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SH
How to Configure a Disposition Plan

​​Pre-requisite for configuring the Disposition Plan: Sprinklr Voice should be enabled for the environment.​A disposition plan is a pre-configured form that is filled out by agents while disposing the call in ACW. These plans include specific fields and information that agents need to provide when d

Knowledge Base Article

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How to setup disposition plan

RS
Broadcast an Announcement in Distributed

The announcement capability (within Sprinklr) allows system administrators to send announcements to all the users, including Distributed users within the platform. Announcements can be created to be displayed once. Administrators can also customize the end date for displaying the announcements. For

Broadcast an Announcement in Distributed

Announcement

Distributed

Knowledge Base Article

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Governance (Distributed Admin)

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How to Create and Use Ads Macros

​Macros in Sprinklr Marketing (Ads) streamline your workflow by allowing you to implement multiple changes across entities with a single click. You can create and save macros tailored to different ad entities, enhancing efficiency in campaign management. Automate manual actions instantly across mult

Advertising

Knowledge Base Article

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Configuration

SH
Ads Manager Find & Replace Macro

Sprinklr Macros within Sprinklr Marketing (Ads) can be used to make multiple changes to entities at once, creating efficiencies in your workflows. In this article, learn how it allows allows you to update the names of your Ads with ease, using intuitive find & replace functionality to update tex

Knowledge Base Article

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Advanced Use Cases

RS
Governance for Naming Conventions

Announcement: Major Update to Naming Conventions We are announcing a major update to our governance framework for naming conventions, which includes a significant overhaul of the user experience (UX). This revamped UX is designed to simplify and enhance how you manage and create naming conventions,

Knowledge Base Article

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Configuration

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Ability to create sections

If you are creating a lengthy request form, it's helpful to organize the fields into multiple sections. Sections also help requesters consume a long form that has been organised into smaller sections.  When you create a new request form or edit an already existing request form, you will see “Ad

Knowledge Base Article

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Request Form Builder

SH
Task Assignee Governance

Users have the ability to define Assignee Restrictions while creating tasks, restricting control over who the task can be reassigned to. Assignees can be listed according to specific requirements, whether by User / User Groups, User Defined in Custom Field(s), or Task Queue(s). How does it work?  Na

Knowledge Base Article

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Tasks

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Tasks Third Pane - Activity

Sprinklr allows you to track the activity on a task via the tasks third pane.How it worksOpen the My Tasks Dashboard via Production Dashboards. Open the third pane of the task you would like to check the activity on.Go to the activity tab, where you can see the trail of activities or actions taken

Task

Workflow Engine

Knowledge Base Article

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Tasks

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View Reporting for Omni-Channel Journeys

Once you have deployed a customer journey, you may want to evaluate the engagement of the audience. Sprinklr provides you with the ability to check reporting for the audience activity on its Reporting dashboard. It enables you to get detailed reports for various types of audience activities, both at

Reporting

Knowledge Base Article

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Advanced Use Cases

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How do I enable / disable Future tasks

In this article, you will learn how to enable or disable future tasks on a workflow.To enable future tasksClick the New Tab icon. Under Sprinklr Marketing → Marketing tab, click Workflow Engine within Produce.In the top right corner of the Workflow Engine window, click Create New Workflow.On the Cre

Task

Workflow Engine

Knowledge Base Article

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Tasks

RS
Add Anthropic as a Provider in AI+ Studio

This guide provides step-by-step instructions on integrating Anthropic as a provider in AI+ Studio using the Bring Your Own Key (BYOK) integration method.PrerequisitesBefore you begin, ensure the following requirements are met: Permissions: You must have Edit, View, and Delete permissions for AI+ St

Knowledge Base Article

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Add Support for Anthropic

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Autofill Channel Details in Publisher​

While creating a message from the Message Publisher, autofill Account Type & Template details based on pre-defined conditions to eliminate manual effort with automation. How to set upClick the New Tab icon. Under the Platform modules, click Rule Engine within Collaborate.In the top right corner

Autofill

publishing

Autofill Rule

Knowledge Base Article

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Autofill Rules

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Automate Confidentiality in Messages

Create a Draft rule to automatically mark your Draft messages as confidential and restrict visibility to certain user groups. Once the rule is enabled, all the messages (drafts) satisfying the condition will have the selected action initiated on it.Example Use case shown below: This rule is to ensur

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill Rules

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Restrict modification on a post asset

In the asset manager, you have the option to restrict other users from modifying the content while publishing post assets. For example, you have Team A that creates approved content and Team B that publishes the post. Thus, using this capability you can make sure that Team B who is publishing the po

modification restriction on a post asset

Restrict modification on a post asset

Knowledge Base Article

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Image Editor

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Clone Macros

Overview Sprinklr now allows existing macros to be cloned. Cloning macros lets you quickly create new macros using the configuration of an existing macro. You can use this feature to create macros that will have similar configurations without having to manually enter individual fields for all macro

video:no

cloud:core

release:10-1-0

article:howto

+5

Knowledge Base Article

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Macros

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Scheduling Options in Ads Composer

While composing an ad campaign, within the Budget and Scheduling tab, once you have filtered the asset based on a common keyword associated with the ad-set, you can choose to apply the budget configuration and Dayparting to all the ad sets together, rather than configuring it individually. Follow th

Knowledge Base Article

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Functionalities

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Ads Composer FAQs

​What are the prerequisites for using Ads Composer?Adding an Ad Account and having the pages linked to the ad account is mandatory for using Ads Composer.Is Sprinklr Composer flow the same for all channels?Yes, as Sprinklr aims to simplify the process of creating large campaigns, the flow is kept si

Knowledge Base Article

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Troubleshooting & FAQs

RS
How to Choose Ad Placements in Ads Composer

While composing a campaign, Sprinklr provides you with an option to add multiple placement variations for your target audiences instead of having to add the placement individually. This will create a duplicate of your ad sets for each placement variation.For instance, if you have two target audience

Knowledge Base Article

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Functionalities

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How to Approve Ads or Ad Creatives by Email

An Approver may only need to review and approve ad variants or ad creatives instead of having to use Sprinklr actively. This can be achieved by a simple mechanism of sending an email to approve the entity.Sprinklr introduces Email Approvals for ad creatives to implement this mechanism

Approval Workflow

Advertising

governance

Knowledge Base Article

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Common Use Cases

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Queue Health Report

Queue Summary Here Supervisors can view overall summary of different queues in which the cases/calls are assigned. ​Work Queue vs Maximum Response TimeThis shows the maximum response time, i.e., the time taken by an agent to respond to a customer's query in a case. Case Wait time in Queue This

Knowledge Base Article

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Queue Health Reports

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