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Record Manager - An Overview

A Record Manager is a configurable, tabular interface used to display and manage records for a specific entity in a structured, user-friendly format. It acts as a central workspace where teams can view, filter, and act on entity data in real time—tailored to their specific business roles and workflo

Knowledge Base Article

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Record Manager - An Overview

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Allocadia and Sprinklr Integration

Allow marketing teams to collaborate seamlessly on plans and investments, measure the impact on the business and sync them in Sprinklr without doing manual efforts.With Sprinklr & Allocadia integration in place, you can easily create sub-categories in Allocadia and send them to Sprinklr in the f

marketing

Integrations

campaigns

Allocadia and Sprinklr Integration

Knowledge Base Article

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Allocadia and Sprinklr Integration

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Drill-down Usability Improvements

Get contextual insights with just two clicks, enhancing your drilldown journeyIn the fast-paced world, the ability to gain meaningful insights quickly is crucial for users. To address this need, we are thrilled to introduce the Standard Drilldown feature in our latest release, designed to empower ou

Drill Down

Insights

Explore Lens

Drill Down Widget

Knowledge Base Article

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Drill Down

RS
Using Case Description in Rules for New and Updated Cases

In Care Console, you can reference the Case Description system field in both Case Creation and Case Update rules within the Rule Engine. This enables you to copy the Case Description into custom fields. Once the Case Description value is copied into a custom field, you can use it in workflows or dis

Service

Knowledge Base Article

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Case Third Pane

RS
Salesforce OAuth Integration Setup: Permission Requirements Update

Beginning in September 2025, Salesforce will implement a security change that limits the use of uninstalled connected apps during OAuth authentication. Consequently, if a user attempts to authorize a connected app that is not installed in their Salesforce organization, they will need to possess the

Knowledge Base Article

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Setting Workflow Trigger Events

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Contentful Integration: Overview

With Contentful added as a new channel type within Sprinklr, you can use it to create and publish messages. Once your Contentful account is authorized to be used within Sprinklr, you can filter the available accounts with Contentful as the filter value and perform additional actions such as View Det

Create Message

marketing

Accounts

Knowledge Base Article

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Contentful & Sprinklr Integration

RS
Activity Audit for Agents and User Groups

The Activity Audit feature enables tracking and reviewing modifications to agents and user groups. It generates a comprehensive log of changes, detailing both the source and nature of the adjustments. For user groups, you can monitor updates to priority order and assignment settings. Additionally, a

26.1

Sprinklr Service

New Article

Service

+1

Knowledge Base Article

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Setting up Agents for Routing

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Access Quick Search Settings to manage Saved Queries, Scheduled Exports, and Explore Lens

Learn how to navigate to Quick Search Settings to manage saved research queries, scheduled exports, and explore lenses.Quick Search Settings help you quickly pull up data from billions of data points on topics of your interest. From Quick Search Settings, you can easily manage your saved queries, sc

Insights

Knowledge Base Article

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Settings & Configuration

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Strategy Group Introduction

1. Smart BiddingSmart Bidding is the set pros of manual bidding with none of the cons. It is an AI-based algorithm that is trained on your data to predict the best bid value for your ad sets. By automating the manual bid process with AI, Smart Bidding saves time and improves performance.​Benefits of

marketing

Knowledge Base Article

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Optimize Campaigns Using Paid and 3rd Party Data

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LinkedIn Parity: Results Forecasted

The "LinkedIn Parity: Results Forecasted" article explains how LinkedIn’s new forecasting tools help users predict campaign outcomes. It covers features like adjusting forecast details, choosing different time ranges, and seeing metrics for budget and audience segments. This guide is aimed

marketing

Knowledge Base Article

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LinkedIn Advanced Capabilities

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How to add Annotations on Graphs in Reporting

Annotations give you the ability to add notes to graphs and charts. They are attached to the dates themselves, so can only be seen in a graph or chart where 'Date' is the primary dimension. Annotations can be created in two ways: either from the Settings section of the Left-Hand panel at t

marketing

Knowledge Base Article

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Dashboard

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Quality Management Capabilities

Sprinklr's Quality Management CapabilitiesCase Analytics ViewView Case Conversation, Case Information, AI Scoring all in one screen while Manually Evaluating Cases. Detailed explanation on Case Analytics View can be found here .Omni-channel CapabilityOmni-channel interaction view of the case co

Service

Knowledge Base Article

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Quality Management

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Sprinklr URL Shortening Capabilities

Sprinklr provides a Uniform Resource Locator (URL) shortening utility, spr.ly, which combines the functions of existing URL shortening services, such as bit.ly, or ari.ba along with the capabilities suited for an enterprise client’s specific needs. The following are the advantages of

experience:space

Custom Link Library

social

URL shortening

+8

Knowledge Base Article

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URL Shorteners

RS
Advocacy SFTP Setup Guide

This article outlines the end-to-end process for setting up SFTP-based user sync on Advocacy.Steps to Set Up SFTP-based User Sync1. Server Hosting and SetupThe first decision is where the SFTP server will be hosted. The server can either be provisioned by Sprinklr or hosted on the client's end,

Advocacy - SES

Sprinklr Social

Social - SES

Knowledge Base Article

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User Management

RS
Agent Change Log Report

The Agent Change Log Report provides a comprehensive log of all changes made to a user within the Sprinklr System, including the method of change and precise timestamps.It tracks updates to User System Properties, User Custom Fields, Routing Skills-Proficiencies, and other routing settings.Furthermo

Service

Knowledge Base Article

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Detailed Report Glossary

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Conversational Analytics Reporting

Reports allow you to track the performance and adoption of all Conversational Analytics features. The widgets are customizable and can be modified. A drilldown feature is available for the widgets to get further details. You can apply the dashboard and widget-level filters by clicking on the Filter 

Service

Knowledge Base Article

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Reporting

RS
Confirmed Appointment Node in IVR

The Confirmed Appointment Node in Sprinklr IVR is used to finalize and notify customers and agents about a scheduled appointment. It also provides flexible options for appointment modes (VideoChat or Voice Callback) and supports reminders, notifications, and guided workflows for modifications.This g

Sprinklr Service

New Article

20.10

Service

Knowledge Base Article

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Configure Slot Based Appointment Booking through IVR

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Case Monitoring Actions

Live Case Monitoring includes several features that enable supervisors to monitor cases more effectively and take timely, targeted actions. In addition to monitoring the real-time data displayed upfront, supervisors can filter the Case Monitoring screen to focus on the information most relevant to t

Sprinklr Service

Service

26.1.1

Updated Article

Knowledge Base Article

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Case Monitoring

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Omnichannel Handover Protocol

Sprinklr will enable any external 3rd party Bot to participate in a conversation with the customer on any of the Modern Messaging channels like Twitter, WhatsApp, Sprinklr LiveChat, etc. This capability makes it possible for a brand to use an external or their own Bot for handling automated response

Knowledge Base Article

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API

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18.2 Key Changes in User Experience

Usability is the key focus for Sprinklr this year, and we continue our efforts toward making Sprinklr simpler, better, and consistent. There are some exciting major changes in the 18.2 release, where users will experience a change in platform appearance and behavior.Launchpad ChangesWe are delighted

18.2 Key Changes in User Experience

18.2 UX Changes

Insights

social

+1

Knowledge Base Article

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v18.2 Winter Release (February)