Zenvia Inc. (NASDAQ:ZENV) Q2 2023 Earnings Call Transcript

So that’s what we are aiming at to provide over the last — over the next couple of quarters. So that’s doing — that’s been — we’ve been working on that to make it available on Q1 and Q2 next year. And part of that was that we’re calling it One Zenvia. It considers all of the projects that are being executed to make that happen. So that’s a combination of integration of corporate systems, integration of the billing systems, integration of the products, user interface and user experience, unification of business model. So everything that we’ve been working on over the last couple of quarters, and we will continue so sell in the next couple of months. So we’re able to deliver that a unified offer for our customers. And we are calling that movement of doing all these execution be synchronized internally, so we can provide value for our customers in a way that makes a lot of — a fact — a lot of impact on the market being almost — pretty much a unique offering for customers in the region.

We’re calling that movement One Zenviaon. So it’s a combination of all of these projects being executed to provide a unified platform for our customers.

Shay Chor: Can you comment on how is the large corporate interest on AI-driven solution evolving? Are they demanding more solutions that are AI based? How does this impact your pricing strategy?

Cassio Bobsin: Yes, sure. We are seeing a lot of demand from companies to — first, it’s more of a broad search for how they can use generative AI on their processes. What we launched in the last couple of months are different features that boost these company’s productivity, especially from sales agents or customer service agents to have like pre-written responses with their customers based on customer history and the kind of demand that kind of inquiry coming from customers. So this is already available on our products. And we’re evolving some also around understanding what are the customers’ expectations, combining not only what the customer is saying, but also the behavior of the customer around these communications and other data sources that we have accessed from this company.

So we’re providing these combined insights based on this customer history. And we are seeing — and now we have all these customers testing and some of them going into prediction on these features that use AI. In terms of how we monetize that, we are seeing that although some companies are building some extra layers of charging customers for that, we’re seeing that instead of building a specific modules for AI, we are putting AI in the core of the platform. So this will be part of — all of our customers will have access to these features over time as we are rolling that out for all the customers. As we consider this, this will be something that we — will be like a basic requirement for companies that are looking for software that will improve their sales or improve their customer service.

That’s why we’re merging all these initiatives into the core of our SaaS offerings instead of trying to make that accessible to just one or two customers or making that available at the core. So we expect this to differentiate the whole platform considering that most competitors are still not doing that kind of approach. They’re mostly testing. We already entered into prediction and making that available to all for our customers.

Shay Chor: Another one here. Can you comment on the difference between acquiring new clients in SaaS and the revenue that didn’t grow in the same pace? Caio?