Introduction to Guided Workflows

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Capabilities of Guided Workflows

A Guided Workflow is a robust tool for business process automation, crafted to simplify operations by gathering inputs and performing actions based on a predetermined workflow. By integrating various capabilities of Guided Workflows, customer support teams can assist their clients more effectively a

Knowledge Base Article

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Introduction to Guided Workflows

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Guided Workflows - User Roles and Permissions

Sprinklr’s Guided Workflows offers a modular permission system that allows administrators to assign specific access levels to users based on their roles and responsibilities. This ensures secure, scalable, and efficient collaboration across teams.This article outlines the available permissions for e

Knowledge Base Article

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Introduction to Guided Workflows

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Assigning Guided Workflow Ownership

OverviewTo ensure continued access and ownership of Guided Workflows after a user becomes inactive or deleted, Sprinklr supports automatic ownership reassignment using the Secondary User field in User Settings. This enhancement is designed to maintain operational continuity, particularly during offb

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Knowledge Base Article

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Introduction to Guided Workflows

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Guided Workflows - An Overview

IntroductionGuided Workflows help automate business processes and assist agents during customer interactions. They reduce resolution time and improve customer satisfaction by guiding agents step-by-step.​These workflows can also be shared externally—as forms or embedded on other platforms—for custom

Knowledge Base Article

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Introduction to Guided Workflows

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Benefits of Guided Workflows

This article provides information on key benefits and capabilities of Guided Workflows. Key Benefits The following are some of the key benefits of Guided Workflows:Increased Efficiency: Automates repetitive tasks, significantly reducing agent handling time. Improved Consistency: Ensures adherence to

Knowledge Base Article

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Introduction to Guided Workflows

Getting Started with Sprinklr Service

CXM - Entity Studio

Reference Guide for Sprinklr Service

Sprinklr Service Glossary

Service Channels

Inbound Voice

Outbound Voice & Dialers

Case Management

Automation and Assignment

Unified Agent Desktop

Supervisor Console

Surveys

Journey Facilitator

Sprinklr Commerce

Workforce Management

Reporting and Analytics

Conversational AI

Sprinklr AI Agent

IVR

Knowledge Base

Community

Quality Management

Conversational Analytics

Agent Assist

Groovy Coding Support in Guided Workflows

Smart Compose

Advanced Topics

Co-browsing

Setup a guided workflow

Multiple trigger points for executing a guided workflow

Guided workflow best practices

Guided Workflow Application

Guided workflow reporting

Smart Assist

What is Agent Assist?

Global Variables

Response Compliance

Guided Workflow Canvas

Key use cases

Appointment Booking

Introduction to Guided Workflows

Basics of Agent Assist

Smart Paraphraser

CSAT Prediction

Global Settings

Video Call

Guided workflow Resources and Support

Smart Responses

Agent Nudges

Guided Workflow Overview

Troubleshooting and FAQs

Guided Workflow Manager

Types of Guided Workflows

Creating a Guided Workflow

Initiating a Guided Workflow

Agent View

Guided Workflow Reporting

Use Cases

Sprinklr AI+

Customer-Facing Guided Workflows

Agent Copilot

Service Agent Personas