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Apply Compliance Policy for a Case

After creating a compliance policy, you need to apply it to your cases. This can be done through the following steps:For Outbound Calls:Select the compliance policy you want to apply to all calls dialed from that specific dialer.For Inbound Calls:Select the compliance policy you want to apply to all

Knowledge Base Article

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Compliance Manager

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OpenID Connect SSO

What is SSO?Single Sign-On capability provides the end users an easier way to login compared to the email/password login method. Users can log in to the Sprinklr platform via their company’s enterprise login only, with just a click. For example, for a user, who is logged into their brand’s employee

Knowledge Base Article

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SSO

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Callback Retries

When a customer and an agent are not connected after the callback has been dialed out due to an array of reasons ranging from customer being busy again, customer rejecting the calls, bad response from the Telephony provider and so on, callback retries come into the picture. ​For handling the aforeme

Knowledge Base Article

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Callback Use Cases

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Single Shot Dynamic Workflow

Single Shot Dynamic Workflows are built to provide a one-time response before automatically ending the conversation. This approach keeps interactions brief and to the point, making it well-suited for scenarios where a single, dynamic output fully meets the user's needs.Note: This feature has been d

Knowledge Base Article

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Dynamic Workflow

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Overview

Apps on the home screen of your LiveChat application allow customers to find useful information quickly - without having to create a case and interact with an agent.​Note: You have the flexibility to manage these apps' visibility based on user types, such as country or page URL. Additionally, y

Knowledge Base Article

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Self Serve Apps

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Actions with pre publishing rules

In this article we will cover the various actions in Pre-publishing rules.Pre Publishing Rule ActionsConditionsDescriptions Change properties of Post Set the action based on the following Post attributes:  TagPartner custom propertyClient custom propertyC

Knowledge Base Article

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Pre publishing rules

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Create a Column For Instagram Dark Post

This article tells you how to create an Engagement Column containing dark posts of an Instagram Account. Dark Posts are specifically targeted posts. These posts don't appear on your timeline as organic and boosted posts do but appear as sponsored content on the users' feeds you are specifi

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Create an Instagram Column in Engagement Dashboard

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Sprinklr Marketing: 20.7 Release Notes

Sprinklr Marketing unifies and enhances marketing efforts across channels. It centralizes content creation, campaign management, and performance analytics for both organic and paid campaigns. This release introduces new capabilities designed to enhance customer experiences across all touchpoints.

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20.7 Release (5th July '25 Onwards)

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Activate Instagram Sharing in Advocacy

Starting with release 19.11.1, from 2nd December 2024, advocates will no longer be able to connect their personal Instagram profiles to the advocacy site. Due to a recent change from Meta, we are discontinuing the ability to connect and reauthorize Instagram personal profiles within Sprinklr Advocac

Advocacy - SES

Social - SES

Knowledge Base Article

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Content Administration

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Getting Started for Supervisors

As a Supervisor, your role is vital in ensuring the smooth operation and management of the workforce. This guide provides an overview of the key tasks you'll be managing.Agent PreferencesThe Agent Preference feature allows supervisors to define preference windows, apply constraints, and enable

Knowledge Base Article

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Getting Started for Supervisors

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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

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PM_TASK_SHEET_VIEW_2

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Knowledge Base Article

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Dependencies

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About Link in Bio in Distributed(Admin)

Sprinklr Link in Bio feature enables brands to create and manage an immersive micro-site, providing people with an opportunity to explore the best products the brand has to offer. It allows marketing channels to introduce users to their next great discovery, and provides a powerful call-to-action (C

Link in Bio in Distributed

About Link in Bio in Distributed

Link in Bio

Social - SES

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Knowledge Base Article

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Engagement (Distributed Admin)

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Rich Text Messages on Sprinklr Live Chat

You have the capability to send visually appealing messages to your customers on Sprinklr Live Chat. This feature enables you to engage with your audience more effectively by incorporating rich text elements with your message, enhancing the overall customer experience and interaction quality.Enablem

Knowledge Base Article

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Rich Text Messages

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Difference between end call and Hangup node

Hang Up  ​This node ends the call for caller, but IVR is still ongoing and actions like sending surveys, email etc can be executed after hangup node. In case if IVR is used for Conference, then using hang-up node will end the conference call with IVR, while agent and caller remain on call.   End Con

Knowledge Base Article

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How to Setup Business Logic

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Using Appointment Nodes in Dialogue Tree

Now that you have set up slots for agent availability and linked them to an Appointment booking template, you need a way to publish it to the end user and actually set up the appointment based on the selected date and time.​Following are the appointment booking-related nodes and steps used in Dialog

Knowledge Base Article

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Configuration Steps

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Owned Channel Reporting Value Realization

UseOpportunityValueCreate relevant tags for your brand, product, etc.Get granular reporting for all posts created around a specific product or initiative.Understand how much engagement a specific product garners or how many clicks through to a specific site/shop were generated.Create custom metrics

Reporting - SES

Social - SES

Knowledge Base Article

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Advanced Features

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Sprinklr Insights: 19.11.1 Capabilities and Enhancements

Sprinklr Insights' latest 19.11.1 Patch release introduces a range of exciting new capabilities to empower your business to create more meaningful customer experiences across all touchpoints. Here are the key features included in Sprinklr Insights' latest release:Sprinklr InsightsSprinklr

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19.11.1 Patch (Dec 3-18, '24)

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Drilldown to Queue Pending and In-progress Cases

Unified Routing provides the capability to supervisors to view details of specific queues which helps in analysing how cases are assigning to the agents. To view queue details, Click on three dots beside any work queue name and click View Details. This will open a third pane on the right with differ

Knowledge Base Article

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Queue monitoring

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Guided Workflow Screen Components - Radio Group

Overview Radio buttons are an effective input tool that enables customers to quickly and easily select a single option from a predefined set. They are particularly useful for simplifying decision-making and streamlining workflows.Key features of radio buttons include:Option Input: You can add option

Knowledge Base Article

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Guided Workflow Canvas

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Guided Workflow Screen Components - URL

OverviewThis is an extension of the text input. It also has a pattern for validation of the URL and a placeholder to show the end user the expected format of the URL.Various Fields in URL InputVarious Fields in URL ComponentAPI Name: The API Name is a unique identifier used to reference a particular

Knowledge Base Article

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Guided Workflow Canvas