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How to set up the sales group’s business hours

Learn how to set up business hours in Zenvia Customer Cloud, including weekdays and start and end times for the shifts. Team working hoursAny user profile can configure working hours to control availability and ensure the correct distribution of service requests. How to set up working hours1. Go to

Success monitor

Important: Before following the instructions, make sure the feature is available for your access profile.This feature allows you to monitor the purchasing behavior of your contact base registered in Zenvia Customer Cloud, helping to evaluate the effectiveness of applied strategies and identify neces

How to integrate and use the Facebook catalog in commercial service

Send your Facebook product catalog via WhatsApp directly in your commercial support conversations. Create your catalog1. Go to the Commerce Manager in your Facebook Business Manager and click Add Catalog. 2. Set up the catalog and rename it with your company name (do not use the default name to avo

Register and track visits and test drives in commercial service

Learn how to install, use, and track the results of the Visits and Test Drive integrations in Zenvia Customer Cloud. These two features are ideal for companies that serve customers in person, such as car dealerships, retail stores, and sales teams that schedule demos or meetings. Both apps allow sch

Integrate Virtual Spirits with Sales

Connect your chatbot built in Virtual Spirits with Zenvia Customer Cloud to automatically import conversations and leads into the commercial support area. This integration allows the chatbot history to be loaded along with each lead, ensuring continuity in service. RequirementsActive Virtual Spirits

Integrate Unbounce with Sales

Connect your Unbounce landing pages directly to Zenvia Customer Cloud and receive leads in real time in the commercial service. RequirementsActive Unbounce account.Access to the Webhook configuration area in Unbounce (or contact your account executive).Steps to set up the integration1. Activate the

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

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.

Send emails in Zenvia Customer Cloud

In this article, you will find information about triggering e-mail messages in Zenvia Customer Cloud.

Integrate the Facebook Messenger channel

Important: Before following the instructions, make sure the feature is available for your access profile.Facebook Messenger allows businesses to communicate with their customers directly through the inbox of their Facebook page. By integrating it with Zenvia Customer Cloud, you centralize service, s

Pause status in support service

Important: Before following the instructions, make sure the feature is available for your access profile.The Pause Status feature allows an Administrator to manage agents’ pause statuses. The Administrator can configure, edit, activate/deactivate, or filter an agent’s pause status. This screen provi

Conditions for executing the support specialist agent

Conditions are the criteria that determine when a support expert agent will be executed. They are essential to ensure that the configured actions only occur in specific and relevant contexts within a ticket. How condition blocks workWhen setting up a support expert agent, you will define activation

About Click-to-Message Ads

Click-to-message ads allow you to direct leads straight to conversations on WhatsApp, Facebook Messenger, or Instagram Direct, starting a chat with your business when users click the message button shown in the ad. When these channels are integrated with Zenvia Customer Cloud, conversations started

Overview of channels in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.The Channels module of our solution integrates conversational channels with other Zenvia Customer Cloud modules, allowing your company to provide effective customer service through practical and

What is Zenvia Conversion

Zenvia Conversion is a solution that centralizes customer service across multiple channels, such as WhatsApp, Facebook Messenger, Instagram, and Webchat. It allows for quicker sending and receiving of messages to boost sales, increase conversion rates, and provide a better sales service experience.

Registration of WhatsApp message templates in Zenvia Customer Cloud

WhatsApp message templates allow you to send personalized messages to your customers, automating processes and optimizing communication. For example, you can create a template for a welcome campaign that is automatically sent whenever a new customer registers. Message templates go through an approva

07. Quick responses

Quick responses is a feature used to standardize and speed up customer service. With this feature, the agent can respond more quickly to customers, as they don't have to type long and often repetitive content, since the answers are already saved. In this way, the benefit of using quick replies is t

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

Conditions for execution success expert agent

Important: Before following the instructions, make sure the feature is available for your access profile.After filling in the expert agents details, this is the second step in creating expert agents: defining the conditions for its execution. Start by selecting a Category. Conditions are essentially

Success expert agent usage data

Important: Before following the instructions, make sure the feature is available for your access profile.This feature displays the data for each expert agent. Here, you can view, analyze, and export the data for each expert agent. This information supports decision-making and planning the next steps

Configure success expert agent timer

Important: Before following the instructions, make sure the feature is available for your access profile.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. 💡

Latest executions and edits the success expert agent

This section is located at the bottom of the automation creation screen. Here, you can view a complete breakdown of executions and export a report on the last 10 automation executions. To access this feature, go to Zenvia Customer Cloud > Experts agents > Create new expert agent> Latest executions s

Actions in Success expert agent

Important: Before following the instructions, make sure the feature is available for your access profile.This is the fourth and final step in creating the expert agent. Here, you can select the success action: Message Sending or Surveys. To access this feature, go to Zenvia Customer Cloud > Expert a

Usage Limit success expert agent

Important: Before following the instructions, make sure the feature is available for your access profile. This feature allows customers to limit the consumption of interactionz generated by trigger automations, helping them control costs, better manage interactions with their customers, and avoid un

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

Limits and restrictions for activating support specialist agents

Find out how many support expert agents can be active at the same time in each plan and what happens when the limit is exceeded. Also, learn how to activate, pause, and delete agents. Only users with the Administrator profile are allowed to activate, pause, or delete support expert agents. Activatio

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

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

How to integrate Bling with Zenvia Customer Cloud?

Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Follow the steps below to integrate the Bling Business Management System with Zenvia Customer Cloud. 💡 Tip: To understand more about this integration, read the article Overview of Bling.

How to integrate OMIE with Zenvia Customer Cloud?

Important: Before following the instructions, make sure the feature is available for your access profile.Below, learn the step-by-step process to integrate the OMIE Enterprise Management System with Zenvia Customer Cloud. 💡 Tip: Learn more details about OMIE and what is possible with this integrati

How to integrate WBuy with Zenvia Customer Cloud?

Important: Before following the instructions, make sure the feature is available for your access profile.In this article, learn how to configure the integration between WBuy and Zenvia Customer Cloud. 💡 Tip: To better understand what WBuy is and how it works with Zenvia Customer Cloud, access the a

13. Enable direct and automatic distribution

By enabling direct and automatic distribution to all departments, the user can quickly and easily configure preferences related to functionalities and apply them to the entire account, including all agents and departments. This activation automates the processes carried out manually by the agent a

How to integrate Tiny with Zenvia Customer Cloud?

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

How to integrate Microvix with Zenvia Customer Cloud?

Important: Before following the instructions, make sure the feature is available for your access profile.Below, learn the step-by-step process to integrate the Microvix Enterprise Management System with Zenvia Customer Cloud. 💡 Tip: Learn more details about Microvix and what is possible with this i

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

Zenvia Customer Cloud for Devs (APIs)

Start your journey with Zenvia Customer Cloud for Devs (APIs)Access resources, information and tutorials to get started with our APIsZenvia offers two main types of API integration in Customer Cloud: CDP (Customer Data Platform) APIs and Functional APIs. Each group serves different purposes and

Available expert agent success templates

In this article, learn more about expert agent templates available from Zenvia and examples of how to use them. Successful expert agent templates are ready-to-use models provided by Zenvia with pre-filled fields designed to make it easier to create an expert agent without starting from scratch. By u

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

Success expert agents

Important: Before following the instructions, make sure the feature is available for your access profile.The Success expert agents module belongs to Zenvia Customer Cloud and aims to facilitate the customization and optimization of customer service and communication. Success expert agents are system

How WhatsApp channel activation works in Zenvia Customer Cloudd

Important: Before following the instructions, make sure the feature is available for your access profile.WhatsApp is already part of the Zenvia Customer Cloud channel package. To start using it, you must meet Meta's prerequisites and provide the necessary information and access so that Zenvia's spec

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

Analysis of contact behavior

Important: Before following the instructions, make sure the feature is available for your access profile.The Contact Behavior panel in Zenvia Customer Cloud centralizes metrics related to your contact base and the conversations held with those contacts, regardless of the channel. This feature helps

Creating a Generative AI Chatbot

Important: Before following the instructions, make sure the feature is available for your access profile.With the Generative AI Chatbot, you can implement a personalized conversational experience on your company's website or on channels like WhatsApp Business, without the need to write complex code.

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

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

File Request: Receiving Multimedia Content

Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the File Request feature allows your customer to request a file during the chatbot conversation. For example, if the user needs a document to proceed with the assistance

Create Qualification chatbot

Important: Before following the instructions, make sure the feature is available for your access profile.Improve customer service efficiency by automatically routing each request to the most suitable department or agent by creating Automated Triage. Example Use CaseImagine your company receives a la

Link a Channel to the Chatbot

Important: Before following the instructions, make sure the feature is available for your access profile.Keep track of your customers wherever they are. Link your chatbot to conversational channels and automate all your operations. In this article: Link a Channel to the Flows Chatbot Link a Channel

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

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

Automation performance report in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud automation performance report provides information about a specific automation, including the total number of triggers, messages sent, impacted contacts, and performance rat

Managing Chatbot Content on the Knowledge

Important: Before following the instructions, make sure the feature is available for your access profile.The Knowledge screen is where you define which content your Generative AI chatbot should consult to answer user questions. On this screen, you can add two types of content: Content for conversati

Broadcast report in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.The performance report of a specific send in Zenvia Customer Cloud provides detailed information about the communications sent, helping you monitor and analyze aspects such as delivery status, co

Channels Analysis

Important: Before following the instructions, make sure the feature is available for your access profile.The Channels report in Support Service in Zenvia Customer Cloud shows all information about tickets received through different communication channels. Use it to analyze and generate detailed repo

How to create and configure variables in a chatbot

Important: Before following the instructions, make sure the feature is available for your access profile.In the context of chatbots, variables are elements that store temporary information during interactions with users. This information can include responses provided by users, such as Name, CPF, an

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

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

Building a chatbot using a model

Important: Before following the instructions, make sure the feature is available for your access profile.Using a model, you can simplify the process of creating a chatbot and build it more practically. These templates function as pre-configured structures that already include the main conversational

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

Automatic messages Settings

Important: Before following the instructions, make sure the feature is available for your access profile.Automatic messages are predefined texts that help ensure your customers receive a response while waiting for support service from an agent or in case all agents are offline, for example. How it w

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,

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 users to include an API within their chatbot. An Application Programming Interface (API) is a way for one program to interact with another, h

Add transfer skill to the AI chatbot

Important: Before following the instructions, make sure the feature is available for your access profile.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

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

Building a chatbot with the Construction assistant

Important: Before following the instructions, make sure the feature is available for your access profile.If you prefer a more guided approach to creating a chatbot, the Construction Assistant is the ideal solution. It uses Artificial Intelligence (AI) to automatically create conversation flows, allo

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

Routing the bot conversation to a human agent

Important: Before following the instructions, make sure the feature is available for your access profile.Forwarding a chatbot's service to a human agent ensures that the customer receives the appropriate support, even when the bot is unable to resolve the demand on its own. This functionality acts a

Creating a conversational flow from scratch

Important: Before following the instructions, make sure the feature is available for your access profile.Creating a conversational flow is the process where you configure the chatbot to serve your customers. In this article, you will find a detailed tutorial on how to design the bot’s structure in

Merge Tickets

Important: Before following the instructions, make sure the feature is available for your access profile.Merge tickets individually or in bulk from Support Service, adjusting the necessary details to complete the process. The merge combines the information from the selected tickets, from the most re

Add Integration Skill to the AI Chatbot

Important: Before following the instructions, make sure the feature is available for your access profile.This skill allows the chatbot to integrate with an external system to perform a specific action. Some examples of these actions include retrieving user information, checking order statuses, or ge

Business Hours Settings

Important: Before following the instructions, make sure the feature is available for your access profile.Configure Business Hours to inform your customers about the availability of your operation each day of the week and the break periods of your Support Service team in the chat. How It WorksTo use

Send File through the Chatbot

Important: Before following the instructions, make sure the feature is available for your access profile.The Send File feature allows the chatbot to send images or documents to users during the conversation. This content is useful for situations like sending a duplicate invoice, product manuals, or

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 action Consult ZIP code can be used to retrieve details of the zip code entered by the customer. It receives the number entered by the customer during the conversati

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

Shopify integration with Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.The integration of Shopify with Zenvia Customer Cloud allows for the automatic sending of WhatsApp messages whenever a new order is placed. This connection facilitates communication with customer

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

Transfer Rules Configuration

Important: Before following the instructions, make sure the feature is available for your access profile.Configure the transfer rules for a specific group, defining whether conversations can be transferred between groups or directly between agents. This way, you can manage how transfers occur within

Deploy chatbots on channels and on your website

Important: Before following the instructions, make sure the feature is available for your access profile.This guide aims to help you make your chatbot available on Instagram, ensuring it is ready to interact with users as soon as messages are sent to your business account. ⚠️ Attention: To make a c

Panels and Views of Support Service

Important: Before following the instructions, make sure the feature is available for your access profile.Panels and Views enable you to efficiently manage and customize the display of support service tickets in Zenvia Customer Cloud. To configure your Panels and ticket views, go to: Support Service

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

Response Time (SLA) Analysis

Important: Before following the instructions, make sure the feature is available for your access profile.The Response Time (SLA) report in Zenvia Customer Cloud shows all the information about Support Service response times for tickets. Use it to analyze and generate detailed reports on tickets hand

Customer support groups Settings

Important: Before following the instructions, make sure the feature is available for your access profile.Customer support groups represent the operational areas of the company in Zenvia Customer Cloud. Configure them to define participation in Support Service chat. How it worksTo use the feature, go

Monitor Operation: Conversations and Agents

Important: Before following the instructions, make sure the feature is available for your access profile.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

Adding Content in the Chatbot Constructor

Important: Before following the instructions, make sure the feature is available for your access profile.Learn about all the possible content you can add to your chatbot's flow. This content allows you to develop your virtual assistant, determining how it should greet users and what actions it shoul

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

Overview of Tickets

Important: Before following the instructions, make sure the feature is available for your access profile.Tickets are the main feature of the Zenvia Customer Cloud Support Service module. Here, you centralize all the data and support requests of your support team. Tickets have customizable panels an

Broadcast performance analysis

Important: Before following the instructions, make sure the feature is available for your access profile.Track the performance of your broadcasts in Analytics > Message broadcast > Broadcasts perforamance and have a consolidated view of your campaigns. The tool centralizes all created, scheduled, an

Exporting message broadcast reports in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.Zenvia Customer Cloud allows you to export a dispatch report so that you can obtain details of a specific delivery, including the delivery status per recipient. This list is exported to a .csv fi

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

Exporting a custom message broadcast report

Learn how to create and extract custom reports in Zenvia Customer Cloud.

Analytics of Chatbots in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.The Chatbot Analytics module provides a dedicated area for tracking chatbot metrics. With it, you can access predefined metrics without manually creating them from scratch. This allows you to mon

Overview of Automations Analytics in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.The automation list serves to centralize all the flows that have been created. By creating communication rules, you can define actions for each flow and automate your customers' journey through d

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

Optimize the Customer Journey with the Flow Map

Important: Before following the instructions, make sure the feature is available for your access profile.In Zenvia Customer Cloud, the Flow Maps functionality allows understanding and optimizing the customer journey when interacting with the chatbot. It provides valuable insights into how users prog

Create and adjust the personality traits

Important: Before following the instructions, make sure the feature is available for your access profile.The Personality traits screen allows you to create and adjust the characteristics of your chatbot. Here, you can define the following aspects to guide its behavior: Purpose: Determine who the cha

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

Choosing the format for creating a flow chatbot

Important: Before following the instructions, make sure the feature is available for your access profile.The flow chatbot allows you to automate communication with your users, guiding them through a series of predefined steps. These steps can range from a simple welcome message to collecting informa

Add and Manage Content in the Knowledge Bases

Important: Before following the instructions, make sure the feature is available for your access profile.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, yo

Knowing other features of the Constructor

Important: Before following the instructions, make sure the feature is available for your access profile.The Zenvia Customer Cloud Chatbot Constructor offers all the necessary tools for any user to create an efficient and personalized chatbot. Through it, you can develop conversational flows that in

Ads analysis in Zenvia Customer Cloud

Important: Before following the instructions, make sure the feature is available for your access profile.Analyze the performance of your broadcasts messages and campaigns created on Meta (Click to WhatsApp) in the Zenvia Customer Cloud Campaigns report. With this report, you can evaluate how many pe