Dashboard/Column Pane

Updated 

In the left pane of the Agent Console, you will find the Dashboard Console. Here, you can view and process the messages and cases in your workflow.

The Agent Console provides a unified view of all the incoming messages, mentions, and comments across social media channels, allowing agents to quickly respond to customer inquiries, comments, and complaints in real-time. The console also provides tools for routing, prioritizing, and tagging messages, as well as tracking agent performance and response times.

Message Level Columns



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Term
Description
1
Dashboard Menu

Click the Dashboard Menu icon to open the dashboard menu where you can select a dashboard.

2
Select All

This option allows you to select all messages in the column and perform bulk actions like applying a macro, assigning messages, archiving messages, changing the sentiment, setting reminders, applying tags, and changing message properties.

3
Column Selector

Select a column. Here you can change the column that is currently being displayed. You can also add new columns.

You can also view the selected dashboard name beneath it. To get this capability enabled, reach out to support at tickets@sprinklr.com.

4
Dashboard Column Actions

Sort

Sort the messages in ascending/descending order as desired based on creation time.

Filter

Filter the messages based on various message properties like status, sentiment, priority, tags, assigned to, etc.

Refresh icon

Manual refresh of the column.

Search icon

Use keywords to search for content in the column. You can also do an advance search by including and excluding words, adding the sender’s name, and date range.

You can also search the content by the additional values by putting their unique IDs. Along with this, you can also search by the custom field values. To enable this capability, reach out to support at tickets@sprinklr.com.

Options icon

Refer to Column Settings & Dashboard Settings.

5
Sender/Message Details

View the sender and type of message. Hover over the sender icon to view the Audience Profile.

6
Body of Message

View the body of the message.

7
View Activity

View the activities being done on the message.

8
Timestamp

Click the timestamp to view the message natively.


Case Level Columns

Agent Console Dashboard Column (Case)


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Term
Description
1
Dashboard Menu

Click the Dashboard Menu icon to open the dashboard menu where you can select a dashboard. The dashboards you'll find here are the same ones that you'll see in the Engagement Dashboards.

2
Select All

This option allows you to select all items in the column and perform bulk actions like applying a macro, assigning cases, archiving cases, changing the sentiment, setting reminders, applying Tags, prioritizing the case, and changing case properties.

3
Column Selector

Select a Column. Here you can change the column that is currently being displayed. You can also add new columns from here.

4
Dashboard Column Actions
Refresh Icon

Manual refresh of the column.

Search Icon

Search for the desired case by using the keywords that are present in Subject, Case Description, and Internal Notes. The special characters will also be considered while performing a case search with keywords that include special characters and are enclosed in quotation marks.

You can also perform multiple keywords search to find a case in which all the keywords are present, for example, if you search read+write, then it will return the cases where both the keywords are used.

To learn more about getting the keyword search for internal notes capability and the multiple keywords search capability enabled in your environment, please work with your Success Manager.

Sort Icon

Sort the cases in ascending/descending order as desired based on creation time, description, due date, engagement score, latest fan message associated time, etc.

Filter Icon

Filter the cases as required.

5
Case ID

View the case ID.

6
Sender Details

View the sender and type of Case. Hover over the sender icon to view the Audience Profile.

7
Body of Message

View the body of the message.

8
Associated Message

View the associated messages with the case.

9
Engagement Score

The Engagement Score helps in evaluating how engaged your existing customers are based upon the activities performed by them that include likes, comments, and shares on their social media channels like Facebook. For more information, see Engagement Score on Cases.

10
Agent Inactive Timer/SLA Timer

The Agent Inactive Timer will show how long has it been since the last brand response was made on a case. This timer will be reset after every new brand response. To enable this, you have to check the box alongside "Cases Show Agent Inactive Timer" while creating a Case Management column or editing an existing column.
If not enabled, SLA Breach Timer will take the place of Agent Inactive Timer.

Note

The Agent Inactive Timer can be configured via Persona Configuration. To get it enabled in your environment, reach out to support at tickets@sprinklr.com. You can also get the color and limit configured for the timer. The color will get changed when the timer reaches the specified limit.

11
Timestamp

View the case creation time.

12
Survey Status Indicator

Survey Sent indicator when a survey is sent on a case.

Survey Sent Indicator in Case Column in Agent Console

Survey Completed indicator when the survey is submitted.

Survey Completed Indicator in Case Column in Agent Console

Note:

To learn more about getting this capability enabled in your environment, please work with your Success Manager.

13

New Message Indicator

This shows the count of unread message(s) in a case when a new message is added to a case in the open queue. It is visible in the ‘Assigned to Me’ column for case(s) that is not open in the middle conversation pane.

To learn more about getting this capability enabled in your environment, please work with your success manager.