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SH
Run a Guided workflow from Persona Home Page

Agent persona gives the ability to manage all agent work from a single view. Agents can perform and track their daily activities from agent persona. In this article we will discuss how to execute a guided workflow from agent persona.​Run guided workflow from persona home page​Agents can run guided w

Knowledge Base Article

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Setting up Agent Persona

SH
Instagram Channel Updates

April 2025With the release of Graph API v22, receiving usernames of profiles commenting on Instagram ad posts now requires additional account linkages. To access this data, your Instagram account must:Be linked to a Facebook PageHave both the Instagram account and Facebook Page under the same Busine

Knowledge Base Article

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Getting started

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Compare Care Strategy dashboard

How quickly marketers respond to consumer feedback significantly impacts customer perception and loyalty to the brand.90% of brand marketers surveyed said responsiveness and the ability to respond to needs and feedback are critical to a good customer experience. Good customer responsiveness can help

Benchmarking

Knowledge Base Article

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Standard Dashboards in Benchmarking

SH
Automatic Survey IVR

IVR survey is one of the most efficient ways to collect customer feedback for the interaction happening between agent and customer. In this article we will learn how to configure automatic survey IVR which gets triggered just after agent disconnects.​Business Use CaseWhenever the agent-customer conv

Knowledge Base Article

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Setting up Agent Persona

RS
Slack Integration in Advocacy

Sprinklr Advocacy admins can use the capability of amplification to increase the reach and visibility of brand content by leveraging Advocacy integration capabilities with the most popular workplace collaboration Slack Supported IntegrationsBroadcast ImportanceBrands can significantly increase the e

Advocacy - SES

Social - SES

Knowledge Base Article

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Integrations

SH
Manage Video Call Case Creation

Creating CaseCreate a rule for routingWhen a customer initiates the video call, the case could be either already beAssigned to an agentUnassigned/Assigned to bot​If the case is assigned to an agent when a video call is initiated, the routing logic should be that the video call should be assigned to

Knowledge Base Article

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Configuration Steps

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How Agent can schedule a Callback

When an agent dials a customer and the customer requests a callback at another time. The flow chart below illustrates the journey for this scenario.​​The detailed journey can be explained as follows:​1. Customer 360 populates for an agent.  ​2. Customer requests a Callback for another date/time.  ​3

Knowledge Base Article

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Callback Use Cases

RS
Discussion Forum (Advocacy)

The 'Discussions' menu option present on the left bar in the advocacy site enables advocates to express their opinions and engage in meaningful conversations with each other on various Threads and Topics curated by Site Administrators on the Advocacy site. ImportanceDiscussion forum encour

Advocacy - SES

Social - SES

Knowledge Base Article

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End Users

SH
What are Announcements?

Announcements help in one-to-many conversations by making it quick and easy. A supervisor sends an update to all the agents with just a few clicks - making the flow of information very smooth and efficient. Along with sending the announcement, supervisors also view status of the announcement which t

Knowledge Base Article

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Announcements

RS
LiveChat not showing up while passing authenticated user details

Check the expected hash for any authenticated user passed inside chat settings.Hover over the Options icon alongside your Live Chat Application and select Validate User Hash.  On the Validate User Hash window, enter User ID, Profile Image URL, First Name, Last Name, Phone Number and Email. Clic

Knowledge Base Article

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Troubleshooting

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Guide to Generating and Testing Regular Expressions

Regular expressions (regex) are powerful tools for pattern matching and text manipulation. This documentation provides a comprehensive guide to generating regex patterns and testing them effectively.Use cases: You can utilize regex in defining conditions for live chat visibility, defining conditiona

Knowledge Base Article

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Troubleshooting

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Send Inline Knowledge Base Article on Live Chat with Bots

OverviewAt Sprinklr, we've introduced the inline KB feature, seamlessly integrating our knowledge base into the live chatbot. It dynamically retrieves and presents updated articles in real-time, eliminating constant chatbot updates. Automatic rendering of fresh documentation ensures users acces

Conversational AI & Bots

Knowledge Base

Knowledge Base Article

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Knowledge Base

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Use Cases of PCI-Compliant Secure Forms

PCI compliance is used in a variety of industries and situations where sensitive payment information is collected stored, or transmitted. Some common use cases includeOnline RetailE-commerce websites must comply with PCI standards in order to accept credit card payments onlineHealthcareHealthcare pr

Knowledge Base Article

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PCI Compliant Secure Forms

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Configuration Steps

In order to enable this feature, please reach out to support at tickets@sprinklr.comClick the New Tab icon . Under the Sprinklr Service tab, select Live Stream Care within Listen.On the Live Stream Events window, click Add Live Stream in the top right corner.On the Create Your Live Stream window, ad

Knowledge Base Article

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Stream Chat

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Reporting

Knowledge BaseYou can also do reporting on article usage from Live Chat KB Widget:Plot article views vs article title (Add “source” filter for the following metrics to distinguish article views in “Smart Assist” & “Live Chat” )Filter article views in the Live Chat KB widget by category

Knowledge Base Article

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Self Serve Apps

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Apply a macro on Engagement Dashboards Messages

Macros allow you to execute complex actions with a single click. In Sprinklr, a macro is a saved configuration of multiple actions that allows you to apply more than one change to a message, a DAM asset, or other entities in Sprinklr, all at once. Below, we will explore how macros can be applied fro

Apply Macro

macro

Engagement - SES

Engagement Dashboard

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Knowledge Base Article

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Apply multiple message actions at once with macros

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Confidential Messages

OverviewIf your marketing campaign includes sensitive content, you might want to restrict access and visibility for such Messages. For example, you may not want confidential or sensitive product information becoming available to people outside the product team, before launch. In such a scenario, you

Knowledge Base Article

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Content Creation

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Customizable View in Campaign Monitoring

What is Campaign Monitoring?The goal of voice campaign monitoring is to improve the ROI (return on investment) of the campaign by identifying areas that need improvement and making adjustments to increase conversions and customer engagement. It is an important aspect of any voice-based sales & s

Knowledge Base Article

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Campaign Monitoring

SH
Dual Axis Multiple Metrics widget

The Dual Axis Multiple Metrics widget, similar to the Dual Axis widget, is a type of graph that displays two or more (up to 4) sets of data on the same plot, with each set of data having its own Y-Axis. This allows you to compare two different types of data that have different units of measurement,

Dual Axis Multiple Metrics Widget

Knowledge Base Article

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Types of Widgets

RS
Set up Web Analytics to Track Link Attribution and Link Clicks

Advocacy Admins can effortlessly monitor website traffic by utilizing Web Analytics, specifically tracking the visitors accessing the website through links embedded in the posts shared by Advocates. Why Web Analytics is Important With Web Analytics, Advocacy Admins can monitor how their post is perf

Advocacy - SES

Social - SES

Knowledge Base Article

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Link Click Tracking

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