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Prerequisites for Salesforce Integration

Ensure that the following prerequisites are in place before you start with the integration.Sprinklr RequirementsSprinklr Service Care must be enabled and configured.Salesforce Webhooks must be configured within Sprinklr.A Sprinklr Global Admin user is required for authentication and authorization.Sa

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Prerequisites

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Agent Availability Live Monitoring

The Agent Availability Live Monitoring dashboard provides comprehensive and detailed insights into the availability of agents, categorized by their current status and geographical state. This powerful tool not only allows for a clear understanding of how many agents are available at any given moment

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Detailed Dashboards

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Global and Workspace Users

User types in the Sprinklr Platform are divided into four levels, shown below from the highest level of access to the lowest level of access.Note: Workspace-level roles override Global-level roles.Global AdminGlobal UserWorkspace AdminWorkspace UserGlobal Admin Global Admin CapabilitiesGlobal Admin

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Advanced Capabilities

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How Agent can schedule a Callback

When an agent dials a customer and the customer requests a callback at another time. The flow chart below illustrates the journey for this scenario.​​The detailed journey can be explained as follows:​1. Customer 360 populates for an agent.  ​2. Customer requests a Callback for another date/time.  ​3

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Callback Use Cases

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Dashboard-level filtering

Filtering reporting dashboards and widgets can help you get relevant data quickly and easily, allowing you to hone in on the information that you need to see for a more focused analysis. Whether you need to see the social performance of a single social account, remove older campaigns from the data y

apply filter

Dashboard level filtering

filter on dashboard

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Dashboard-level Filtering

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IVR Flow Reporting

Sprinklr IVR Flow Reporting provides comprehensive insights into how customers interact with the IVR system. Businesses can identify inefficiencies, optimize workflows, and enhance customer experiences by analyzing call data at a node level. This reporting enables businesses to:Identify IVR nodes wi

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IVR Reporting

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Customise your prompt

Overlay Popup Prompt​​FieldDescriptionPrompt Creative TypeSelect Overlay Popup Prompt from the dropdown.Prompt Creative NameEnter a creative name. It will not be visible to the customers.LayoutSelect the desired layout of the creative from the dropdown e.g. media, Headline, Content & 1

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Configuration Steps

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Listening Persona App

Sprinklr being an exhaustive platform can be overwhelming for a new user to navigate, utilize, and optimize to its full potential. To solve this, Sprinklr brings forth the new Listening and Benchmarking Persona app. The new persona app is aimed to impart a more simplified and user-friendly experienc

Listening Persona App

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Onboarding Module

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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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Broadcast an announcement

In Sprinklr the announcement capability allows system administrators to send announcements to all the users within the platform. Announcements can be created to be displayed once. Administrators can also customize the end date for displaying the announcements. A common use case for announcements is

Publishing - SES

Broadcast an Announcement

Social - SES

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Advanced capabilities

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Bulk export users

Sprinklr allows you to export user information in bulk, from across different workspaces. With the export, you get details about every user, their primary details, custom fields and even the login counts, if selected.  You can update the details and bulk import to reflect changes on the platform. Th

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Getting started

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Create a Telegram Column

After the Telegram Bot account is added in Sprinklr, you will be able to pull in all your native conversations and reply on the same. In the Engagement Dashboard, Sprinklr offers different column types for Telegram that can be added to the dashboard.Before You BeginBefore you can add the Telegram co

Create a Telegram Column

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Telegram

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Similar Cases in Agent Console/Care Console

View Similar Cases in Third PaneWithin the third pane of the Agent Console and Care Console, agents can quickly refer to the resolved similar cases suggested via AI that match the content and intent of the ongoing conversation between a customer and an agent.Click the Smart Assist tab within the Cas

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Similar Cases

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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

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Dashboards

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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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Update Case Details

sprChat('updateConversationContext')This API can be used when we want to update custom fields/context in the middle of an ongoing conversation. Parameters:(every parameter is optional unless marked *):NameTypescript typeDescriptionDefault Valuecontext*StringTMap<string[]>Map of custo

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SDK Methods

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Reactivate an Account

Businesses that previously took a break from social media marketing or wanting to use new capabilities introduced by Sprinklr may choose to reactivate their previously deactivated social media account. This gives you the flexibility to deactivate temporarily as required by your social strategy. Foll

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Manage Accounts

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Post Performance

Post performance refers to the effectiveness of individual posts on social media platforms, in terms of their impact on your target audience. Understanding post performance involves analyzing metrics such as reach, engagement, conversions, and click-through rates to determine how well each post is p

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Standard Reporting Dashboard

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TikTok Ads Reporting Metrics

Leverage this detailed list of all the TikTok metrics available in Sprinklr's Ads Reporting to operate the reporting dashboard better. Given below is a list of all TikTok metrics, along with their descriptions.Metric Name in the Native PlatformMetric Name in SprinklrDescriptionBasicCPATiktok CP

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Metrics

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Unified Monitoring Dashboard

The Unified Monitoring dashboard consolidates agent, queue, campaign, and other live monitoring screens into a single interface. Supervisors can manage all aspects of their operation from one screen, reducing the need to switch between different monitoring screens and enabling more informed, real-ti

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Reporting & Analytics