Hi, Humans. How may we help you?

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Created by Leonora Alves on 2/1/2024 1:57 PM
Updated by Leonora Alves on 5/16/2024 5:16 PM

🌎 By Humanz for Humans: welcome to the Zenvia Customer Cloud Help Center

Our documentation is divided into categories:

Home: overview and instructions for accessing the solution;

Contacts, Message Broadcast, Customer Service, Chatbot, Analytics, and Settings: functional documents, tutorials, and how-to guides;

FAQ: Frequently Asked Questions.

💡 Tip: don't forget to check out the new features too. In the article What's new in Zenvia Customer Cloud 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. 🚀

Zenvia Customer Cloud for Devs (APIs)

01. Home

01. What is Zenvia Customer Cloud
02. Create an account and login
03. First steps in Zenvia Customer Cloud
04. Zenvia Customer Cloud overview
05. Managing organizations
06. Reset or change my password

02. Contacts

01. Contacts Base
02. Contacts engagement monitor
03. Adding contacts manually
04. Content of a Contact List
05. Importing contacts from a file
06. Contact Segmentation Rules
07. Contact List
08. Contacts Base API

03. Message broadcast

01. Broadcast

01. Broadcast goal: What it is and how to define it  
02. Send SMS messages  
03. Send emails  
04. Send WhatsApp messages  
05. Send RCS messages   
06. How to use variables to have personalized Message Broadcast  
07. How to tag message broadcasts  
08. Schedule broadcast  
09. Batch broadcast  
10. Send message at the best time  
11. Reengage contact base  
12. Optimizing message broadcast content with AI 

02. Automation

01. Creating an automated communication flow  
02. Automations API: How to use and integrate with Zapier  
03. How to use the communication rules builder  
04. Activate, pause and schedule and automation  

03. Reports

01. Exporting broadcast report  
02. Exporting a custom broadcast report  

04. Sales

01. Overview

01. Overview in Sales

02. Activity Monitor

01. Activity Monitor

03. Inbox

01. Customer Inbox
02. Shared Inbox
03. Start a customer service with a WhatsApp Message Template

04. Integrations

01. Integrations
02. Integration with Google Drive
03. Integration with PayPal
04. Integration with Salesforce
05. Integration with Zapier
06. Sales API in Zenvia Customer Cloud
07. Integration of the Quotes App
08. Mercado Pago Integration with Zenvia Customer Cloud

05. Settings

01. Settings
02. Contact Assignment

05. Chatbot

01. Chatbot list

01. Chatbots overview
02. Chatbot list in Zenvia Customer Cloud
03. Create Qualification via chatbot
04. Templates available for create Chatbots overview in Zenvia Customer Cloud
05. Using Intelligent Builder Assistant to build Chatbots
06. Using a template to create a Chatbot in Zenvia Customer Cloud.
07. Blank: Create the structure of the chatbot manually

02. Chatbot Constructor

01. Overview of Zenvia Customer Cloud Chatbot Constructor
02. Chatbot Constructor Content
03. Chatbot Constructor Variables
04. Chatbot Constructor Destinations
05. Integrate a channel with Zenvia Customer Cloud chatbot

03. Chatbot Content

01. Data output

01. Text Message: Adding Content in the Chatbot
02. Sending Multimedia File through the Chatbot

02. Data input

01. Open Field: Receiving Content from the Chatbot
02. File Request: Receiving Multimedia Content
04. Menu Chatbot Options List
05. Satisfaction Survey in Chatbot

03. Conversation actions

01. Ending Conversation in Chatbot
02. Transfer Conversation in Chatbot
03. Intelligent response based on the internet in Chatbot
04. Intelligent response based on file in Chatbot
05. API Call in Chatbot
06. Consult ZIP code in Chatbot

04. AI Library

01. AI Library: Files for Chatbot responses
02. Access and add a knowledge base to the AI Library

05. Chatbot inbox

01. Overview of Calls provided by Chatbots

05. Flow map

01. Overview of the Chatbot Flow Map

06. Analytics

01. Contacts

01. Analysis of contact behavior

02. Automations

01. Automations overview  
02. Automation performance report  

03. Broadcasts

01. Broadcasts performance analysis 
02. Broadcast report  

04. Campaigns

01. Campaigns

05. Sales

01. Operation performance Analysis in Zenvia Customer Cloud
02. Teams Performance Analytics in Zenvia Customer Cloud
03. Closing reasons Analysis
04. Quotes Analytics
05. Scheduled visits Analysis
06. Scheduled test drives Analysis
07. PayPal Analytics
08. Mercado Pago Analytics

06. Chatbots

01. Analytics of Chatbots in Zenvia Customer Cloud

07. Usage

01. Consumption report 
02. Conditions and usage of InteractionZ

07. Settings

01. Channels

01. Overview of Channels
02. Integrate the Webchat channel
03. Integrate the Facebook Messenger channel
04. Integrating the WhatsApp channel
05. Integrating the Instagram channel
06. Integrating the SMS channel
07. Integrating the RCS channel
08. Integrating the Email channel
09. Registering a domain and adding email address

02. Templates

01. Registration of Email Message Templates
02. Registration of RCS Message Templates
03. Registration of SMS Message Templates
04. Registration of WhatsApp message templates
05. Library of WhatsApp Message Templates
06. General List of Message templates

03. URL shortener

01. URL shortener

04. Tokens e Webhooks

01. Tokens & Webhooks for use in APIs

05. Sandbox tests

01. Sandbox tests

06. Users and orgs

01. Add and manage organization users

02. Set user access permissions 

07. Financial Information

01. Check payments and billing

08. Plans and contracts

01. Plans and contracts

08. FAQ

Send media messages with WhatsApp
Creating CSV files for import
Questions about plans and contracts
WhatsApp rules and definitions
Rules for sending SMS messages
Area and country calling codes review in message broadcast

 

🎧 Support channel

Can't find what you're looking for? Chat with Zoe, our virtual assistant, and ask her any questions you may have.

 
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