Manual case creation

Updated 

If there has been a conversation between your brand and a customer outside of the Sprinklr platform, you can manually create a case for that interaction in Sprinklr. By doing so, you can create a record of the conversation on the Sprinklr platform, which can be useful for tracking and monitoring customer interactions across multiple channels. Additionally, creating a manual case can enable you to respond to the customer's inquiries or concerns, and provide a seamless and consistent customer experience. Creating manual cases can help ensure that all customer interactions are captured and managed in a centralized location, which can facilitate effective customer service management and improve the overall customer experience.

Steps to Manually create a case in Sprinklr-

1. Click the Publishing Options icon Space Quick Publish Icon on the top navigation bar of the Sprinklr Platform and select Create Case.

2. On the Create Case window, fill in the details such as the user's Email ID, Name, Phone Number, and Subject & Description of the case. You can also attach the files in the Notes field. Click Create in the bottom right corner.

3. You can also get the desired custom properties added under the Case Details section for users to fill them while creating a case. These properties will be visible in the case of the third pane. To get this capability enabled, reach out to support.

4. After successful creation, the case third pane will open where you can add further details.


5. Use this condition to take action on the manual cases created under case creation rule