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How to Edit a Custom Field

To edit a Custom FieldClick the New Tab icon and go to All Settings. Under Manage Workspace, click on Custom Fields.On the Custom Fields window, hover over to the Options icon alongside the Custom Field for which you want to edit the details and click on Edit. ​Make the desired changes to the custom

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Create & Manage

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Configuring Source Selection Screen for Custom and Standard Entities

Configuring a connector in Data Connectors refers to the process of setting up and configuring how data is exchanged between Sprinklr and external systems. A connector acts as an interface or bridge that facilitates the flow of data between Sprinklr and other platforms (For example CRMs, databases,

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Configuring Source Selection Screen for Custom and Standard Entities

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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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Mapping Configuration Screen for Email

You can map the source headers to the Sprinklr destination fields using this screen. Determining which fields from the source will be mapped to which fields in Sprinklr is an essential stage because each entity has certain standard fields that aid the Sprinklr system in creating the entities in Spri

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Mapping Configuration Screen for Email

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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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Locking & Unlocking of Users

Locking mechanism is important to ensure security for your users. Once locked, a user can be unlocked by either the admins, or via Sprinklr support. This article details out the locking and unlocking via the workspace/global admins.How can a user get Locked?When a user attempts to log in multiple ti

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Getting started

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Enable Notification Templates in Advocacy

Admin can determine the notification preferences in the Admin Console. As an admin, you can determine whether or not Mobile, Site, and Email notifications will be sent out on specific occasions. You can also enable these notification templates. Here is how notifications are configured in the Admin C

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Platform Configuration

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React Native - 11.0.0-beta

Note: We have changed our package name from @sprinklr/chat-native-client to @sprinklrjs/chat-native-client1) Install Sprinklr messenger** Install Sprinklr messenger in your project using package manager (yarn/npm) as mentioned below:yarn:yarn add @sprinklrjs/chat-native-client@11.0.0-betanpm:npm ins

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React Native

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Set Collapsed Filters as Default in Distributed

In the Asset Manager, Engagement Columns, and Contacts windows, you can view the filters in the right pane, which appear long, as there are multiple options under each filter category. If you want an enhanced experience of using the filters, you can enable the collapsible filter capability. You can

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Platform Setup (Distributed Admin)

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Publish to Lithium

Sprinklr allows you to create and publish discussions to Lithium communities using the Sprinklr Publisher. You can easily schedule and publish your discussion and also add media to it. You can also customize and publish your media to Lithium using the image editor through this platform.This article

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Engage, publish and report on Lithium

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Compose X Amplify Sponsorships

When you sponsor an event or show on X, the publisher partners of X create packages that are right for you, such as pre-roll ads before video clips, pre-roll ads before a live video, and branded content integrations.X In-Stream Video Sponsorships allow you to pair your pre-roll video ads with premiu

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Publish Twitter Ads

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Repeat Parent Reply Node

​OverviewThe 'Repeat Parent Reply' node is supported only for the dialogue trees deployed in Fallback Bots (Deployment Settings). In case of fallback, if the dialogue tree deployed in the fallback settings has this node, then the bot will publish the last bot reply on which the fallback ha

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Nodes in a Dialogue Tree

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Define Y-Axis Scale in widgets

While creating or adding a widget to any of your dashboards, you can use the Define Y-Axis Scale feature (available under the Configuration section). It will help you define the custom values for minimum and maximum Y-Axis along with the step size for the number of divisions.The dashboard widgets su

manage widgets

Y-Axis Scale

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Define Y-Axis Scale in Widgets

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Source Citation

IntroductionWhile using conversational ai, source citation is important for ensuring the accuracy and reliability of the information provided. In this article, we shall explore the different types of sources used, and how they are displayed in outputs generated by the Sprinklr AI models.Benefits of

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Setting up FAQ+ bot

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Assign the Admin Role to an Advocate

To assign on-site Admin roles to advocates based on their specific persona and responsibilities, we can empower them with distinct roles such as admin, publisher, and analyst, each equipped with precise permissions Steps to Assign Admin Roles to Advocates(Admin)On-site admins can navigate to the Use

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Site Admin Roles and Permissions

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Manage Rewards in Admin Console

This article provides a complete guide to managing rewards in the Admin Console, including an overview of the rewards table, available actions, filtering and sorting options, and how to handle out-of-stock rewards. Accessing the Rewards Table Go to New Page (+) > Sprinklr Social > Admin Consol

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Manage Rewards and Requests

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Auto-schedule copies of Brand Post (Distributed Admins)

PERSONADistributed AdminSprinklr UserUSE CASEThis feature is most useful for Distributed admins who want to publish posts, without involving the Distirbuted users, in a way that a copy of the post is automatically scheduled for 30 minutes later. VALUEThe benfit of this capability is that the Distrib

Auto-schedule copies of Brand Post

Auto schedule copies of Brand Post

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Campaigns (Distributed Admin)

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User Generated Content Asset Macros

Macros are used to execute multiple actions on an entity with a single click. Macros can be used to make multiple changes to entities at once, creating efficiencies in your workflows.You can apply User Generated Content Asset macros to assets to take multiple actions on a UGC asset the same way you

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Asset classes with macros

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Asset macros

Using macro, you can take an action or a set of actions on entities which help to automate tasks & reduce manual efforts. You can apply Asset macros on assets to take multiple actions on an asset the same way you can with other entity types. This article helps you with the steps to apply multip

Apply actions using asset macros

Apply macros on assets

Asset macros

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Asset classes with macros

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Find and Replace for Articles

When you want to find and replace a keyword/phrase in an article, you can use the search and replace function.​1. You can find and replace words in an article using the keyboard shortcut Ctrl + f (⌘ + f on a Mac).2. Next, to "Find," type the word you want to find, and if you want to replac

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Create and Manage Articles