When accessing the solution with email and password, the Home section displays essential information for the efficient use of the platform and for monitoring your organization's activities.
⚠️ Attention: The Home page is not available for users with the Agent profile. Other access profiles can access the screen, with some limitations: users with the Admin profile can complete the initial steps, and only Operator and Admin profiles can access the quick actions.
Start here
Here are the initial steps that have or have not been completed by your organization in Zenvia Customer Cloud. If you have already completed these steps, you have access to important usage data, detailed below. Otherwise, see how to:
Active plan
These are the consumption data for the plan contracted by your organization on the current day. Detailed consumption data is available in Analytics > Consumption.
Quick actions
These are buttons that facilitate access to important Zenvia Customer Cloud functionalities:
- Send messages: Use this to create, schedule, and send campaigns, notifications, invitations, and promotions through SMS, WhatsApp, RCS, or Email channels.
- Manage contacts: To create, edit, and manage contacts and lists. It is possible to connect to the API and automate the management of your database.
- Handle tickets: To address support requests opened by contacts who interacted with your company.
- Chat with customers: To exchange messages with contacts who interacted with your company.
- Enable channel: To integrate conversational channels with the software and enhance your company's communication.
- Invoices: To access financial information such as invoices and receipts.
General organization data
Below, see the main data for your organization. This data provides an overview of performance and interactions with your contacts. Monitor and analyze the following metrics:
| Metric | Description |
|---|---|
| Contact Base | Total number of contacts registered in your platform. Includes all customers or leads entered into the system. |
| Contacts Reached | Contacts who have received at least one message in the last 30 days. Includes a comparison with the previous period, indicating absolute and percentage variations. This data helps understand the reach of communication campaigns. |
| Contacts in Sales | Contacts who received some sales support (e.g., sales or commercial inquiries) in the last 30 days. Also shows a comparison with the previous period, allowing analysis of the performance of commercial interactions over time. |
| Contacts in Support | Contacts who were served by the support team in the last 30 days. Also presents a comparison with the previous period, helping to monitor the volume and efficiency of support services. |
| Volume of Messages, Sales, and Support | Displays the daily evolution of interactions based on the volume of messages sent (SMS, WhatsApp, Email, etc.) and how many of these contacts were served in sales or support scenarios in the last 30 days. |
| Distribution of Services | Shows the proportion of commercial and support services performed in the last 30 days, allowing you to understand the workload between these two areas. |
| Geographic Distribution | Presents a map highlighting states with the highest number of interactions (messages or services). The information is based on the area codes of the contacts, allowing you to identify where interactions are concentrated and where there are opportunities for improvement. |
| Tickets Opened Today | Number of tickets (support requests) opened on the current day. Helps monitor the load of new requests coming to the support team. |
| Pending Services | Number of support services that have not yet been completed in the last 30 days, including new, paused, and ongoing services. Helps track the flow of support and identify possible bottlenecks in problem resolution. |
| Satisfaction Index | Overall evaluation of interactions with your contacts, indicating whether they were positive, negative, or neutral. The score is generated using Artificial Intelligence, based on the analysis of interaction content rather than formal satisfaction surveys related to support services. |
Done! Now you can start attracting and retaining customers, increasing conversions, creating intelligent chatbots, and monitoring your results with Zenvia Customer Cloud.