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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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User Journey

Content Showcase AppKnowledge Base AppGuided Workflow App

Knowledge Base Article

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Self Serve Apps

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Manager Permissions for Export Link

The Export Link permissions will allow users to download/access files from export links. Currently, if you have access to any module on the platform, you can download files from links in emails, notifications, etc. After enabling this feature, users will need an Export Link permission to download fi

Permissions for Export Link

Knowledge Base Article

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Security

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Use multilingual translations for Macros

Sprinklr now supports multiple translations of names and descriptions in Macros. This enables users from all over the world to use the same macros for simplified reporting. This capability would also be available in the configurator for macros, even in bulk.Steps to use multilingual translations in

Multiple languages on Macros

Multilingual Entities for Macros and Custom Field

Multiple languages on Custom Fields

Support for Multiple languages on Macros and Custom Fields

Knowledge Base Article

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Advanced capabilities with macros

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Add an SMSGlobal Account

Within Sprinklr, you can add an SMSGlobal account to be able to send & receive SMS from Sprinklr.To Add an SMSGlobal AccountClick the New Tab icon. Under Governance Console, click Messaging Accounts within Listen.In the top right corner of the Accounts window, click Add Account.On the Add Accoun

Knowledge Base Article

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SMSGlobal

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Add LinkedIn Company Account In Sprinklr

A LinkedIn Company Account allows you to represent your organization on LinkedIn. These pages can help LinkedIn members learn about your business, brand, products and services, and job opportunities. In this article, you will learn about how to add a LinkedIn company account in Sprinklr. StepsUnder

Knowledge Base Article

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Account Addition

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Add an Avaya SMS Account

You can instantly connect with customers using their most preferred communication method: text messaging. Within Sprinklr, you can add an Avaya SMS account to be able to send and receive SMS from Sprinklr.​To Add an Avaya AccountClick the New Tab icon . Under Gover

Knowledge Base Article

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Avaya

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Digital Queue Report

The Digital Queue Report provides comprehensive Queue details for all digital channels, including live chat, email, and social platforms such as Facebook, WhatsApp, and Reddit. It offers in-depth information on service levels, service rates, abandons, cases assigned, and handle times associated with

Knowledge Base Article

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Glossary

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AI Tracking Engine

The AI Tracking Engine Report for contact drivers aids in tracking success rates and failures of the AI model, testing configurations, simplifying debugging, and providing continuous monitoring of contact driver detection.The AI Tracking Engine Report belongs to the Conversational Analytics Report

Knowledge Base Article

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Glossary

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Create an Authentication message template

This template is created to support the capability to authenticate your customer through Apple Messages for Business account. This will help you in verifying customer's identity. You can create an Authentication Message template and send it to customers to go through the authentication process.

Knowledge Base Article

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Authentication Template

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Add a Viber Service Account

Viber Service Account enables you to make use of Viber Service Messaging to send business messages to your customers. Viber Service Messaging allows you to choose whether you want a one-way messaging service or a two-way messaging service. With a one-way messaging service, you ca

Knowledge Base Article

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Getting Started

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Change video thumbnails in a YouTube post

When it comes to YouTube videos, viewers will first see your thumbnail and title. This information gives them a glimpse of what your video is about and helps them decide if they want to watch it. Around 90% of the best-performing videos have custom thumbnails. You can now follow the steps in this ar

Knowledge Base Article

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Publishing with YouTube

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Control Visibility of your Workflow

After creating a Workflow you might also want to share your Marketing Calendar Boards with other users or restrict their visibility to prevent any changes from being made to it without authorization. The Share options allow users to do this. Users can do so by understanding how to access Workflow En

Visibility Control of Workflow

Hide Workflow

Workflow Engine

Share Workflow

Knowledge Base Article

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Workflow Actions

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Delete a Workflow

After creating a Workflow you might also want to delete some of your old or test workflows to prevent clutter in your environment. The “Delete” option allows users to do this. Users can do so by understanding how to access Workflows, but delete permission should be reserved for system administrators

Delete Workflow

workflow

Workflow Engine

Knowledge Base Article

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Workflow Actions

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Initiate Workflow on Entities

Initiation of a workflow can be done from various areas of the platform. Workflows can be initiated automatically by setting up some rules that use a well-defined logic to initiate workflows automatically. But you can also initiate workflows manually from the Production dashboards, Editorial Calenda

Start Workflow

Workflow Engine

initiate workflow

Knowledge Base Article

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Workflow Actions

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Stop the Workflow on an Entity

Initiation of a workflow can be done from various areas of the platform. Workflows sometimes need to be stopped after initiation. You can also stop workflows manually from the Production dashboards, Editorial Calendar, Third Pane & Campaigns sections as well.To Stop a workflow manuallyClick the

Stop Workflow

Workflow Engine

Knowledge Base Article

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Workflow Actions

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View a Workflow

After creating a Workflow, other users might need to view the workflow without accidentally modifying it. Users can do so by understanding how to access Workflow Engine and view the right workflow as needed.To View a WorkflowClick the New Tab icon. Under Sprinklr Marketing → Marketing tab, click Wor

Workflow Engine

Deploy Workflow

Knowledge Base Article

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Workflow Actions

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UnDeploy a Workflow

To Undeploy a workflow:Undeploying a Workflow can be only done for deployed workflows. A disabled/undeployed workflow will not appear in the workflow options when you trigger a Workflow.Navigate to the Workflow Builder window, click the Deployed option in the top right corner, and select Undeploy.

undeploy a workflow

workflow

Workflow Engine

Knowledge Base Article

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Workflow Actions

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Scheduled Export Deactivation Owner and Reminder Emails

User inactivation can occur due to compliance requirements from the platform, such as not logging in for a certain number of days, or it can be triggered by an admin.If the user who set up the scheduled exports becomes inactive, the exports get disabled without any notification.To ensure the continu

Knowledge Base Article

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Scheduled Export Use Cases

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Create a Service Task in a Workflow

Service Tasks initiate automated tasks while User Tasks assign tasks to users, user groups, or task queues to be completed. In this guide, we will go over how to create Service Tasks within a Workflow.To Create a Service TaskWhen you are in the Workflow Engine editor, click the Addition icon and sel

Workflow Components

Workflow Engine

Knowledge Base Article

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Task Actions

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