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🌎 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

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. Sending Messages in the Customer Inbox
05. Start a sale with a Facebook Messenger 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. Getting Started

01. Defining the objective and type of chatbot
02. Adding and managing content in Knowledge Bases
03. Linking channels to the chatbot
04. Getting to know the features of the Chatbot List

02. Flow Chatbots

01. Chatbot Constructor

01. How to create and connect blocks
02. Adding content in the chatbot Constructor
03. How to manage a Variable
04. How to configure Chatbot Destinations
05. Exploring other features of the Constructor
06. Creating a conversational flow from scratch

02. Creating Flow Chatbots

01. Choosing the format for creating a flow chatbot
02. Using Intelligent Builder Assistant to build Chatbots
03. Using a template to create a Chatbot in Zenvia Customer Cloud.
04. Blank: Create the structure of the chatbot manually
05. Sending the bot conversation to a human agent

03. Generative AI Chatbot

01. Overview of the Generative AI Chatbot
02. Create and adjust the personality traits
03. Managing Chatbot Content on the Knowledge
04. Add Skill to the Chatbot
05. Integrating a Generative AI Chatbot into your website

04. Qualification Triagem

01. Create Qualification via chatbot

05. 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

06. Chatbot Analysis and Optimization

01. Analyzing Calls by the Chatbot

01. ptimizing the customer journey with the 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. Integrations

01. Integrations in Zenvia Customer Cloud
02. Integrating Omie with Zenvia Customer Cloud

03. 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

04. URL shortener

01. URL shortener

05. Tokens e Webhooks

01. Tokens & Webhooks for use in APIs

06. Sandbox tests

01. Sandbox tests

07. Users and orgs

01. Add and manage organization users
02. Set user access permissions

08. Financial information

01. Check payments and billing

09. Plans and contracts

01. Plans and contracts

08. FAQ

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

🎧 Support channel

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