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View Policy

View Policy in Sprinklr defines which fields should be visible, mandatory, or read-only on the ticket (case) form based on the value of a primary field. This ensures that agents see only the fields relevant to the case they are working on, improving usability and reducing errors.You can define multi

Knowledge Base Article

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Entity Studio

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Surveys

The Survey Widget enables users to create and display surveys within the community page. This widget promotes customer engagement by providing an avenue for users to share their thoughts and opinions. The Survey Widget is user-friendly, enabling brands to configure customized surveys with ease. The

Knowledge Base Article

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Widget Library

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Sprinklr Social: 20.4.1 Release Notes

Sprinklr Social is a powerful platform for scaling social media efforts. It offers tools for publishing, engagement, reporting, and more across multiple channels. This release introduces new capabilities designed to elevate customer experiences at every touchpoint, delivering strong business impact.

Knowledge Base Article

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20.4.1 Patch (11th May '25 Onwards)

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FAQs on Similar Cases

Q1. What are the languages in which Similar Cases work?Ans. Currently, Similar Cases capability is available in the English language only.Q2. Can Similar Cases be enabled for a few users?Ans. Yes, Similar Cases can be enabled for some selected users.Q3. What is the ideal number of cases required to

Knowledge Base Article

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Similar Cases

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Similar Cases in Agent Console/Care Console

View Similar Cases in Third PaneWithin the third pane of the Agent Console and Care Console, agents can quickly refer to the resolved similar cases suggested via AI that match the content and intent of the ongoing conversation between a customer and an agent.Click the Smart Assist tab within the Cas

Knowledge Base Article

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Similar Cases

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Managing Multiple Business Locations

Learn how to manage multiple business locations, i.e. viewing business locations, creating a new business location, and editing or deleting an existing one, in one place.​Sprinklr's Business Locations module allows users to add and manage physical business locations, collect location-specific s

Manage Business Locations

Knowledge Base Article

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Business Location Configuration

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Roles and Permissions

To ensure that the users on the Sprinklr platform are set up with the appropriate access to the Conversational AI features, you need to assign the right permissions to their roles.​Discovery Runs​PermissionDescriptionViewAccess and view Discovery Runs.EditEdit Discovery Runs.DeleteDelete Discovery R

Knowledge Base Article

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Roles and Permissions

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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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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 SAM asset, or other entities in Sprinklr, all at once. Below, we will explore how macros can be applied fro

Apply Macro

Engagement Dashboards

macro

Engagement - SES

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Knowledge Base Article

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Getting started with Social Engagement

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Customise your prompt

Overlay Popup Prompt​​FieldDescriptionPrompt Creative TypeSelect Overlay Popup Prompt from the dropdown.Prompt Creative NameEnter a creative name. It will not be visible to the customers.LayoutSelect the desired layout of the creative from the dropdown e.g. media, Headline, Content & 1

Knowledge Base Article

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Configuration Steps

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Automate Twitter Feedback Cards

You can automate the process by which Twitter Feedback cards are sent to your followers. Automating Twitter Feedback Cards ensures consistency in your requests for feedback and will save time for your Customer Service team.Once Feedback is given, users will have the option to Tweet their experience,

Knowledge Base Article

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Automated interaction with customers

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Add fallback device for Two-factor authentication

It is recommended to add a backup number for two-factor authentication, to avoid being locked out from the account in case the primary device is lost. You can add it during the Two-factor authentication process, this article details out those steps.StepsIn the Two-Step Verification box, under the Se

Knowledge Base Article

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Advanced Capabilities

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Refetch Expired Media in UGC

Issues Here are some of the issues related to the channel that have been identified: Media expiration: Media fetched using hashtag-based or keyword-based listening may expire at random intervals due to actions taken by Meta, causing issues in publishing where only the preview of the post is sent wit

Social - SES

UGC - SES

Knowledge Base Article

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Advanced Use Cases

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Use Listening Topic as Search Query in UGC

You can now use Listening Topic as a query in the UGC Discovery ScreenSteps To Use Listening Topic as a Query in the UGC Discovery ScreenClick the New Tab icon . Under the Sprinklr Social tab, click User Generated Content within Listen.In the Discovery window, select Listening Tpoics as the search q

Social - SES

UGC - SES

Knowledge Base Article

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UGC Boards

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What is Message Validation?

OverviewLearn how to validate if the predicted AI intents on the messages are accurate and help improve the model if not.After finishing your build, you can test the accuracy of the intents by testing some expressions through the test module.You can also give feedback to the AI intent model if some

Knowledge Base Article

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AI/NLP Testing

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Get familiar with all platform and email notifications about AI Models’ status

The article covers all the platform and email notifications about failures and completion of actions in AI Studio.​Sprinklr’s AI Studio allows you to test the AI models to your satisfaction and provide feedback to customize the models as per your requirements. Whenever you create an AI Project or Mo

Knowledge Base Article

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Get familiar with all platform and email notifications about AI Models’ status

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Manage your Requests

Learn how to manage your requests from the "My Requests" production dashboard.How it WorksClick the New Tab icon. Under the Sprinklr Marketing tab, click Production Dashboards within Produce.From the Dashboard dropdown, go to Standard Dashboards and click on My Requests. Select the tab of the Requ

Request Forms

Requests

Knowledge Base Article

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Request Management

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How to See Google Analytics Insights in Ads Reporting & Ads Manager

You can use a specific set of metrics to create Ads Reporting widgets that combine Google Analytics data with your web and social ad performance data. You can also see how web activity is driven by different ads, accounts, or channels.GA metrics can also be used within Custom Metrics. For

Knowledge Base Article

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Reporting & Analytics

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Publish to TikTok Business on Distributed

You can leverage Sprinklr's key publishing capabilities to enhance the content you publish to your TikTok Business Account. This article provides a comprehensive overview of the specific features and functionalities available for publishing on TikTok, helping you craft content that performs optimall

Publish to TikTok Business on Distributed

Social - SES

TikTok Business on Distribute

TikTok Business on Distributed

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Knowledge Base Article

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Publishing & Calendar (Distributed User)

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Apply Date Range Filters in Inbound and Outbound Columns in Distributed

Sprinklr Distributed users can filter Inbound and Outbound columns to get more relevant data. They can use date range filters to focus on data from a specific date range.Note: This capability needs a specific setup. Get in touch with your Success Manager to enable this feature in your environment.To

Date Range Filters in Inbound and Outbound Columns in Distributed

Social - SES

DST - SES

Knowledge Base Article

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Engagement (Distributed User)