• CONTEXT
  • PROSPECTS
  • HUMAN
  • SUMMARY

How to pull customer interaction history with your AI

Connect Zenvia Conversion once. After that, your AI handles the heavy lifting of digging through logs and prospect data.

Ask AI about this page

Short answer

How do I get customer history and prospect info using my AI?

Ask your AI to pull the latest logs or specific prospect details. It uses the connected Zenvia Conversion tools to grab the data instantly. You'll see the breakdown of what the AI finds below.

The outcomes.

Where your data lands.

The AI organizes the information it finds into these specific outcomes.

CONTEXT

Instant conversation history

The AI pulls recent chat logs. You get a clear picture of what was discussed previously.

PROSPECTS

Detailed prospect profiles

Your agent pulls specific contact and lead details. You'll know exactly who you are talking to before you type a word.

HUMAN

Ready for your input

The AI presents the gathered facts to you. You decide how to use this context to drive the actual conversation.

SUMMARY

Quick interaction digests

Instead of reading long threads, the AI summarizes the key points from the logs. This saves you from scrolling through old messages.

The workflow

What your AI does when you ask for history.

The AI acts as a bridge between your chat interface and your Zenvia data.

  1. Identify the request

    Your agent recognizes when you're asking for past chats or specific person details.

    list_interactionsget_prospect

  2. Fetch conversation logs

    The AI pulls the specific message history you asked for from the Zenvia platform.

    list_interactions

  3. Retrieve prospect data

    It looks up the specific details for the individual you're interested in.

    get_prospect

  4. Present the context

    The AI organizes the logs and details into a readable format for you to review.

    list_interactionsget_prospect

Try it

Copy these to start.

Paste these directly into your AI client to begin.

Starting points

These are just ideas. Swap out the bracketed info for your actual contact names or channels.

Zenvia Conversion Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_sFf0Ih3zhem3LVE4qroDbO239k4TcZkCewSRrzhN/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Zenvia Conversion capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "zenvia-conversion-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_sFf0Ih3zhem3LVE4qroDbO239k4TcZkCewSRrzhN/mcp"
    }
  }
}
Copy into chat04

  • Show me the last five interactions from the WhatsApp channel.

  • Get the details for the prospect named Alex Rivera.

  • Summarize the recent conversation history for the email channel.

  • What do we know about the prospect with the ID 98765?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Zenvia Conversion once, then ask.

Just follow the link to connect. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Zenvia Conversion to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send messages to customers?

    No. This specific task is for reading and retrieving history, not for sending new messages.

  • 02

    Can the AI delete old conversation logs?

    No. The AI can only read and fetch data. It has no permission to delete or modify your Zenvia records.

  • 03

    Do I need to manually export CSVs first?

    No. The AI pulls the data directly from Zenvia using the connected tools.

  • 04

    Can the AI update prospect information?

    No. The tools provided are for fetching and listing data, not for editing prospect profiles.

  • 05

    How does the AI know which interaction to pull?

    It uses the specific details you provide in your prompt, like a channel name or a prospect ID.

  • More questions about Zenvia Conversion? The Connector page answers them. See everything the Zenvia Conversion Connector can do

Connect Zenvia Conversion to Claude, Cursor, ChatGPT & more