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Export Accounts

This article guides you on the steps to take export of your accounts. Accounts export can give a quick overview of all the accounts and their details. With this export, you can also perform quick analysis on specific fields for your accounts using Excel tools. StepsClick the New Tab icon. Under Plat

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Knowledge Base Article

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Manage Accounts

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Run a Guided workflow from Persona Home Page

Agent persona gives the ability to manage all agent work from a single view. Agents can perform and track their daily activities from agent persona. In this article we will discuss how to execute a guided workflow from agent persona.​Run guided workflow from persona home page​Agents can run guided w

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Knowledge Base Article

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Setting up Agent Persona

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Create a Task Macro

Macros are used to execute multiple actions on an entity with a single click. You can apply task macros to tasks to take multiple actions the same way you can with other entity types. Macros allow you to create efficient task workflows, taking multiple actions on a task at once. While creating Task

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Insights

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Macros

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Call Prioritisation in Voice Blended Work Queues

Call prioritization in voice-blended work queues determines how scheduled callbacks are queued and dialed when both inbound and outbound voice interactions share the same queue. In a blended environment, inbound calls and outbound callbacks compete for the same agent pool, making it essential to man

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Sprinklr Service

New Article

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Knowledge Base Article

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Additional Use Cases

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Access New Third Pane Experience for Inbound Columns

What is New Third Pane Experience for Inbound Columns?The New Third Pane Experience for Inbound Columns provides a snapshot overview of the message along with the profile and conversations. It allows you to perform Quick Actions. Actions available may vary depending on the type a

experience:space

Engagement - SES

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New Third Pane

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Message third pane

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How to Clear Stop Loss Strategy Groups from Ads

Stop Loss evaluates and pauses ads that are exceeding your target CPA or not meeting your goal based on your configuration. However, at times, you want to be able to make some of the ads paused by Stop Loss active again so that they can start spending. Clear Stop Loss assists you with this action to

marketing

Knowledge Base Article

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Setting Up Stop Loss

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Create Case Using Journey Facilitator

Step 1: Select “Create Record” Node in Journey Facilitator canvas. ​ Step 2: Set the following details as shown in the image below. Change the From Social Network field depending on the channel on which you will be sending the message later on (Say Email, SMS, etc.). From Social Network User ID shou

Service

Knowledge Base Article

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Journey Builder

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About Vanity URLs

A vanity URL is a unique web address that is branded for marketing purposes. It is easy to remember, share and can be used for publishing. Sprinklr supports two types of vanity URLs: Sprinklr Vanity URLs and third-party Vanity URLs which can be created with the pro domain of a URL shortener. Sprink

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vanity urls

vanity urls general

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URL Shorteners

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Advocacy Analytics

Using Advocacy Analytics dashboards, you can see actionable insights into content performance, advocate activity, and more that can then be shared with your team. To navigate to the advocacy homepage:Click the New Tab icon. Under Sprinklr Marketing, switch to the Marketing section.Then click Advocac

marketing

Reporting

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Standard Marketing Reporting Dashboards

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How to get the Allocadia Integration enabled?

To use Sprinklr’s Allocadia Integration, you can get in touch with your Success Manager or the Sprinklr Support Team by simply mailing to tickets@sprinklr.com.​To enable this integration, you need to share the list of properties on your Marketing Activities that you want to be mapped to the custom f

campaign management

marketing

Allocadia and Sprinklr Integration

Knowledge Base Article

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Allocadia and Sprinklr Integration

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Streamlining Automated Transactions

Automated methods of facilitating sales leverage technology to streamline processes, increase efficiency, and improve the overall effectiveness of sales efforts.​Brands can design customized chat bots with Sprinklr to interact with customers and help guide them through the sales process providing 24

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Knowledge Base Article

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Automated Transactions

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Paid Rule Keyword Lists

You can leverage the Paid Rule Engine to automate the tagging of Ad Variants based on Keyword Lists. Keyword Lists allow you to quickly and easily create a frequently used set of keywords or phrases and use them in Rules, saving time and reducing the possibility for any manual error.For any queries,

marketing

Advertising

Paid Rules Engine

Knowledge Base Article

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Paid Rule Properties

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What is Sina Weibo Custom Menu

Sprinklr lets you create Sina Weibo custom menus, allowing you to trigger automatic templated interactions with customers through a menu option in Sina Weibo messages. Using custom menus, you can provide customers with information about your brand. The custom menu option allows you to

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Knowledge Base Article

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Engagement in Sina Weibo

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Pinterest Channel Capabilities and Limitations

Pinterest CapabilitiesCapabilitiesSprinklr SupportedNotesFor details on media recommendations, see Pinterest Media Recommendations.Change Profile PhotoNoAPI LimitationChange Board Cover PhotoNoAPI LimitationPublish PhotoYesPublish VideoYesPublish LinkYesEdit Board name and/or descriptionNoAPI Limita

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Pinterest

Capabilities and Limitations

Knowledge Base Article

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Setting up Pinterest account in Sprinklr

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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

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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

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Insights Assistant

IntroductionIn simple terms, Insights Assistant is a tool that enables and assists in generating meaningful insights easily and in a timely manner. It leverages Sprinklr's AI capabilities to show the most crucial insights around key product metrics without requiring you to create dashboards or drill

Insights

Actionability Enhancements in Insights Assistant

Insights Assistant

Knowledge Base Article

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Insights Assistant

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Add a Simple Text Template Asset for SMS

Simple Text Template Assets are assets that can be uploaded in the Asset Management and can be used to save frequently used messaging for published messages or replies. Additionally, Simple Text Templates can be saved as Canned Responses for use as quick replies when engaging users. You can&nbs

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Text Asset

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canned response

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SMS

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Create a PII Masking Template in AI+ Studio

Masking is the process of hiding or obfuscating sensitive information to protect it from unauthorized access. AI+ Studio allows you to create masking templates to define how sensitive data should be masked, ensuring compliance with security and privacy policies. This guide explains how to create a P

marketing

Insights

social

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Knowledge Base Article

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PII Masking

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Add a PowerReviews Account

PowerReviews deliver cloud-based software that collects and displays ratings and reviews and questions and answers on websites. By adding your PowerReviews account directly into the Sprinklr platform, you can extend your brand's audience and engage with even more users from a single, unified pl

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article:howto

PowerReviews Account Addition

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PowerReviews