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Listen when user interacts with prompt

When you click on a prompt button CTA, you get an inbound message.You can use a message-level rule to catch this and use the following conditions to make sure it is coming from a specific prompt.After this, you can call your desired Bot Application.​​

Knowledge Base Article

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Configuration Steps

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Guided Workflow nodes

​The various system actions that are supported in the guided workflow are as follows:​Note: AI-Based Script GeneratorThis feature leverages Sprinklr's AI+ capabilities to enhance the use of Groovy scripts within Guided Workflows. You can generate Groovy scripts, summarize existing ones, debug issues

Knowledge Base Article

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Creating a Guided Workflow

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Create a Variable Definition at Customer Level

IntroductionUsing the Guided Workflow Manager you can define global variables at the customer level. This allows you to efficiently create, update, and manage global variables and the associated Groovy codes.Benefits of using Customer Level VariablesReduced Redundancy: By defining global variables a

Knowledge Base Article

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Creating a Guided Workflow

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Newsletter Analytics

Get advanced and detailed insights on the key performance metrics of your newsletter.Advanced email analytics allows you to track the performance of your newsletter and monitor key metrics. The analytics dashboard comprises 3 tabs – Overview, Recipient List, and Distribution Preview. Each tab impart

Knowledge Base Article

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Newsletter related

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Connecting to Internal and External Database

The Guided Workflow feature of Sprinklr provides the ability to fetch and update records and databases from both internal and external databases. There are two types of entities: Standard Entity, which are common across all partners, and Custom Entity, which are customized to the client's requiremen

Knowledge Base Article

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Creating a Guided Workflow

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Analytics(Advocacy)

The 'Analytics' feature in the left bar of the advocacy site enables advocates to track the performance of their shared posts across different channels and view overall account-level engagement. Advocates can find their activity stats like total shares/ share attempts, clicks their shared

Advocacy - SES

Social - SES

Knowledge Base Article

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End Users

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Slack Integration in Advocacy

Sprinklr Advocacy admins can use the capability of amplification to increase the reach and visibility of brand content by leveraging Advocacy integration capabilities with the most popular workplace collaboration Slack Supported IntegrationsBroadcast ImportanceBrands can significantly increase the e

Advocacy - SES

Social - SES

Knowledge Base Article

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Integrations

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Discussion Forum (Advocacy)

The 'Discussions' menu option present on the left bar in the advocacy site enables advocates to express their opinions and engage in meaningful conversations with each other on various Threads and Topics curated by Site Administrators on the Advocacy site. ImportanceDiscussion forum encour

Advocacy - SES

Social - SES

Knowledge Base Article

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End Users

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Project Overview Tab

OverviewThe Project Overview Tab gives you quick, detailed insights into your Projects. You can create and view a Project Overview describing your Project, its objectives, key milestones or other important or relevant details. You can also see other key Project details like status, owner and depende

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PM_GENERIC_2

Knowledge Base Article

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Project Tabs

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Stack by Field in Kanban View

OverviewThe Kanban view is useful for visualizing and optimizing workflows. It’s designed to maximize efficiency and accurately visualize the flow of tasks. Kanban boards organize tasks by using stacks. Stacks are a group of tasks, in card format, that are stacked under particular fields based on ei

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PM_GENERIC_2

Knowledge Base Article

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Task Kanban View

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Create a New Portfolio

Portfolios are collections of projects grouped based on factors such as department, strategic initiative, team, and more for the purpose of tracking, reporting and analysis. Anyone with the Create Portfolio permission can create portfolios. To Create a PortfolioNavigate to the Portfolios window from

PM_PORTFOLIOS

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

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Project Analytics

OverviewProject Analytics provide detailed insights into your Tasks at the Project level. You can use this feature to gain insights into task distribution across users and teams, analyze Project progress and identify trends affecting task progress. Managers can use Analytics to keep a bird’s eye vie

Knowledge Base Article

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Project Level Analytics

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Create Project Views

OverviewTask and Project Views allow you to visualize your work according to your needs. You can create and save multiple different views with filters set to the requirements of different team members or to visualize different aspects of your project. For a more detailed look at views and how to use

Knowledge Base Article

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Manage Project views

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Project Attachment Tab

The project Attachment tab is the go-to place for all project-level and task-level attachments. It can be found in the bar at the top of the task sheet view, among all the other project tabs. ​  How do we add attachments to the project and tasks?  Task Attachments: These are att

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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Prevent publishing of variant before the parent message is published

Create a pre-publishing rule to prevent publishing of the variants before the parent post is published. Example Use case shown below: This rule if the parent message of the message has been published or not while publishing the variants. If the parent message has not been published, then an email is

Rule Engine

publishing

Knowledge Base Article

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Pre-Publishing Rules

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Copy Paste Troubleshooting

If you're having issues with copy and paste in Task Sheet View, it might be due to the reasons listed in this table. Ensure you're not making these common errors while copy-pasting. IssueReasonBlank cells after using copy-pasteWhen copy-pasting values from one column to another, ensure tha

Knowledge Base Article

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Task Sheet Advanced Use Cases

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Autofill Account Types based on Pre-Defined Conditions

By setting “Account Type” as an action in Autofill Rules under “Actions To Change properties of Message”, you can Autofill the account type and template fields while creating a message in the Publisher.How to set upClick the New Tab icon. Under the Platform modules, click Rule Engine within Collabor

Rule Engine

Accounts

Autofill Rule

Knowledge Base Article

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Autofill Rules

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Autofill Channel Details in Publisher​

While creating a message from the Message Publisher, autofill Account Type & Template details based on pre-defined conditions to eliminate manual effort with automation. How to set upClick the New Tab icon. Under the Platform modules, click Rule Engine within Collaborate.In the top right corner

Autofill

publishing

Autofill Rule

Knowledge Base Article

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Autofill Rules

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Automate Confidentiality in Messages

Create a Draft rule to automatically mark your Draft messages as confidential and restrict visibility to certain user groups. Once the rule is enabled, all the messages (drafts) satisfying the condition will have the selected action initiated on it.Example Use case shown below: This rule is to ensur

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill Rules

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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

Task

Task Rule

Rule Engine

Knowledge Base Article

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Task Rules