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Overview of Data Extracts

Data Extracts are structured datasets that provide raw, event‑level information from different parts of the platform, such as voice interactions, IVR journeys, callbacks, queues, case journeys, macro applications, agent activity and many more. They provide granular, raw event‑level data and metrics

Sprinklr Service

New Article

26.4

Knowledge Base Article

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Overview

RS
Setting Up Quotas

A Quota in survey settings sets a limit on the number of responses allowed from specific respondent profiles based on user-defined conditions. This helps ensure balanced and controlled data collection from targeted groups. For example, if a company wants to collect 500 responses from participants in

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Settings

RS
Drilldown for Customer Feedback Management Analytics

The drilldown capability in Customer Feedback Management Analytics allows you to move from summarized metrics to detailed, response-level or segment-level views. This feature facilitates a contextual exploration of survey data by opening a secondary analysis pane. This pane computes and displays res

Knowledge Base Article

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Building Custom Dashboards Using CFM (Surveys) Data

SH
Clone Macros

OverviewSprinklr now allows existing macros to be cloned. Cloning macros lets you quickly create new macros using the configuration of an existing macro. You can use this feature to create macros that will have similar configurations without having to manually enter individual fields for all macros.

video:no

cloud:core

Insights

social

+9

Knowledge Base Article

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Macros

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Leveraging Macros to Maximize Workflow Efficiency

How Macros help you save the unnecessary number of clicks to supercharge the productivity of your agents.Macros are used to execute multiple actions on an entity with a single click. It allows you to make multiple changes to entities at once, creating efficiencies in your workflows.Macro-level actio

marketing

Insights

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Create Macro

+3

Knowledge Base Article

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Macros

RS
Configuring Microphone Settings

Voice interactions are a critical part of delivering seamless customer support in Sprinklr. As an agent, having a properly configured microphone and audio setup is essential to ensure clear communication with customers and uninterrupted call handling.If you are setting up voice capabilities for the

Knowledge Base Article

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Headphones Integration in Call Controls

RS
Change Sets for AI Agent Configuration Migration and Deployment

Change Sets provide a standardized way to migrate AI Agent configurations between environments. Organizations typically build and validate configurations in lower environments before deploying them to production. By packaging related entities into a single Change Set, administrators can migrate and

Knowledge Base Article

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Deploy

RS
Fields and Relationships - An Overview

Fields define what information is captured for each entity. They represent the attributes of a business entity​, such as name, status, amount, date, priority, or category. ​Entity Studio supports a wide range of field types, enabling users to accurately model both simple and comp

New Article

26.4

Sprinklr Platform

Knowledge Base Article

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Fields and Relationship

SH
Select Account Groups in Engagement Dashboard Columns

Engagement Dashboards provide a customizable display of content from which you can view, engage, respond to, and take action on the content. Engagement Dashboards content is organized into columns. The configuration of engagement columns controls the content that is displayed in a given dashboa

Account Groups in Engagement Dashboard Columns

Engagement - SES

Account Groups in Engagement Columns

social

+2

Knowledge Base Article

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Engagement Dashboard Fundamentals

SH
How to Create Snapchat Custom Audiences

Build custom audiences for Snapchat to target specific set of users

marketing

Knowledge Base Article

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Create Custom Audience

SH
View a Workflow

After creating a Workflow, other users might need to view the workflow without accidentally modifying it. Users can do so by understanding how to access Workflow Engine and view the right workflow as needed.To View a WorkflowClick the New Tab icon. Under Sprinklr Marketing → Marketing tab, click Wor

marketing

Workflow Engine

Deploy Workflow

Knowledge Base Article

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Workflow Actions

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Use Copy Action in Rule Engine

Copy Actions in Rules are intended to copy the property of one entity to another. Using Copy Actions you can ensure tagging continuity across your entire workflow with actions to automatically copy property of one message to all associated messages. For example, Copy Actions can provide your Cu

experience:space

marketing

copy action in Rule Engine to Copy the Properties

Insights

+7

Knowledge Base Article

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Rule Engine

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Change Management in Rule Engine

To minimize the risk of errors or disruptions, it is essential to carefully manage any modifications or additions/deletions made to existing rules in a system through change management. This capability involves identifying the potential impact of the change in one rule on other rules that have simil

marketing

Insights

social

Service

+1

Knowledge Base Article

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Rule Engine

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View and Restore Previous Versions of a Rule

Overview In the Rule Engine, Sprinklr now displays previous versions of saved rules. A rule's previous versions will display the iterations of the rule as it has been updated and saved over time. You can select a past version to see the exact configuration of the at that time. You can also restore

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Insights

restore previous version of a rule

social

+9

Knowledge Base Article

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Rule Engine

RS
Managing Cases in Closed Loop Feedback

Case Management provides a structured approach to tracking, managing, and resolving cases efficiently. It ensures that every customer’s feedback is logged, prioritised and addressed in a timely manner. This centralised interface allows you to view open and escalated cases, update case statuses, and

Insights

Knowledge Base Article

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Managing Cases in Closed Loop Feedback

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Clone a Production Dashboard

In this article, you will learn how to clone a Production Dashbaord.Clone a Production DashboardNavigate to the Production Dashboards.Click on the ellipses in the top right corner of the production dashboard screen.Select Clone Dashboard from the dropdown menu.After filling in the name of the new da

marketing

Manage Production Dashboards

Production Dashboard Actions

Production Dashboard

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Knowledge Base Article

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Production Dashboard Actions

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Send Automated Reminder Notification to Users

Create a task rule to automatically send reminder notification to users before the task is due. This way the task assignees can easily stay on top of tasks and ensure timely completion. Users will need to set up the rule and enable it. Once the rule is enabled, all the tasks satisfying the condition

marketing

Task

Rule Engine

Knowledge Base Article

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Task Notifications

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Assign Tasks to a specific user in bulk

Want to assign multiple tasks to a user at once? This is easily possible with the application and usage of macros. Macro is a feature/tool that allows users to perform multiple actions in bulk with a single click. By defining your macro appropriately and applying it on tasks, users can change the us

marketing

Task

Task Management

Macros

+1

Knowledge Base Article

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Advanced Task

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Create a group of curated users with Global Profile Lists

Use Global Profile Lists to create a group of curated users such as brand advocates based on location and save them as a list.Global Profile Lists allow you to make a curated group of users and save it as a list. Profile lists are available both at the Workspace-level &

experience:space

cloud:core

Insights

release:N-A

+10

Knowledge Base Article

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Profile List

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How to navigate to Request Forms?

Go to Launchpad Select the Sprinklr Marketing tab.Switch to the Marketing section.Under the Plan section, select Request Forms. A list view of the existing request forms on the environment will be displayed. From this screen, you can create new request forms or manage existing ones. ​

marketing

Request Forms

Knowledge Base Article

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Navigating to Request Forms