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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 - SES

Knowledge Base Article

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Log into the Advocacy Site

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Assign task to a Specific User

Tasks can be assigned to only a single user. Organizations have various ways to define their assignee for these tasks. Some brands have a predefined user for these tasks. Others select the user on the go. Also, a few brands even let an external person interact with workflow tasks. In this article, y

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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Create an Address Template for WhatsApp Business

Businesses based in Singapore, catering to Singapore customers, and those based in India, serving Indian customers, can leverage the address message templates on WhatsApp. The template contains a call-to-action (CTA) button that prompts the users to interact with the message, providing a convenient

Knowledge Base Article

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Address Templates

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Credential List

A Credential List in Sprinklr VoiceConnect stores authentication details (username and password) that can be used to validate SIP requests or authenticate with a carrier. This is especially useful when your SIP trunk or provider requires credential-based authentication in addition to, or instead of,

Sprinklr Service

New Article

20.10

Knowledge Base Article

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Credential List

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Manage Master Schedule

The Master Schedule View provides a comprehensive overview of all agents' schedules. This holistic view facilitates tracking traded shifts, days off, and activities. Administrators and Workforce Managers can access the Master Schedule to view ​shifts and days off.Navigate to Master ScheduleFollow th

Sprinklr Service

20.7.1

20.10

Updated Article

Knowledge Base Article

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Master Schedule

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View and Manage Published Messages (Sprinklr Distributed)

Keeping the published messages organized can be difficult, especially when managing content across multiple channels and accounts. With the help of the Outbox in Sprinklr Distributed and Editorial Calendar, users can see a comprehensive view of all the sent, scheduled, and drafted messages. To

Social - SES

DST - SES

Knowledge Base Article

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Engagement (Distributed User)

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Product Recommendation Node

OverviewProduct Recommendation node is used to provide personalized suggestions or recommendations to users based on their preferences or needs. The Product Recommendation node enhances the user experience by assisting customers in finding suitable products or services, increasing engagement and imp

Knowledge Base Article

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Nodes in a Dialogue Tree

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Sprinklr Integration with Jira

The Sprinklr and Jira integration enhances collaboration between customer-facing and development teams by streamlining ticket creation and resolution processes. This connector bridges the gap between customer interactions and issue tracking, enabling more efficient workflows and improved customer se

Knowledge Base Article

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Overview

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Create Automated Approval Workflows

OverviewYou can create Automations to manage Approvals for your task and maintain a smooth workflow. You can specify individual users as Approvers or automatically select Approvers from a column. Approvers receive platform and email notifications and can approve or reject Tasks from the notification

Knowledge Base Article

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Task Sheet Advanced Use Cases

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How to Add Multiple Images in Dynamic Product Ads

Add multiple images in Dynamic Product Ads to showcase your products and attract more customers by providing them with more choices to browse through.Product images in Dynamic Product Ads are important to showcase your products and help people recognize them in your ads on Facebook and Instagra

Knowledge Base Article

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How to add multiple images in Dynamic Product Ads

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Queue Health Report

Queue Summary Here Supervisors can view overall summary of different queues in which the cases/calls are assigned. ​Work Queue vs Maximum Response TimeThis shows the maximum response time, i.e., the time taken by an agent to respond to a customer's query in a case. Case Wait time in Queue This

Knowledge Base Article

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Queue Health Reports

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Define Custom Interval within a reporting dashboard

Your organization may want to start a month or a week with a different date or day, respectively, contrary to the standard calendar. For example, starting a month from the 4th day of a standard calendar month until the 3rd day of the immediate next month, or starting a week from Wednesday until Tues

Custom Interval

Knowledge Base Article

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Manage Dashboards (3-dots Options)

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Youtube Account Insights

You can leverage Youtube insights to learn more about overall trends across your followers and understand how your content is performing with your audience. You can also view insights for specific posts, stories, and videos that you've created to see how each one performed and how people engage

Knowledge Base Article

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Report on YouTube activities

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Twitter Media Guidelines

When uploading media content and publishing through Sprinklr, there are channel-specific requirements and recommendations to consider. Below, you will find the optimal specifications for images and videos supported in Twitter. Twitter Media GuidelinesEntitiesImage GuidelinesVideo GuidelinesFormatJPG

Knowledge Base Article

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Media Guidelines

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Download an asset

With the ability to download an asset, you can save assets from your Social Asset Manager directly to your device for review or update. You can even download them in bulk from the asset manager. This article helps with the steps to download single and multiple assets in bulk. Steps to download an as

DAM - SES

Download an Asset

Asset Download

Social - SES

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Knowledge Base Article

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Manage assets

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Global Navigation Menu

OverviewThe Global Navigation Menu provides a convenient way to switch between Portfolios and Projects without having to visit the Portfolio screen every time. The menu can be accessed from anywhere within the Project Management Persona and shows all the Portfolios and Projects created by or shared

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PM_PORTFOLIOS_2

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

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Knowledge Base Article

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Basic Functionalities

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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

Content Strategy Tab

Knowledge Base Article

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Introduction

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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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How to Enable or Disable a Custom Field

Click the New Tab icon and go to All Settings. Under Manage Workspace, click on Custom Fields.On the Custom Fields window, under the Status column, slide the toggle icon to enable/disable the custom field. ​

Knowledge Base Article

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Create & Manage

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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.

Knowledge Base Article

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Sharing Settings in Data Connectors