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SH
What is a Customer-Facing/External Guided Workflow?

OverviewA Customer-facing/External Guided Workflow is an interactive, step-by-step interface that empowers customers to independently address their queries. It can be seamlessly integrated into client websites, Sprinklr communities, or knowledge base articles. These workflows offer a wide range of f

Knowledge Base Article

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What is a Customer-Facing Guided Workflow?

RS
Auto-Initiate Video Calls

In your Conversational AI bot, you have the option to incorporate a deflect node. This deflect node serves to redirect users from one social channel to Sprinklr Live Chat, where a video call is automatically initiated.​For example, if a user initiates a conversation on a social media platform but re

Knowledge Base Article

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Additional Features

RS
Add an Ozonetel Voice account

Prior to calls being routed onto Sprinklr, voice accounts need to be added and configured accordingly. The Ozonetel Voice account will be used to identify the voice calls from the telephony infrastructure to Sprinklr servers, following which a configured IVR, voice bot, or agent handles the call.Ena

Account

Ozonetel

Voice

Knowledge Base Article

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Ozonetel

SH
Ozonetel Infrastructure Options

In today's digital age, delivering exceptional customer experiences requires efficient and effective communication channels. Sprinklr understands the importance of voice interactions in fostering meaningful connections. Sprinklr enables businesses to leverage powerful Voice Infrastructure conne

service channels - voice

Knowledge Base Article

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Ozonetel

SH
Debugging with Signalwire

In today's fast-paced digital landscape, effective communication is key to ensuring smooth operations and delivering exceptional customer experiences. When technical issues arise, having a reliable and efficient system for reporting and resolving them becomes paramount. Signalwire, offers a str

Knowledge Base Article

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Signalwire

RS
Creating Voice Applications using API

IntroductionThis article provides information on creating and updating Voice Applications and Voice Accounts using external APIs. The API simplifies lifecycle management by enabling automated provisioning and streamlined updates through intuitive and easy-to-integrate endpoints.Use CasesRapidly prov

Knowledge Base Article

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Setting up Voice accounts

RS
Manage Forecast Scenarios

The Forecast Scenario is an entity in Sprinklr Service’s Workforce Management (WFM) module that predicts inbound traffic volume (Volume Forecast) for a specified time interval along with agents required to maintain the service level based on the Volume Forecast.With integrated Forecasting and Capaci

Sprinklr Service

20.7.1

20.10

Updated Article

Knowledge Base Article

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Forecasting

SH
Create an Address Template for WhatsApp Business

Businesses based in Singapore, catering to Singapore customers, and those based in India, serving Indian customers, can leverage the address message templates on WhatsApp. The template contains a call-to-action (CTA) button that prompts the users to interact with the message, providing a convenient

Knowledge Base Article

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Address Templates

RS
Create an Authentication HSM Template

To create an Authentication HSM template follow the below steps:Create an HSM Template and choose the Category as Authentication.Under Message Details, select the Code Custom Field as a custom field to dynamically customize the code based on the chosen field.Enable Masking to conceal the code from S

Knowledge Base Article

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HSM - Authentication Templates

RS
Opt In Template for Recurring Notifications

You can create Opt-In templates for requesting permission from individuals to send one marketing message per 24-hour period on Facebook Messenger. These recurring notifications enable you to communicate with users outside the standard messaging window, but only after they have given explicit permiss

Knowledge Base Article

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Recurring Notifications

SH
Referral in Facebook Messenger

Facebook Messenger allows you to create a link (M.Me links) that when clicked, the user will automatically start a conversation with your bot. The mechanism is very simple and effective when it comes to boosting your conversions. What’s more, it is a platform-independent solution, meaning that it wo

Knowledge Base Article

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Customer Entry Points

RS
Reporting on Opt In Templates

Opt-In reports offer a comprehensive overview of the usage and impact of opt-in templates sent to users. These reports provide detailed insights into various aspects of the opt-in process, allowing businesses to assess the effectiveness of their opt-in templates and make informed decisions. By acces

Knowledge Base Article

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Facebook Messenger Analytics

SH
Send hsm template as a reply in an ongoing conversation

Once 24 hours have passed since the last customer message you can only send these approved HSM template messages. There are multiple ways in which you can send these messages, one of which is "manually sending one such message in an ongoing conversation". Use CaseIf an agent needs to send

Knowledge Base Article

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Engage with customers one-on-one

SH
Change video thumbnails in a YouTube post

When it comes to YouTube videos, viewers will first see your thumbnail and title. This information gives them a glimpse of what your video is about and helps them decide if they want to watch it. Around 90% of the best-performing videos have custom thumbnails. You can now follow the steps in this ar

Knowledge Base Article

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Publishing with YouTube

SH
Set task queues automatically

Create a task rule to set task queues automatically based on certain criteria. This way you can automate the process of setting task queues in bulk based on certain well-defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the tasks satisfying the condi

automation

Task Queues

Knowledge Base Article

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Advanced Task

SH
Send Automated Reminder Notification to Users

Create a task rule to automatically send reminder notification to users before the task is due. This way the task assignees can easily stay on top of tasks and ensure timely completion. Users will need to set up the rule and enable it. Once the rule is enabled, all the tasks satisfying the condition

Task

Rule Engine

Knowledge Base Article

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Task Notifications

SH
Add a LinkedIn Account

Adding a Linkedin account in Sprinklr allows you to view, engage with, publish to, and manage inbound and outbound messages. In this article, you will learn about how to add a LinkedIn  account in Sprinklr.StepsClick the New Tab icon () on your Sprinklr Platform, and look for Sprinklr Social tab.Und

Knowledge Base Article

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Account Addition

SH
Set the task's due date to a specified date in bulk

Want to update the due date of multiple tasks at once? This is easily possible with the application and usage of macros. Macro is a feature/tool that allows users to perform multiple actions in bulk with a single click. By defining your macro appropriately and applying it on tasks, users can set the

Task

Workflow Engine

Macros

Knowledge Base Article

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Advanced Task

SH
Assign Tasks to a specific user in bulk

Want to assign multiple tasks to a user at once? This is easily possible with the application and usage of macros. Macro is a feature/tool that allows users to perform multiple actions in bulk with a single click. By defining your macro appropriately and applying it on tasks, users can change the us

Task

Task Management

Macros

Assign Task

Knowledge Base Article

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Advanced Task

SH
Update the status of the tasks in bulk

Want to update the status of multiple tasks at once? This is easily possible with the application and usage of macros. This is easily possible with the application and usage of macros. By defining your macro appropriately and applying it on tasks, users can change the status of the selected tasks in

Task

Status Update

Task Management

Macros

Knowledge Base Article

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Advanced Task

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