‎Care Console iFrame | Sprinklr Help Center

Care Console iFrame

Updated

2 months ago

Sprinklr's Care Console is a comprehensive, omnichannel customer support platform designed to help businesses manage customer interactions across various channels, including social media, email, chat, and more. The Care Console iFrame is an embeddable interface that allows companies to integrate Sprinklr's customer care capabilities directly into their existing business applications primarily CRMs.

We have unified customer experience across CRMs (Salesforce, Zendesk, MS Dynamics and ServiceNow) by migrating Iframe Conversation UI from legacy agent console to the modern Care Console.

Case Conversation Pane: Using the Case Conversation Pane, agents can read the conversation and reply to the customers.

S.No	Title	Description
1	Refresh	Click to refresh the conversation.
2	Options Icon	Hide Notes: Hide the notes in the conversation pane at the user level. Hide Activities: Hide the activities such as assignment/unassignment of a case from the conversation pane at the user level. Hide Transcripts: This feature allows to hide a transcript( for security purposes) and the button is present in options icon. Apply Macro: Applying a macro such as assigning messages, archiving messages, changing the sentiment, setting reminders, etc. Download all attachments: Download all the attachments associated with the case. View Translated: Option to translate the all messages in the conversation.
3	Brand Account Name	View the brand name the customer message was sent to.
4	Locale Supported	Note: If we change the locale in Salesforce and it is supported by Sprinklr, then that locale would be followed. If the locale is not supported, the locale set for the user on the Sprinklr platform would be used instead.

Message Actions

S.No	Title	Description
1	Outbound Message Actions	Edit: Option to edit the outbound message. Approve: Option to approve the outbound message Reject: Option to reject the outbound message Edit & Approve: Option to edit and approve the outbound message. Reschedule: Option to reschedule the outbound message. Recall: option to recall the outbound message and revert to draft state. Note: The above functionalities are only visible to people who are present in approval flow.
2	Inbound Channel Actions	Facebook Channel Actions: Added support to reply/reply on comment, comment/comment on post, private message. Added support to pass the control of thread to secondary agent, revoke the access, and request control of the thread. Twitter Channel Action: Added support to mark a tweet as a favorite (or "liking" it) or removing it from favorites (unliking it).

Reply Publisher:

S.No	Title	Description
1	Channel	Select the channel to reply from.
2	Add Note	You can add note to the response as per your needs through reply box.
3	Expand Reply Box	Click to expand the reply box in case of longer replies.
4	Reply	You can add the following to your response as needed: Images(directly from PC as well) Videos Links Canned Responses Custom Content Placeholders Emojis, or GIFs The smart assist button present in reply section driven by AI recommends Similar Cases, Knowledge Base Articles, and Guided Workflows for agent assistance. Use Sprinklr AI+ button in reply box to enhance the Iframe Reply Box with AI+ capabilities, facilitating text expansion, tonality analysis, message translation, and grammar correction for improved communication. NOTE: Using the Content Placeholder option, you can send Secure Forms for collecting PII or any other sensitive customer data. Sprinklr AI+ button is only visible when DP is on and relevant permission is given to the user. Now, you can also paste the copied image(s)/video(s) into the reply box instead of adding them using the respective icons.
5	Reply Properties	Set the reply properties as required. In this section, you can choose campaign, approval path, roles etc.
6	Reply Account	Choose the account to reply from.
7	Reply type	Select the reply type. These options will vary based on the social channel.
8	Schedule Message	Schedule the preferred time of reply.
9	Send	Click Send to send the reply. Click the dropdown icon alongside the Send button to save the message as draft. A notification is also triggered when the message is published/deleted successfully.

Customer Profile Pane:

S. No	Title	Description
1	Profile Conversations	Conversation Refresh: Click to refresh the conversation. Filter: Messages can be filtered on the basis of sentiment/ priority/ status etc. Search Messages: Search through the conversation. Apply Macro on Message: Apply a macro to the message Mark as spam: Mark the message as Spam. Refresh Conversation: Click to refresh the conversation.
2	Profile Collaborations	Option to add collaborations/Notes. Option to react, reply, delete or edit the collaboration message.
3	Profile Overview	In Overview section: Profile properties customer details such as age, follower count, following count etc is visible.