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FAQs

Smart Response Compliance FAQsHow does a Smart Response Compliance model work?The model takes into consideration the context of the text entered, and also the words and phrases used so that if the use of a particular word or phrase is causing the non-compliance of the response, the model will flag i

Response Compliance

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Knowledge Base Article

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Response Compliance

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Smart Responses Workflow in Care Console

​To use Smart Responses in Care ConsoleWhen a customer initiates a Live Chat conversation, a new case is automatically created and assigned a New status in the Care Console.Once the customer message appears in the conversation pane, Smart Responses will automatically appear above the Reply box. Smar

Agent Console

Care Console

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Smart Responses

Knowledge Base Article

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Smart Responses

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How to Configure the Homepage with Custom Widgets

In this article, you learn to customize the widgets displayed on the home page of the Quality Manager persona app using the record page editor. You can select and configure the specific metrics and information most relevant to your roles and responsibilities.To Configure the HomepageClick the New Ta

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Knowledge Base Article

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Getting Started with Quality Management

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Past Implementation - A Leading Indian Private Bank

A leading indian private bank is using agent facing guided workflows extensively for multiple use cases to improve agent efficiency and reduce average handling time of cases. Here are some key uses cases that were covered via guided workflow:1. Product specific journeys - Credit cards, Banking and l

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Knowledge Base Article

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Use Cases

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Executing Guided Workflows via Rules

Configure the Rule for Triggering Create a case update rule to trigger the guided workflow.Set the triggering conditions as you would for any rule configuration.Under the rule’s action, select Trigger Process within the Universal Case category.Choose the specific guided workflow to trigger under Tri

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Knowledge Base Article

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Initiating a Guided Workflow

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How to Migrate Old Dynamic Video Templates

Overview  ​Video templates have become one of the most vital marketing tools today, saving time and helping create attractive video ads. We’re excited to announce a significant upgrade to our After Effects-based video templates. To enhance efficiency and speed, we are transitioning to a new renderer

marketing

Knowledge Base Article

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Video Templates - Part 1 (How to create a video template)

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Add and Manage Columns in Project List View

In Project Management, you have the capability to create your own columns and control their visibility within the project list view.  Permissions: You should have either owner or admin permissions in Portfolio to add and manage the columns. Add a New Column to Project List View The project list view

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Knowledge Base Article

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Project List View

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View a Workflow

After creating a Workflow, other users might need to view the workflow without accidentally modifying it. Users can do so by understanding how to access Workflow Engine and view the right workflow as needed.To View a WorkflowClick the New Tab icon. Under Sprinklr Marketing → Marketing tab, click Wor

marketing

Workflow Engine

Deploy Workflow

Knowledge Base Article

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Workflow Actions

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Add a Simple Text Template Asset for SMS

Simple Text Template Assets are assets that can be uploaded in the Asset Management and can be used to save frequently used messaging for published messages or replies. Additionally, Simple Text Templates can be saved as Canned Responses for use as quick replies when engaging users. You can&nbs

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Text Asset

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canned response

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Knowledge Base Article

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SMS

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Configure LINE Messages in Journey Facilitator

Using Journey Facilitator, you can configure and send LINE messages as part of your customer engagement workflows. LINE is a communication platform that provides messaging, voice calls, and video calls over the internet. By integrating LINE with Journey Facilitator, you can deliver personalized mess

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Knowledge Base Article

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LINE

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Opt-Out of Messages in Sprinklr through Journey Facilitator

Sprinklr allows your customers to opt-out of Messages in case they want to unsubscribe. You can remove the user’s profile permanently from the profile list and the user will not receive any future messages. This enables you to manage opt-out requests from your customers.Before You BeginYou need to c

Unsubscribe WhatsApp Messages through Journey Facilitator

Opt-Out of WhatsApp Messages

WhatsApp Messages

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Unsubscribe List

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Enhancing Sales with Agent Assistance

Sprinklr offers a range of methods to cater to diverse customer preferences with agent-assisted commerce that blends human interaction with digital convenience. It not only enhances the shopping experience but also contributes to higher conversion rates, customer satisfaction, and overall business s

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Knowledge Base Article

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Agent-Assisted Sales

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Standard Voice Extracts - Inbound

The inbound report provides the validation on all the inbound calls/cases you observe at the Agent, Case, and Campaign level interactions.​User Persona: Managerial LevelUnique Customer ExtractThis report provides the overall Call count & time stats for all the calls that you receive from every c

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Knowledge Base Article

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Unlock Insights from Inbound Reports

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Automatic Survey IVR

IVR survey is one of the most efficient ways to collect customer feedback for the interaction happening between agent and customer. In this article we will learn how to configure automatic survey IVR which gets triggered just after agent disconnects.​Business Use CaseWhenever the agent-customer conv

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Knowledge Base Article

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Setting up Agent Persona

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Overview: Setting up Outbound Contact Center

Sprinklr Outbound offers a comprehensive solution for managing outbound campaigns and optimizing customer engagement. With its advanced features and functionalities, businesses can streamline their outbound communication strategies and drive better results.  Setting up an outbound contact center inv

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Knowledge Base Article

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Setting up Outbound Contact Centre

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Adding Cases to Queues

Unified Routing in Sprinklr is powered by AI and machine learning algorithms that analyze the content of the message, as well as the customer's history and profile, to determine the best course of action. This ensures that customers receive fast, personalized, and accurate responses to their in

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Setting up Queues based routing

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Create Case Using Journey Facilitator

Step 1: Select “Create Record” Node in Journey Facilitator canvas. ​ Step 2: Set the following details as shown in the image below. Change the From Social Network field depending on the channel on which you will be sending the message later on (Say Email, SMS, etc.). From Social Network User ID shou

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Knowledge Base Article

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Journey Builder

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Agent’s Override Settings

User group settings include assignment setups that individuals inherit from their respective user groups. These settings apply to all members of the group. Whenever a user is added to or removed from a group, their assignment settings automatically adjust according to the group's settings.If an admi

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Updated Article

Knowledge Base Article

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Setting up Agents for Routing

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Upgrade to HTTP/2 or HTTP/3

If you are currently using HTTP/1.1, upgrading to HTTP/2 or HTTP/3 is highly recommended. This upgrade introduces substantial advancements over HTTP/1.1, such as optimized website performance and a seamless user experience. Upgrading to HTTP/2 or HTTP/3 will help optimize your website's speed,

Knowledge Base Article

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Troubleshoot & FAQs

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Handover to Dialogue Tree Skill

In Dynamic Workflow, the Handover to Dialogue Tree Skill facilitates a seamless shift from dynamic responses to a fixed dialogue tree, supporting structured interactions where predefined logic is essential.Configuring Handover to Dialogue Tree SkillPerform the following steps to configure the Handov

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Knowledge Base Article

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Dynamic Workflow