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Workflow Automation

Workflow Automation

Streamline, execute, and automate a series of tasks that are automatically routed between agents, and pre-defined rules

Articles

(8)
SA
Configure rules to automate different tasks using Automations

Reduce complexities and increase efficiency by executing multiple actions on your tickets with certain predefined conditions using Sprinklr Automations.Automation is a set of rules triggered by certain predefined conditions to automate manual tasks for you and your team. It helps you simplify comple

Automations

Add a Facebook Account and Page

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Workflow Automation

SA
Salesforce integration in Sprinklr

How you can integrate Salesforce into Sprinklr and have a full context of who you are interacting with by viewing in-depth Salesforce data alongside Sprinklr conversations.Sprinklr provides the functionality to add your Salesforce account to the platform and link Salesforce details to a Sprinklr tic

Salesforce Integeration

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Workflow Automation

SA
Automation based on review ratings on Sprinklr

Understand how to automate actions based on ratings received from review websites on Sprinklr.You can automate actions based on review ratings from platforms like TrustPilot, Yelp, Google My Business, etc., and configure automation flows accordingly.To add automation on SprinklrLog into Sprinklr. Cl

Automations

Care Console

Articles

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Workflow Automation

SS
Auto-Hide Comment Feature in Service Automation

Now, it is seamless than ever to automatically hide any comments on applications such as Facebook, X and Instagram using Automation on Sprinklr Service Self-ServeYou can automatically hide specific comments on their social media posts based on predefined criteria, such as containing profanity, spam,

Service Automation

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Workflow Automation

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Understanding Capacity

Understand what capacity is and how you can leverage capacity to manage resources effectively and efficiently.Capacity is the ability of an agent to manage customer support workload across different channels. It helps you configure and balance agent workload and ensure no one is under/overstaffed. Y

Capacity

Setup Agent Capacity

Articles

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Workflow Automation

SA
Understanding Ticket Queue

Understand everything about Ticket Queues and how it helps agents to receive the relevant tickets at the right time based on pre-defined conditions.A Ticket Queue is an ordered collection of tickets that get assigned to agents based on predefined conditions. Queues ensure that the right tickets reac

Create a Voice Only Ticket Queue

Ticket Queue

Create a Digital Only Ticket Queue

Types of Ticket Queues

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Articles

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Workflow Automation

SA
Create and track CSAT Survey

Learn how to create a CSAT Survey on Sprinklr and how it enables agents to understand the customer feedback.Customer Satisfaction Survey, in short, CSAT Survey is a key performance indicator used to measure how satisfied customers are with your organization’s products and/or services. It is particul

Create a Survey

Create and Track CSAT Survey

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Workflow Automation

SA
Slack Intgeration into Sprinklr Advanced

How you can automatically send a slack thread/slack notification for the ticket update on Slack channel by integrating Slack channel on Sprinklr.Adding a Slack channel into Sprinklr will enable you to send a slack notification for the ticket that meets certain automation rules/conditions.Adding Slac

Sprinklr Advanced

Care Console

Slack integration

Articles

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Workflow Automation

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