Initiating a Guided Workflow

Articles

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Picking Messages and Sending Targeted Emails from Care Console

In Care Console, agents have the capability to selectively pick case notes, messages, and multimedia files from a conversation. They can then compile these selected elements and send them as an email to their internal team.Prior to sending the email, agents are prompted to complete a guided workflow

Knowledge Base Article

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Initiating a Guided Workflow

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Automatic Triggering of Guided Workflows

You can create a rule to automatically trigger guided workflows in the Care Console quick window, third pane, or modal view when specific configured conditions are met. In the modal view, the guided workflow will appear on the agent's window, regardless of the screen they are currently on.To Cr

Knowledge Base Article

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Initiating a Guided Workflow

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Guided workflows through nudges

Nudges leverage AI to predict customer intent in real-time and deliver the next best action in Care Console to assist agents proactively. Nudges can also be triggered based on a keyword, CSAT, etc. They are actionable and have button actions such as to open a guided workflow or a knowledge base arti

Knowledge Base Article

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Initiating a Guided Workflow

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Create a Dynamic Widget using Guided Workflow in Care Console

Business problemEver wondered if there was an easy way to create a dynamic widget to show information in Care Console? We thought of it and decided to create the Guided Workflow runner.BenefitsEasy to create custom widgets in Care Console.Easily configurable so that any type and amount of informatio

Knowledge Base Article

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Initiating a Guided Workflow

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Executing Guided Workflows via Rules

Note on Configuring the guided workflowIn order to trigger a guided workflow to achieve the desired results, a variable needs to be created in the guided workflow named ASSET_ID as followsAPI Name - ASSET_IDData Type - RecordEntity Type - CaseAvailable for input - toggled on​​Configuring the rule Co

Knowledge Base Article

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Initiating a Guided Workflow

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Run a Guided Workflow from Agent Persona

Agent persona allows agents to manage their work from a single view. Agents can perform and track their daily activities. Here is a potential scenario where this can be used - A customer visits a brand store with a query or complaint, in this case, the store agent can directly log in to Sprinklr and

Knowledge Base Article

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Initiating a Guided Workflow

Getting Started with Sprinklr Service

Reference Guide for Sprinklr Service

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Creating a Guided Workflow

Initiating a Guided Workflow

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Guided Workflow Reporting

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Customer-Facing Guided Workflows

Service Agent Personas