Basic Concepts

FAQ Bot for Basic Plan agents

Discover how to use our FAQ Bot to answer your frequent questions

Written by Wanda Polverini
Updated over a week ago

Media sizes and formats accepted in Zenvia Conversion

Check what are the limitations on sending media according to WhatsApp

Written by Wanda Polverini
Updated over a week ago

Zenvia Conversion CRM: What does it do and what is it for?

Check the first steps to start using the platform if you are an administrator or advisor

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How do I log into my Zenvia Conversion account?

See how to access and log into your Zenvia Conversion account

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Unverified Trial and Extended Trial

To set up your first line with Zenvia Conversion, you'll start with the trial version of the product, which can be limited or extended

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What are Conversations in Zenvia Conversion?

Check the meaning of conversation in Zenvia Conversion to understand better your reports and business results

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What’s the difference between lead and prospect?

Understand the difference between lead and contact within Zenvia Conversion

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What does “client status” means?

Learn the various client status and the meaning of each one

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How can I call clients in Zenvia Conversion?

Defines whether users can make calls from the desktop version or home phone

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Notifications panel

Learn how to check notifications on Zenvia Conversion

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How to turn on notifications

Understand how to turn on notifications on both mobile phone and computer

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Border Groups and Zones in Zenvia Conversion

Understand how the management of your leads is ordered

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Arrival Groups and Assigned Groups

Understand how to verify the initial location of contacts in Zenvia Conversion

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What is a “User Role” in Zenvia Conversion?

Understand the functionalities of each user role in Zenvia Conversion and how the group hierarchy works

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Status Page

Learn how to sign up for Zenvia Conversion incident updates

Written by Wanda Polverini
Updated over a week ago