WhatsApp–Third party –Sprinklr Case Flow Integration
R

Published:

08/24/25 10:04 AM

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Hi everyone,

We’re currently working on a WhatsApp integration involving Third party bot building platform, and Sprinklr, and I’d appreciate some guidance to confirm if our expected flow aligns with best practices or if any adjustments are needed.

Here’s the flow we’ve designed:

  • A customer sends a message via WhatsApp to the brand number.
  • The message is routed to the third party bot, which engages in a back-and-forth conversation with the customer.
  • If the bot successfully resolves the query, a closed case is written to Sprinklr.
  • If the bot is unable to resolve the issue, an open case is created in Sprinklr and assigned to a live agent.
  • The agent responds, and the message is routed back through third party bot to the customer.
  • If the customer replies again, the response is either handled by third party bot or sent back to the agent, depending on the context.
  • This continues until the case is successfully closed.

We’d love to know:

  • Is this flow supported natively within Sprinklr’s case management and bot integration framework?
  • Are there any recommended configurations or known limitations we should be aware of?
  • Any tips for ensuring smooth handover between bot and agent, especially when routing messages back through third party bot?

Thanks in advance for your insights!

Sprinklr Champions
Customer Experience
customer service

Question

Updated

9 days

 

Comments

  • A

    Allison Fasching

    23 days

    ago

    25/08/2025

    Understood!  Check out https://dev.sprinklr.com/omnichannel-handover-protocol-blueprint it should contain all the steps and methods necessary to accomplish this!

    • A

      Allison Fasching

      23 days

      ago

      25/08/2025

      Yes, your flow is supported natively within Sprinklr using the Omnichannel Handover Protocol and Case Management Framework 

      Here's how each step aligns:

      1. Customer sends a WhatsApp message → Sprinklr listens for incoming messages via webhook and creates a case using the Case Maker rule engine 
      2. Third-party bot engages → The bot can respond using Sprinklr’s Publish Message API and manage conversation context via webhooks.
      3. Bot resolves query → The bot can close the case using Sprinklr’s Close Case API or macros.
      4. Bot escalates to agent → Use the Pass Control API to transfer thread control to Sprinklr. The case is assigned via the Assignment Engine 
      5. Agent responds → Agents reply via the Care Console, and responses are tracked using webhooks.
      6. Customer replies again → The conversation can be routed back to the bot using the Release Control API, or kept with the agent depending on context.

      To ensure smooth operation, here are some recommended configurations:

      • Webhook Setup: Ensure your bot platform is subscribed to key Sprinklr webhooks like case.createdmessage.publishedthread.control.updated, and case.update 
      • Thread Control Management: Use Sprinklr’s Rule Engine and Macros to automate thread control actions (Pass, Acquire, Release). These can be triggered manually or conditionally 
      • Global Queues: Configure queues for routing cases and messages efficiently. This helps with agent assignment and workload balancing. 


      Here are some additional Tips for Smooth Bot-Agent Handover:

      1. Context Preservation: Ensure the bot adds a note to the case before handing off to the agent. This helps agents understand the conversation history 
      2. Macro Usage: Use Case Macros to automate actions like assigning agents, adding notes, and updating case status.
      3. Fallback Logic: Implement fallback rules in the bot to detect when escalation is needed (e.g., sentiment analysis, repeated queries).
      4. Re-transfer Logic: After agent resolution, use Release Control API to return the thread to the bot if needed.

      Hope this helps!  Any questions LMK!

      • R

        rm00854746

        23 days

        ago

        25/08/2025

        Query Regarding WhatsApp Integration and Case Handling in Sprinklr:

        • We are developing the bot on a third-party platform, as you're aware. Since WABA (WhatsApp Business Account) can only be registered on one platform, we’ve configured it accordingly in that platform.
        • We need clarity on the following points:
          • Do we need to add WABA account in sprinklr as well?
          • When an agent opens a case and responds by clicking the Send button, how can we ensure that the message is delivered to the same customer on WhatsApp?
          • What mechanism or configuration is required to maintain this continuity?
        • Additionally, we are unable to retrieve the following critical identifiers:
          • Comment ID
          • Message ID, etc
        • These IDs are essential for us to proceed with message tracking and response handling.

     
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