Document Center
Updated
Overview
Document Center is a centralized knowledge repository within Marketing Agent (Social Media Agent) where you can upload, manage, organize, and maintain brand-owned strategic and operational marketing documents.
The Document Center supports the Marketing Agent Context Layer by:
Ingesting brand-owned documents.
Managing document status, versions, and brand associations.
Retrieving relevant document context during agent interactions.
Marketing Agent uses these documents as persistent knowledge for AI marketing agents, helping them create content that aligns with brand strategy, governance requirements, accessibility standards, compliance rules, and channel-specific best practices.
You can upload brand-owned documents that Marketing Agent can use while generating ideas, content, and recommendations, such as:
Social media strategy documents
Accessibility guidelines
Channel-specific best practices
Approved hashtags
Content governance policies
Legal and compliance guidance
Audience personas
Messaging frameworks
Creative best practices
Ideation Agent, Content Creation Agent, and future planning, strategy, optimisation, and governance agents can use the uploaded documents as context.
Note: Marketing Agent is currently in the Limited Accessibility (LA) phase. If you are interested in gaining access, please contact your Success Manager. Alternatively, you can submit a request at tickets@sprinklr.com.
Supported file formats
Document Center supports the following file formats:
PDF
DOC
DOCX
TXT
MD
Upload documents
Navigate to Sprinklr > Sprinklr Social > Social Media Agent. The Social Media Agent screen opens.
From the left navigation panel, select Document Center.
On the Documents page, click Add Documents.
In the Add Documents window, drag and drop one or more files into the upload area, or click browse to select files from your device.
From Associated Brands, select the brand to associate with the uploaded documents.
Click Save to start the upload process.
Note: If multiple documents are uploaded together, all uploaded documents are associated with the same selected brand. Individual brand selection for each document is not available during upload. You can update the associated brand later from the document actions menu.
Document Ingestion and Status
After you upload a document, the system ingests and indexes it before the Marketing Agent can use it.
During ingestion, the document remains inactive and unavailable for retrieval. After sync completes successfully, the system activates the document and makes it available for AI retrieval.
Stage | Sync Status | Document Status |
After upload | Syncing | Inactive |
After ingestion/indexing completes | Complete | Active |
System Notifications
The system displays notifications for important document events, including:
Upload successful
Sync completed
Sync failed
Version updated
Document deleted
Manage existing documents
After a document becomes available in Document Center, you can manage it from the document actions menu.
To perform an action, click the vertical ellipsis next to the document and select the required option.
Action | Description |
View Details | View document details, sync information, and associated configuration. |
Update Version | Upload a newer version while maintaining the existing document record. |
Deactivate / Activate | Control whether Marketing Agent can retrieve the document. |
Re sync | Reinitiate the document synchronization process. |
Update Brands | Update the brands associated with the document. |
Delete | Remove the document from Document Center. |
Document management behavior follows the existing document experience used inside AI Agent Builder to maintain consistency across the product.
Notes:
The Brands filter lets you view documents associated with specific brands.
Manage Columns lets you customize the columns displayed in the document list.
Sync Now lets you manually trigger document synchronization from the Documents page.
How Marketing Agent uses documents
Once a document becomes active, Marketing Agent can retrieve document-specific knowledge from uploaded and indexed documents.
For example:
Ideation Agent retrieves relevant strategy documents, audience personas, channel best practices, and compliance guidance associated with the selected brand.
Content Creation Agent retrieves creative guidelines, messaging frameworks, accessibility requirements, and approved hashtags to generate more brand-aligned content.
Marketing Agent retrieves and applies document context through the following process:
Analyses the user prompt.
Searches indexed knowledge associated with the relevant brand.
Selects the most relevant document sections.
Injects the retrieved context into the agent prompt.
Generates an output informed by the uploaded documentation.
Use cases
Document Center enables a wide variety of marketing workflows, including:
Brand-aligned ideation: Generate content ideas based on brand strategy, audience personas, messaging frameworks, and channel guidance.
Content governance: Apply governance policies, compliance guidance, and accessibility requirements during content generation.
Channel-specific recommendations: Use channel-specific best practices to improve social media recommendations.
Creative consistency: Reference approved creative guidelines, brand messaging documents, and content standards while generating content.
Multi-brand knowledge management: Maintain separate document repositories for different brands and ensure Marketing Agent retrieves context from the appropriate brand.
Reduced manual context sharing: Avoid entering the same strategic guidance, compliance requirements, and brand information in every conversation.