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
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
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
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
02. Profile Permissions
The Profile Permissions setting allows you to create customized profiles to access specific functions in the Zenvia Chat Admin panel.
Such as a Supervisor profile, which can have access to the dashboard and reports, but does not have permission to configure channels, for example.
To add a new profi
03. Change profile picture
To change your profile picture, simply access Zenvia Chat - Agent Profile and click on Edit Agent in the upper right corner.
If you want to change your profile picture, click on the photo icon and select the desired image from your device. After making the changes, just click Save.
Done! Change
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
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.
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
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
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
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
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
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 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
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
What's new in Zenvia Customer Cloud
10/30 ⚙️ New feature
Viewing triggered skills in Generative AI chatbots
You can now identify when a skill was triggered during a conversation with a Generative AI chatbot.The Conversations screen displays which skill was used and, for FAQs, also the source document of the answer.
10/17 ⚙️ New featu
Optimize the Customer Journey with the Flow Map
Important: Before following the instructions, make sure the feature is available for your access profile and your plan. The Flow Map is available starting from the Expert plan.In Zenvia Customer Cloud, the Flow Maps functionality allows understanding and optimizing the customer journey when interact
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
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
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 organized in a modular structure, and the availability of eac
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
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
Send media messages with WhatsApp
Important: Before following the instructions, make sure the feature is available for your access profile.To send WhatsApp messages that include media, it's necessary to:
Have a message template pre-approved by Meta within Zenvia Customer Cloud.Provide a media link during the setup of the message.Sen
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
Consumption report in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The consumption report provides a detailed view of the usage of the plan contracted by your organization, allowing you to monitor the volume by channel, InteractionZ, and users. Additionally, it
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
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
Best practices for creating and sending WhatsApp message templates
Important: Before following the instructions, make sure the feature is available for your access profile.Message templates, also called templates, are standardized and pre-approved messages by WhatsApp, used to initiate conversations following Meta's guidelines. In this article, you will find best p
WhatsApp message template categories
Meta requires WhatsApp message templates to be correctly categorized to ensure their approval and proper use. Each category has a specific purpose, and when creating a template, you must choose the one that best represents the content of the message.
The correct categorization avoids rejections and
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
Ticket filling templates
In this article, you will learn what filling models are, how to use them, and how to manage them in Zenvia Customer Cloud.
What is a filling modelA filling model is a feature that automates tasks during the creation or attendance of a ticket.
Whenever there is a repetitive action, such as defining t
How to create and apply tags to contacts in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Tags allow you 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 the company, s
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
07. Satisfaction survey
The Satisfaction survey is a feature that allows you to measure how satisfied your customer was with the service they received from your company. The benefit of using it is having data and evaluations about your company's service, in order to improve customer service.
The Satisfaction Survey can be
05. Activate notifications
By enabling notifications whenever a new interaction arrives, you will be alerted through a sound alarm and a pop-up in the bottom left corner of the screen. The audible notification indicates that the service is “ringing” and needs to be started immediately, ensuring that no request goes unanswered
06. Be available for services
In Zenvia Chat, you can set yourself as available, ready to receive and handle customer interactions quickly and efficiently.
To activate this feature, go to Zenvia Chat → Agent Profile and enable the option Available for service, located in the upper right menu of the screen.
When the option is ena
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
Tickets API
The Zenvia Customer Cloud Tickets API allows you to integrate your external systems with the platform, automating the creation, editing, and retrieval of support tickets without needing to access the platform manually.
In this article, learn the key concepts, how ticket structure works, and how to u
How to unlock dark mode in Zenvia Customer Cloud
The dark mode changes the interface menu, making navigation more comfortable, especially in low-light environments. It is **unlocked when your organization completes the steps suggested by the platform, which involve system integration, sales support, and technical support.
By following these steps,
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
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
Optimizing message broadcast content with AI
Important: Before following the instructions, make sure the feature is available for your access profile.Use the Smart writer feature of Zenvia Customer Cloud to review the spelling and grammar of your messages to ensure that your broadcasts are of high quality.
Why use AI to review message content?
Creating an automated communication flow in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The purpose of the communication flow is to establish triggering rules through a customizable flow, allowing you to reach your target audience autonomously. With it, you can schedule an automatic
How to use the communication rules builder
Important: Before following the instructions, make sure the feature is available for your access profile.The communication builder in Zenvia Customer Cloud provides all the necessary tools for any user to create and edit automated flows in a practical and visual manner.
This article describes all th
How to use variables for broadcast messages
Important: Before following the instructions, make sure the feature is available for your access profile.Variables allow you to personalize information at the time of sending the message, making it specific to each recipient.
There are some differences between the sending options you might notice wh
Assigning customer service in WhatsApp broadcasts
Important: Before following the instructions, make sure the feature is available for your access profile.Allow new customer service inquiries initiated by a campaign to be directed to a specific groups or agents.
Customer service assignment enables you to manage responses from mass WhatsApp broadcas
URL shortener in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The link shortener allows you to transform long URLs into short versions that are easy to share and track.
With it, you can include cleaner links in messages, emails, or campaigns, keeping your c
Send message at the best time in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.The send with IA feature aims to increase engagement with your contact base through Zenvia Customer Cloud by sending messages at the most appropriate times, taking into account when your contacts
01. Agent List
This feature allows you to add and edit agents.
To access it, go to Zenvia Chat - Administrator profile > Service > Agent List.
This will display the following information:
Agent's name;
Agent's e-mail address;
Concurrent interactions the agent can have (number of calls that can be made in par
How to integrate Google Sheets with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Google Sheets is a tool that allows you to create, edit, and share spreadsheets online. With this integration, you can export contact data between Google Sheets and Zenvia Customer Cloud.
⚠️ Atte
How to integrate Mailchimp with Zenvia Customer Cloud?
Important: Before following the instructions, make sure the feature is available for your access profile.Mailchimp is an email marketing tool that simplifies the creation, sending, and tracking of email campaigns. With the integration, you can export your contacts and create email campaigns using th
Integrations available in Zenvia Customer Cloud
Discover the different types of integrations available in Zenvia Customer Cloud.
Zenvia Customer Cloud offers native and API-based integrations that connect your operation to external systems such as ERPs, CRMs, and e-commerce or marketing platforms. These integrations allow for automatic data synch
General organization data in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.Track activities and results to understand how your organization is operating. Go to Homepage to, in one place:
Evaluate the impact of integrations with management systems.Monitor sales and servi
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
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
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 Bling with Zenvia Customer Cloud?
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.Follow the steps below to integrate the Bling Business Management System with Zenvia Customer Cloud.
💡 Tip: To understand more about this integration, read the article Overview of Bling.
S
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
All available articles
Welcome to Zenvia Customer Cloud's Help Center! On this page, you will find all the usage documentation for Zenvia Customer Cloud organized by categories, following the software’s side menu. We also have complementary materials for developers and a FAQ section.
For Devs
Learn about the API integrat
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 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
02. How to access and log in to Zenvia Chat
In this article, see the available features on Zenvia Chat, and its particularities when logging in.
First, access the Zenvia platform, go to Products > External Products > Zenvia Chat.
With your account created, you can log in using email and password or through social login.
Login with email and p
I'm Not Receiving Zenvia Conversion Browser Notifications
Find out what to do if you are not receiving notifications on the desktop versionFor a better performance of Zenvia Conversion, you need to install Google Chrome. You can install it by clicking this link.
I'm not receiving notifications from any websitesCheck that notifications are activated in your
Add FAQ Skill to the AI chatbot
Important: Before following the instructions, make sure the feature is available for your access profile.The FAQ functionality allows the chatbot to provide specific and detailed answers to frequently asked questions, using content previously configured in the knowledge base.
This process is enhance
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.
These contents are process
Leads API in Zenvia Conversion
This API was developed with the purpose of providing an **asynchronous** way to send leads to Zenvia Conversion, allowing you to receive a webhook containing the results. Find out the requirements and how to use this API in your account in this article.
⚠️ Attention: API integration requires advance
Batch broadcast in Message Broadcast in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.For Email, SMS, or WhatsApp campaigns, you can choose to send messages in batches, allowing you to divide recipients into smaller groups instead of sending to everyone at once.
⚠️ Attention: Batc
Schedule broadcast in Zenvia Customer Cloud
Important: Before following the instructions, make sure the feature is available for your access profile.When creating a Email, SMS, or WhatsApp communication, you can choose how and when those messages will be sent.
The available options are:
Send now: Sends the message in real time.Schedule broadc
Tag settings for tickets
Important: Before following the instructions, make sure the feature is available for your access profile.Tags function as markers to classify tickets. Configure them to identify specific situations in support services, such as an email sent or issues in a version.
How It WorksTo use this functionali
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.
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