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How to Enable or Disable a Custom Field

Click the New Tab icon and go to All Settings. Under Manage Workspace, click on Custom Fields.On the Custom Fields window, under the Status column, slide the toggle icon to enable/disable the custom field. ​

marketing

Knowledge Base Article

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Create & Manage

RS
Troubleshooting Steps & Best Practices

Previewing Rule Flow and Testing TriggersVia Rule EngineClick Triggers located at the bottom left of the Rule Engine window. This opens the Manage Triggers window on the right-hand side. On the Manage Triggers window, select the Test this Trigger option.Next, choose the desired case to run the rule

Service

Knowledge Base Article

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Automated Sampling and Allocation

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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

marketing

Knowledge Base Article

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Create & Manage

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Highlights of Supervisor Console

Live MonitoringReal-time Agents monitoring: The console provides real-time monitoring of customer interactions and agent activities, allowing supervisors to quickly identify areas for improvement and make informed decisions. Supervisors can listen in on live calls, whisper or barge in to provide sup

Service

Knowledge Base Article

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Introduction to Supervisor Console

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OpenID Connect SSO

What is SSO?Single Sign-On capability provides the end users an easier way to login compared to the email/password login method. Users can log in to the Sprinklr platform via their company’s enterprise login only, with just a click. For example, for a user, who is logged into their brand’s employee

social

Knowledge Base Article

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SSO

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Use Copy Action in Rule Engine

Copy Actions in Rules are intended to copy the property of one entity to another. Using Copy Actions you can ensure tagging continuity across your entire workflow with actions to automatically copy property of one message to all associated messages. For example, Copy Actions can provide your Cu

experience:space

marketing

copy action in Rule Engine to Copy the Properties

Insights

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Knowledge Base Article

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Rule Engine

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Run a Guided workflow from Persona Home Page

Agent persona gives the ability to manage all agent work from a single view. Agents can perform and track their daily activities from agent persona. In this article we will discuss how to execute a guided workflow from agent persona.​Run guided workflow from persona home page​Agents can run guided w

Service

Knowledge Base Article

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Setting up Agent Persona

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Setting Up Source Agnostic Account

Once the Source Agnostic channel is enabled in your environment, the next step is to create a Source Agnostic account. Follow the instructions below to complete the setup.Note: To enable this capability, contact your Success Manager.Add a Source Agnostic AccountTo add a Source Agnostic account in Sp

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Sprinklr Service

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Updated Article

Knowledge Base Article

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Source Agnostic

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Dynamic Workflow Node

IntroductionDynamic Workflow Nodes are a crucial component of Sprinklr's Conversational AI, enabling the creation of flexible and responsive workflows. This article provides a comprehensive overview of the dynamic workflow node, its functionalities, and how to use it within the Sprinklr platform eff

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Sprinklr Service

New Article

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Knowledge Base Article

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Nodes in a Dialogue Tree

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Voicemail Drop in Outbound Campaigns

In high-volume outbound calling, a significant number of calls go unanswered or are directed to voicemail. Earlier, agents either had to wait through voicemail prompts to leave a message or skip the process entirely. Then came Answering Machine Detection (AMD), where the system would either not offe

Sprinklr Service

New Article

20.10

Service

Knowledge Base Article

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Answering Machine Detection

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Time Off Request Report

The Time Off Request Report is a robust feature that offers a complete overview of the Time Off audit trail, ensuring effective management of time off requests. It allows the workforce managers to track and analyze the history of Time Off requests by providing insights into timestamps, time-off patt

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Knowledge Base Article

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Detailed Report Glossary

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Guided Workflow Screen Components - Picklist Input

A picklist is an input field that enables users to select a predefined option from a drop-down menu. It is commonly used within workflows to represent specific actions or states, aiding in tasks such as information gathering, decision-making, and process automation.Key applications of picklists incl

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20.10

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Guided Workflow Canvas

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Create lead using ACW

Lead creation is the process of identifying and nurturing potential customers for business. Sprinklr provides the functionality that could help Agents to create potential leads during the call or after the call completion when they reach out to customers on voice as medium. These leads can be create

Service

Knowledge Base Article

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Create lead using ACW

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Target Metrics in Benchmarking

Within Benchmarking, you can designate Target Metrics which will be displayed on a widget graph alongside the actual metrics. Target Metrics allow you to compare actual performance of a metrics against a pre-set goal. It also helps you set targets and performs reporting to check whether the performa

Insights

Target Metrics in Benchmarking

Knowledge Base Article

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Advanced Concepts

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Trigger Based Personalized Links

This functionality allows for the creation of personalised links through the use of a trigger, explicitly indicating within the form that the survey can be launched via the Rule Engine. You will be able to configure both Standard Surveys and Conversational Surveys utilizing this trigger-based proces

Knowledge Base Article

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Personalised Links

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Add Google My Business account in Sprinklr

Google My Business (formerly termed as Google Places) allows you to create and claim your business listings across one or more locations. Your business listing will include business name, location, website, contact details, operating hours, pictures, and reviews. It appears on the right-hand side of

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Google Places

cloud:core

Google My Business

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Google My Business

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Instagram Channel Updates

April 2025With the release of Graph API v22, receiving usernames of profiles commenting on Instagram ad posts now requires additional account linkages. To access this data, your Instagram account must:Be linked to a Facebook PageHave both the Instagram account and Facebook Page under the same Busine

social

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Knowledge Base Article

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Getting started

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Tiered Approval Permissions

To make sure that new users in your Sprinklr environment are set up with the appropriate access and capabilities to access and view content within Tiered Approvals, you'll want to ensure that their role is granted the right permissions. Tiered Approval access and actions are controlled by

experience:space

Set-Up

cloud:core

Tiered Approval Permissions

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Knowledge Base Article

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Tiered Approval

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Social Reports

This section details a few important case performance reports which can help supervisors to get deeper insight in case management. Case Distribution Report  Here Supervisors can view the distribution of incoming cases from any channel at various levels. ​Cases by Sentiment ​Case count vs Case status

Service

Knowledge Base Article

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Reporting & Analytics

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Customizing Warning Messages

Administrators can customize the warning message displayed above the reply box by utilizing the "Append Warning Message" action within Autofill rules. This functionality allows them to tailor the message according to their organization's unique communication requirements or policies.B

Service

Knowledge Base Article

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Publishing Functionalities