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Zenvia Conversion for Managers
Zenvia Conversion for Managers
All the configurations you need in a few steps
+2
39 articles in this collection
Written by
Nahuel Gomez,
Lautaro Schiaffino,
Diego Pereda
and 2 others
App demo in 10 minutes
Complete step by step demonstration of Sirena for User Administrators
Written by
Amanda Pongetti
Updated over a week ago
Enterprise Single Sign-On (SSO)
A new security solution for your business
Written by
Wanda Polverini
Updated over a week ago
Groups&Users
How to update the working hours of your team
Office hours and days / Workday
Written by
Wanda Polverini
Updated over a week ago
Group settings, new contacts waiting and average waiting time
Discover how to configure these options in Zenvia Conversion
Written by
Wanda Polverini
Updated over a week ago
How to activate and deactivate the "Unassigned list"
Learn how to disable the "Unassigned list" feature to configure your unassigned contacts
Written by
Wanda Polverini
Updated over a week ago
Hide Contact Numbers
Learn how to activate and deactivate this feature in a few steps
Written by
Wanda Polverini
Updated over a week ago
How do I invite users to Zenvia Conversion?
Managers can invite users by sending an e-mail to each one.
Written by
Nahuel Gomez
Updated over a week ago
How to edit a user’s information, role, and group
Learn how to changing information after creating a user
Written by
Wanda Polverini
Updated over a week ago
How to create users in Zenvia Conversion
Add your agents so they can use Zenvia Conversion
Written by
Wanda Polverini
Updated over a week ago
How to delete users in Zenvia Conversion
Learn how to remove users in Zenvia Conversion
Written by
Wanda Polverini
Updated over a week ago
How to set up closing and reassigning conversations?
Learn how to close inactive conversations and set a timeout for closed conversations to be assigned to another user
Written by
Wanda Polverini
Updated over a week ago
What is a shared inbox? How can I set it?
A shared inbox for your agents
Written by
Wanda Polverini
Updated over a week ago
Contact Panel
How can I upload multiple clients to Zenvia Conversion?
You can upload databases to Zenvia Conversion through a CSV spreadsheet
Written by
Wanda Polverini
Updated over a week ago
Contacts Panel and Filters
Learn how to get the most relevant information about your clients
Written by
Wanda Polverini
Updated over a week ago
What happens when you upload a lead who is already in the system?
Check how the merging of duplicate leads happens
Written by
Wanda Polverini
Updated over a week ago
How to Create a CSV File for Bulk Uploads?
Ensure that your file is free from errors when you upload your database
Written by
Wanda Polverini
Updated over a week ago
How to add a client manually
Learn how to add a client manually in Zenvia Conversion through the office version
Written by
Wanda Polverini
Updated over a week ago
How to transfer clients in bulk
How to transfer two or more clients to groups or agents
Written by
Lautaro Schiaffino
Updated over a week ago
How to delete, transfer and close clients in bulk
How to transfer, close or delete clients from your portfolio
Written by
Amanda Pongetti
Updated over a week ago
How to send WhatsApp Broadcast Messages
How to send mass messages through WhatsApp using Zenvia Conversion
Written by
Wanda Polverini
Updated over a week ago
Account Configuration
Closing Reasons
Learn to create, edit, and delete closing reasons in your conversations
Written by
Wanda Polverini
Updated over a week ago
Create, manage and edit labels
Customize your labels according to the needs of your business.
Written by
Nahuel Gomez
Updated over a week ago
Distribution Rules
What to Do When a Client Comes in Via a Different Distribution Method from What Was Configured
In this article, you'll learn how to verify what distribution rule was applied to a particular client.
Written by
Nahuel Gomez
Updated over a week ago
How to edit distribution methods for a group
Edit the client assignment method for each group
Written by
Wanda Polverini
Updated over a week ago
How to create custom distribution rules
Configuring lead reception
Written by
Lautaro Schiaffino
Updated over a week ago
How to set exclusivity periods in distribution rules
What are them and how to set them
Written by
Lautaro Schiaffino
Updated over a week ago
Incoming Email
How to integrate leads coming from email with Zenvia Conversion
Emails from platforms, Molusco Format, and customized emails
Written by
Wanda Polverini
Updated over a week ago
How to set Emails in Molusco® Format
Discover how to use Zenvia Conversion's standard email format
Written by
Wanda Polverini
Updated over a week ago
Is it possible to integrate a form without using Molusco® Format?
Understand why this option is recommended only in special cases
Written by
Wanda Polverini
Updated over a week ago
Requests
Additional Fields
Learn to request additional fields and start making the most of this feature
Written by
Wanda Polverini
Updated over a week ago
How to Block Document Attachments
Request that document sending be blocked in groups or users in your account Zenvia Conversion
Written by
Wanda Polverini
Updated over a week ago
Migration and number portability between BSPs
What is the Migration Between BPS/WhatsApp Providers?
Understand what the migration between WhatsApp providers consists of and what the benefits are
Written by
Wanda Polverini
Updated over a week ago
Steps and Conditions for Migrating Between BSPs
How to migrate between WhatsApp providers
Written by
Diego Pereda
Updated over a week ago
Bugs in Sirena
Android and iOS Incidents
Try the following steps if you are experiencing difficulty with Zenvia Conversion's mobile app
Written by
Wanda Polverini
Updated over a week ago
What to do if the changes are not reflected?
Update after a resolved error or change.
Written by
Lautaro Schiaffino
Updated over a week ago
I'm Not Receiving Zenvia Conversion Browser Notifications
Find out what to do if you are not receiving notifications on the desktop version
Written by
Wanda Polverini
Updated over a week ago
I have to update or refresh to see new messages and/or contacts
Here are a few options if you are not able to see new messages until you refresh the screen
Written by
Nahuel Gomez
Updated over a week ago
Advanced Debugging
Here are a few options for errors you may encounter when you using Chrome (they may also apply to other browsers)
Written by
Nahuel Gomez
Updated over a week ago
How to clear cache, cookies and site data
How to make sure Zenvia Conversion's bug fixes work
Written by
Amanda Pongetti
Updated over a week ago