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Use Cases of Appointment Booking

Video ConsultationUsing appointment choice, customers can schedule video calls in pre-defined slots for the purposes of consultation. This consultation can take many forms like coaching/tutoring in the educational sector, telemedicine in the health industry, scheduled promotional product tours in e-

Knowledge Base Article

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Appointment Booking

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Publish to WordPress Account

In this article, we will cover the steps to add a new custom field in Sprinklr. Sprinklr supports direct scheduling and publishing to WordPress. With direct publishing, you can publish WordPress blogs directly from the platform.Steps to Publish to WordPressClick the New Tab icon .&nbs

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Publish to WordPress

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Knowledge Base Article

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WordPress

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Leadership Dashboard

This report summarizes the overall Inbound and Outbound call center performance that are necessary for a leadership view.​Inbound KPIsTotal Calls Funnel ViewThis is a funnel level view of all the major call centre KPIs for a quick reference.​​​​Call Count - Total Inbound Calls that landed to the IVR

Knowledge Base Article

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Standard Inbound Voice Dashboards

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Create Variant

Variant Rules are created to automatically generate variants for parent messages based on certain predefined conditions.Example Use case shown below: This rule creates a variant for Outbound Message which is not a variant. So, as soon as a draft message is created, a variant copy is also created alo

Create Variant

Knowledge Base Article

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Draft Rules

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Notify if the message schedule time is in the past

Creating a Draft rule lets users know when the scheduled date of a message is in the past to ensure that all messages can be scheduled on time. Once the rule is enabled, all the draft messages satisfying the condition will have the selected actions initiated on it.Example Use case shown below: An em

Draft Rules

Rule Engine

Knowledge Base Article

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Draft Rules

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Naming Convention for Outbound Messages

Automating the process of naming Outbound Messages by adding the Set Naming Convention action eliminates the manual effort of users in naming the Outbound Message. This saves a lot of time for the users. Having a standard naming convention simplifies the identification and maintenance of a multitude

Rule Engine

Knowledge Base Article

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Draft Rules

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Set Asset Visibility based on User

Automate the process of setting the visibility of Assets by selecting the created user groups based on some predefined criteria.Example use case shown below: If the owner of the asset is “Agency 1” then the visibility of the asset for “Agency 2” User Group is removed and if the owner of the asset is

Rule Engine

Knowledge Base Article

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DAM Rules

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Initiate Workflow Automatically on your Campaigns

Create an initiate workflow rule to trigger workflows on all campaigns. This way you can automate the process of initiating workflows in bulk on Campaigns based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the campaigns satisfyin

campaigns

Workflow Engine

initiate workflow

Knowledge Base Article

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Campaign Rules

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Copy Properties from Sub-Campaign Request to Sub-Campaign

Create a Sub-Campaign Autofill rule to automatically copy properties from the Sub-Campaign Request onto the Sub-Campaign. This way users do not have to manually update the properties of Sub-Campaigns and can automate this entire process by setting up the following rule. Once the rule is enabled, whe

Rule Engine

Autofill Rule

Knowledge Base Article

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Sub-Campaign Rules

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Set Sub-Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Sub-Campaigns by selecting the created user/user groups based on some predefined criteria.Example use case shown below: If the owner of the parent campaign is a specific user, in this case, “Bethany Hackenyos” then the visibility of the sub-campaign

Sub-Campaigns

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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Create Variant

Variant Rules are created to automatically generate variants for parent messages based on certain predefined conditions.Example Use case shown below: This rule creates a variant for Outbound Message which is not a variant. So, as soon as a draft message is created, a variant copy is also created alo

Outbound Rule

Rule Engine

Message Variants

Knowledge Base Article

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Outbound Rules

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Filtering Case Activity

Looking for a specific activity in the activity trail is generally a very tedious task that you and your customers might face on a day-to-day basis while managing an enormous amount of cases.So to ease this process,you can directly apply filters on case activities based on the below parameters. ​​Ti

Knowledge Base Article

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Case Third Pane

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Field Visibility

Visibility of a field is determined by their availability in other projects or portfolios. You can find existing fields in the ‘Choose Existing’ section while adding a column based on the level of the field’s visibility. Please note that for convenience, the words “Field” and “Column” are used inter

PM_PROJECT_SHEET_VIEW_2

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Knowledge Base Article

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Columns in Tasks

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Standard Voice Extracts - Outbound

Section 1: Call Detailed ReportThis is an agent level report and thus the Call Activity values recorded are based on/ derived from the Agents’ console or the workspace. This section gives insights on every case with respect to each agent involved in the case, provides the time split/ time taken duri

Knowledge Base Article

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Data Extracts

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Reorder Tasks and Sub-Tasks in Task Sheet View

OverviewYou can use a drag-and-drop feature to change the order of Tasks and Sub Tasks in the Task Sheet. To use this feature, you’ll need to select the relevant row(s) in the Task Sheet and then drag and drop the Tasks where you want them. You can drag and drop multiple Tasks at once. If the sele

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Knowledge Base Article

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Task Sheet Advanced Use Cases

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Project Notes Tab

In this article, you’ll learn how to add notes or post updates on your project. ​ To add a note, simply begin typing in the designated notes space. For adding multi-line text, use "shift + enter" on Windows or “shift + return” on Mac. You can also incorporate bullet points and numbered lis

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

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Knowledge Base Article

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Project Tabs

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Configuring a Rule for Summary and Topics

To view the Summary and Topics details under the Case Analysis section, you first need to create the rule and then apply it. Perform the following steps to configure the Rule for Summary​ and Topics.​Note: To enable Summary and Topics in your environment, reach out to your Success Manager. Alternati

Knowledge Base Article

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Configuring a Rule for Summary and Topics

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Apply Handover Protocol Using Engagement Column

Handover Protocol is a functionality that allows bots and agents to hand off control of the conversation on Instagram to each other. This article walks you through the process of using engagement dashboards to perform  the actions and controls present for Instagram hand over protocol process. StepsB

Knowledge Base Article

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Advanced capabilities

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Other Paid Rule Use Cases

This article will cover examples of the following use cases for Paid Rules:Stopping ads containing red flag keywords from runningNotifying users if an ad is disapproved by native channelsNotifying users if a Paid Initiative is missing an end dateNotifying users if an ad is active but not spendingPau

Advertising

Paid Rules Engine

Knowledge Base Article

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Use Case Configurations

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Why use Marketing Persona Apps?

Most of the Sprinklr Marketing users have relevant roles within their organization and have specific workflows within Sprinklr. For such users who have limited actions to perform within Sprinklr, getting exposed to the holistic Sprinklr interface results in a lot of time spent navigating to the righ

Persona Apps

Knowledge Base Article

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Why Use Marketing Persona Apps?