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User Data Retention​

IntroductionUser Data Retention—This feature drives value by aligning with GDPR Data protection standards, ensuring clients' confidence in their data’s strict privacy, and forging trust with Sprinklr within the European region.​User Data Retention automatically masks or deletes u

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Knowledge Base Article

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Others

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Create Reclame Aqui columns in the Engagement Dashboards

Using Reclame Aqui you can share information and reviews on social business, customer service, and reputation. If you use Reclame Aqui from the Sprinklr patform, you can not only track the engagement on the channel, but also get reporting on the activities on the channel from your account. This arti

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Reclame Aqui columns in Engagement Dashboards

Reclame Aqui

Create Reclame Aqui columns

Knowledge Base Article

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Reclame Aqui

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Terms and Conditions in Sprinklr

Overview The Terms and Conditions feature in Sprinklr enables organizations to present compliance-related agreements to users during the sign-up process or upon login, ensuring that regulatory and internal compliance requirements are met. This feature is especially useful for enforcing user acknowle

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Social - SES

Governance - SES

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Others

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Email Notification Management in Sprinklr

Overview The Email Notification Management feature in Sprinklr allows administrators to selectively block specific types of email notifications from being sent to selected users or user groups. This ensures better control over communication and helps avoid unnecessary or irrelevant email clutter for

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Social - SES

Governance - SES

Knowledge Base Article

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Others

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Deploying Quality Management Persona

To deploy Quality Management in any partner, a support ticket is raised at tickets@sprinklr.com. The partner needs to soecify separately if there is a need to enable Automated QM and Coaching functionalities.Once the persona is deployed, the standard setup from QM can be imported for both Manual and

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Knowledge Base Article

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Getting Started with Quality Management

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Troubleshooting and Best Practices

Following are some commonly asked questions along with their answers.Q: What happens in reporting if a Checklist or a Checklist Parameter is deleted?A: If a checklist or its parameters are deleted, reporting remains unaffected. Historical data still displays the checklist and its questions with dime

Service

Knowledge Base Article

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Audit Checklist Builder

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Troubleshooting Steps & Best Practices

Previewing Rule Flow and Testing TriggersVia Rule EngineClick Triggers located at the bottom left of the Rule Engine window. This opens the Manage Triggers window on the right-hand side. On the Manage Triggers window, select the Test this Trigger option.Next, choose the desired case to run the rule

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Knowledge Base Article

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Automated Sampling and Allocation

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How to Start Receiving Calls

When any inbound call gets assigned, a call popup appears with the relevant customer information.​​​​Call modal can be minimized by pressing the down arrow on the callpop and then it will be shown at right bottom as shown below:​​​Incoming CallsIncoming calls will appear as a pop up with customer de

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Knowledge Base Article

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Handle Inbound Calls

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How to Setup Agent Acknowledgment Process?

The dispute process or the agent acknowledgment flow can be set up at the checklist level. The admin can configure the following changes regarding the dispute process.Enable Agent Approval.Select the number of times an agent is allowed to raise a dispute and specify the due date within which the age

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Knowledge Base Article

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Agent Acknowledgement

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Conversational AI Groovy Library

GL #1 Fetching/ Modifying Date VariablesConvert from Date to StringYou can use this code in scenarios where you need to display date and time information in a specific format, such as logging or displaying on a Screen.For example, if you are building a flow that processes transactions and need to di

Knowledge Base Article

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Troubleshooting & FAQs

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Creating and Configuring a Third Pane Layout

This article outlines a step-by-step walkthrough on how to create and configure a Third Pane Layout. Create a Third Pane LayoutStep 1: Navigate to Entity StudioGo to Entity Studio from the Sprinklr platform.Open Entity Manager.Select the entity for which you want to create a Third Pane Layout.Click

Knowledge Base Article

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Create and Configure Third Pane Layout

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LinkedIn Profile Insights

Brands can use LinkedIn profile insights to conduct market research and gain insights into their target audience. By analyzing the demographics and interests of their followers and connections, brands can develop more targeted and effective marketing campaigns.Profile Insight MetricsMetricsDescripti

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Knowledge Base Article

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Profile Insights

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How to Enable or Disable a Custom Field

Click the New Tab icon and go to All Settings. Under Manage Workspace, click on Custom Fields.On the Custom Fields window, under the Status column, slide the toggle icon to enable/disable the custom field. ​

marketing

Knowledge Base Article

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Create & Manage

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Apply Compliance Policy for a Case

After creating a compliance policy, you need to apply it to your cases. This can be done through the following steps:For Outbound Calls:Select the compliance policy you want to apply to all calls dialed from that specific dialer.For Inbound Calls:Select the compliance policy you want to apply to all

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Knowledge Base Article

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Compliance Manager

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Standard Voice reports - Inbound

The standard inbound voice reporting dashboard displays a range of relevant call center metrics and KPIs that allow customer service managers and teams to monitor and optimize performance and extract invaluable real-time data with ease.Call Centre FunnelCall Count: Number of calls.Calls taken by Age

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Knowledge Base Article

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Unlock Insights from Inbound Reports

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Lookup Field

The Lookup Field in Entity Studio is a field that establishes a relationship between two entities. It allows you to link records from one entity (the child) to another entity (the parent), thereby creating a dynamic reference. This field type enables the management of cross-entity relationships, whe

New Article

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Sprinklr Platform

Knowledge Base Article

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Fields and Relationship

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Standard Voice Extracts - Inbound

The inbound report provides the validation on all the inbound calls/cases you observe at the Agent, Case, and Campaign level interactions.​User Persona: Managerial LevelUnique Customer ExtractThis report provides the overall Call count & time stats for all the calls that you receive from every c

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Knowledge Base Article

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Unlock Insights from Inbound Reports

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Configure Actions Section for Record Manager

The Actions Section in the Record Manager allows you to add various interactive elements that can enhance the user experience by enabling them to perform actions directly from the Record Manager interface. This section includes options like Global CTAs, Header Actions, and Upfront Filters to facilit

Knowledge Base Article

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Configure Action Section for Record Manager

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Textarea Field

The article outlines the steps to create a Textarea Field in Entity Studio. Textarea allows you to input and editmultiple lines of text. Creating a Textarea Field in Entity StudioNavigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section. The Entity Manag

New Article

26.4

Sprinklr Platform

Knowledge Base Article

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Fields and Relationship

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Third Pane Layout

A Third Pane Layout is a configurable UI component that opens as a right-side panel within the Sprinklr platform to display detailed information about a record without navigating away from the current page.It allows users to quickly view or interact with contextual record data while staying focused

Knowledge Base Article

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Third Pane Layout - An Overview