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Getting Started for Agents

As an agent, your role is essential in delivering excellent customer service and maintaining operational efficiency. This guide provides an overview of the key tasks you'll be managing, with links to detailed pages for each topic.View ScheduleAgents can view their schedules monthly and weekly i

Knowledge Base Article

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Getting Started for Agents

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Copy filled Message Brief from Parent post to Variant

This article elaborates on how to automate copying of briefs from parents posts to variants using rule engine. How does it work? Navigate to Rule Engine from the launchpad and start creating a Draft Rule. Define the Condition. Under “Conditions Applies To The properties of the Draft Messag

Knowledge Base Article

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Outbound Rules

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Out-of-the-box LI Models

Location Insights NLP (Natural Language Processing) models are available for various industries in multiple languages. These industry-specific models are trained with industry-specific data sets for accuracy and recall of more than 80% for all models and languages.IndustryModel NameTaxonomyAutomotiv

Knowledge Base Article

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Location Insights AI Model

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Running and Activating Connector

This article explains the process of activating connectors within the platform, focusing on the differences between recurring and non-recurring connectors. Non-recurring connectors are automatically activated by default, while recurring connectors require manual activation. Once activated, recurring

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Running and Activating Connector

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How to View the Details of a Custom Field

How to View Custom Field DetailsClick the New Tab icon. Under Platform Modules, click All Settings within Listen. Under the Manage Workspace tab, select Custom Fields.On the Custom Fields window, hover over to the Options icon alongside the Custom Field for which you want to view the details and cli

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Create & Manage

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How to View a Custom Field's Activity (Changelog)

To view Custom Field ActivityClick the New Tab icon and go to All Settings. Under Manage Workspace, click on Custom Fields.On the Custom Fields window, hover over to the Options icon alongside the Custom Field for which you want to edit the details and click on Activity.​The Activity pane will open

Knowledge Base Article

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Create & Manage

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Support for Import of Live Chat Cases Using Single Case Format

In Single-Case file format, a single zip file contains a Metadata File and a Message File that corresponds to a single Case. Here in the metadata file, there is one conversation id corresponding to one Case. In a Message file, if there are 10 messages corresponding to a single Case, the Message File

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Supported Format for File Based Connectors

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Running Connector from a Standard Entity's Record Manager

Sprinklr allows Data Connectors to be configured and executed using a Global Call-to-Action (CTA). This setup ensures seamless execution while enabling users to perform actions in bulk. ​Configuring Data Connectors through Global CTAHere is an explanation of key configurable fields for running a Dat

Knowledge Base Article

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Running Connector from a Standard Entity's Record Manager

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Add Subscribers for Account Deactivation Notifications

You can add subscribers to your accounts to send notifications when an account is deactivated. In cases, when an admin misses these notifications, subscribers can be very useful. You can follow the steps mentioned in this article to add subscribers for an account.StepsClick the New Tab icon. Under P

Knowledge Base Article

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Manage Accounts

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Color-coding in Project Kanban View

OverviewColor-coding helps with data organization and visualization. You can easily highlight and communicate important information. For example, you can use different colors to represent completed, in-progress, or not-started tasks. In Kanban view, only the left seam of the cards is colored. You ca

PM_PROJECT_SHEET_VIEW_2

Knowledge Base Article

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Project Kanban View

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Add a Vectramind SMS Account

You can instantly connect with customers globally using their most preferred communication method: text messaging. Within Sprinklr, you can add a Vectramind account to be able to send Arabic and English messages along with links and emojis.Internal NoteUse this DP:VECTRAMIND_SMS_CHANNEL_ENABLED

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SMS

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Rule to autofill email signature

An email signature is a block of text or graphics that is automatically appended to the end of an email message. It usually includes the sender's name, job title, contact information, and other relevant details such as social media links or company logo. The purpose of an email signature is to

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Email Signature

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Design Effective Leaderboards to Recognise Champions

Advocacy platforms have grown in sophistication, enabling greater user engagement and customization. One of the key features contributing to this user-centric approach is the Program Leaderboard. But what exactly is it, and why does it matter? What are Program Leaderboards? Program leaderboards

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Gamification

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Create Template Messages for LINE

Sprinklr provides Template Messages that are rendered by LINE. When agents or bots share the LINE template message, customers will view the rendered templates via the LINE app.What are Template Messages?LINE Template Messages are messages with predefined layouts which you can customize. Th

Knowledge Base Article

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Engagement

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Create a Facebook Workplace Column

Facebook Workplace is an online collaborative software tool developed by Meta Platforms. It facilitates online group work, instant messaging, video conferencing, and news sharing. This article states the steps to add different column types for Facebook Workplace.Steps Click the New Tab icon in Spri

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Engaging on Facebook

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Introduction and Different types of Entry Points

IntroductionThere are many options for customers to start a conversation with your brand. You can use the Messages button and URL to meet customers in a place where you can contact them. You can also enable system features such as Apple Maps or Message Suggest so that customers can start conversatio

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Entry Points

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Notes for Applying Smart Bidding and Smart Budget Strategy Groups Together

You can apply Smart Bidding and Smart Budget Allocation simultaneously on your ad entities using Strategy Groups.Smart Budget Allocation (SBA) dynamically shifts budgets between Campaigns and Ad Sets based upon real-time performance using Reinforcement Learning, a subset of AI, to systematically inc

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Setting Up Smart Bidding

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Offline Conversions - Import Template

For successfully enabling offline conversions, it is essential to create an Import Template.​The Template has 1. Import Name2. Connector Type3. File Mapping4. Recipients​​​Import Name The Import Template Name will later be used while creating the Conversion Export.​ConnectorsUsers can select one of

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Offline Conversions

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How to Share an Ads Dashboard

Summary Once you have created an Ads Reporting Dashboard, you are able to share it across users and workspaces. This allows you to efficiently use an already existing dashboard without having to create the same in other workspaces. This article will help you understand how can you share your dashboa

Knowledge Base Article

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Dashboard

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Adaptive Card in MS Teams

OverviewAn Adaptive Card is a dynamic card that can integrate various elements such as text, speech, images, buttons, and input fields. Key features like Bots in Teams, Message Extensions, and the Bot Framework support these cards. You can design an Adaptive Card template in the Digital Asset Manage

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MS Teams - Card Templates