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Tags in Production Dashboards

In this article, you will learn how to view your Custom Dashboards under different tags and how to create/edit their tags.What are tags?Tags are used to categorize your Production Dashboards into different collections. They cannot be applied to any Standard Production dashboard while multiple tags c

marketing

Production Dashboard

Knowledge Base Article

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Advanced Functionalities

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X Ads Reporting Dimensions

Leverage this detailed list of all X dimensions available in Sprinklr's Ads Reporting to gain more insight into your X Ads. Given below is a list of all X dimensions, along with their descriptions.Dimension NameSprinklr Dimension NameDimension DescriptionDateDateBreakdown of Data by Date.DayDay

26.1

marketing

Updated Article

Sprinklr Marketing

Knowledge Base Article

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Dimensions

RS
Prerequisites for Salesforce Integration

Ensure that the following prerequisites are in place before you start with the integration.Sprinklr RequirementsSprinklr Service Care must be enabled and configured.Salesforce Webhooks must be configured within Sprinklr.A Sprinklr Global Admin user is required for authentication and authorization.Sa

marketing

Insights

social

Service

Knowledge Base Article

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Prerequisites

RS
Indicator Configuration

The Indicator Configuration feature in Screen Recording allows businesses to control whether agents are shown a visual indicator when their screen is being recorded, helping maintain transparency by informing agents that recording is active. While this indicator is typically enabled to ensure clarit

Knowledge Base Article

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Screen Recording

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How to use Google Analytics for Realtime Ads Reporting

What is a real-time report?​Real-time reporting refers to the feature that allows you to view and analyse website or app data as it occurs in real-time. It provides immediate insights into user activities, interactions, and events on your website or app, enabling you to monitor and respond to user b

marketing

Knowledge Base Article

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Reporting & Analytics

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Dependency Types

OverviewTask Dependencies allow you to better visualize and manage interconnected and interdependent Tasks. In complex projects with multiple moving parts, it's common to have Tasks that are dependent on each other such that one Task cannot be started or ended while other Tasks are still in pro

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_AUTOMATIONS_2

PM_TASK_SHEET_VIEW_2

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Knowledge Base Article

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Dependencies

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Moving a Project Under Another Project

Overview In Project Management, you can move an existing Project or Sub-project under another Project from the same portfolio. A Project being moved will essentially become a Sub Project but retain its properties and contents, including tasks, Sub-projects, automations, activity log, collaborators a

PM_PORTFOLIOS_2

marketing

PM_PROJECT_SHEET_VIEW_2

Knowledge Base Article

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Manage Projects

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Add/Remove Collaborators to Portfolio

In Project Management, you can share a portfolio with your team for collaboration, inviting cross-functional teams to work on projects that are a part of the portfolio. PermissionsYou need to be admin or owner of the portfolio to add or remove collaborators to your portfolio. Where can you add

marketing

PM_TASK_TIMELINE_VIEW

PM_TASK_SHEET_VIEW

PM_TASK_KANBAN_VIEW

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Knowledge Base Article

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Sharing and Access

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How to control the visibility of parent posts in conversation?

This feature can be hidden on environment level . If you do not want to see the parent posts of the messages in conversation you can reach to your success manager.

Service

Knowledge Base Article

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Troubleshoot & FAQs

RS
Create a WhatsApp HSM Template for Inbound Voice Calling

Customers have two options to initiate a voice call. They can either click the Call button located at the top right corner of their WhatsApp screen or click the Call CTA button provided within the HSM template sent by the brand.​​To Create an HSM Template with a WhatsApp Voice Call CTA ButtonCreate

Knowledge Base Article

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WhatsApp Voice Calling

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Campaign Monitoring

Proactively reach out to prospects and customers by running omnichannel outbound voice campaigns that contact lists of leads in accordance with different strategies, thus helping businesses streamline their sales processes, improve customer relationships, and drive revenue growth.The goal of voice c

Service

Knowledge Base Article

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Campaign Monitoring

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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

Service

Knowledge Base Article

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Getting Started with Quality Management

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Gainsight Community - Account Addition

We are introducing an integration with Gainsight Community, a community management platform similar to Lithium/Khoros that enables peer-to-peer engagement. It brings customers, users, and product teams together in a collaborative, self-service environment for Q&A, idea sharing, product updates,

social

Sprinklr Social

Channels - SES

New Article

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Knowledge Base Article

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Account Addition - Gainsight Community

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Asset macros

Using macro, you can take an action or a set of actions on entities which help to automate tasks & reduce manual efforts. You can apply Asset macros on assets to take multiple actions on an asset the same way you can with other entity types. This article helps you with the steps to apply multip

social

Apply actions using asset macros

Apply macros on assets

Asset macros

Knowledge Base Article

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Asset classes with macros

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Project Files Tab

The "Project Files" tab is the go-to place for all project-level and task-level files. It can be found in the bar at the top of the task sheet view, among all the other project tabs. ​  How do we add files to the project and tasks?  Task Files: These are attachments added direct

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

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Knowledge Base Article

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Project Tabs

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Snapchat Pixel Eligibility and Conversion Windows

Snapchat has introduced an eligibility check for the usage of tracking pixels and conversion windows based on the selected app and optimization goals. This eligibility check is implemented to ensure your ads are not disrupted due to the selection of an optimization goal or conversion window that is

marketing

Knowledge Base Article

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Compose Snapchat Ads

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Sources FAQs

Below are some of the frequently asked questions about Sources in Location Insights –What is meant by sources in Location Insights?The review websites, news, blogs, owned accounts, and listening data from which we get client specific data into Sprinklr to run AI models on, are known as sources.How i

Insights

Knowledge Base Article

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FAQs

RS
Agent Schedule Management on Sprinklr Mobile Application

Agents can view their schedules using the Sprinklr mobile application, where the schedule screen serves as the primary landing page after login. The experience is very similar to the standard browser version of Sprinklr, ensuring consistency across platforms. From this screen, agents can check their

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Sprinklr Service

New Article

Service

Knowledge Base Article

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Agent Schedule Management

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How to create an engagement column for Trustpilot?

Know more about Trustpilot in Sprinklr!Sprinklr supports a number of engagement and reporting capabilities for Trustpilot after you link your Trustpilot account through Sprinklr. You can engage and respond to service ratings and reviews on Trustpilot in real-time. Trustpilot only shows one reply per

trustpilot

reviews

channels

social

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Knowledge Base Article

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Trustpilot

RS
Sharing Settings in Data Connectors

The upgraded sharing settings for Data Connectors in Sprinklr allow adminstrators to control who can access and who can view or edit data connectors and segments. You can now manage the visibility of data connectors and segments more effectively, ensuring better alignment with specific access needs.

Service

Knowledge Base Article

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Sharing Settings in Data Connectors

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