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Entry Points

Entry points are a way how end-users can start a conversation with your business. End users can contact you to find information about a product, purchase a product, get customer service, request a loan, receive account statement, notifications about transactions, find the nearest branch, and so on,

Knowledge Base Article

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Entry Points

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Send Custom Reminder Notification to Users / User Groups / External Users

Create a task rule to automatically send custom notification to users before the task is due. This way the task assignees can easily stay on top of tasks and ensure timely completion and you can send a customized notification as well. Users will need to set up the rule and enable it. Once the rule i

Send Reminder Notifications

notifications

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Task Notifications

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Automate Task completion

Create a task rule to automatically complete tasks based on certain criteria. This way you can automate the process of task completion using certain custom fields (properties) and their values as identifiers in well defined conditions. Users will need to set up the rule and enable it. Once the rule

Task

Workflow Engine

Knowledge Base Article

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Automate your Workflow

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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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Automate your Workflow

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Add an End component to a Workflow

An End component is a required object to complete a Workflow. Workflows cannot be deployed throughout the system without this component.To End the WorkflowWhen you are in the Workflow Engine editor, click the Addition icon and select End from the Workflow Option menu.

Workflow Components

Workflow Engine

Knowledge Base Article

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Flow Actions

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Initiate Workflow Automatically on your Message

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

Workflow Engine

initiate workflow

Knowledge Base Article

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Automate your Workflow

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Define the Task Due date

Understand the various ways in which you can define your task due dates while defining your user tasks.To define your task due date When you are in the Workflow Engine editor, click the Addition icon and select User Task from the Workflow Option menu. After you define various aspects of the user t

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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Assign task to the owner / user defined in a Custom Field

Tasks can be assigned to only a single user, a user in a custom field or an external user. Organizations have various ways to define the assignee for these tasks. Some brands have a predefined user for these tasks, while others select the user on the go. For the brands that want to define the users

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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Send Audit Notifications

Include the Notify Users action in a Case Update rule to send notifications related to audits and remind users of any necessary follow-up actions. You can also specify the notification content.The dropdown options include:Evaluated Agent: The agent who is evaluated on the case.Evaluated Agent Manage

Knowledge Base Article

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Common Rule Actions and Conditions

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Utilizing Dead Air Conditions in Rules

If you need to take actions based on dead air in a call, you can utilize these conditions in Case Update rules within the Rule Engine:Dead Air Time: This condition allows you to specify the duration of dead air in the call. For example, you can set a rule to trigger an action if the duration of dead

Knowledge Base Article

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Common Rule Actions and Conditions

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Add New Custom Columns

By default, when the task sheet view is created, it comes equipped with seven standard columns: Title, Task ID, Status, Priority, Assignee, Start Date, and End Date. The objective of this article is to learn how to add a new custom column to your task sheet. Permission needed to add a custom task sh

PM_POPULAR_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Columns in Tasks

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Add or Remove from Queues Node

IntroductionThe “Add or Remove from Queues” node allows addition or removal of messages and cases from directly within the dialogue tree. Some examples where you can use the Add or Remove from Queues Node in your Dialogue trees include -Automatically assign cases to specific queues based on set crit

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Nodes in a Dialogue Tree

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Add an Apple Messages for Business account

Apple Messages for Business is a service that allows your organization to chat directly with your customers using the Messages app.​You can configure and add your Apple Messages for Business account in Sprinklr. By adding this account to Sprinklr, you will be able to interact with wider audiences. T

Knowledge Base Article

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Account Addition

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Create A Column For Youtube

In the Engagement Dashboard, Sprinklr offers different column types for YouTube that can be added to the dashboard. After the YouTube account is added, you will be able to pull in all your native conversations and reply on the same. In this article, you will learn about how to create a column for yo

Knowledge Base Article

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Engage with YouTube Messages

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Add caption to a Youtube Video

Sprinklr platform provides key publishing capabilities to enhance the content you publish to YouTube, such as adding captions to videos to increase accessibility, improve viewing experience, translate content into various languages and attract more viewers. Additionally, search engine algorithms may

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Publishing with YouTube

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Conditions with Post Publishing rules

In this article we will cover the various conditions used in Post publishing rules.Post Publishing rule conditionsConditionsDescriptionsThe channel properties of the Message Set the condition based on the following Channel properties: AccountAccount Owner User IDChannelMessage

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Post publishing rules

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What can I do with Facebook?

Facebook  is becoming a great social media platform for businesses. We shared reasons for your brand to be on Facebook in this article. Once your brand onboards on Facebook, there are multiple use cases to leverage it for customer experience management. This article covers some of these use cases:​E

Knowledge Base Article

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Facebook Messenger Overview

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Publish to Viber Service

Viber Service Account enables you to make use of Viber Service Messaging to send business messages to your customers. Sprinklr supports a number of publishing and engagement features for Viber Service Account. In this guide, we'll walk through how to publish posts to Viber Service Account.Befor

Knowledge Base Article

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Publishing

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Add a Viber Account

Viber is a cross-platform voice-over IP (VoIP) and instant messaging (IM) software application. For your business to be able to interact with your customers on Viber, Sprinklr provides you with the option to create a Viber Account. Adding this account will let you view and reply to Viber messages vi

Knowledge Base Article

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Getting Started

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Actions on Task via email for external users

Managing and updating tasks via email without logging into Sprinklr is very easy. External Users who do not have an account with Sprinklr can take action on tasks via emails without logging into the Sprinklr platform. Once assigned with tasks via workflow engine or manually, the external users will

Task

Knowledge Base Article

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Advanced Task