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Product Insights standard dashboard

The Persona App offers users multiple pre-curated reporting templates designed for the most common Product Insights use cases. The Standard Dashboard is created to give insights based on various product dimensions with a single click on the product catalog. It includes sections like Insights, Source

Insights

Knowledge Base Article

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Dashboards

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Add an Account Group

An Account Group, i.e., a group of multiple accounts, can be created by individually selecting accounts to add (static), or based on a property or properties (dynamic). Grouping accounts within a group allows you to perform actions simultaneously on all the account types, given that the user has bee

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Knowledge Base Article

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Manage Account groups

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Agent Journey

At the time customer books an choose, the case is soft-assigned to an agent and that agent is notified of the same. Soft- assignment means that the agent's capacity is blocked so that customers are not able to double-book an agent. Four types of notifications: At the time appointment is created

Service

Knowledge Base Article

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User/Agent Journey

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Boosting Recommendations for Organic Posts in the Editorial Calendar within Distributed

The feature identifies which organic posts are most suitable for boosting to increase engagement and ROI. This feature automatically evaluates posts against a set of rules and recommends posts for boosting every six hours. Use CasesA marketing team wants to maximize the reach and engagement of their

Distributed User

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Boost Recommendations in Distributed

Social - SES

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Knowledge Base Article

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Publishing & Calendar (Distributed User)

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Auto-Translate an Article

It is possible to automatically translate an article using Google Translate. This feature allows users to easily convert articles from one language to another, facilitating communication between people of different cultures and languages.To auto-translate articlesOn the Create Article window, select

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Sprinklr Service

Knowledge Base

Service

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Knowledge Base Article

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Translating Content

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Text Field

The article outlines the steps to create a Text Field in Entity Studio. Creating a Text Field in Entity StudioNavigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section. The Entity Manager page appears with the list of entities. Search for the desired en

Knowledge Base Article

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Fields and Relationship

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Re-share LinkedIn Posts on Distributed

You can now reshare LinkedIn posts from the Distributed environment. Add your thoughts to fan posts and reshare them on company pages or brand profiles. Note: This capability needs specific set up. Get in touch with your Success Manager to enable this feature on your environment.Steps to Reshare Lin

LinkedIn

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Distributed

Social - SES

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Knowledge Base Article

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Engagement (Distributed User)

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Add an SMSGlobal Account

Within Sprinklr, you can add an SMSGlobal account to be able to send & receive SMS from Sprinklr.To Add an SMSGlobal AccountClick the New Tab icon. Under Governance Console, click Messaging Accounts within Listen.In the top right corner of the&nb

SMS

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Journey Facilitator

Knowledge Base Article

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SMS

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Get Started with BYOM in AI+ Studio

Sprinklr follows an LLM-agnostic approach to Generative AI, giving you the flexibility to choose the language model that best fits your business needs. Along with Sprinklr’s in-house and partner models, you can use the Bring Your Own Model (BYOM) option to integrate your internally developed LLMs di

Sprinklr Service

marketing

Insights

social

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Knowledge Base Article

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Add Support for BYOM

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Ability to create alerts from the Alert manager

Alert Manager is another route through which you can configure alerts as per your use case. Alert Manager allows you to configure an alert from scratch and is the one-stop solution for managing all alert types. There are two types of alerts that users can create from the Alert Manager – Smart Alerts

Insights

Alert Manager

Create Alerts

Knowledge Base Article

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Alert Creation from Alert Manager

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X Ads Reporting Metrics

Leverage this detailed list of all X metrics available in Sprinklr's Ads Reporting to operate the reporting dashboard better. Given below is a list of all X merics, along with their descriptions.X Metrics NameMetri Name (Sprinklr Name)EntityDescriptionsCampaign LevelFollowsX FollowsCampaignThe

marketing

Knowledge Base Article

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Metrics

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Setting Up Facebook Ad Accounts and Pages

Set up your Facebook ad account and page in Sprinklr and manage all your social media activities within a single space.While adding any account into Sprinklr, the user who adds the account (Account Owner) authenticates the access based upon their native permissions. Users who access this account via

marketing

Knowledge Base Article

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Setting Up Facebook in Sprinklr

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Setting up Bot Rule

Before You BeginBefore configuring a bot rule, it is important to have a clear understanding of the following aspects:Inbound RuleCase Maker RuleOverviewOnce all the preprocessing steps are completed, the Bot Rule is responsible for assessing the status of the bot application when it receives a mess

Service

Knowledge Base Article

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Bot Rule Setup

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Journey Level Reporting IVR, Voice Bot and Chatbot

To provide accurate, comprehensive reporting at the journey level for IVR, voicebot, and chatbot flows, the system captures each unique journey a customer takes within a call (case). It supports custom journey definitions, tracks call progression through each journey, and records snapshot values for

Service

Knowledge Base Article

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Journey Level Reporting (IVR, Voice Bot, Chatbot)

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TikTok Business API Capabilities and Limitations in Sprinklr Distributed

In this article, we will cover the API capabilities and limitations of TikTok Business as a channel in Sprinklr.​Enablement note: To learn more about getting this capability enabled in your environment, please work with your Success Manager.Engagement capabilities The table below specifies if the me

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Social - SES

DST - SES

Knowledge Base Article

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Channel Limitations (Distributed)

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Launch Live Chat Application

After you install and setup Live Chat messenger, the next step is to define how the messenger is launched and displayed. Present Messenger View The messenger view can be displayed using any of the UI controls such as Floating Action Button (FAB), Messenger Icon, Tab Bar Icon according to your applic

Service

Knowledge Base Article

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Launch Live Chat

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Styling Survey

Survey styling enables you to tailor the appearance of your surveys to align with your brand and improve the experience for respondents. By adjusting colors, fonts, button styles, and other elements, you can design attractive surveys that boost engagement and completion rates.Business Use CasesMaint

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Styling

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Ads Dashboard Navigation & Actions Available

Dashboard ActionsOn the Ads Reporting Dashboard window, hover over the Options icon  in the top right corner of the dashboard. Dashboard Header ActionsBefore Entering Edit ModeAfter Entering Edit Mode​Dashboard Actions — Field Descriptions#Header ActionDescrip

marketing

Knowledge Base Article

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Dashboard

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Custom Drill-down and Touchscreen Capabilities

Custom drill-down and touchscreen features in Displays and presentations will enhance the interactivity with Display widgets, enabling you to create tailored drill-down touchscreen experiences on the go. You can independently set up persona-specific drill-downs for various metrics and dimensions in

Display - SES

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Social - SES

Knowledge Base Article

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Display

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Identify Messages Originating from Facebook Messenger in Rule Engine

Rule Engine supports identifying the source of message coming from Facebook Messenger chat plugin embedded on your website, Facebook mobile, or native Facebook channel. You can create a condition based on source of a message and then configure an action based on that condition. So messages can be ea

Service

Knowledge Base Article

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Facebook Messenger Overview