About the Rule Engine

Updated 

The Sprinklr Rule Engine is a powerful tool that can be used to automate workflows, assignments, properties, and more. By configuring Rules, you can increase efficiency, transforming manual processes to automated workflows that execute according to the conditions that you set.

Rules can be used to route and tag messages, profile audiences, send alerts, optimize paid media, and much more.

You can think of the Rule Engine as an If-Then statement. If an asset (like a message or a profile) meets a specific condition that you set, then an action will execute on that asset. Using "Yes" and "No" branches, you can customize different actions to apply depending upon if a condition is or is not met.

In the Rule Engine Guide, we'll take a look at the many ways you can use Rules to increase operational efficiency, cut down on workload and effort, and streamline and enforce compliance across your environment. 

Navigate to the Rule Engine


Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Social tab, click Manage Rules within Triage.

Rule Engine Overview

 

#
Term
Description
1
Dashboard Menu Icon

Open the dashboard menu to search through your Rules and access different Rule Types.

2
All Rules View
Click All to remove filters and view all Rules in the current Rule type.
3
Rule Type
At the top of your screen you'll find the Rule type displayed - Global or Workspace Rules, and the specific type of Rule, such as Inbound, Queue, and so on.
4
Manage Quick Filters

In Rule Quick Filters, you can set up saved Rule Engine views to quickly access a set of Rules based on filters.

5
Select All

You can select one or multiple Rules to apply bulk actions like Exporting or Deleting all Rules.

6
Rule Status

Here, you'll be able to see at-a-glance which Rules are enabled.

7
Draft

Here you can see which Rules are in a draft state.

8
Basic Rule Information

In the Name and Description columns, you can view and edit the basic information of your Rules.

9
Rule Type

In Rule Type you'll see if the Rule is a Standard or On Demand Rule.

10
No. of Triggers

Here you'll see the number of Triggers currently configured on the Rule.

11
Created By

See the User who created the Rule.

12
Activation Time

When the Rule was activated.

13
Modified Time

When the Rule was last edited.

14
Create New Rule

Click to begin configuring a new Rule.

15
Rule Actions

Search, batch Rules, filter, and configure columns to display in the Rule Engine.