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Basic Concepts

Basic Concepts

To begin to understand Zenvia Conversion

15 articles
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Written by Wanda Polverini

FAQ Bot for Basic Plan agents

Discover how to use our FAQ Bot to answer your frequent questions
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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
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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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Written by Wanda Polverini. Updated over a week ago

How do I log into my Zenvia Conversion account?

See how to access and log into your Zenvia Conversion account
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Written by Wanda Polverini. Updated over a week ago

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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Written by Wanda Polverini. Updated over a week ago

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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Written by Wanda Polverini. Updated over a week ago

What’s the difference between lead and prospect?

Understand the difference between lead and contact within Zenvia Conversion
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Written by Wanda Polverini. Updated over a week ago

What does “client status” means?

Learn the various client status and the meaning of each one
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Written by Wanda Polverini. Updated over a week ago

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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Written by Wanda Polverini. Updated over a week ago

Notifications panel

Learn how to check notifications on Zenvia Conversion
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Written by Wanda Polverini. Updated over a week ago

How to turn on notifications

Understand how to turn on notifications on both mobile phone and computer
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Written by Wanda Polverini. Updated over a week ago

Border Groups and Zones in Zenvia Conversion

Understand how the management of your leads is ordered
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Written by Wanda Polverini. Updated over a week ago

Arrival Groups and Assigned Groups

Understand how to verify the initial location of contacts in Zenvia Conversion
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Written by Wanda Polverini. Updated over a week ago

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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Written by Wanda Polverini. Updated over a week ago

Status Page

Learn how to sign up for Zenvia Conversion incident updates
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Written by Wanda Polverini. Updated over a week ago