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Reporting on Smart Responses

How you can leverage Smart Response reporting to understand the usage of smart responses by agents.​You can view reports on Smart Responses predicted and used by the agents by creating widgets using Smart Response Dimensions and Metrics.To know more about the dimensions and metrics of the Smart Resp

Knowledge Base Article

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Module Wise Use Cases

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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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Workload Performance Report

The WFM Workload Performance Report under the Social Analytics Data Source delivers comprehensive insights into Work Type performance metrics, enabling more informed decision-making and operational analysis. Key metrics covered in this Report include forecasted versus actual volume and abandoned cal

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Sprinklr Service

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Service

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Knowledge Base Article

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Other WFM Reports

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Create WhatsApp DM asset to be used in Journeys

In this article, you will learn how to create WhatsApp DM assets to be used in Journeys.Create a WhatsApp DM template in DAMClick on the New Tab icon. Under the Sprinklr Marketing tab select the Marketing section, click on Digital Asset Management within Plan.Click Create Asset in the top right corn

marketing

Journey Facilitator

Knowledge Base Article

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Create Assets for Journeys

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Create a Column for Facebook Replies

You can reply to a comment on your brand post or reply to a comment where a fan has mentioned your brand and view all the replies using the engagement columns. Here we list out the steps on how to create such columns.StepsClick the New Tab icon in Sprinklr. Under the Sprinklr Social tab, click Engag

Service

Knowledge Base Article

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Engaging on Facebook

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How to Create a Google Analytics 4 WebAnalytics Profile

Note: 1.For Google Analytics 4, Web analytics setup would be similar to that of Google Analytics. 2.Existing Google Analytics would work for Google Analytics 4 as well.​You can create a new Google Analytics Profile in Sprinklr Web Analytics.​1. Click the New Tab icon. Under Governance Console, click

marketing

Knowledge Base Article

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Setting Up Google Analytics 4

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Measure Message/Case Processing Time in Care Console

How case processing time helps you analyze the total time consumed by agents to handle every message/case and empowers you to develop better care workflows.​ Tracking the time that your team spends on customer care issues is critical in improving your brand's care strategy. Understanding how long ca

Service

Knowledge Base Article

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Case Processing Time in Agent Desktop

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Copy Paste Troubleshooting

If you're having issues with copy and paste in Task Sheet View, it might be due to the reasons listed in this table. Ensure you're not making these common errors while copy-pasting. IssueReasonBlank cells after using copy-pasteWhen copy-pasting values from one column to another, ensure tha

marketing

Knowledge Base Article

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Task Sheet Advanced Use Cases

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Connect External SOAP API with Sprinklr

Sprinklr enables you to configure external SOAP APIs directly within its platform, removing the need for custom development. The External API module provides the flexibility to switch between SOAP and REST API protocols.This guide will walk you through the process of connecting a SOAP External API i

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Sprinklr Integrations

Updated Article

Knowledge Base Article

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Configure an Extension in Sprinklr

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Link related cases in Care Console

Agents can manually link related cases and view all of them in a single widget, using the Link Case widget. For instance, if your agent wishes to view similar cases created by customers on different channels, they can link it together and visualise it under the Link Case Widget.Note: Only visual lin

Service

Knowledge Base Article

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Link related cases in Care Console

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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

Service

Knowledge Base Article

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Set Up NLU Based Intents

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Best Practices for Configuring an API in Conversational AI

Sprinklr's Conversational AI can seamlessly integrate with APIs, enabling real-time retrieval of information during conversations and assisting customers in resolving their queries.Prerequisites for Incorporating an API into Conversational AIA detailed description of the API inputs and outputsA

Service

Knowledge Base Article

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Configure an API in Conversation AI

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Advocacy SFTP Setup Guide

This article outlines the end-to-end process for setting up SFTP-based user sync on Advocacy.Steps to Set Up SFTP-based User Sync1. Server Hosting and SetupThe first decision is where the SFTP server will be hosted. The server can either be provisioned by Sprinklr or hosted on the client's end,

Advocacy - SES

Sprinklr Social

Social - SES

26.7

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Knowledge Base Article

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User Management

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Approve/Reject Users in Advocacy

In Sprinklr advocacy site after a user fills in the screener question, his status changes to pending and the admin gets a request to either approve the user or reject it.  Advocates that are already a part of the Advocacy community are the Approved users.  Approved users can be given access to the w

Advocacy - SES

social

Sprinklr Social

Social - SES

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Knowledge Base Article

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User Management

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Social Login from the Advocacy Site

Sprinklr Advocacy supports a variety of public authentication providers: LinkedIn, Facebook, Instagram, TikTok and Twitter. Steps to Login Using SocialThe Advocate enters the Sprinklr Advocacy Site link and selects the desired social channel icon with which they want to log into the platform. ​After

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Log into the Advocacy Site

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Email ID and Password Login to Advocacy

The advocacy platform administrators can enable users to access the platform by allowing them to sign up and log into the advocacy platform with email and password. This new login method offers the added security feature of two-factor authentication and supports the use of reCAPTCHA, which effective

Advocacy

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Log into the Advocacy Site

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Copy Properties from Draft to Asset

Create a Draft rule to automatically copy properties from the Draft message onto the Media Asset. This way users do not have to manually update the properties of assets and can automate this entire process by setting up the following rule. Once the rule is enabled, all the tasks satisfying the condi

marketing

Rule Engine

Autofill Rule

Knowledge Base Article

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Draft Rules

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Set Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Campaigns by selecting the created user groups based on some predefined criteria.Example use case shown below: If the owner of the campaign is “Agency 1” then the visibility of the campaign is set to “Agency 1” User Group and the “Blueprint” workspac

marketing

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Some Common Layouts

Depending on the ask, we can configure the Care Console layout into a 2-pane or a 3-pane layout which essentially means that there will be 2 columns for 2-pane layout i.e one column of the conversation Widget and another column of other widgets. Similarly, 3-pane layout gives 1 column to the convers

Service

Knowledge Base Article

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Some Common Layouts

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Set Task Queues automatically

Create a task rule to set task queues automatically based on certain criteria. This way you can automate the process of setting task queues in bulk based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the tasks satisfying the condi

marketing

Task

Task Rule

Rule Engine

Knowledge Base Article

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Task Rules