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URL Shortener Permissions

To make sure that new users in your Sprinklr environment are set up with the appropriate access and capabilities to access and view content within URL Shorteners, you'll want to ensure that their role is granted the right permissions. This article covers Role-based URL Shorteners permissions. &

experience:space

article:howto

product:engagement

URL Shortener Permissions

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Knowledge Base Article

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URL Shorteners

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Guided Workflow Screen Components - Rating

OverviewThe rating feature enables you to provide feedback or evaluate a product, service, or experience using a scale of values, often represented by stars. This intuitive tool is versatile and can be seamlessly integrated into guided workflows to achieve various objectives.Use Cases of the Rating

Service

Knowledge Base Article

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Guided Workflow Canvas

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How to Use Campaign Monitoring ?

Use Cases Create personalized voice campaigns that are tailored to the needs and segments of their customers based on factors such as past purchase history, website browsing behavior, demographic data, and more.  Live monitor and manage campaigns Collaborate with agents to increase call connectivity

Service

Knowledge Base Article

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Campaign Monitoring

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FAQ Tool in AI Agent

The FAQ Tool enables your AI Agent to access and deliver answers from training content using Retrieval-Augmented Generation (RAG). This tool is designed to provide accurate, contextual responses to user questions by retrieving relevant knowledge and adapting it into a usable reply.Steps to Configure

Sprinklr Service

New Article

20.10

Knowledge Base Article

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Core Tools

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Locking & Unlocking of Users

Locking mechanism is important to ensure security for your users. Once locked, a user can be unlocked by either the admins, or via Sprinklr support. This article details out the locking and unlocking via the workspace/global admins.How can a user get Locked?When a user attempts to log in multiple ti

social

Knowledge Base Article

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Getting started

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Manager Permissions for Export Link

The Export Link permissions will allow users to download/access files from export links. Currently, if you have access to any module on the platform, you can download files from links in emails, notifications, etc. After enabling this feature, users will need an Export Link permission to download fi

Permissions for Export Link

Knowledge Base Article

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Security

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Add a Haptik Account

Haptik is an Intelligent Virtual Assistant solution that enhances customer experience and drives ROI for different brands. By adding your Haptik account directly into the platform, you can extend your brand's audience and engage with even more users from a single, unified platform. Once Haptik

experience:space

article:howto

Haptik Account

Haptik Client Name

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Knowledge Base Article

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Haptik

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Target Ads by user location

You can target Ads by physical location:Everyone in this location - People whose home or most recent location is within the selected area.People who live in this location - People whose home is within the selected area.People recently in this location - People whose most recent location is within th

Insights

social

Service

Knowledge Base Article

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Google Analytics

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Haptik Capabilities and Limitations

In this article, you can find details about the capabilities and limitations of Haptik within the Sprinklr platform.Haptik Capabilities and LimitationsFunctionality Sprinklr Supported EngagementView all ConversationYesReply to a MessageYesReply with a Text MessageYesReply with an Image MessageYesDel

experience:space

Insights

article:howto

social

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Knowledge Base Article

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Haptik

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Configure a Rule to Assign Cases Based on Predicted CSAT Rating

If the Predicted CSAT score of a message sent by a fan falls below the expectations of your brand, you can configure a rule in the Rule Engine to automatically assign that case to an experienced agent or a different set of user groups. By doing so, you can ensure that these cases are handled by agen

Service

Knowledge Base Article

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CSAT Prediction

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Macro Actions

How Macro Actions help you save the unnecessary number of clicks to supercharge the productivity of your agents.Macros execute multiple actions on an asset in Sprinklr, allowing you to make complex updates in just a single click. It can be applied to various assets and can be configured with a numbe

manual inputs

article:howto

macro actions

stage:final

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Knowledge Base Article

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Macros

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How to Build Dynamic Video Templates from Scratch

Sprinklr's video editing tool empowers users to craft bespoke video templates from ground up, facilitating the generation of singular or bulk assets. These assets seamlessly integrate into automated campaigns, facilitating direct utilization of these creatives within advertisements.​The Template Bui

marketing

Knowledge Base Article

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Video Templates - Part 1 (How to create a video template)

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View Reporting on Content Tones

Your outbound content will now be classified into different tones based on AI. With the help of our AI model, you can analyze the performance of your content categorized by these tones. This is done by creating a widget in the Reporting Dashboard. Our AI model will label outbound messages with prede

marketing

Reporting

Knowledge Base Article

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View Reporting on Entities

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Market Analytics

Market Analytics dashboard focuses on metrics such as Types of engagement by time and day, Types of engagement by channels, fan keywords, and Brand activity keywords. These metrics can be used to perform market analysis for various brands.You can access this dashboard by:Clicking the New Tab icon. U

marketing

Reporting

Knowledge Base Article

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Standard Marketing Reporting Dashboards

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Customizable Styling Builder

Guided Workflows can be embedded within various customer-facing/external systems, such as a brand's website, mobile app, community, or knowledge bases, to empower customers in resolving queries and completing tasks on their own.You can go a step further by personalizing various design elements

Service

Knowledge Base Article

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Customizable Styling

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What is a Customer-Facing/External Guided Workflow?

OverviewA Customer-facing/External Guided Workflow is an interactive, step-by-step interface that empowers customers to independently address their queries. It can be seamlessly integrated into client websites, Sprinklr communities, or knowledge base articles. These workflows offer a wide range of f

Service

Knowledge Base Article

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What is a Customer-Facing Guided Workflow?

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Identify Messages Originating from Facebook Messenger in Rule Engine

Rule Engine supports identifying the source of message coming from Facebook Messenger chat plugin embedded on your website, Facebook mobile, or native Facebook channel. You can create a condition based on source of a message and then configure an action based on that condition. So messages can be ea

Service

Knowledge Base Article

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Facebook Messenger Overview

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Task Assignee Governance

Users have the ability to define Assignee Restrictions while creating tasks, restricting control over who the task can be reassigned to. Assignees can be listed according to specific requirements, whether by User / User Groups, User Defined in Custom Field(s), or Task Queue(s). How does it work?  Na

marketing

Knowledge Base Article

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Tasks

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Create a Service Task in a Workflow

Service Tasks initiate automated tasks while User Tasks assign tasks to users, user groups, or task queues to be completed. In this guide, we will go over how to create Service Tasks within a Workflow.To Create a Service TaskWhen you are in the Workflow Engine editor, click the Addition icon and sel

marketing

Workflow Components

Workflow Engine

Knowledge Base Article

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Task Actions

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Task Third Pane - Properties

When you open a Task in the third pane, you can access in-depth information about the task including the task’s properties and the entities it is currently associated with. To Navigate to Task Third PaneOpen the My Tasks Dashboard via Production Dashboards. On the Production Dashboards window, hov

marketing

Task

Workflow Engine

Knowledge Base Article

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Tasks