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Request Rules

Request Rules are initiated on a request that is created or updated. If a request rule is set up and enabled, and the conditions are met then the action setup takes place.How to set upClick the New Tab icon. Under the Platform Modules, click Rule Engine within Collaborate.In the top right corner of

Rule Engine

Requests

Knowledge Base Article

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Request Rules

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Create Shift Trade Requests

Prerequisites for creating Shift Trade requests:Sprinklr WFM should be enabled for the environment.Create permission under the Shift Trade section in the Workforce Management module.Follow these steps to create a Shift Trade request:​Select My Requests from the Left Pane to open the My Request Dashb

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Create Requests

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Agent Schedule Management

Agents need to see their schedule page to stay organized and informed about their work commitments. With access to their schedule, agents can plan their personal and professional activities more effectively, ensuring they are always prepared for their shifts. The “My Schedule” page shows a detailed

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Manage Schedule

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Getting Started for Workforce Managers

As a Workforce Manager, your role is crucial in ensuring that the right number of agents are available at the right times to meet service level agreements and maintain operational efficiency. This guide provides an overview of the key tasks you'll be managing.Manage Forecast ScenariosCreate and

Knowledge Base Article

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Getting Started for Workforce Managers

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Manage Time Off Types

Managing Time Off types is essential for efficiently handling the various time off requests submitted by agents. Time Off types can include categories such as casual leaves, earned leaves, sick leaves, and more. Workforce Managers create and manage them, depending on the organization's requirements.

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Time Off Management

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Copy Properties from Campaign / Outbound Message to Media Asset

Copy various campaign/outbound message properties from the campaign/outbound message level to the asset level by creating a DAM Rule. Once the rule is enabled, all the tasks satisfying the condition will have the selected actions initiated on it.Example use case shown below: Goal, Content pillar, Br

Rule Engine

Knowledge Base Article

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DAM Rules

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Sub-Campaign Rules

SummarySub-Campaign Rules are initiated only on newly created Sub-Campaigns. If a Sub-Campaign rule is set up and enabled, and the conditions are met then the action setup takes place.How to Set-UpClick the New Tab icon and select Rule Engine under All Settings.In the top right corner of the Rule En

Conditions on Sub-Campaigns

Actions on Sub-Campaigns

Initiate Workflows on Sub-Campaigns

Automate Sub-Campaigns

+3

Knowledge Base Article

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Sub-Campaign Rules

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Prevent publishing of variant before the parent message is published

Create a pre-publishing rule to prevent publishing of the variants before the parent post is published. Example Use case shown below: This rule if the parent message of the message has been published or not while publishing the variants. If the parent message has not been published, then an email is

Rule Engine

publishing

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Pre-Publishing Rules

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Add Sub-Campaign Brief Template

Add Brief templates to all the Sub-campaign directly without any manual effort by creating a Sub-Campaign Rule.Example Use case shown below: If the status of the sub-campaign is approved, then the “Sub-Campaign Brief Template: General” is automatically attached to the Sub-Campaign.How to set up Clic

brief templates

Sub-Campaign

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Sub-Campaign Rules

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What are Pre-Publishing Rules?

Pre-Publishing rules are created to set Actions on post such as recalling a post, rescheduling to a future date, or to stop publishing any messages based on the condition setup. If a Pre Publishing rule is set up and enabled, and the conditions are met then the action setup takes place.How to set up

Pre-Publishing Rules

rules

Rule Engine

Knowledge Base Article

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Pre-Publishing Rules

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Validate predictions of a new model and deploy

This article aims to provide a comprehensive guide on creating a new model training project for Sprinklr's Text Classifier, which can filter out irrelevant terms for your brand or industry without any manual rule implementation or keyword maintenance. The article will walk you through the entir

Validate Predictions of New Model

ai studio

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Validate predictions of the new model and deploy

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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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Requests in Production Dashboard

In this article, you will learn about viewing Requests in the Production Dashboard and the actions you can take on them from the production dashboard. Navigate to the Production Dashboards.Click on the Show Dashboard icon and then click on the Standard Dashboard dropdown. Here you can find the Reque

Request Management

Production Dashboard

Request Forms

Requests

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Overview

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In-line edit content in dashboard

In this article, you will find out how to edit the entity details in the list view of Production Dashboards.How it worksDouble-click on the required field and update the information:Supported fields for In-line editingEntityDescriptionMessagesFields that you can in-line edit within the Outbound Mess

List View

In line Editing

Production Dashboard

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Production Dashboard Actions

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Advanced Filtering in Production Dashboard

In this article, you will learn how to apply advanced filters on entities in Production DashboardAbout Advanced FilteringMaximize your filtering options in the Production Dashboards by utilizing advanced filtering during Tab Configuration. Additionally, you can apply advanced filters directly while

Manage Production Dashboards

quick filters

Filtering

Production Dashboard

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Advanced Filtering

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Enhancements for Bulk Ad Imports

Bulk Import makes campaign launches faster by allowing you to effortlessly scale capabilities that add value to different stages of the campaign lifecycle. In this article, you will learn about the various enhancements made to the Bulk Import workflow for improved usability and increased efficiency.

Knowledge Base Article

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Configuring Bulk Imports

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How to Bulk Import Ads for Optimization Purposes

Bulk Importing Ads is an efficient way to create multiple ads in the Ads Manager. This makes campaign launches faster by allowing you to effortlessly scale capabilities that would add value to the different stages of the Advertising workflow. In this article, we will guide you through the different&

Knowledge Base Article

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Configuring Bulk Imports

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Smart Rule FAQs

What are the channels supported for Smart Rules configuration?You can configure Smart Rules for the following channels:FacebookTwitterLinkedInPinterestSnapchatLINENextdoorGoogle AdsTikTok​What Sprinklr products are required to use Smart Rules for Listening?Sprinklr Insights (Listening) and Sprinklr

Knowledge Base Article

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Getting Started

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Create and Manage Dependencies

OverviewYou can create Dependencies between interconnected or interdependent Tasks to better manage and visualize them. Dependencies allow you to manage complex projects more easily and stay aware of Tasks that are blocking or being blocked by other Tasks. Before adding Dependencies to your Project,

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_AUTOMATIONS_2

PM_TASK_SHEET_VIEW_2

PM_GENERIC_2

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Task Sheet Advanced Use Cases

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How to Configure Home Page Widgets?

RECORD PAGE EDITOR Each persona has a defined view of its own and this is called the Record Page of the Persona. This view includes multiple tabs like Home Page, Queues, Agents, etc. Each page has a lot of different widgets that display various metrics, and these are customisable.   ​

Knowledge Base Article

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Overview