Zenvia : 2Q22 Prepared Remarks

Prepared Remarks

Q2 2022

Prepared Remarks Q2 2022

Cassio Bobsin, Founder and CEO

Hello everyone, and welcome to Zenvia's Q2 2022 earnings call. I'm Cassio Bobsin, Founder & CEO. Today, we are going to present the key highlights of our second quarter results, demonstrating that we are on track to deliver guidance for the year.

Let's start with slide 4. During our Investor Day at the end of July, we disclosed to the market how we unified our portfolio of customer experience solutions after accelerating R&D investments and concluding all planned acquisitions in this first year as a public company. We're now able to provide a complete end-to-end customer experience journey to support the companies to attract leads, convert into customers, service them when needed and guarantee a successful relationship.

Zenvia Attraction, former Zenvia Campaign, is our SaaS solution that allows companies to create valuable communication campaigns for their prospects and customers in an easy, connected, and fast way by using data intelligence and automation across multiple channels. It allows companies to communicate with customers at the right time with the right channel. Companies using this solution can segment their campaign by the audience, profile or behavior, managing and enriching their contact base with data captured from multiple sources.

Zenvia Conversion comes from Sirena. It is our SaaS solution that allows companies to improve sales through intelligent and multichannel conversations while ensuring

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better performance of the sales team through data and integrations. For example, companies can optimize their entire sales process by starting with lead generation from digital ads, then all the way through the lead qualification process, sales engagement, sales closing, and even payment collection along the same conversation with the customer.

Zenvia Service comes from Movidesk. It is our SaaS solution that enables companies to provide amazing customer service with structured support across multiple channels. It is deployed to ensure a consistent experience for a long-term relationship while improving team performance and efficiency. As an example, companies can manage performance with several KPIs, establish multiple customized SLAs, control tickets across internal teams, and much more.

Zenvia Success, which comes from SenseData, is our SaaS solution for the customer success phase, enabling companies to continuously engage customers based on their individual context, promoting healthy and long lasting relationships. With this solution, companies can connect multiple data sources to create a 360 degree understanding of their customers, including customized KPIs and behavior tagging, so actionable insights are generated and transformed into proactive and highly contextualized customer interactions.

Let's move to slide 5, where you can understand exactly how our platform is structured. In addition to the solutions I have presented, our platform also provides

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CX Tools that companies can use to integrate and automate their customer experiences in various ways. Our main tools are APIs, Bots, NLU, and Docs.

We're building a new world where experiences become more personal, engaging, and fluid for all humans. Our platform enables companies to break down the barriers that exist in customer experiences today.

QUANTUM is the essence of our platform. It connects all of our solutions and tools with the company's systems and processes. Quantum remembers your name, your latest interaction, and even your sentiment towards brands at any point of the journey. It consists of four core components:

Quantum Connect enables companies to bring customer data and events from other software into our platform, allowing highly contextualized interactions. For example, when a customer enters a physical store and buys a product, it is possible to immediately communicate with the customer by reading the data from the back systems with Zenvia Connect.

Quantum CDP, or customer data platform, stores end customer information from either the platform itself or from Quantum Connect, and assists in enriching both automated and human-based interactions according to the customer history with the company. With Quantum CDP, a company can define the best channel to impact an end-customer by accessing this end-customer's previous behavior in terms of communication channels.

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Quantum Abstraction enables communication with customers through various channels in a simple way, streamlining processes and enabling the end-customer to switch channels while keeping the conversation going. For example, the end customer can start a conversation for support on Instagram, and on the next day, continue it on WhatsApp.

And finally, Quantum Cognitive automates predictive data analysis to unlock value from customer relationships based on their behavior, conversations, and transactions, enabling highly contextualized and proactive experiences. For example, by analyzing the profile of a particular end customer, we can identify that they always buy a certain product during a certain period, but this period is about to end and the end customer has not made the purchase yet. Maybe we can trigger a reminder for them or create a promotion campaign.

This is how our platform connects all the dots along the customer journey, providing multiple ways for companies to create unique experiences that are more personal, engaging, and fluid.

Companies can start working with us by subscribing to any solution or tool, and as they go deeper into adopting multiple parts of the platform, we can break down all CX barriers and unlock the true potential for end customers.

For you to see how all this really works, we prepared a short video that presents the journey of a fictitious end-customer, Johnny. We call it Johnny's Journey. Right

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after the video, Shay will discuss our key financial metrics in more detail. I will be back after that for the Q&A.

Johnny's Journey Video (click here)

Shay Chor, CFO and IRO

Hello everyone and thank you for being with us today. I love this video. The first time I saw Johnny's Journey was back in December 2021. At that point, I was with Zenvia for less than 3 months. And that was the moment when I understood what we do and where we are going. So I hope this video was enlightening to you as it was for me.

Now, before I jump specifically into Q2 numbers, I would like to highlight that this is the fourth quarterly earnings we publish post our IPO. So it is important for us to emphasize the improved results quarter after quarter after quarter reflects how the proceeds from our IPO were critically allocated to M&A and R&D, which puts us exactly where we planned to be, contributing to our accelerated transformation into a SaaS company.

That's what this snapshot of our Q2 and first half 2022 numbers show. It has been a strong quarter both in terms of organic growth and acquisitions integration into our results. These numbers have already consolidated two months of Movidesk since the transaction closed in May.

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