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Utilizing Audit Status Conditions in Rules

If you need to take actions based on the Audit Status of a case, you can use the Audit Checklist condition in Case Update Rules within the Rule Engine.Select the Audit Checklist to check if it is present in the case. Additionally, you can use the following conditions:- Agent: The evaluated agent on

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Common Rule Actions and Conditions

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Deflection to Other Channel

In this article we will learn about how admins can configure IVR to deflect customer from IVR to digital channels when customers wait to connect to an agent.Business Use Case When customers interact with an IVR system, they often opt to connect with a live agent to report an issue or seek assistance

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IVR Use Cases

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How to enable/disable care console manager/builder?

To enable the care console manager, we need to create a global role. This can be accessed by going into platform settings and under the ‘manage customer’ category, we can see global roles. By adding a new role, we can name the role, set scope as global and add the permissions for “Record Page Builde

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FAQs

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How to Apply Tags to Google AdWords Campaigns

Using Google AdWords, you can display your products and services to different web users within the Google Ad network. Sprinklr allows you to incorporate your Google AdWords accounts and apply custom properties to your ads in the Ads Manager. This enables you to filter and categorize the ads for

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Ad Campaign Analysis

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Dynamic Workflow Node (legacy)

​Note: Dynamic workflow nodes created before the 20.2 release will continue to function as usual. Dynamic workflow nodes created after the 20.2 release will have access to the updated functionalities. For more information on the enhanced features and functionalities, please refer to the article on n

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Nodes in a Dialogue Tree

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Self Monitoring- Voice

A Self-Monitoring Voice Report is typically used to track and assess the performance of voice interactions of the agents. It allows individuals or teams to monitor their own performance based on predefined metrics or KPIs. In contexts like contact centers, a self-monitoring voice report can help age

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Detailed Dashboards

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Pinterest Channel Capabilities and Limitations

Pinterest CapabilitiesCapabilitiesSprinklr SupportedNotesChange Profile PhotoNoAPI LimitationChange Board Cover PhotoNoAPI LimitationPublish PhotoYesPublish VideoYesPublish LinkYesEdit Board name and/or descriptionNoAPI LimitationLike PinsNoAPI LimitationRepin a PinNoAPI LimitationReply to a Comment

Pinterest

Capabilities and Limitations

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Pinterest Capabilites

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Select rules to execute when work is assigned

Unified routing gives us the ability to manage the assignment of cases or tasks in a more robust and precise way, which helps teams to manage their resources efficiently and cater customer queries proficiently and smoothly. In this article we will learn about how unified routing helps us to execute

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Setting up Queues based routing

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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

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Creating a Guided Workflow

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Expire Live Chat Templates

You can expire all Live Chat templates (card, carousel, quick reply, etc.) present in a conversation, preventing customers from interacting with them.​​​There are two methods to expire these assets:Via RulesTo do this,Create a Case Update rule in Rule Engine.Under “Actions on chat conversation assoc

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Rich Text Assets

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Configure where and when prompt will trigger

What is an Intercept?While a creative contains the content you want to display, an Intercept defines when and where to display said creative.One intercept can be linked to one or multiple creatives. To create an intercept, open your proactive prompt folder, Select "Intercepts" from the dro

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Configuration Steps

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Source Citation

IntroductionIn this article, we illustrate the metadata provided against each of the file types, once they are fetched. Note: To understand the Generative AI responses, visit this article: Understanding Generative AI Responses. When reviewing the output in Raw Response, you can identify the sources

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Setting up FAQ+ bot

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Agent-Initiated Co-Browsing

Agent Sends Co-browsing Session RequestAgents initiate a co-browsing request from Care Console via the 3-dots menu to ask the customer if they want to share their screen by sending an asset that captures the customer’s response.​Agents seek approval from user if they want to share their screen by se

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User/Agent Journey

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Using Dynamic Asset ID in Journey Facilitator

OverviewThis feature allows users to dynamically pass the asset ID in a variable within the API payload for Trigger-Based journeys or a custom field for Manual journeys. This asset ID can then be selected in the Send Message node of Journey Facilitator (JF), enabling the sending of a specific asset

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Journey Builder

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Surveys

The Survey Widget enables users to create and display surveys within the community page. This widget promotes customer engagement by providing an avenue for users to share their thoughts and opinions. The Survey Widget is user-friendly, enabling brands to configure customized surveys with ease. The

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Widget Library

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How to Supervisors can use Campaign Monitoring ?

Use Cases Create personalized voice campaigns that are tailored to the needs and segments of their customers based on factors such as past purchase history, website browsing behavior, demographic data, and more.  Live monitor and manage campaigns Collaborate with agents to increase call connectivity

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Campaign Monitoring

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Why Agent Monitoring is crucial for Supervisors?

Following are some of the prominent use cases of Real Time Monitoring (RTM) Screen: Monitor aggregated the live team availability status and states for the entire team.Supervisors can identify agents in idle state in business hours and can assign cases to idle agent.Supervisors can check how long ag

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Why Agent Monitoring is crucial for Supervisors?

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Run a Guided workflow from Persona Home Page

Agent persona gives the ability to manage all agent work from a single view. Agents can perform and track their daily activities from agent persona. In this article we will discuss how to execute a guided workflow from agent persona.​Run guided workflow from persona home page​Agents can run guided w

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Setting up Agent Persona

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Know about Agent Persona Home Page

Agent persona is a customized view for agents which helps in handling their interactions easily. It also helps the agent to track their performance with the customized dashboards.. ​The home page is the landing screen that is visible to the agent after they log in and consists of widgets that give a

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Functionalities of Agent Console

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Guided Workflow - Secure Screen Node

OverviewThe Secure Screen Node is a specialized feature in guided workflows designed to enhance data security. It allows sensitive information, such as credit card numbers and personal identification details, to be transmitted directly to a PCI-compliant server, bypassing the Sprinklr platform entir

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Guided Workflow Canvas