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How to Create and Monitor Satisfaction Surveys in Zenvia Customer Cloud
This article explains how to create, configure, and track satisfaction surveys within Zenvia Customer Cloud.
Satisfaction surveys allow you to automatically collect customer feedback following key interactions, helping your company gauge customer experience and identify areas for improvement.
Before
Teams Performance Analytics in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Teams performance report allows you to analyze the team's performance within a specific service group. It consolidates individual and collective data, helping managers identify bottlenecks, r
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
Transferring the service of chatbots from flows to humans
Important: Before following the instructions, make sure the feature is available for your access profile.Learn how to make the chatbot transfer a conversation to a human agent.
This transfer is useful when the chatbot can't solve everything on its own. In these cases, it's important that the conver
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
How to Use the Chatbot Builder
Important: Before following the instructions, make sure the feature is available for your access profile.The Chatbot Builder is the space where you create, configure, and test the behavior of your chatbot. Here, you can build intelligent conversational flows, define channels, set up variables, and m
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 into your chatbot. With it, you can:
Retrieve customer data from a CRM
Send information to external systems
Menu Chatbot Options List
Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the input of Options List is a feature that allows chatbots to employ clickable lists as a strategy to make interactions with users more engaging.
Options lists consist
Release Notes | What’s New in Zenvia Customer Cloud
Check out the latest updates from Zenvia Customer Cloud, developed to make our customers’ operations even more agile, intelligent, and integrated.
ChatbotNew pre-built chatbot templatesWe’ve expanded the list of pre-configured templates to speed up chatbot creation. The Automated Triage template is
Why is my billing split between VAS and Licensing?
La división de su cobro entre Licenciamiento de Software y SVA (Servicio de Valor Agregado) se realiza por motivos fiscales. La suma de ambos montos corresponde exactamente al total de su plan; no se trata de un cobro duplicado.
Entienda cada concepto:
Licenciamiento de SoftwareSe refiere al uso de
Why was my account suspended even though my payments are up to date?
Account suspension can happen for reasons other than non-payment, such as specific pending fees, usage exceeding limits, or bank processing times.
Main reasons for suspension:1. Pending Setup FeeThe setup fee is a one-time charge at the beginning of the contract. Even if your monthly subscription is
Mercado Pago Integration with Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.With this integration, you can send Mercado Pago payment links to your contacts during your sales in Zenvia Customer Cloud.
How to Install Mercado PagoFollow the steps below:
1. Access Sales > In
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
17. How to send GIFs on Zenvia Conversion
Improve your conversations with clients by sending GIFs.
It's very simple to use GIF's in your conversations! Go to any conversation and click on the emoji icon > then select "GIF":
Just like you do in WhatsApp, browse through the different categories or place a term in the search engine.
N
16. Transferring Clients
How to send a client to another user
It's very easy to transfer one or more clients to other agents using the desktop version of Zenvia Conversion.
First, go to My Portfolio, select the desired clients, and click the + icon at the bottom of the screen. You'll see a menu bar appear.
2. S
Setting Up a Chatbot for Click to WhatsApp Campaigns
Important: The Click to WhatsApp campaign integration feature is currently in beta. To use it, please contact the Zenvia team and request activation for your account.
If you're running Click to WhatsApp (CTWA) campaigns on the Meta platform, you can integrate them directly with your Zenvia Customer
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
02. Error sending messages in Zenvia Conversion
Find out if your customer's contact number is valid or not in this guide to help you better understand message delivery errors in Zenvia Conversion.
Possible Message Delivery Errorsa. Invalid WhatsApp NumberWhen adding a new contact and trying to send a message template to start a conversation in th
03. How to send a PayPal link to your clients
Integrate PayPal with Zenvia Conversion and facilitate your sales
To send a PayPal link and have this registered in Zenvia Conversion, an administrator on your team must first activate the application. For that, check out this help article.
1 - From the conversation with your client, go to the
04. How to edit fields in HSM (pre-approved templates) on your phone
How to edit fields in HSM (pre-approved templates) on your phone
Edit the HSM (Highly Structured Message) messages on the conversation screen. At the moment, only available for Android.
From your Android phone:
1- Enter the conversation in which you want to send the message.
2- Select the te
08. How to forward files and media in Zenvia Conversion
Forward files to up to ten active prospects at a time
In Zenvia Conversion, you can forward files from one conversation to another in just a few clicks, saving time and making it easier for agents to communicate with their clients. Below we'll show you how you can benefit from this feature.
Within
07. How to Schedule a Reminder
Learn how to use this feature to organize conversations with your clients
In Zenvia Conversion, you can set reminders within conversations with a client and choose how long before you want to be reminded to send a new message.
From the conversation you want to schedule the reminder for, clic
06. What is a WhatsApp session
The WhatsApp Business API offers several advantages for companies, one of the main ones being the possibility of multiple users accessing the same WhatsApp account. At Zenvia Conversion, we use the official WhatsApp API, which has rules in place to ensure proper use of the platform.
What is a WhatsA
05. How to Block Document Attachments
Request that document sending be blocked in groups or users in your account Zenvia Conversion
In Zenvia Conversion, you can choose to disable the option to attach and send documents that is available within each conversation. By default, this option is enabled, that means, the sending of documen
02. Conversational Channels
Learn what conversational channels are and how to configure them.
What are conversational channels?
At Zenvia Conversion, we use "conversational channels" to refer to the methods we use to communicate with our clients.
Which channels does Zenvia Conversion currently have available?
The ch
05. Additional Fields
In Zenvia Conversion, Pro Plan customers can add additional fields that are customized to your business, improving the organization of important information in the platform and making it easier for your team to access.
Additional fields can be simple text (open), dropdown (multiple options) or date
07. How to send WhatsApp Broadcast Messages
At Zenvia Conversion, we understand how useful it is for companies to be able to send mass messages through WhatsApp while still complying with all the app's policies.To send your template via mass broadcast, follow these steps:
1 - Go to the Contact Panel.
2 - After selecting the multiple recipient
13. Download images, documents, videos and audios from your conversations in Zenvia Conversion
Check how to download each of these media files
Zenvia Conversion allows you to download the main media that you receive and send directly through the conversation with your customer. See how in the video below:
By directing the mouse arrow to the media you want to download, a small arrow wi
06. Different Distribution Method from What Was Configured
In this article, you'll learn how to verify what distribution rule was applied to a particular client.
Occasionally, a client doesn't follow the distribution method you have set up as a default method for your groups.
This can happen when a client comes in via a distribution rule particular t
04. How to export your customers to Google Sheets
Download your clients to a Google spreadsheet.
Zenvia Conversion allows you to export your clients to a Google spreadsheet using a wide variety of filters. Here I will show you how:
1- First, you should go to Integrations and search for the integration by clicking on the + symbol at the botto
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
Here are the available articles from Zenvia Conversion
Welcome to the Zenvia Conversion Help CenterOn this page you will find all the documentation for using Zenvia Conversion, organized by categories and most popular topics.
Search for information and resolve your doubts about first steps, our resources, and general settings here or using the side menu
10. Draft messages
Save your unsent messages to send them later
Zenvia Conversion automatically saves those messages or templates that were not sent, either because you went to another screen or there was a connection problem.
With this functionality, your agents will save you time and streamline your management
09. Customer reply to a specific message
Zenvia Conversion allows you, in some cases, to see when your customers respond to a message directly.
Zenvia Conversion allows you to see within the conversation when a customer responds to a specific message, be it with a text, a file or an image.
Note: You can only see messages cited by con
12. How to record salesfloor visits and test drives
In the conversation, select the ( + ) icon > then, the "visits" icon:
Three statuses will appear:
Canceled: for those visits that you scheduled but did not happen.
Pending: for those you have already scheduled.
Done: to record that the client finally visited the salesfloor.
In all three
11. How to use emojis in Zenvia Conversion
It's very simple to use emojis in your conversations! Enter to one of your conversations and at the bottom, you will find the emoji icon:
From there, you can search for them or check on each available category:
Choose the emoji you want to use, and that's it!
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
07. Visit and Test Drive reports
To create these reports, you must activate the Visit and Test Drive reports following the next steps:
1.- Go to apps and click in the + symbol located at the bottom right corner of the screen
2.- Click Show All and scroll down until you find Visits. Click it.
3.- Follow the steps 1.- and 2.- to
04. Contact Database in Zenvia Conversion
Zenvia Conversion
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.
Why was my WhatsApp template rejected?
Important: Before proceeding with the instructions, confirm whether the feature is available for your access profile.All WhatsApp templates need to be approved by Meta before being used in campaigns or conversations with your contacts.
When accessing Settings > Message templates > WhatsApp, if you s
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
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
Reset or change my password
In this article, learn how to reset or change your access password for Zenvia Customer Cloud.
The following steps describe how to reset forgotten passwords. If you want to make changes to a known password, continue with Change my password.
⚠️ Attention to requirements:
The new password must meet the
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.
Change profile name (First and Last Name)The profile name appe
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
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 customizable widget that helps you connect with visitors. This channel is ideal for customer support, sales assi
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
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
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
Sales chat operation monitoring in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The Operation Monitor in Zenvia Customer Cloud allows you to track your team's recent actions in commercial service and analyze the efficiency of your operation.
To access it, go to the side menu
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
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
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
Getting to know the features of the Chatbot List
Important: Before following the instructions, make sure the feature is available for your access profile.In the Chatbots List, you can find all the bots created, organized in a unified way.
This list allows filtering the chatbots by type, either by Artificial Intelligence, Qualification or Flows, an
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
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
Errors in broadcast message sending on Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.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 reaso
Sales support group settings in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Manage and organize how users are grouped and how the support tickets are distributed among them.
In this article, you will learn:
Edit group nameChange a user's groupConfigure group rules and pa
Tokens & Webhooks for use in APIs in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Use Tokens & Webhooks to generate authentication credentials and configure URLs to receive automatic event notifications, facilitating the integration of Zenvia Customer Cloud with other systems.
What is WhatsApp Calling in support service?
WhatsApp Calling allows companies to make and receive voice calls directly through WhatsApp, using verified business numbers integrated with Zenvia Customer Cloud.
With this feature, the conversation no longer needs to leave the digital environment: text messages and voice calls become part of the s
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 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
How to Create Blocks and Connect Them
Important: Before following the instructions, make sure the feature is available for your access profile.Welcome to the Chatbot Constructor!
Learning how to create blocks and connect them is the first step to a functional and comprehensible conversational flow design.
In this article, you will learn
Keyboard shortcuts
The purpose of this article is to present and map a series of shortcuts in the Zenvia Customer Cloud Flow Chatbot Builder, ensuring greater agility in chatbot creation, enabling quick access to essential functions, and increasing productivity.
Example of use:
A Zenvia Customer Cloud chatbot develope
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
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
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
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
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
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
Questions about usage and charges on Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Get answers to your questions about:
Contractual consumption and limitsBilling and invoicingPlan management: Cancellation⚓
Contractual consumption and limits1. Can I continue sending messages af
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
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
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
User access profiles in Zenvia Customer Cloud
Each user added to Zenvia Customer Cloud is assigned an access profile that defines which system features they can use.
These profiles are configured to control access to all features of Zenvia Customer Cloud, ensuring that each user has only the permissions relevant to their role.
👉 In this articl
How to contact Zenvia technical support
Need help? The Zenvia Support team is here to guide you! Check our service channels right now and learn how to open your ticket to receive the assistance you need.
🔍 Finding helpTo ensure the quickest solution for your need, use the appropriate channel:
Help Center - You are here!
Your first resour
How to open and track tickets in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.If you need support in Zenvia Customer Cloud, you can open a ticket to resolve doubts, request adjustments, or report issues. Additionally, it is possible to track the status of your tickets and,
How to restore the Sales conversation history?
Important: Before following the instructions, make sure the feature is available for your access profile.Learn how to retrieve the interaction history of one or more contacts and obtain a complete backup of commercial service records.
1. Activity MonitorGo to the menu Sales > Activity Monitor.Set th
WhatsApp rules and definitions
Below you will find the main guidelines defined by Meta, organized by topics to facilitate usage in Zenvia Customer Cloud:
Number (Green badge)Message templatesMessage delivery issuesQuality rating of your numberMessaging limit (Tier)24-hour window⚓
Number (Green badge)Number verification turns you
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 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 chan
Conditions and usage of InteractionZ
Important: Before following the instructions, make sure the feature is available for your access profile.InteractionZ are records of interactions between the company and its customer. In Zenvia Customer Cloud, this is the term used to represent the communication between both parties.
Each Interactio
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
General settings of sales in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Set up and customize customer service options in Zenvia Customer Cloud to enhance the customer experience and streamline your team’s work. The configurations applied will be reflected in the Serv
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
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
Voice calls via WhatsApp in support service
Important: You must have WhatsApp enabled to access voice call options (WhatsApp Calling). If you have WhatsApp enabled, these options will automatically be available. Check your plan to see whether this feature is supported.You can now make voice calls during support interactions, allowing companie
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
Defining the Objective and Type of Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Welcome to the Chatbot module of Zenvia Customer Cloud. Here, you do not need to understand programming or code to create a virtual assistant and automate communication with your customers.
This
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
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
How to configure chatbot Destinations
Important: Before following the instructions, make sure the feature is available for your access profile.In Destinations, you decide where the conversation goes depending on user responses. The conversation can follow two types of destinations: Default Destination or Custom Destinations.
How to conf
Transfer contacts to support service in email broadcasts
Important: Before following the instructions, make sure the feature is available for your access profile.Send bulk communications via email and continue the conversation directly in the Support Service. This flow is ideal for ensuring continuity in handling when the client responds to an email sent
WhatsApp Coexistence: What it is, requirements, and how to use it in Zenvia Customer Cloud
The WhatsApp Coexistence allows you to connect your WhatsApp Business application to Zenvia Customer Cloud using the same phone number, without needing to uninstall the app or lose recent contacts and conversations. This way, your company can gradually migrate to the Meta Cloud API, testing and adap
Pending in the Support Inbox
Important: Before following the instructions, make sure the feature is available for your access profile.The Pending feature allows you to view all support tickets that are in the Pending queue of the Support Inbox. Pending tickets may be those that agents marked as pending, tickets that were transf
Customer assignment in the Chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.Cartelization allows the customer to always be assisted by the same commercial agent responsible for their account. For example, a customer who is in negotiation or who belongs to an active sales
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
Monitor Operation: Conversations and Agents
The Monitor Operations is a feature that allows you to monitor support interactions in real time, view operational indicators, and access ongoing or completed conversations.
The monitor view adapts according to the user’s profile, ensuring that each person has access only to the information and acti