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Global Settings in Guided Workflow Manager

OverviewThe Global Settings provides a centralized interface to manage configuration options that apply across all Guided Workflows in your account. This ensures a consistent user experience and reduces the need for repetitive configuration at the individual workflow level.Global Settings are design

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Global Settings

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Create A New Sub-Project

In Project Management, a sub-project is a smaller, more specific project that is part of a larger project. It has its own unique tasks and timelines, but they align with and contribute to the overarching goals of the parent project. Just like any project, a sub-project has a defined start date and e

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Manage Projects

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Guided Workflow Screen Components - Hierarchical Picklist

The Hierarchical Picklist component enables brands to capture multi-level categorical information through a single, interactive dropdown. It is designed for use cases where the user must drill down through multiple layers of a hierarchy—such as Issue Category → Sub-Issue → Reason—within one consolid

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Guided Workflow Canvas

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Guided Workflow - Secure Screen - Layouts

Overview The Layouts component is a powerful tool designed to organize and differentiate content effectively on the screen while optimizing space utilization. It includes features like a section divider to visually separate different segments for better clarity and flow. Additionally, it offers two-

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Guided Workflow Canvas

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Add/Remove Collaborators to Portfolio

In Project Management, you can share a portfolio with your team for collaboration, inviting cross-functional teams to work on projects that are a part of the portfolio. PermissionsYou need to be admin or owner of the portfolio to add or remove collaborators to your portfolio. Where can you add

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Sharing and Access

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Favorite Projects

OverviewYou can mark your most used or important Projects as Favorites for ease of access. Doing this pins these Projects to the top of your Portfolios window where you can navigate to them more easily. There are two ways of marking a Project as a Favorite. You can do it through the Portfolios windo

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Manage Projects

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Components of Execute Action Node

The Execute Action Node is a powerful and versatile tool that drives automation within guided workflows, enabling seamless task execution and process optimization. By automating key actions, it eliminates manual intervention, reduces errors, and accelerates operational efficiency.One of its standout

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Guided Workflow Canvas

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Facebook platform policy for replying to Direct Messages

The Facebook Messenger Platform Policies are designed to help people and businesses connect effectively through Messenger to achieve meaningful outcomes. At the heart of this is the understanding that people and businesses need a seamless, reliable way to get something done - whether it is getting a

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Send one time notifications to customers

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Guided Workflow Applications

The Guided Workflow Application Manager facilitates the external execution of Guided Workflows and allows customization of their visual styling to seamlessly integrate them into an application. This capability enables organizations to align Guided Workflows with their specific branding and design pr

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Guided Workflow Application

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Setting Up Social Direct Message-X Creative (Standard)

Social Direct Message-X Creative empowers brands to craft and oversee survey visuals tailored for private social direct messaging. These visuals dictate the appearance of survey invitations within ongoing social care DM exchanges.A Social DM‑optimized survey invitation that includes the survey URL a

Sprinklr Insights

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Social DM

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Sprinklr Marketing: 19.2 Capabilities and Enhancements

Sprinklr's latest release offers exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint. Read about Sprinklr's latest platform enhancements below.Navigation TipsRead through the release notes below or click on a Product title to 

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19.2 Release (Feb 17-25, '24)

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Global Navigation Menu

OverviewThe Global Navigation Menu provides a convenient way to switch between Portfolios and Projects without having to visit the Portfolio screen every time. The menu can be accessed from anywhere within the Project Management Persona and shows all the Portfolios and Projects created by or shared

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Basic Functionalities

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Sprinklr - Eloqua Integration

OverviewThe Sprinklr - Eloqua connector provides a seamless way to synchronize and exchange profile data between the two systems in a bi-directional manner. With this integration, you can effectively manage and enhance the information of your prospects, leads, and customers from various digital chan

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Integration Guides

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Understanding CTI

Computer Telephony Integration (CTI) is a technology that merges a call center's telephone system with a company's core business applications, enhancing agents' productivity and customer experience. With CTI, agents can handle all phone functions directly on their computers using on-s

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What is CTI

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Getting Started for Supervisors

As a Supervisor, your role is vital in ensuring the smooth operation and management of the workforce. This guide provides an overview of the key tasks you'll be managing.Agent PreferencesThe Agent Preference feature allows supervisors to define preference windows, apply constraints, and enable

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Getting Started for Supervisors

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How to Access Bluesky Reposts in Sprinklr

Bluesky brand and fan reposts can now be accesses from Sprinklr. This article will guide you on how to create an engagement column in Sprinklr to view your brand and fan reposts.​Open a new tab and navigate to Sprinklr Social > Engagement Dashboards.Click on the desired dashboard that contains Bl

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BlueSky

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Stack Exchange API Capabilities and Limitations in Sprinklr Distributed

Engagement Capabilities on QuestionsCapabilitiesSupported on SprinklrAnswerYesCommentYesUpvote YesDownvoteYesEdit QuestionYesDelete QuestionYesFlag QuestionYes (DP controlled)​Engagement Capabilities on Answers CapabilitiesSupported on SprinklrUpvoteYesDownvoteYesCommentYesEdit AnswerYesDelete Answe

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Channel Limitations (Distributed)

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Configure Distributed Home Page with Widgets

You can customize the available widgets on the Home Page of the Distributed environment, based on your Persona or business requirements. Below is a quick overview of the widgets. Home Page WidgetsAccount Summary: With the help of the Account Summary widget you can add/re-add/reactivate accounts dire

Configure Sprinklr Distributed Home Page

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Configure Sprinklr Distributed Home Page with Widgets

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Platform Setup (Distributed Admin)

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Version History of a Dialogue Tree

OverviewIn our day-to-day activities, we often make changes to things without really remembering them. This is when the "Ctrl Z" feature comes in handy as a lifesaver if someone makes a mistake. Similarly, when we're working on dialogue trees, many people make lots of changes, and it becomes really

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Dialogue Trees - Overview

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Use Live Chat (Distributed User)

You can use Live Chat to communicate or share information with the brand admin. Both you as well as the admin can initiate the conversation through Live Chat. You can either continue with an existing conversation or start a new thread. To Use Live Chat for Distributed UsersLog into the Sprinklr Dist

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Miscellaneous (Distributed User)