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Brazil's General Data Protection Law (LGPD)

Below are the definitions according to Article 5 of Brazil's General Data Protection Law (Lei Geral de Proteção de Dados - LGPD): I - Personal data: Information related to an identified or identifiable natural person. II - Sensitive personal data: Personal data concerning racial or ethnic origin, re

01. Plans and contracts in Zenvia Customer Cloud

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

02. Conditions and usage of InteractionZ

InteractionZ is the term that describes message interactions between a company and a contact, which can be active or receptive. Active interactions are messages sent directly by the company to the contact's device, while receptive interactions are those initiated by the contact in response to these

03. Integrate Bling with Zenvia Customer Cloud

Integrating Bling with Zenvia Customer Cloud allows you to automatically sync your contact database, making it easier to manage sales, purchases, and financial operations. The configuration starts with installing the Zenvia Customer Cloud app in Bling and continues on the Zenvia platform. Follow the

04. Integrate Tiny with Zenvia Customer Cloud

The integration between Tiny and Zenvia Customer Cloud allows you to automatically import your contact base, making it easier to use the data stored in Tiny for various communication journeys offered by Zenvia Customer Cloud. The process is simple: just start by generating the API Token in Tiny and

05. Integrate Microvix with Zenvia Customer Cloud

The integration between Microvix and Zenvia Customer Cloud allows you to automatically import your contact database, using the data stored in Microvix within the communication journeys offered by Zenvia Customer Cloud. ⚠️ Attention: This integration is available only for users with Viewer or Admin p

Integrations in Zenvia Customer Cloud

Integrations in Zenvia Customer Cloud allow you to connect your account with external platforms, facilitating the sharing of information between systems and expanding the available features. For example, by connecting Omie, a business management software, contact information is automatically synchro

02. Integrating Omie with Zenvia Customer Cloud

Omie is an Enterprise Resource Planning (ERP) system that offers integrated solutions for areas such as finance, sales, and procurement. Integrating it with Zenvia Customer Cloud allows you to keep your contact database always up-to-date in real-time, facilitating management and optimizing processes

01. Integrating Facebook Leads with Zenvia Customer Cloud

Facebook Lead Ads simplify lead generation. Users simply need to click on your Facebook ad to open a form pre-filled with their contact details, ready to be sent directly to you. ⚠️ Attention: This integration is available only for users with Viewer or Admin profiles and for the Specialist, Expert,

02. Integrate Google Sheets with Zenvia Customer Cloud

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. ⚠️ Attention: This integration is available only for users with Viewer or Admin profiles and for the Specialist,

06. Integrate WBuy with Zenvia Customer Cloud

The integration between WBuy and Zenvia Customer Cloud allows you to automatically import data from your customer base, optimizing communication journeys. With this integration, you can import information such as customers, orders, products, and basic account data to use in your campaigns and intera

03. Integrate Mailchimp with Zenvia Customer Cloud

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 the contacts that are already in Zenvia Customer Cloud. ⚠️ Attention: This integration is available only fo

How to restore the Sales conversation history?

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 the desired filters:Period: Select the date range.Team (group): Choose the service group.Agent: Select the

06. Creating a conversational flow from scratch

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 the Builder, using the available content to customize the interactions. Read carefully and use this mater

Quick guide to Zenvia Conversion initial settings

Welcome to Zenvia Conversion. We're happy to have you here! Learn more about our features and find out how to set up your Zenvia Conversion account by accessing the articles below: Concept and Access How to log inRequirements to request verification (green badge) for your WhatsApp Business lineWhat

03. Contact Assignment in Zenvia Customer Cloud

Use Contact Assignment in the commercial service settings to define how new contacts will be distributed among service groups. With this setting, users in a specific group receive notifications when new contacts arrive in the Service Inbox, speeding up responses and ensuring that each contact is ser

01. Support Inbox

The Support Inbox is a feature of the Zenvia Customer Cloud's Support Service module, where conversations between agents and customers occur via tickets. In the Support Inbox, you can view conversations organized by status: Open, In Queue, Pending, and Expired. Use filters to sort conversations by o

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

01. All available articles

🌎 By Humanz for Humans: Welcome to the Zenvia Chat Help Center. Our 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 operatin

How to contact the Support Team

Our Support team is ready to assist with questions or issues related to our services. All support is provided through Zoe, our virtual assistant, ensuring faster ticket resolution. ⚠️Attention: Only users registered as Administrators on the Basic Plan and users on the Pro Plan have access to the su

Notifications and WebHooks

The Zenvia Conversion API allows external systems to be notified about specific events on the platform using Webhooks. A Webhook is an HTTP POST request sent to a previously registered URL, containing information about the event that occurred. Available Events (Topics)The events that can be notified

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 popular topics. Search for information and resolve your questions about getting started, our features, and general settings here or by using the left

What is a WhatsApp session

The WhatsApp Business API offers several advantages for businesses, with one of the main benefits being the ability for multiple users to access the same WhatsApp account. At Zenvia Conversion, we use the official WhatsApp API, which has defined rules to prevent misuse of the platform. What is a ses

02. User access profiles in Zenvia Customer Cloud

Manage the users added in Zenvia Customer Cloud and define which software features each can access. ⚠️ Attention: Only users with the Admin profile can grant access permissions and have access to all account functionalities. Restricted profiles: Viewer, Agent, and Operator have specific access perm

17. Integrate WooCommerce with Sales

Integrate WooCommerce with the Commercial Service to automate messages and make it easier to send product information directly in conversations with customers. With this app, you can: Send automatic messages via WhatsApp and Facebook Messenger whenever a new order is received in WooCommerce.Share co

02. Panels and Visualizations: Customize Views

Customizing ticket views is an essential feature for better organizing and tracking workflow. You can choose between two types of views: the Kanban format and the list format. Use Case ExampleImagine you are responsible for customer support and need to closely monitor all open, pending, and resolve

Movidesk: A Zenvia Solution

Movidesk offers a robust ticketing and customer service solution designed to facilitate communication between companies and clients. Part of the Zenvia ecosystem, Movidesk optimizes internal support processes. Key FeaturesTicket Management: Registers, organizes, and tracks customer requests in a un

01. Chat Management: Monitoring and Metrics

Through the Chats screen, it is possible to track ongoing or queued conversations, as well as monitor overall metrics of completed service requests. How to Configure Access to ChatFor a user to have access to the screen, they need to be added as an Administrator in the chat group. Follow the ste

15. Sales contact management

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 interests, contact origin, responsible agent, and the status of the interaction. ⚠️ Attention: This functio

16. Integrate Mercado Libre with Sales

Manage your Mercado Libre leads directly on Zenvia Customer Cloud by answering customer questions in the commercial service inbox. Before you startLogin requirements: It is mandatory to use an administrator account to complete the integration.Compatible listings: Cars, Real Estate, and Services list

WhatsApp rules and definitions

Below, you will find answers to some frequently asked questions related to account activation, message templates, session opening, and WhatsApp number classification. Account Activation How to activate the WhatsApp Business number?To activate your WhatsApp Business number, follow these steps:Create

01. Contacts Base

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, customize, and filter contacts. Contact base featuresWith the Contact Base, you can: Add contacts: Import contac

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

01. Integrations - Webhook

The webhook integration allows communication with almost all tools. The webhook enables sending data from Zenvia Chat's customer service and messages to any other system that is ready to receive them. It is possible to use tools like Zapier and Pluga to easily integrate with hundreds of already list

02. Integrations API

With API integration, you can create a fully customized chat within your website or app. To access this functionality, go to Zenvia Chat - Administrator Profile > Settings > Integrations > API. To get started, simply click on the API tab in the top menu and then fill in the integration details on

03. Integrations - 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

02. Create an account and login to Zenvia Customer Cloud

Welcome to Zenvia Customer Cloud! Create an account and gain access to a unique multichannel solution that centralizes and manages your customer data with greater operational efficiency. The first step to creating an account is choosing a plan. The subscription to a Zenvia Customer Cloud plan must b

How to monitor messages sent via API in Zenvia Customer Cloud?

If you use the Zenvia Customer Cloud API to send messages, it's important to set up a webhook to track the status of sent messages and monitor the messages sent. This article explains how this process works. Why do messages sent via API not appear on the platform?Messages sent directly via the API d

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

The Customer Satisfaction Survey allows you to measure how satisfied your customer was with the service received during the interaction with the chatbot. This way, you can obtain data and evaluations, and understand how your company can ensure it meets expectations. In Customer Cloud, you can create

06. Automatic Closure Settings

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 issue is resolved, or when all agents are outside working hours. After that, a ticket or action is generate

02. Email channel

With the email channel, it is possible to receive and respond to emails through Zenvia Chat. Email is a form of electronic communication that allows messages to be sent between people over the internet. It works like a digital letter, where you can write a message, add attachments such as documents

01. Campaigns analysis in Zenvia Customer Cloud

Analyze the performance of your broadcasts messages and campaigns created on Meta (Click to WhatsApp) in the Zenvia Customer Cloud Campaigns report. With this report, you can evaluate how many people responded, which ones converted into sales, and the financial return on your investments. In this ar

02. Send SMS messages in Zenvia Customer Cloud

Bulk SMS sending allows your messages to be read within minutes and has a 90% open rate. This means a higher chance of reaching and engaging recipients. The possibilities are numerous: holidays, enrollment campaigns, welcome and engagement messages, appointment and event reminders. ⚠️ Attention: Thi

02. Send SMS messages in Zenvia Customer Cloud

In this article, you will find information about sending SMS messages in Zenvia Customer Cloud.

02. Integrate chatbot into your Website

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 Chat to Chatbot in Zenvia Customer CloudAccess the List of chatbots and click on the name of the chatbot y

03. Start a customer service with a WhatsApp Message Template

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 their effectiveness. Once approved, they can be used to initiate conversations with your contact base. �

Cancel Account in Zenvia Conversion

Do you want to cancel your account in Zenvia Conversion? For us, it's regrettable that you are considering canceling your account! 😔 In this document, we have prepared a step-by-step guide with the necessary information to complete your cancellation process easily and efficiently. ⚠️ Attention: Th

Sentiment analysis in Zenvia Customer Cloud: What it is and how it works?

Learn how this feature uses Artificial Intelligence to evaluate interactions, where to access it in Zenvia Customer Cloud, and how to interpret the results. 1. What is sentiment analysis?Sentiment analysis is a feature that uses Artificial Intelligence to evaluate the content of interactions with yo

01. Create Qualification chatbot

Qualification chatbot is a tool to improve customer service efficiency. With it, you can ensure that each request is directed to the most appropriate department or agent, optimizing time and service quality. This automated process helps identify customer needs from the first contact, allowing agent

WhatsApp Business monitoring and violations policy

WhatsApp monitors and alerts business accounts that repeatedly violate the WhatsApp Business Messaging Policy, the WhatsApp Commerce Policy, or the WhatsApp Business Terms of Service. Activity notice: How does it work?WhatsApp Business accounts that violate these policies receive a notification with

07. Customer assignment in the Chatbot

Customer assignment ensures that a client is always served by the same sales agent responsible for their account. For example, a client in negotiation or part of an active sales portfolio is directed to the designated agent, ensuring continuity in the relationship and greater accuracy in commercial

04. Getting to know the features of the Chatbot List

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, and also searching by name or status. The chatbots available for interaction with customers are marked with

12. WhatsApp account settings in Zenvia Customer Cloud

Managing your WhatsApp account ensures that it is configured according to your needs and preferences. After activating the channel, you can: Customize the profile: Change your account’s appearance by updating the profile picture, name, description, and other associated information. Set data storage:

06. Transfer contacts for sales chat in automation flows

Automatically transfer contacts who respond to your campaign to support with a specific agent or team. This way, you will increase the chances of conversion by making the most of each interaction. In this article, learn how to set up the transfer in an automation flow. Understand the feature Before

05. How to recover contact engagement with "We miss you" automation

The We Miss You automation is a smart solution for engaging inactive customers. Using artificial intelligence, you can set up personalized messages via SMS or WhatsApp to reactivate contacts and strengthen relationships with your customer base. Requirements and OperationTo use this automation, it is

Setting up and using Webhooks in Support Service

Webhooks enable you to send ticket data to another system automatically when specific conditions are met. This approach is often simpler than a two-way API setup, as the receiving system does not need to initiate an API request to get the data from Support Service. If you’re new to triggers, we stro

Release Notes 2024

12/18 Segmentation by Sentiments in the Contact Manager Based on contact interactions, Artificial Intelligence performs a sentiment analysis that identifies emotions expressed in conversations. This information can be used to filter contacts in the database and create segmentation rules, enabling yo

03. First steps in Zenvia Customer Cloud

The initial steps are essential to start using Zenvia Customer Cloud and optimize your end-to-end journey. ⚠️ Attention: Only users with an Admin profile are allowed to perform the following actions. Synchronize data with external solutionsAccount administrators can connect an external solution to Z

Area and country calling codes review in message broadcast

Clear your doubts about the correct use of country codes in message deliveries, ensuring that your campaigns on Zenvia Customer Cloud are delivered without errors or additional charges. Why review the country and area codes of my contacts?Ensuring that the country codes are correct is essential to g

05. Transferring the service of chatbots from flows to humans

Learn how to configure the transfer of a chatbot flow conversation to a human agent. This process ensures that the customer receives the necessary support, even when the chatbot is unable to resolve the demand on its own. Step-by-step to configure assistance transfer To configure the assistance tran

How to edit and add your payment information in Zenvia Conversion

How to add your credit card details in Zenvia ConversionFollow the steps below to enter your credit card details: 1. Complete your billing profileGo to Settings > Billing Profile . Before adding your card, click the pencil icon to edit the profile fields. Fill in the following information: Company n

Frequently-Asked Questions

Check the answers to the most frequently asked questions about Zenvia Conversion. Reports and Consultants Summary Panel What counts as activities? The Summary Panel displays real-time information. Activities include any operation performed on a contact, such as messages, calls, transfers, creations,

Limitations of WhatsApp Business API

Check out the main limitations of the WhatsApp in Zenvia Conversion. Message Templates in Zenvia Conversion Due to the use of the WhatsApp Business API, WhatsApp and Facebook Messenger message templates are the only way for your company to initiate conversations, as long as the contact has not writ

Transactional Messages with Zapier

With Zapier, you can send automated messages without needing to know how to code. This guide will show you how to use Zenvia Conversion to pull contact details from a Google Sheets spreadsheet and use them to send an automated WhatsApp message. Step-by-stepCreate a Zap in Zapier Go to Zapier.com and

How to change the profile picture of your WhatsApp line or channel

This article provides step-by-step instructions for adding or changing the profile picture on your Zenvia Conversion channels and lines. We also include information about permitted image formats and sizes so you can complete the process without errors. How to change the channel profile pictureAccess

04. Message sending errors on Zenvia Customer Cloud

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

02. Broadcast performance analysis

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, and canceled broadcasts, facilitating performance tracking. ⚠️ Attention: This feature is only available to

03. Broadcast report in Zenvia Customer Cloud

Zenvia Customer Cloud broadcast report provides information to monitor and track the technical details of your communications, such as broadcast status, contact data, respondents, and common errors in sending. ⚠️ Attention: This feature is only available to users with the Viewer, Operator or Admin p

07. Automation performance report in Zenvia Customer Cloud

Zenvia Customer Cloud automation performance report provides information about a specific automation, including the total number of triggers, messages sent, impacted contacts, and performance rate. ⚠️ Attention: This feature is available only for users with the Viewer, Operator or Admin profiles. Th

06. Overview of Automations Analytics in Zenvia Customer Cloud

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 different channels. ⚠️ Attention: This feature is available only for users with the Viewer, Operator or Ad

01. Exporting a custom message broadcast report

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

05. Exporting message broadcast reports in Zenvia Customer Cloud

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 file and can contain more than 100,000 contacts. To do this, click on Analytics > Message broadcast > Broad

04. Add Skill to the Chatbot

The Skills screen allows you to specialize a specific action for your chatbot, enhancing the user experience with more detailed responses. To understand its function in practice, suppose you have a general knowledge base that covers a variety of topics about your company. Also, imagine that your cus

05. Add FAQ Skill to the AI chatbot

The FAQ functionality allows the chatbot to provide specific and detailed answers to frequently asked questions, using content previously configured in the knowledge base. To do this, instead of querying the general knowledge base for each question, the chatbot will use the specific content associat

Facebook Leads integration with Zenvia Customer Cloud

Facebook Lead Ads is a Meta ad format that allows you to generate leads through forms on Facebook and Instagram, available for accounts connected to Facebook pages. The standout feature of this type of ad is the call-to-action (CTA) button, which, when clicked, directs the user to a form. These ads

01. Overview of the Generative AI Chatbot

With the Generative AI Chatbot, you can include a personalized chat experience on your company's website or channels like WhatsApp Business without writing a single line of code. Whether you aim to provide customer support, facilitate sales, or collect feedback, this type of Chatbot allows you to ea

11. Asana integration with Zenvia Customer Cloud

The integration of Asana with Zenvia Customer Cloud allows you to create support tickets directly from your conversations, turning your communication channels into efficient customer service and support centers. With this app, you can: Create tickets directly from conversations on WhatsApp, Faceboo

13. Integration of RD Station with Zenvia Customer Cloud

The integration between RD Station and Zenvia Customer Cloud allows you to automate the sending of leads generated in RD Station directly to Zenvia Customer Cloud. This way, you centralize the management of your contacts and optimize your sales campaigns, ensuring no lead is lost. ⚠️ Attention: This

03. Integration of PayPal with Zenvia Customer Cloud

With this integration, it is possible to send PayPal payment links to your contacts during interactions in Zenvia Customer Cloud. Additionally, you have the flexibility to choose the currency and view notes and reports of confirmed and pending payments. ⚠️ Attention: This functionality is available

02. Boost post

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

07. How to adjust and correct rejected templates on WhatsApp

If your message template was rejected on WhatsApp, don’t worry! You can edit the template, correct what is needed or even create a new one, aligned with the platform guidelines. This article will help you understand the most common reasons for disapproval and how to adjust your template to increase

11. Reengage contact base in Zenvia Customer Cloud

When contacts do not interact with your communications, sending a new message can be a good re-engagement strategy as it helps regain the interest of your audience and improve engagement rates. For example, your company launched a welcome promotion campaign with an exclusive discount for new users,

08. Schedule broadcast in Zenvia Customer Cloud

When sending communications by email, RCS, SMS, or WhatsApp, you can choose how these messages are delivered. ⚠️ Attention: This feature is available only for users with the Operator or Admin profiles. You must choose from the options: Broadcast now; Schedule broadcast; Send at the best time. Addi

01. Message Broadcast goal: what it is and how to define it in Zenvia Customer Cloud

Selecting a goal for your broadcast means identifying the purpose of your communication. Although this step is not mandatory, choosing a goal helps our team improve the development of Zenvia Customer Cloud and enhance your experience. ⚠️ Attention: This feature is available only for users with the

People Configuration: Teams and Access Profiles

The configuration of People allows centralized permission management, ensuring that each user in Zenvia Customer Cloud has access only to the information relevant to their role, in a secure and personalized way. ⚠️Attention: Functionality available only for Operator and Admin profiles. How to config

01. Tasks

Tasks are all the activities to be carried out for the client. These are tasks such as: sending a quote, sending a new proposal, editing a personalized response, etc. In Tasks you can keep track of existing tasks, seeing which ones have already been completed, which ones have expired and which ones

03. Send emails in Zenvia Customer Cloud

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

07. How to tag message broadcasts in Zenvia Customer Cloud

Tags provide the ability to organize and categorize broadcast messages based on criteria such as target audience, subject, or type of action, making it easier to search for specific triggers and analyze their performance metrics. Furthermore, tags can be used to create custom filters, allowing you t

Additional Fields Settings and Display Rules

This article guides how to configure Additional Fields and Display Rules in Zenvia Customer Cloud to optimize customer support and request management. ⚠️Attention: Functionality available only for Operator and Admin profiles. Additional Fields SettingsTo configure the features, go to: Support > Sett

Agreements (SLA): what they are and how to register a contract

A SLA Agreement (Service Level Agreement) is a digital document that defines response and resolution times for support requests, following pre-established rules. In Zenvia Customer Cloud, each client (at the organization level) can have a single SLA contract, which includes multiple rules and may o

Approval Rules Configuration

The Approval Rules allow defining criteria for tickets to be processed only after approval by one or more individuals, which can be a specific collaborator, someone with a certain role, or the requester’s superior. ⚠️Attention: Feature available only for Operator and Admin profiles. Configure A

Chat Settings: Groups, Apps, Facebook Messenger, and WhatsApp

The Chat Settings allow you to centralize communication with customers across multiple channels, such as Facebook Messenger and WhatsApp, as well as configure chat groups and support apps. This article guides you on configuring channels to optimize the customer experience and support efficiency, ex

How the shared inbox works

A shared inbox for your agents With a shared WhatsApp inbox you can see all your group's conversations and assign them, send messages, make comments, notes, and even transfer conversations to other agents in the team. Plus, each message sent via WhatsApp is visible in one unified inbox (All) that

01. Systems in Zenvia Customer Cloud

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

02. Panels and Views of Support Service

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 > Tickets > Panels and Views. ⚠️ Atención: Agent Profile can only edit their Personal Panel and view shar

Create, Edit, Duplicate, and Delete Tickets

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 you set for your tickets can alter the available fields. ⚠️Attention: This feature is available for the

06. Custom analytics

The Custom Analytics functionality allows downloading analyses based on specific needs. The goal is to enable the Operation Administrator to extract custom analyses, allowing the export of specific data. ⚠️ Attention: This new functionality is available only for the Advanced Plan. This article will

09. Shopify integration with Zenvia Customer Cloud

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 customers, enabling you to send product and order status information quickly. ⚠️ Attention: This feature is onl

05. Integration of Zapier com Zenvia Customer Cloud

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

09. Registering a domain and adding email address

The email domain is the entire part of an email address that comes after the @ symbol. You can create a custom domain with your company's name to give more authenticity to your messages. This article will guide you through the steps to register and add a domain. ⚠️ Attention: This feature is only av