Quick select pills

Updated 

17 days ago

Overview

Quick select pills provide users with selectable options for faster responses. They are useful when the bot asks a question and expects an answer. In such cases, you can create a quick pills asset with different options, prompting the user to select one of the possible issues. This functionality enhances user interaction by streamlining the process of guiding customers to desired actions.

When to use Quick select pills

  • Rapid User Response conditions - Quick select pills are ideal for scenarios where rapid user responses are needed. For instance, during an interaction, when a user is required to specify their issue, quick select pills can present options like "Billing Issue," "Technical Support," or "General Inquiry." This speeds up the interaction and ensures that the user is directed to the appropriate support channel quickly.

Create a Quick select pill asset using the Digital Asset Manager

  1. Navigate to the Integrate section on your Sprinklr home page and select Digital Asset Management.

  2. In the top right corner of Asset Management, click Create Asset and select Omni Chat Templates from the drop down.

  3. In the Create New Asset window, provide a Name and an optional Description for your asset under the Basic Details section.

  4. Under the Asset Specific section, choose Quick Select Pills from the Template Type dropdown and select Sprinklr Live Chat in the channel dropdown. For more information, see Quick Select Pills Template — Field Descriptions.

  5. Under Asset Details, specify :

    • Campaigns

    • Sub Campaigns

    • Status

    • Available from

    • Visible from

    • Expires on

    • Tags

    • Restricted

    • Brands

    • Persona

    • Customer Journey Stage

    • Automated Tags

    • Information

  6. Under Asset Sharing, select the Workspace(s) and Users/User Groups you want to share this asset with.

    Optionally, check the box next to Visible in all workspaces to share the asset across all workspaces.

  7. Fill in the Properties as needed.

  8. To translate the form (Optional) :

    1. Switch to the Translation tab if you wish to translate your form into other languages.

    2. From the Select Languages dropdown, choose the languages for translation.

    3. Select the Translation Language to open the editor for that language.

    4. View the form in your base language in the left pane and add the translated text in the right pane.

      Note: Access to this feature is controlled by a dynamic property. To enable this feature in your environment, contact your Success Manager. Alternatively, you can submit a request at tickets@sprinklr.com.

  9. Click Save to save your quick select pill asset.

Quick Select Pills Template — Field Descriptions

Field name

Description

Hide Attachment Option

If you check the box, your customers will not be able to send any attachments before/after selecting a response from this template until you (brand) send a message again.

Disable Manual Response

If you check the box, your customers will not be able to send any message before/after selecting a response from this template until you (brand) send a message again.

Button

Buttons contain action properties that define the type of action set on user click operation. Under Button 1, enter the following details:

  • Image: Upload or select the image to be used in the button. Choose a square image with a minimum size of 18x18 pixels from DAM, Media Valet, or upload a new one.

  • Label: Enter a label for button 1.

  • Tracking ID: This ID will be used in the button click reporting.

  • Action:

    • With External Action, you can define the parameter to be passed to the webpage once the user clicks on the button.

    • When the Text button is clicked, the label of the button is captured as the user text response.

    • When the URL button is clicked, no response from the user is captured, instead, they are redirected to the configured URL in a new tab. Check the box to open url in the same tab.

    • Clicking on the Phone Call button, the users will be presented with a menu allowing them to choose how they would want to make the call. Please make sure to prefix the international dialing code before the number.

    • Using Link Account, you can get the users authenticated via SSO. For more info, refer to SSO Authentication

    • Sprinklr Audio Call - When the user clicks on this button, an audio call is made to an assigned agent. Please make sure that the Live chat application in which we are using this asset has Audio and Video Calls enabled.

    • Sprinklr Video Call - When the user clicks on this button, a video call is made to an assigned agent. Please make sure that the Live chat application in which we are using this asset has Audio and Video Calls enabled.

    • Change Locale - Choose the locale to switch the Live Chat application to.

    • Attach Media - Allows users to attach media files to the conversation, adhering to existing file types and size restrictions configured in Live Chat settings.

  • Postback Message: This is a message that is sent back as the user response after they click the button.

Add New Button

Click to add a new button to your Quick Select Pills template.

Screen Reader Label

You can configure a custom label for card assets to enhance accessibility for users. By default, the asset is identified as a "form," and the screen reader announces it as "You have received a form." However, if you prefer a more specific label, such as "Registration Details Form," you can customize it accordingly.

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