Creating a Guided Workflow

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Create a Variable Definition at Customer Level

IntroductionUsing the Guided Workflow Manager you can define global variables at the customer level. This allows you to efficiently create, update, and manage global variables and the associated Groovy codes.Benefits of using Customer Level VariablesReduced Redundancy: By defining global variables a

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Creating a Guided Workflow

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Multilingual Translations of Guided Workflows

You can effortlessly translate the guided workflow into multiple languages without the necessity of creating distinct versions for each language.This streamlined multilingual capability enhances agents' efficiency and effectiveness in serving a diverse customer base. Agents can seamlessly navigate t

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Creating a Guided Workflow

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How to Create a Guided Workflow

Standardized Templates for Guided WorkflowsWhen Guided Workflows are enabled in a partner environment, standard templates for the most common use cases, such as web forms with and without inbound messages, and templates to edit, modify, or view data from Sprinklr entities, will be deployed automatic

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Creating a Guided Workflow

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Guided Workflow Canvas

The guided workflow canvas is the working area of the builder where you add nodes to perform various actions. As you add various nodes to the canvas and connect them together, you see a visual diagram of your Guided Workflow. Here are the essential functionalities of guided workflow canvas:Add New N

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Creating a Guided Workflow

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How to Show information in Guided workflow?

There are several ways to show information in a guided workflow, depending on the type of information and the context in which it is being presented. Some common methods include:Description Text Description text is used to convey any type of information to the agent. In an agent-facing GW, it can be

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Creating a Guided Workflow

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Take Inputs within Screen

In a guided workflow, you can easily gather input from the user by utilizing input components available on a Screen. These components are designed to collect specific types of information from the user such as text, numbers, radio buttons, picklists, etc. To ensure the accuracy of the data collected

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Creating a Guided Workflow

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Secure Screen

One option to enhance the security of a guided workflow is to include a secure screen that transmits data directly to a PCI-compliant server. By utilizing this secure screen, sensitive data such as credit card numbers and personal identification information can be sent directly to the PCI server, by

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Creating a Guided Workflow

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Groovy Library

One easy way to test out the Groovy scripts is by using the online Groovy compiler available at https://www.tutorialspoint.com/execute_groovy_online.php.GL #1 Fetching/ Modifying Date VariablesConvert from Date to StringYou can use this code in scenarios where you need to display date and time infor

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Creating a Guided Workflow

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Connecting to Internal and External Database

The Guided Workflow feature of Sprinklr provides the ability to fetch and update records and databases from both internal and external databases. There are two types of entities: Standard Entity, which are common across all partners, and Custom Entity, which are customized to the client's requi

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Creating a Guided Workflow

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Perform System Actions inside Guided Workflow

​The various system actions that are supported in the guided workflow are as follows:​Note: AI-Based Script GeneratorThis feature leverages Sprinklr's AI+ capabilities to enhance the use of Groovy scripts within Guided Workflows. You can generate Groovy scripts, summarize existing ones, debug issues

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Creating a Guided Workflow

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