🌎 By Humanz for Humans: welcome to the Zenvia Conversion Help Center
Our documentation is divided into categories:
Concept and access: concepts and guidelines for accessing the solution;
First steps: overview and main functionalities;
Features and functions: user manuals for operating the solution;
Frequently asked questions: FAQ.
💡 Tip: don't forget to check out the new features too. In the article What's new in Zenvia Conversion you'll find out about all the updates and new features available.
Now that you've understood how the Help Center is organized, find out more about Zenvia Conversion by visiting the articles below. 🚀
01. Concept and Access
Create an account and login to Zenvia Conversion
Login with SSO in Zenvia Conversion
Cancel Account in Zenvia Conversion
02. First Steps
Overview page in Zenvia Conversion
Contact Database in Zenvia Conversion
03. Features and Functions
01. Chats
Error sending messages in Zenvia Conversion
How to send a PayPal link to your clients
How to edit fields in HSM (pre-approved templates) on your phone
How to Block Document Attachments
How to forward files and media in Zenvia Conversion
Customer reply to a specific message
How to find my Templates and Quick Responses
How to Forward Messages in Zenvia Conversion
How to add notes in Zenvia Conversion
How to send a location to your clients
How to send GIFs on Zenvia Conversion
How to use emojis in Zenvia Conversion
How to register visits and test drives
Download images, documents, videos and audios from your conversations
02. Contact Database
How can I upload multiple clients to Zenvia Conversion
How to Create a CSV File for Bulk Uploads
How to export your customers to Google Sheets
Different Distribution Method from What Was Configured
How to send WhatsApp Broadcast Messages
03. Reports
Reports: New contacts and conversations
Report: Conversational Channels
How to visualize the information of the leads coming from Meta campaigns
Summary about the Overview page in Zenvia Conversion
How can I check my agent's Response Time
Performance Dashboard in Zenvia Conversion
04. Configurations
Create, manage and edit labels
What are quick responses and how to create them
How can I check my account status
Arrival Groups and Assigned Groups
Border Groups and Zones in Zenvia Conversion
How to create users in Zenvia Conversion
User's role and Group Organization in Zenvia Conversion
How to Change Your Account Language in Zenvia Conversion
How do I invite users to Zenvia Conversion
Group settings, new contacts waiting and average waiting time
How to edit a user’s information, role, and group
How to update the working hours of your team
How to edit distribution methods for a group
How to delete users in Zenvia Conversion
How to set exclusivity periods in distribution rules
How to edit and add your payment information in Zenvia Conversion
How can I call clients in Zenvia Conversion
05. Integrations
01. Zenvia Products
Zenvia Conversion Integration with Zenvia Bots
What is Zenvia Attraction and how to use in Zenvia Conversion
How to integrate Zenvia Attraction with my Zenvia Conversion account
Transferring the contact list from Zenvia Conversion to Zenvia Attraction
How to send bulk WhatsApp messages on Zenvia Attraction
How to identify a contact from a Zenvia Attraction campaigns
Zenvia Conversion Integration with Zenvia NLU
Apps
How to activate the Google Drive app
Asana App
Integration of Webchat with Zenvia Conversion
How to set Emails in Standard Format
How to set my Apps in Integrations
CRM
Marketplace
Create a Mailchimp campaign with your Zenvia Conversion clients
Create tickets with Trello in Zenvia Conversion
How to Integrate Zenvia Conversion with OLX
How to integrate Mercado Libre with Zenvia Conversion
How to integrate Mercado Shops with Zenvia Conversion
Zapier Integration Example: Google Sheets
An Example of Integration with Zapier: Hubspot CRM
Integration of Zenvia Conversion App and Zapier
Transactional Messages with Zapier
Meta
How can I find my Facebook Manager ID
Requirements to request verification (the green badge) of your line in WhatsApp Business
Most used plugins and how to add the WhatsApp button to your website
Limitations of WhatsApp Business API
What is the Migration Between BPS/WhatsApp Providers
Steps and Conditions for Migrating Between BSPs
Why we use Instagram sessions and how they are calculated
Why we use Sessions on Facebook Messenger and how they are calculated
WhatsApp Message Templates in Zenvia Conversion
Steps to export your WhatsApp contacts list
How to integrate Facebook Lead Ads and Instagram Ads
Facebook Messenger Integration
How to Create a Direct Access Link to Your Facebook Messenger Inbox
Tips for getting your Business Verified on Facebook
How to perform Business Verification on Facebook
How do I get a verified badge on Facebook
How to integrate Facebook Ads with my WhatsApp line
Integration with Instagram Messages
Integration of Instagram Private Replies with Zenvia Conversion
How to Create a Direct Access Link to Your Instagram Inbox
Problems with my Instagram Business account
Common mistakes to try to connect Instagram Business
Ads that click to WhatsApp, Facebook Messenger or Instagram Direct
How does WhatsApp Business API works
How to create a Business Manager on Facebook
How to create a link to your WhatsApp number
How to recover deleted WhatsApp templates
Integration of Instagram Private Replies with Zenvia Conversion
Zenvia Conversion Bots
How to set up Zenvia Conversion Bot
What are Zenvia Conversion Bots Greeting Messages and how Can I Activate Them
Tips for creating greeting messages with Zenvia Conversion Bots
How to request contact details with Zenvia Conversion Bots
Share your typical response time
How to measure customer satisfaction with Conversion Bots
Zenvia Conversion Integrations
How to change the profile picture of your WhatsApp line
How to activate the "Act as user" function
How to set a greeting message for other sources
How to manually create an origin
How to Bring Leads from Google Ads into Zenvia Conversion
How to integrate leads coming from email with Zenvia Conversion
How to create custom distribution rules
Is it possible to integrate a form without using Standard Format
Unverified Trial and Extended Trial
04. Frequently Asked Questions
How to contact the Support Team
Account
I Want to Sign Up for Zenvia Conversion
How do I recover or change my Zenvia Conversion password
How to Request Account Expansion
What can I do if I need to verify a client's commercial administrator
About Zenvia Conversion
Can I Give Feedback to Improve Zenvia Conversion
Customer Service Channels
Media sizes and formats accepted in Zenvia Conversion
Why am I not receiving messages from Facebook Messenger
Can I Reuse my Number if I Already Started Using Zenvia Conversion
Frequently asked questions about WhatsApp line at Zenvia Conversion
Technical issues
How to clear cache, cookies and site data
I have to update or refresh to see new messages and/or contacts
Others
I'm Not Receiving Zenvia Conversion Browser Notifications
05. APIs
Automation of Transactional and Conversational Messages through API
Download Directory in CSV Format
Leads API in Zenvia Conversion
🎧 Support channel
Can't find what you're looking for? Chat with Zoe, our virtual assistant, and ask her any questions you may have.