One of the features of Sprinklr is the ability to create step-by-step guided flows or troubleshooting guides that can be embedded within help content. This can make it easier for customers or agents to follow a series of instructions to resolve an issue or complete a task.

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By using these interactive elements in help content, you can provide a more user-friendly experience for your customers, ultimately leading to higher customer satisfaction and loyalty.

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You can add step-by-step troubleshooting workflows in a knowledge base article to facilitate customer or agent self-service.

Embedding Guided Workflows

1. Open the desired knowledge base article in the edit mode or create a new article.

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2. Click the Addition icon on the left and select Guided Workflow.

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3. Select from the list of available guided workflows (in the deployed state). After selecting the required guided workflow, add a Title.

​Enable Render Inline to open the guided workflow directly within the article, eliminating the need to navigate away to a different location.

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4. You will be able to edit/delete the embedded guided workflow once added.

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5. Once published, this embedded guided workflow will be rendered on the Community or Live Chat widget as a button, clicking on which the workflow will be executed.

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6. Similarly, this embedded guided workflow will be rendered as a button within a knowledge base article within the Smart Assist tab/widget, clicking on which the workflow will be executed.

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