Zenvia Conversion

Complete step by step demonstration of Sirena for User Administrators

App demo in 10 minutes

A new security solution for your business

Enterprise Single Sign-On (SSO)

Diego Pereda

Wanda Polverini

Amanda Pongetti

All the configurations you need in a few steps

Zenvia Conversion for Managers

How to update the working hours of your team

Discover how to configure these options in Zenvia Conversion

Group settings, new contacts waiting and average waiting time

Learn how to disable the "Unassigned list" feature to configure your unassigned contacts

How to activate and deactivate the "Unassigned list"

Learn how to activate and deactivate this feature in a few steps

Hide Contact Numbers

Managers can invite users by sending an e-mail to each one.

How do I invite users to Zenvia Conversion?

Learn how to changing information after creating a user

How to edit a user’s information, role, and group

Add your agents so they can use Zenvia Conversion

How to create users in Zenvia Conversion

Learn how to remove users in Zenvia Conversion

How to delete users in Zenvia Conversion

What is a shared inbox? How can I set it?

Groups&Users

You can upload databases to Zenvia Conversion through a CSV spreadsheet

How can I upload multiple clients to Zenvia Conversion?

Learn how to get the most relevant information about your clients

Contacts Panel and Filters

Check how the merging of duplicate leads happens

What happens when you upload a lead who is already in the system?

Ensure that your file is free from errors when you upload your database

How to Create a CSV File for Bulk Uploads?

Learn how to add a client manually in Zenvia Conversion through the office version

How to add a client manually

How to transfer two or more clients to groups or agents

How to transfer clients in bulk

How to transfer, close or delete clients from your portfolio

How to delete, transfer and close clients in bulk

How to send mass messages through WhatsApp using Zenvia Conversion

How to send WhatsApp Broadcast  Messages

Contact Panel

Learn to create, edit, and delete closing reasons in your conversations

Closing Reasons

Customize your labels according to the needs of your business.

Create, manage and edit labels

Account Configuration

In this article, you'll learn how to verify what distribution rule was applied to a particular client.

What to Do When a Client Comes in Via a Different Distribution Method from What Was Configured

Edit the client assignment method for each group

How to edit distribution methods for a group

How to create custom distribution rules

How to set exclusivity periods in distribution rules

Distribution Rules

Emails from platforms, Molusco Format, and customized emails

How to integrate leads coming from email with Zenvia Conversion

Discover how to use Zenvia Conversion's standard email format

How to set Emails in Molusco® Format

Understand why this option is recommended only in special cases

Is it possible to integrate a form without using Molusco® Format?

Incoming Email

Learn to request additional fields and start making the most of this feature

Additional Fields

Request that document sending be blocked in groups or users in your account Zenvia Conversion

How to Block Document Attachments

Requests

Understand what the migration between WhatsApp providers consists of and what the benefits are

What is the Migration Between BPS/WhatsApp Providers?

How to migrate between WhatsApp providers

Steps and Conditions for Migrating Between BSPs

Migration and number portability between BSPs

Try the following steps if you are experiencing difficulty with Zenvia Conversion's mobile app

Android and iOS Incidents

What to do if the changes are not reflected?

Find out what to do if you are not receiving notifications on the desktop version

I'm Not Receiving Zenvia Conversion Browser Notifications

Here are a few options if you are not able to see new messages until you refresh the screen

I have to update or refresh to see new messages and/or contacts

Here are a few options for errors you may encounter when you using Chrome (they may also apply to other browsers)