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02. Plans
8 min
Created by Maria Malheiro on 4/10/2023 4:21 PM
Updated by Maria Malheiro on 9/18/2024 3:10 PM

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 Zenvia Chat - Administrator Profile > Settings > My Account > Plans.


⚠️ Attention:  The Account menu will only appear for administrator profiles that have access to this menu enabled.




The following information will be available under Plans:



The type of plan, it can be Intermediate or Advanced, depending on the plan contracted. See what each plan offers at: Understand the plans available in Zenvia Chat.


The activation date of your plan, i.e. from when you started to have an active account, contracted and enabled within Zenvia Chat. 


The number of licenses contracted tells you the number of access permissions, i.e. how many users can access Zenvia Chat.


The number of licenses in use indicates the number of people currently using and accessing Zenvia Chat. 


💡Tip: Clicking on the Change plan and licenses button opens the Change plan and licenses screen.


In the Configure license quantity, you can change the number of licenses up or down by clicking on the + and - icons, or by typing it in manually.


Finally, click Send request. That's it! Your Your request to change plans and/or licenses has been made. 



Understand the plans available in Zenvia Chat

By clicking on the View details link under Adjust plan and licenses, you can check out the Intermediate and Advanced plans and what each one offers.

To find out more, see our table below. 


Features 

Intermediate Plan

Advanced Plan 

Service history 

120 days 

2 years

Agents 

Additional paid agent

Additional paid agent

Departments 

2

Unlimited

Language definition

✔️

✔️ 

Ready answers

✔️ 

✔️ 

Chat tags 

✔️ 

✔️ 

Chat transcript

✔️ 

✔️ 

Chat rating/evaluation

✔️ 

✔️ 

Opening hours

✔️ 

✔️ 

Sending files

✔️ 

✔️ 

Transferring chats between agents and departments 

✔️ 

✔️ 

Automatic redistribution

✔️ 

✔️ 

Contact list 

✔️ 

✔️ 

Simultaneous chats (configurable per agent) 

✔️ 

✔️ 

Agent dashboard

✔️ 

✔️ 

Active notification sending 

✔️ 

✔️ 

Automatic messages

✔️ 

✔️ 

Automatic shutdown

✔️ 

✔️ 

First Response, Hold and Service SLAs 

✔️ 

✔️ 

Transfer rules

✔️ 

Personalization

Chat widget customization 

✔️ 

✔️ 

Customized Agent Profile

✔️ 

Reporting and Analysis 

Real-time monitoring / Dashboard

✔️ 

✔️ 

Digital Channels Report 

✔️ 

✔️ 

Voice Report 

✔️ 

✔️ 

Satisfaction Survey Report 

✔️ 

✔️ 

Adherence Report 

✔️ 

✔️ 

Access Report 

✔️ 

✔️ 

Service History Report

✔️ 

✔️ 

Export reports 

✔️ 

✔️ 

Customized Reports

✔️ 

Platform 

REST  API

✔️ 

✔️ 

Third-party integrations

✔️ 

✔️ 

Integrations and public applications




✔️ 

✔️ 

Web SDK

✔️ 

Security features

SSL encryption

✔️ 

✔️ 

Network access restriction

✔️ 

✔️ 

Channels 

WhatsApp

se cobra por separado 

se cobra por separado 

Webchat

✔️ 

✔️ 

Correo electrónico

✔️ 

✔️ 

Facebook Messenger 

✔️ 

✔️ 

Mercado Livre

✔️ 

✔️ 

Telegrama

✔️ 

✔️ 

Voice charged separately charged separately 

se cobra aparte 

se cobra aparte 

Custom channel

✔️

Task Manager 

Task creation

✔️

Notifications 

✔️



That's it! Now you know how to check your Plans information on Zenvia Chat.


Still have questions? Visit our FAQ for more information.