After the Haptik account is added, you will be able to pull in all your native Haptik Conversations. In the Engagement Dashboard, Sprinklr offers two Haptik column types that can be added to the dashboard. These columns differ by the message type displayed. Haptik Inbox column will include brand and fan posted messages. Haptik Direct Message columns will display messages sent from the selected account.

Before You Begin

Before you can add Haptik column and begin engaging with users, you'll first need to add your Haptik account. Once your account has been linked, you can add Haptik column using the instructions below.

To Create Haptik Columns

1. Click the New Tab icon . Under the Sprinklr Social tab, click Engagement Dashboards within Engage.

2. Click the Dashboard Menu icon  in the top left corner of the Dashboard and select the desired engagement dashboard. 

3. In the desired Engagement Dashboard, click Add Column in the top right corner to create a new column.

4. In the Add New Column window, search and select Haptik as a source for adding a new column.

5. In the Add New Haptik Column window, select the desired type of column you'd like me to make. The following options are available:

   • Inbox

   • Direct Messages

6. After selecting the type of column you want to create, enter a Name, Description, and add Accounts per your needs. Provide other Basic Information for your column. Preview of the column will render on the right side of the window.

7. Enter Workflow Properties as desired. Workflow properties refer to the properties applied in Sprinklr, either automatically or manually, that determine the message's workflow status, user assignment, priority, Spam designation, and sentiment.

8. Provide Custom Properties as desired. Configuring additional properties, you can specify messages to include or exclude based on the properties that have been applied to the message.

9. After you've provided all the details for your column, click Create Column in the bottom right corner to create the new column. Upon creation, your column will be available in the current dashboard.

To Pass back the Chat Control to Bot

1. From the Engagement Dashboards, hover over the Haptik message you'd like to pass the chat control to the bot.

2. Hover over the Options icon  of the selected Haptik message.

3. Select Assign to bot from the options menu.