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

Step I Create the Guided Workflow and Set Up the ASSET_ID VariableIn the workflow configuration, create a variable named ASSET_ID with the following settings:API Name: ASSET_IDData Type: RecordEntity Type: CaseAvailable for Input: EnabledThis variable enables the workflow to access asset data dynami

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

Sprinklr Service Glossary

Service Channels

Inbound Voice

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Case Management

Automation and Assignment

Unified Agent Desktop

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Smart Assist

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Response Compliance

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Getting Started

Basics of Agent Assist

Smart Paraphraser

CSAT Prediction

Video Call

Smart Responses

Agent Nudges

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Creating a Guided Workflow

Initiating a Guided Workflow

Agent View

Guided Workflow Reporting

Use Cases

Sprinklr AI+

Customer-Facing Guided Workflows

Service Agent Personas