add attachments such as documents
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
[Enterprise] Text editor tools for support service
Learn about the text editor features available in the solution, used to format and personalize content in areas such as articles, tickets, and forms. This article explains where the editor is applied and how to use its tools to facilitate the creation and editing of information.
Features that use th
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
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
Configurações gerais do atendimento comercial
Important: Before following the instructions, confirm that this feature is available for your access profile.In Zenvia Customer Cloud, you can customize how commercial service works — from the team's working hours to how conversations are distributed. The settings configured in this area directly im
WhatsApp Message Templates in Zenvia Conversion
Discover how to create message templates for WhatsApp and optimize your communications in Zenvia Conversion
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
Support inbox
Important: Before following the instructions, make sure the feature is available for your access profile.The support inbox in Zenvia Customer Cloud is the environment where conversations between agents and customers take place via tickets.
In the inbox, you can view conversations organized by status
How to access copies of your payment slips and invoices through Instant Support
You can now view and download your payment slips and invoices directly through Instant Support in Movidesk, without having to open a support ticket and wait for a response.
With this new feature, you can download copies of your outstanding payment slips, view your invoices, and access your invoice h
02. Profile Permissions
The Profile Permissions setting allows you to create customized profiles to access specific functions in the Zenvia Chat Admin panel.
Such as a Supervisor profile, which can have access to the dashboard and reports, but does not have permission to configure channels, for example.
To add a new profi
03. Facebook channel
With the Facebook channel you can send and receive messages from your Facebook page via Zenvia Chat. Facebook is a social media platform that allows users to create personal profiles where they can share status updates, photos, videos and other content with their friends, family and colleagues. In a
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
07. Custom Channel
The Custom Channel feature allows you to set up a new channel, different from the existing ones in Zenvia Chat, including a custom name and icon. The benefit of this feature is to extend the integration of channels (third-party platforms) from a customizable channel, which can be integrated via API.
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
Automatic Closure Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Automatic Closure is a feature in the conversation settings of the Support Service module that automatically closes a chat in cases of customer inactivity for more than 7200 seconds, after the is
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
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
03. Adherence
The Adherence feature shows the percentage (%) of hours worked by an agent in the tool, considering a work schedule predefined by the account admin (which can be customized or standard - 40 hours). The benefit of using this feature is to provide the admin with control and visibility of the agents' w
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
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
05. Mercado Libre channel
By enabling the Mercado Libre channel, it is possible that all questions and direct messages sent by customers to your store on this platform will reach Zenvia Chat.
Mercado Libre is one of the largest e-commerce platforms in Latin America. It allows sellers and buyers to meet virtually to buy and s
08. Hours and Holidays
The Hours and Holidays feature lets customers know when you are available to serve them. You can use this feature in situations such as:
If you have a specific department in your company, in which the attendants are only available for service on certain days and at certain times, (example: Tuesday
02. Integrations API
With API integration, you can create a fully customized chat within your website or app.
To access this functionality, go to Zenvia Chat - Administrator Profile > Settings > Integrations > API.
To get started, simply click on the API tab in the top menu and then fill in the integration details on
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
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
Sending message templates in support inbox
Important: Before following the instructions, make sure the feature is available for your access profile.Message templates are used to initiate or resume a customer support interaction. Meta requires the use of these pre-approved templates to ensure compliance with their policies, prevent spam, and
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
Shared Inbox in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The shared customer inbox allows all members of a group to view and manage the conversations in the commercial service inbox on Zenvia Customer Cloud. This makes teamwork simpler and more collabo
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
I'm Not Receiving Zenvia Conversion Browser Notifications
Find out what to do if you are not receiving notifications on the desktop versionFor a better performance of Zenvia Conversion, you need to install Google Chrome. You can install it by clicking this link.
I'm not receiving notifications from any websitesCheck that notifications are activated in your
01. Monitor services - Agent
The Monitor services - Agent feature allows the agent to view their performance in the operation, as well as identify the number of other agents for each of the statuses in the departments they are assigned to.
As an agent, the value of this feature lies in visualizing and managing your number and a
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
01. Stages of the deployment process - Configurations and responsibilities
This article explains briefly and practically the stages of the deployment process, the necessary configurations and responsibilities.
⚠️ Attention: In order for Zenvia Chat to work with a chatbot hosted on Zenvia Bots, it is necessary to contact Zenvia to include the overflow component in the conv
Commercial customer inbox in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Handle customer service and monitor interactions between your company and contacts in the Zenvia Customer Cloud Customer inbox. Here, you manage conversations, answer messages, and keepon track
Instagram Integration with Zenvia Conversion
Zenvia Conversion simplifies communication with your audience. Through our solution, you can respond to everyone who contacts your company via Direct Messages (DMs) on Instagram and improve your conversion strategies.
By integrating Instagram with Zenvia Conversion, you can manage and centralize com
06. Be available for services
In Zenvia Chat, you can set yourself as available, ready to receive and handle customer interactions quickly and efficiently.
To activate this feature, go to Zenvia Chat → Agent Profile and enable the option Available for service, located in the upper right menu of the screen.
When the option is ena
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
07. Managing contacts - agent
All customers who contact your company through Zenvia Chat become contacts. The system also allows you to add new contacts individually.
To access this feature, go to Zenvia Chat - Agent Profile > Contacts and click on the icon
Fill in the fields and click Add new customer.
Using the search fiel
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
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
Quick guide to Zenvia Conversion initial settings
Welcome to Zenvia Conversion. We're happy to have you here!
Learn more about our features and find out how to set up your Zenvia Conversion account by accessing the articles below:
Concept and Access
How to log inRequirements to request verification (green badge) for your WhatsApp Business lineWhat
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
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
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
03. Change profile picture
To change your profile picture, simply access Zenvia Chat - Agent Profile and click on Edit Agent in the upper right corner.
If you want to change your profile picture, click on the photo icon and select the desired image from your device. After making the changes, just click Save.
Done! Change
Manage support service holidays
Set up holidays in the chat to define dates when service will be paused or follow special hours.
By configuring this, the system correctly informs both customers and bots of unavailability, preventing unnecessary queues and wait times.
Important: This feature is available to Administrators with per
How Tickets Work in Support Service
Tickets are the core feature of the Support Service module in Zenvia Customer Cloud.
They centralize, organize, and track all customer requests across channels (WhatsApp, Webchat, and Email).
Whenever a customer reaches out, the system automatically creates a ticket. From there, your team can categ
12. Content Filter
The objective of the Content Filter feature is to allow the Zenvia Chat Administrator to block the sending and/or receiving of offensive words and files, in order to maintain security and respect in communication with customers. This content filter is important because it helps protect your customer
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
How to integrate Zenvia Attraction with my Zenvia Conversion account
Zenvia Attraction is a mass messaging platform for marketing campaigns across channels such as SMS, Email, WhatsApp, and RCS. And Zenvia Conversion is a solution to simplify communication and conversion for your sales strategies.
Integration with Zenvia Conversion allows you to unify the processes o
13. Contact list
This feature shows the entire list of customer contacts available. It allows you to add, import and export this contact list.
To access this feature, go to Zenvia Chat - Administrator profile > Service > Contact list.
On this screen you can search for a contact in the search field and also view th
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
Sending and receiving Instagram messages in the sales service
Send and receive Instagram Direct messages directly in the Zenvia Customer Cloud commercial inbox, centralizing the conversation flow and ensuring agility in customer service.
Requirements for UseFacebook Account with linked Instagram business account connected to Zenvia Customer Cloud.Instagram Pag
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
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
Transfer service
The Transfer service feature allows the Administrator or Agent to transfer a session to another agent or department.
By transferring the session to a specialized department or agent, the customer with the Administrator profile receives more effective and targeted support. Additionally, they get a fa
Support Service Settings
Important: Before following the instructions, make sure the feature is available for your access profile.Located in the left sidebar menu, Settings is a feature of the Support module in Zenvia Customer Cloud. Here you configure your Support Tickets and Chat for your support team.
To use this feature
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
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
App Developer Resources
Read more about our API and Extension Points.
API
The Zenvia Conversion API allows you to perform various tasks as well as receive notifications about various events through Webhooks. An API Key is required for interacting with the API, which can be obtained in two ways:
Each time an App is in
Introduction to the Sales Service Inbox
Manage customer service interactions and track conversations between your company and your contacts in the Zenvia Customer Cloud inbox.
🔍 Quick access: Sales Service > Inbox.
How does it work?The sales service inbox is organized into columns to make it easier to navigate and manage conversations.
C
Sentiment analysis in Zenvia Customer Cloud: What it is and how it works?
Important: Before following the instructions, make sure the feature is available for your access profile.Learn how this feature uses Artificial Intelligence to evaluate interactions, where to access it in Zenvia Customer Cloud, and how to interpret the results.
1. What is sentiment analysis?Sentimen
Message sending errors in the Sales Customer Inbox
When a message is not delivered to the commercial service inbox, it is important to understand the reason for the error in order to take the correct measures.
Error messagesIn the inbox, located under Sales > Customer Inbox, you will see two types of messages related to errors:
Short and informative
How to send messages and use the inbox in sales
Important: Before following the instructions, make sure the feature is available for your access profile.The inbox is the space where you communicate with your contacts within the Zenvia Customer Cloud.Through it, it is possible to send text messages, audio, images, videos, documents, location, paym
I have to update or refresh to see new messages and/or contacts
Here are a few options if you are not able to see new messages until you refresh the screen
Like most web applications, Zenvia Conversion relies on internet access to work correctly. However, this access may be restricted or have specific configurations according to the location, Wi-Fi network, com
05. Activate notifications
By enabling notifications whenever a new interaction arrives, you will be alerted through a sound alarm and a pop-up in the bottom left corner of the screen. The audible notification indicates that the service is “ringing” and needs to be started immediately, ensuring that no request goes unanswered
04. Access History
The Access History offers the administrator visibility into access within the service environment. It provides details about who accessed, when, and what action was taken, helping to monitor and manage service interactions. Consequently, by giving the manager greater visibility, this type of report
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
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.
[Enterprise] People Configuration: Teams and Access Profiles
The configuration of People allows centralized permission management, ensuring that each user in Zenvia Customer Cloud has access only to the information relevant to their role, in a secure and personalized way.
⚠️Attention: Functionality available only for Operator and Admin profiles.
How to config