Search for - Zenvia

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

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

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

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

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

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

09. How to change my personal profile information?

Important: Before following the instructions, make sure the feature is available for your access profile.You can easily correct, complete, or update your personal information by accessing the Account preferences in Zenvia Customer Cloud. What would you like to change?Profile Name (First and Last Nam

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

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

01. 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 provided in a modular structure, and you can navigate through

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

Company and department database in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.Link contacts to companies and departments, and integrate individual information into an organizational structure. With the linking of contacts to companies and departments, it is possible to: Su

Use Cases of Microvix

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 taken using the integration between Microvix, an Enterprise Management System, and Zenvia Customer Cloud. 💡 Tip: Learn more details abo

04. How to integrate Tiny with Zenvia Customer Cloud

Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Next, see the step-by-step to integrate the Tiny Business Management System with Zenvia Customer Cloud. The process is simple: just start by generating the API Token in Tiny and proceed wit

Internal Message Functionality

Important: Before following the instructions, make sure the feature is available for your access profile.The Internal Message feature aims to provide and facilitate internal communication between the Administrator and the agent. With this functionality, the Administrator can start an internal conver

07. Notification Center

The Zenvia Customer Cloud Notification Center centralizes essential notifications for your daily activities, allowing you to view them at any time.

Invalid contacts

Identify and correct duplicate or incorrect contacts to ensure that your entire Zenvia Customer Cloud database is ready to receive messages.

Sales contact management

Important: Before following the instructions, make sure the feature is available for your access profile.The Sales Contact Management panel allows you to manage and view information of the contacts who have gone through commercial interactions in your organization. Here you will find data such as in

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

Create, Edit, Duplicate, and Delete Tickets

Important: Before following the instructions, make sure the feature is available for your access profile.In this article, you will learn how to create, edit, duplicate, and delete Support Service tickets in Zenvia Customer Cloud. Tickets have customizable Panels and Views. The conditions and columns

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

Contact List in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.Contact lists allow you to organize and segment contacts efficiently, making it easier to send targeted messages and personalized campaigns. Below, learn how to create, manage, and use lists in Z

WBuy Use Cases

Important: Before following 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 the WBuy e-commerce platform with Zenvia Customer Cloud. 💡 Tip: To better understand what WBuy is and how i

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

How to integrate OMIE with Zenvia Customer Cloud?

Important: Before proceeding with 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 int

05. Managing organizations in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, organizations are accounts that group other subaccounts. There are two types of organizations: Main organization: your main account of origin.Suborganizations: are part

05. SLA Details

Important: Before following the instructions, make sure the feature is available for your access profile.In SLA Details, you can view all the information about the SLA of Support service tickets. Find information about: DetailsMonitoringNotificationsHow to View SLA DetailsTo access the SLA details,

Contacts Base API in Zenvia Customer Cloud

Zenvia Customer Cloud also enables the use of the Contacts Base through its API. In this document, we will see the basic concept and show the functionalities provided by the Zenvia Customer Cloud Contacts Base API. What is an API and how to use itThe acronym API stands for Application Programming In

03. 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: Questions about systems, what they are for, and how to use them? Check out the a

How to update the working hours of your team

This functionality allows you to manage your team's work schedules instantly, without having to modify the settings for each agent.This allows you to define the work hours when an agent can receive Zenvia Conversion notifications. If the agent is not available, an alert will appear saying that it is

Use cases with Bling

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 Bling, a Business Management System, with Zenvia Customer Cloud. 💡 Tip: Learn more details about Blin

Use cases with Tiny

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 Tiny, a Business Management System, with Zenvia Customer Cloud. 💡 Tip: Learn more details about Tiny

How to integrate Microvix with Zenvia Customer Cloud?

Important: Before proceeding with 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

Best practices for validating contacts in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud provides tools to ensure your messages are delivered correctly and your contact list remains up to date. Below are best practices for handling phone numbers and email addres

04. Support Conversations Analysis

Important: Before following the instructions, make sure the feature is available for your access profile.The Support Conversations report in Zenvia Customer Cloud provides detailed information about the Support Service conversations. Use it to analyze and generate comprehensive reports on your chat

Set the default email for support service actions

Important: Before following the instructions, make sure the feature is available for your access profile.The default email is the email account automatically used for sending transactional messages in the Zenvia Customer Cloud Serve journey. This means that any email triggered by system triggers dur

08. Zoe in Tickets: Improve Text, Analysis Generated and Ask

Important: Before following the instructions, make sure the feature is available for your access profile.Zoe is Zenvia's native Artificial Intelligence (AI), available for use in various ways within the Zenvia Customer Cloud. In Tickets, it helps to gain insights, reduce response time, and enhance c

How to add or edit contact information

Important: Before following the instructions, make sure the feature is available for your access profile.Understand the different ways to add contacts to your database and explore editing options, including basic information, companies, departments, and customizations with extra fields. This ensures

How to create and assign labels to contacts in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.With labels, it is possible to group and categorize the contacts in your database according to your organization's needs. For example, you can segment customers based on their relationship with

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

Contact Segmentation Rules in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.Segmentation allows you to create filters to group contacts based on specific criteria. Segmentation rules apply these filters and return only the contacts that meet the criteria defined in the r

01. Systems in Zenvia Customer Cloud

In this article, learn what systems are, how they work, and how to use them to optimize contact management, transactions, and data. Explore practical use cases to enhance your operations. What are systems?Systems are the tools you already use in your operations to manage processes and information ab

04. Home: Zenvia Customer Cloud overview

Important: Before following the instructions, make sure the feature is available for your access profile.When accessing the solution with email and password, the Home section displays essential information for the efficient use of the platform and for monitoring your organization's activities. Star

01. Success monitor

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 necessary actions. The Success monitor serves as a tool for analyzing and tracking data based on your register

Questions about plans, contracts and cancellation in Zenvia Customer Cloud

Get answers to your questions about: Plan management: Cancellation and plan changesPlan features and resourcesContractual consumption and limitsBilling and invoicing⚓ Plan management: Cancellation and plan changes1. How do I cancel my plan? Do you want to cancel your account? That's too bad! 😔 In

01. Overview of the Generative AI Chatbot

What is my plan? Customer Cloud Plans ✔ Specialist ✔ Professional ✔ Enterprise User profiles ✔ Admin ✖Agent ✔ Operator 🔍 Quick acess: Settings > Plans e contractsThis article covers the following topics: Creating a chatbot manuallyCreating a chatbot using the IAG ConfiguratorCreating a new chat

10. How to use the Open field in a flow chatbot

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 phone numbers. In this article, we will explain how to configure the open field in your chatbot using a samp

02. Add and Manage Content in the Knowledge Bases

Add content to serve as the knowledge source for your chatbots and turn your information into an automated tool to solve user questions, inquiries, and possible issues. In the Knowledge Bases, you add files or URLs that the chatbot will use as a source of information to provide faster and more effec

03. How to change my plan

Make the plan change directly in Zenvia Customer Cloud. You can change your subscription easily and quickly by following the steps below. ⚠️ Attention: Plan changes can only be made by users with the Admin profile. Step-by-step to change your planAccess your account in Zenvia Customer Cloud.Go to Se

07. Add Integration Skill to the AI Chatbot

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 generating documents such as invoices. Example of use Imagine your client needs to check if there’s an open

06. Add transfer skill to the AI chatbot

The Transfer ability allows the chatbot to direct users to human service, whether it's sales or technical support. This is useful when the chatbot is unable to resolve the user's request or when the query requires a more personalized interaction, such as closing a sale or solving complex problems. E

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

Introduction to the Meta Ads Manager: Concepts and features

Understand the key concepts of the Ads Manager structure and how they work to maximize the performance of your campaigns. In this article, we will cover: Campaign Structure Meta's Ads Manager organizes campaigns into three main levels: Campaign, Ad Set, and Ad. Each of these levels plays a role in

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

Edit audience settings

A custom audience is an advertising targeting tool that allows you to reach people who have already interacted with your brand on Meta's platforms. This segmentation can increase the effectiveness of your ads. Minimum Audience Size For your ads to be displayed, the minimum audience size must reach 1

01. Plans, contracts and payments in Zenvia Customer Cloud

The subscription to a Zenvia Customer Cloud plan must be made on the Zenvia website. It is necessary to combine a Software Plan with a Channel Package. Software PlanThis plan includes Zenvia Customer Cloud features, as well as the number of InteractionZ and users. InteractionZ: These are interaction

Importing contacts from a file to Zenvia Customer Cloud

There are two distinct ways to add contacts in Zenvia Customer Cloud: manually or by importing a file. This article teaches you how to import contacts into lists by sending a file. This way, you can send your entire contact base in a simple and fast way. ⚠️ Attention: This feature is only available

04. Errors in broadcast message sending on Zenvia Customer Cloud

Message sending errors occur when messages, for some reason, do not reach the recipients. These cases are indicated as Sending errors or Not Delivered in the send reports. To understand the reasons for these errors, access a specific dispatch in Analytics > Message broadcast > Broadcasts performance

10. What are the technical requirements to use Zenvia Customer Cloud?

To ensure that Zenvia Customer Cloud works correctly and performs well, it's important that your device meets certain minimum requirements. Additionally, factors such as the quality of your internet connection, the number of open tabs, the use of browser extensions, and network stability can also in

[Enterprise] How to create and export custom ticket reports

The Custom Reports feature allows the management and export of detailed ticket reports, enabling the creation, editing, and deletion of reports according to the needs of support journey analysis. This article explains how to access, use, and customize these reports. Accessing ReportsConditions for A

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

11. How to use WhatsApp Flows in a Flow based Chatbot

Integrate the interactive messaging features offered by WhatsApp from Meta into your flow-based chatbot and provide more dynamic and efficient conversational experiences. WhatsApp Flows is a feature that allows the creation of conversational flows within WhatsApp. Some examples include automated res

Sending Messages in the Customer Inbox

The customer inbox is where you communicate with your contacts. You can send text and audio messages, image and video files, documents, location, payment links, and much more. ⚠️ Attention: This functionality is available for all user profiles. How the Customer Inbox Works In the customer inbox, you

Customer inbox in Zenvia Customer Cloud

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 service activities. For example, if someone contacts you after a message broadcast, it is in the Customer

Shared Inbox in Zenvia Customer Cloud

The Shared Inbox enables members of the same group to view all conversations held in the Inbox. Messages are visible to everyone, facilitating collaborative work in the Zenvia Customer Cloud. With this option active, it is possible to assign and transfer contacts, track interactions, and other acti

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

06. Send and receive RCS messages in Sales

Send and receive RCS messages directly in Sales and provide an integrated and smooth service experience. ⚠️ Attention: This feature is available for users with the Agent, Operator, and Admin profiles. How RCS works in Sales RCS Message Overflow: RCS messages sent through mass blasts or by Chatbots

Start a sale with a Facebook Messenger Template

Message templates in Zenvia Customer Cloud are used in the Customer Inbox to initiate the first contact or re-establish service after the session has ended. You create the templates and they go through content validation by Meta, ensuring compliance with Facebook Messenger's usage rules. After appro

Zenvia Convert App

Zenvia Converter facilitates customer service for external operations or sales teams that serve clients at both physical and digital locations simultaneously. It allows agents to switch between devices (desktop and mobile). How to download the appThe app is available for download on the App Store an

18. Integrate Mercado Shops with Sales support

Integrate your Mercado Shops account with Zenvia Customer Cloud to easily manage contacts who have made a purchase in your store. Learn how to automate your sales process communications via WhatsApp in this article. ⚠️ Attention: The integration is only available for Argentina, Brazil, Chile, Colom

19. Integrate Webmotors with Sales support

In this article, learn how to integrate Webmotors with Zenvia Customer Cloud. ⚠️ Attention: The user used for the integration must have API permissions. This user cannot access the Cockpit CRM Dashboards. Check the Webmotors API documentation: https://portal-webmotors.sensedia.com/api-portal/documen

03. Managing Chatbot Content on the Knowledge

The Knowledge screen is the repository of content that the chatbot uses to provide responses to users. This is where you determine which content your Chatbot should consult during the conversation. It can perform two functions: Generate responses during conversations: The chatbot consults this cont

20. Integrate Zoho CRM with Sales support

In this article, learn how to receive and manage Zoho leads in Zenvia Customer Cloud. Activate the Zoho app if you want: A lead to be created in Zoho when it is created in Zenvia Customer Cloud.A lead to be created in Zenvia Customer Cloud when it is created in Zoho.When creating a quote in Zenvia C

05. Integration of Zapier com Zenvia Customer Cloud

The integration with Zapier simplifies the connection of applications used with Zenvia Customer Cloud, enabling task automation and facilitating contact management. Zapier operates through events called "Zaps." A Zap or event is an action performed by an application configured to impact another. Be

01. Ads analysis in Zenvia Customer Cloud

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 people responded, which ones converted into sales, and the financial return on your investments. In this ar

15. Transfer contacts to customer service in RCS message broadcasts

Send mass RCS messages and maintain the conversation with your customers through human support in Zenvia Customer Cloud. This way, you ensure a continuous and seamless experience for your customers, increasing your chances of sales and conversion. Specifications Supported channel: RCS Rich text - C

16. Transfer contacts to sales support in WhatsApp broadcasts

Send WhatsApp messages in bulk and maintain conversations with your customers through human or automated support in Zenvia Customer Cloud. This ensures a continuous and smooth experience for your customers, while also increasing your chances of sales and conversion. SpecificationsSupported Channel:

06. Transfer contacts for sales chat in automation flows

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. In this article, learn how to set up the transfer in an automation flow. Understand the feature Before

Send media messages with WhatsApp

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.⚠️ Attention: This feature is available only for users with the Operator and Admin profiles. Sending a messa

Team Performance Report

The Team Performance Report aims to facilitate the analysis of each consultant's performance and the team as a whole regarding contacts entered within a specific period. The data in the Team Performance Report pertains to the Chats module. 💡 Tip: This report includes a date filter that determines t

01. Integrations of Sales in Zenvia Customer Cloud

In the left sidebar of the Sales module in Zenvia Customer Cloud, you will find Integrations to install sales-related applications in your Customer Inbox. Some types of applications you can install and configure include CRM, ERPs, lead providers, sales websites, and more. This way, you can enhance y

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

08. How two-factor authentication works in Zenvia Customer Cloud

Enable two-factor authentication to ensure the security and protection of your account in Zenvia Customer Cloud. In this article, you will learn: What is two-factor authentication and why is it used? How to configure two-factor authentication (via authenticator app, SMS, or email)How to reset or cha

08. How to configure a Satisfaction survey in the flow chatbot

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 serve your customers even better. In Customer Cloud, it's possible to create a flow chatbot and include

Quotes App

Quotes App is a feature integrated into Zenvia Conversion that simplifies the creation and sending of quotes to your contacts via WhatsApp. With Quotes, you can record and measure all sales made through our solution. In Quotes, you manage your company's product catalog, configure additional fields t

What's new in Zenvia Customer Cloud

04/29 🛠️ Improvements Update in the Monitor Operations Journey We’ve added new features to the Monitor Operations screen: in the Tickets tab, it now includes the Volume and status of tickets, as well as the average times for each status. Additionally, in the Agents tab, we’ve added the Agent

Ads overview: Requirements and performance analysis

Click-to-WhatsApp ads connect your audience directly to your business, allowing users to be directed to a conversation on WhatsApp with just one click. This functionality enables immediate initiation of commercial interactions and facilitates contact with potential customers. By using click-to-Whats

Boost post

Boosting posts allows you to increase the reach of your posts and attract more interactions. By turning a post into an ad with a click to WhatsApp, you can direct communication to a specific audience by choosing characteristics such as location and interests. This way, you facilitate direct contact

Monitor Operation: Conversations and Agents

The Monitor Operation provides administrators with a real-time overview of ongoing Support Service conversations in the Zenvia Customer Cloud. Here, you have access to management information for both Conversations and Agents in one place. To access this feature, go to Support Service > Monitor Opera

01. Expert agents

The Expert agents module belongs to Zenvia Customer Cloud and aims to facilitate the customization and optimization of customer service and communication. Expert agents are system configurations that enable the automatic execution of actions: you define the conditions and the action to be performed

21. Integrating leads received via email in Zenvia Customer Cloud

One of the ways to bring new leads into the commercial service of Zenvia Customer Cloud is through sending emails with contact information. This feature allows the automation of contact creation from forms, landing pages, paid media platforms, or external providers, centralizing and organizing the i

03. Configure expert agent timer

This is the third step in creating the Expert agent, where you configure the period and frequency of the Expert agent's execution and decide if the same contact can be impacted more than once. 💡 Tip: The operation rules of the Expert agent will depend on the settings you define in the timer. To acc

What are quick responses and how to create them

Quick Replies are message templates designed to be sent in specific situations during customer service to expedite communication with your contacts. For example, if a product is out of stock or if the company receives a message outside of business hours, a Quick Reply will be sent to the contact. Qu

05. How to create and use quick reply messages in sales service

Quick replies are message templates used to streamline communication during a conversation. They can be sent in recurring situations, such as when a product is out of stock or when a contact sends a message outside business hours. These messages can only be sent when the session is open or when it i

How to set up handoff variables for human agents in Customer Cloud

If you use another Zenvia platform to triage your customer service interactions and have already configured interoperability with Customer Cloud, this guide will show you how to correctly send customer information to the human agent. In this article, we will focus on configuring the handoff variable

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

09. Registering a domain and adding email address

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 article will guide you through the steps to register and add a domain. ⚠️ Attention: This feature is only av

05. Transferring the service of chatbots from flows to humans

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 conversation is passed on to a human agent to help the customer. This guide will show you how to set up this s

02. RFV

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 central idea is to identify a company’s most valuable customers, helping direct personalized strategies to incr

09. How to configure the inactivity time of a flow chatbot

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, such as ending the conversation or redirecting the flow. This article aims to present the procedure for ena