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Accessing Project Management

OverviewProject Management allows you to manage and collaborate on your projects and campaigns more efficiently. You can group your Projects together under Portfolios, create Sub-Projects, Tasks, and Sub-Tasks, add collaborators, and view analytics and insights for each of your Projects. Navigating

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marketing

Knowledge Base Article

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Platform Basics

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WeChat - Engage with Messages

Sprinklr supports a number of engagement and reporting capabilities for WeChat after you link your WeChat account through Sprinklr. You can engage in and respond to Brand Posts and Conversations on WeChat in real time.Here's a walkthrough for creating WeChat columns in the Engagement Dashboards

Service

Knowledge Base Article

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Engage with Customers on WeChat

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Deploy End to End Email Marketing, SMS and WhatsApp Journeys

In this article, you will learn how to create customer journeys for the Email Marketing, SMS, and WhatsApp channels using Journey Facilitator along with the end to end overview of the steps required to set up your Journey. Follow these steps to create, deploy and analyze your journeys in Sprinklr.Jo

marketing

Journey Facilitator

Knowledge Base Article

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Create and Deploy Journeys

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Add a KakaoTalk Account via Infobip

Sprinklr provides an enhanced KakaoTalk integration through Infobip, supporting both SangdamTalk (KakaoTalk’s two‑way conversational channel) and the Brand Messages API (for marketing campaigns). This unified setup enables brands to manage customer conversations and execute marketing initiatives sea

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Knowledge Base Article

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KakaoTalk Account Addition

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Permissions related to publishing

To make sure that the new Users in your Sprinklr environment are set up with the appropriate access and capabilities to create and view messages within the Publisher, you may want to ensure that their roles are granted the right permissions. This article covers details about role-based Publishi

experience:space

Publishing - SES

article:howto

Publishing Permissions

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Knowledge Base Article

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Know More

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Campaign - Content Strategy Tab

About the Content Strategy TabYou can view the Content Strategy associated with the Campaign, from the Campaign details window.The Content Strategy tab of a Campaign compiles and organizes the Messages and Assets that make up a campaign’s content strategy in one comprehensive overview. Here, you can

campaign management

marketing

Content Strategy Tab

Knowledge Base Article

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Introduction

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Opt-out of WhatsApp Messages in Sprinklr through Journey Facilitator

Sprinklr allows your customers to opt out of WhatsApp Messages in case they want to unsubscribe. You can remove the user’s profile permanently from the profile list and the user will not receive any future messages. This enables you to manage opt-out requests from your customers.Before You BeginYou

marketing

Unsubscribe WhatsApp Messages through Journey Facilitator

Opt-Out of WhatsApp Messages

WhatsApp Messages

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Opt-Out of WhatsApp Messages

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Components of Execute Action Node

The Execute Action Node is a powerful and versatile tool that drives automation within guided workflows, enabling seamless task execution and process optimization. By automating key actions, it eliminates manual intervention, reduces errors, and accelerates operational efficiency.One of its standout

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Guided Workflow Canvas

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Guided Workflow Screen Components - Text Area

OverviewA text area is a user interface element used for inputting large amounts of text. Unlike a single-line text input field, a text area supports multi-line input, making it ideal for longer entries like comments, messages, or descriptions. ​Key CharacteristicsMulti-line Input: A text area

Sprinklr Service

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Updated Article

Knowledge Base Article

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Guided Workflow Canvas

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Actions with Autofill rules

Create Autofill Rules to pre-populate content in the publisher window based on the set conditions and is best used to apply properties as soon as a user opts to create a message. Autofill rules are applied to outbound messages, but unlike Outbound Rules which apply when a message is sent for pu

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Autofill rules

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Project Analytics

OverviewProject Analytics provide detailed insights into your Tasks at the Project level. You can use this feature to gain insights into task distribution across users and teams, analyze Project progress and identify trends affecting task progress. Managers can use Analytics to keep a bird’s eye vie

marketing

Knowledge Base Article

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Project Level Analytics

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Automate Subfolder Tagging for Incoming Emails

Effortlessly enhance your email management with the automatic tagging of incoming emails within subfolders. As each email arrives, the corresponding account-level custom field will be applied in Sprinklr, providing you with a clear indication of the subfolder to which the email belongs.This organize

Service

Knowledge Base Article

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Subfolder Tagging

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Overview of Social Channel Capabilities in Advocacy

In this article, we will cover the type of media available for sharing on different social channels that are present in Advocacy.Advocacy Site SharingThe following capabilities are supported for Advocates to be able to connect their social media accounts and share with their followers.FunctionalityA

Advocacy - SES

social

advocacy capabilities

advocacy limitations

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Content Sharing

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Paid Initiative

Supported ObjectivesEnumLabelOUTCOME_AWARENESSFacebook AwarenessOUTCOME_ENGAGEMENTFacebook EngagementOUTCOME_LEADSFacebook LeadsOUTCOME_SALESFacebook SalesOUTCOME_TRAFFICFacebook TrafficOUTCOME_APP_PROMOTIONFacebook App PromotionMARKETING_MESSAGESMarketing MessagesSupported CategoriesEnumLabelHOUSIN

marketing

Knowledge Base Article

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Facebook

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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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Production Dashboard Actions

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Create Intent from Another Application

Before you start, See Create Intents from ScratchTo Add IntentsClick Intent Models under AI Tools in Conversational AI Application​Click the desired model and then click on the dropdown menu beside the Add Intent button in the top right corner.Next, Click on Another Application .Select the Applicati

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Set Up NLU Based Intents

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Executing Guided Workflows via Rules

Configure the Rule for Triggering Create a case update rule to trigger the guided workflow.Set the triggering conditions as you would for any rule configuration.Under the rule’s action, select Trigger Process within the Universal Case category.Choose the specific guided workflow to trigger under Tri

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Initiating a Guided Workflow

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Validate an existing model training project for Text Classifier

In this article, we will guide you through the process of validating an existing model for Sprinklr's Text Classifier. Sprinklr's Text Classifier can categorize messages that match a specific query or come from a particular account without the need for any rules or keyword lists. With Text

Insights

Text Classifiier

ai studio

Validate Existing Model for Text Classifier

Knowledge Base Article

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Create a Existing Model Validation for Text Classifier in AI Studio

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Create an Authentication HSM Template

To create an Authentication HSM template follow the below steps:Create an HSM Template and choose the Category as Authentication.Under Message Details, select the Code Custom Field as a custom field to dynamically customize the code based on the chosen field.Enable Masking to conceal the code from S

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Knowledge Base Article

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HSM - Authentication Templates

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Export Accounts

This article guides you on the steps to take export of your accounts. Accounts export can give a quick overview of all the accounts and their details. With this export, you can also perform quick analysis on specific fields for your accounts using Excel tools. StepsClick the New Tab icon. Under Plat

social

Knowledge Base Article

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Manage Accounts