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Entity Specific Settings for Voice Cases

Options unique to Voice Cases are displayed on the Entity Specific Settings screen when you select Case (System entity) in the Entity Selection screen, and Sprinklr Voice from the Account Type dropdown in the Entity Specific Settings screen. This guide is a walkthrough on the different fields that y

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Entity Specific Settings for Voice Cases

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Entity Specific Settings for Email

Options unique to Email are displayed on the Entity Specific Settings screen when you select Case (System entity) in the Entity Selection screen, and Email from the Account Type dropdown in the Entity Specific Settings screen. This guide is a walkthrough on the different fields that you can view, an

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Entity Specific Settings for Email

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Task Assignee Governance

Users have the ability to define Assignee Restrictions while creating tasks, restricting control over who the task can be reassigned to. Assignees can be listed according to specific requirements, whether by User / User Groups, User Defined in Custom Field(s), or Task Queue(s). How does it work?  Na

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Tasks

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View Reporting for Omni-Channel Journeys

Once you have deployed a customer journey, you may want to evaluate the engagement of the audience. Sprinklr provides you with the ability to check reporting for the audience activity on its Reporting dashboard. It enables you to get detailed reports for various types of audience activities, both at

Reporting

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Advanced Use Cases

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Roles and Permissions

Alert Manager is permission controlled. There are 2 types of roles:View: Users with View permission can view all the alerts that are set up in Alert Manager. Admin: Users with Admin permission can create a new alert or modify existing alerts.To know how to add a new role, see Add a Role.

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Alerts

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Data Connector Export Module

In a Data Connector Export Module, you can export Raw Entity data, Entity Reports, and Template to S3 and an SFTP location, at specified intervals. By extending your data capabilities to include export processes, you can benefit from a comprehensive data management solution that ensures seamless dat

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Data Connector Export Module

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Target Ads by user location

You can target Ads by physical location:Everyone in this location - People whose home or most recent location is within the selected area.People who live in this location - People whose home is within the selected area.People recently in this location - People whose most recent location is within th

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Google Analytics

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ChangeSet Approval and Deployment Process

The changeset approval and deployment feature is designed to enable a structured approval process before deploying a changeset on the platform. This process ensures that changes undergo both internal and client approvals, enhancing control and accountability.The approval flow begins when the user cr

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Deploying Inbound Change Set

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Add a Haptik Account

Haptik is an Intelligent Virtual Assistant solution that enhances customer experience and drives ROI for different brands. By adding your Haptik account directly into the platform, you can extend your brand's audience and engage with even more users from a single, unified platform. Once Haptik

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Haptik Account

Haptik Client Name

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Haptik

RS
Custom Fields Usage

OverviewThis article outlines how to view the usage of custom fields across the platform. This feature enables users to easily identify where a custom field is referenced, including within process workflows, voice campaigns, business rules, guided paths, and work queues.By providing clear visibility

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Custom Fields

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Haptik Capabilities and Limitations

In this article, you can find details about the capabilities and limitations of Haptik within the Sprinklr platform.Haptik Capabilities and LimitationsFunctionality Sprinklr Supported EngagementView all ConversationYesReply to a MessageYesReply with a Text MessageYesReply with an Image MessageYesDel

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Haptik Account

Haptik Client Name

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Haptik

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How to set up Automated Newsletters?

Recurring communication is now simplified with an Automated Newsletter.An automated newsletter is an important tool for corporate communication enabling users to set up regular communication such as daily coverage feeds for brands and competitors, recurring communication on campaigns to track progre

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Newsletter setup

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Running Data Connector from Record Manager

Running a non-recurring connector from a Record Manager in Sprinklr essentially means to run one instance of a connector. For a non-recurring connector, you can only create entities using this option. Running a recurring connector from Record Manager involves setting up and executing a data synchron

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Running Data Connector from Record Manager

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Configuring Source Specific Settings for Live Chat

The Source Specific Settings screen in data connectors is where you configure the details about the data source you want to connect to. This screen allows you to define the source's type, parameters, and access details to ensure the data connector can interact with it correctly. The options that app

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Configuring Source Specific Settings for Live Chat

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Create a Column For Instagram Story Mentions using Rule Engine

You can view the story mentions from fans on your Instagram account using the rule engine. Here we list out the steps on how to create such columns.​StepsClick the New Tab icon . Under the Sprinklr Social tab, click Manage Rules within Triage.In the top-right corner of the Rule Engine window, click

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Create an Instagram Column in Engagement Dashboard

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Create A Column For Instagram Posts

This article tells you how to create an Engagement Column containing brand posts/ fan posts of an Instagram Account.StepsClick on the New Tab icon in Sprinklr. Under the Sprinklr Social tab, click Engagement Dashboards within Engage.In the Engagement Dashboard, click Add Column in the top right corn

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Create an Instagram Column in Engagement Dashboard

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Create a column for Instagram Comments

You can view all the brand and fan comments on your instagram posts using the engagement columns. Here we list out the steps on how to create such columns.StepsClick on the New Tab icon in Sprinklr. Under the Sprinklr Social tab, click Engagement Dashboards within Engage.In the Engagement Dashboard,

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Create an Instagram Column in Engagement Dashboard

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Restrict an asset

There might be a scenario when you have planned to use a certain asset for a specific campaign or post and do not want it to be used in any other campaigns. In this case, you can leverage the Sprinklr feature to restrict assets which provides you additional control and governance over your assets. T

DAM - SES

Restrict asset

Asset Restriction

Restrict an asset

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Manage assets

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Lock or Unlock Messages within Sprinklr

Lock/Unlock permission for outbound messages within Publishing enables users to Lock Messages to prevent any unnecessary changes. You can lock/unlock messages from within the Production Dashboards, Editorial Calendar, Engagement Dashboards, Message Third Pane, and Campaign or Sub-Campaign's Con

Editorial Calendar

Engagement Dashboards

campaigns

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Lock/Unlock Messages

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Use Touchscreen Enabled Display

Sprinklr's Touchscreen enabled Display allows you to interact with your charts, helping you gain additional insights with no additional setup required. You will be able to explore the data behind that segment, based on a list of dimensions. Touchscreen Display support includes the ability to dr

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Display