Zenvia Conversion for Managers

App demo in 10 minutes

Complete step by step demonstration of Sirena for User Administrators

Written by Luca Bergamini
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

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

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, both in the office version and through the app

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 Luca Bergamini
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

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

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

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

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

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 Mariana Flores
Updated over a week ago

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 Luca Bergamini
Updated over a week ago