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What are Views?

OverviewsViews let you view the information relating to Tasks and Projects within your Portfolio in different ways. The details of Tasks/ Projects remain the same but different views allow you to visualize your work in different ways and parse the information differently. Some views, like Kanban are

PM_POPULAR_2

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

+4

Knowledge Base Article

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Platform Basics

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Advanced Filtering in Editorial Calendar

OverviewYou can use advanced filters to filter your Editorial Calendar for Campaigns, Sub-campaigns, Paid Initiatives, and Events according to customizable criteria or conditions. Advanced filters allow you to filter your Calendar using IF/AND/OR operators to set up complex rules. For example, you c

marketing

Knowledge Base Article

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Calendar Actions

RS
Sprinklr Marketing: 20.7 Release Notes

Sprinklr Marketing unifies and enhances marketing efforts across channels. It centralizes content creation, campaign management, and performance analytics for both organic and paid campaigns. This release introduces new capabilities designed to enhance customer experiences across all touchpoints.

marketing

Insights

social

Service

Knowledge Base Article

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20.7 Release (5th July '25 Onwards)

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Setting Up Unified Reporting

Sprinklr unifies data from paid advertisements, brand-owned content, and earned media within a single, AI-powered platform that provides marketing teams with complete visibility, consistent reporting, and actionable insights across the customer journey. In this article, you will learn:The benefits o

26.1

marketing

20.10

Updated Article

+1

Knowledge Base Article

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Overview

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X as a Benchmarking source

When it comes to brands, influencers, and their audience connecting and engaging online, there's one social channel that's head and shoulders above the rest: X. This platform is the ultimate hotspot for sparking conversations, building relationships, and creating buzz. Sprinklr has access

Insights

Benchmarking

Knowledge Base Article

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Twitter

RS
Anonymize Profile Data

This functionality enables organizations to adhere to worldwide data privacy laws by anonymizing personally identifiable information (PII) for any customer profile when requested. Through a user-friendly interface, brands can sever all identifiable links between profiles, responses, and transactions

Sprinklr Insights

Insights

Updated Article

26.4

Knowledge Base Article

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Security Features

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Sprinklr Copilot Features for Service

Sprinklr Copilot transforms customer service operations by leveraging AI to deliver faster, more personalized support across all digital channels. It assists agents by summarizing conversations, suggesting empathetic and compliant responses, and automating routine tasks like ticket categorization an

marketing

Insights

social

Service

Knowledge Base Article

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Sprinklr Service

RS
Importance of CTI

Product ChallengesExtended Call Handling Time: Agents spend more time verifying caller identities and toggling between their phone and customer data, leading to increased call handling time.​Increased Cost per Call: As resolution times lengthen and call service quality diminishes, the cost per call

marketing

Insights

social

Service

Knowledge Base Article

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Why is CTI Required

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Who receives the Task Notifications?

Understand who all received notifications for all the tasks generated by the workflow engine across campaigns, sub-campaigns, outbound messages, media assets, and requests.Notification Preferences — Task Descriptions TaskDescriptionReceiver Controlled by Notification PreferencesTask Creation and Ass

marketing

Task

notifications

Knowledge Base Article

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Advanced Workflow

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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

marketing

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill Rules

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What Can Cause LinkedIn Ad Accounts to Deactivate?

Sprinklr uses access tokens, which are provided by social networks, to connect to your social accounts. When an access token expires or becomes invalid, you must reconnect your social account to Sprinklr. Doing this generates a new token. Each social network has policies and security algorithms inte

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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Configure a Rule to Assign Cases Based on Predicted CSAT Rating

If the Predicted CSAT score of a message sent by a fan falls below the expectations of your brand, you can configure a rule in the Rule Engine to automatically assign that case to an experienced agent or a different set of user groups. By doing so, you can ensure that these cases are handled by agen

Service

Knowledge Base Article

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CSAT Prediction

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Viewing Sentiment on Outbound Posts and Inbound Messages

OverviewThe sentiment feature helps you understand how your brand is resonating with your audience, offering an opportunity to improve the overall user experience. It provides insights into public perception by showing how people feel about your brand. In cases where language may be ambiguous, such

social

Reporting - SES

Social - SES

Knowledge Base Article

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Reporting glossary

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Create a Forms Message

Messages for Business Forms allow you to create rich, multipage interactive flows for users on iOS and iPadOS devices using a single JSON payload.You and your brands may already have ideas which could benefit from this type of interaction. ​This template gives brands the opportunity to collect valua

Service

Knowledge Base Article

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Apple Forms

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Permissions required to access journey facilitator

In this article, you can find what permissions are required to execute the different steps of a Journey. Permissions for creating a CampaignTo create a campaign or modify an existing one, you will need following permissions under:Setup > Campaign​​Permissions required for Audience ManagementTo cr

Service

Knowledge Base Article

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How to enable Journey Facilitator in Sprinklr environment

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Deflection to Other Channel

In this article we will learn about how admins can configure IVR to deflect customer from IVR to digital channels when customers wait to connect to an agent.Business Use Case When customers interact with an IVR system, they often opt to connect with a live agent to report an issue or seek assistance

Service

Knowledge Base Article

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IVR Use Cases

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Widget visualization type - Counter

The counter widget allows you to see how many of a particular event happened in a short amount of time especially when there are gaps between occurrences of events. It shows you the reporting data for the previous period as well, where the previous period refers to the equal duration of time as the

social

Reporting - SES

Social - SES

Knowledge Base Article

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Data visualisation types

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What are Benchmarking Themes?

In Benchmarking, you can fetch all the public information happening within the social channels of your and your competitor's social media pages. But when your concern is narrowed down to any subject matter, then analyzing the whole data and finding the relevant one is a tedious and time-consumi

Insights

Benchmarking Themes

Knowledge Base Article

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Entities

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Deflect Node

OverviewA deflect node allows the chatbot to gracefully guide users to other support channels, such as live chat, to provide them with the most relevant and effective assistance. The deflect node helps optimize customer interactions by ensuring users are directed to the appropriate resources, enhanc

Service

Knowledge Base Article

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Nodes in a Dialogue Tree

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How to create a Sub Campaign?

Sub-Campaign is a child entity to a campaign and can be used as tags to further categorize a group of content for more granular reporting and tracking. With the introduction of sub-campaigns in Sprinklr, you can set custom fields, attach briefs and assets, experience collaboration, and trigger workf

campaign management

marketing

Sub-Campaign

Knowledge Base Article

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Configuration & Setup