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How to Use Supervisor Copilot

Supervisor Copilot helps supervisors streamline daily operations and get assistance using natural language. Once available in the Persona App, Supervisor Copilot opens as a floating window that remains accessible as supervisors move across different areas of the Supervisor Console, enabling uninterr

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Supervisor Copilot

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Guided Workflow on Live Chat Home Screen

You can integrate a guided workflow into Live Chat by adding an information card with a Guided Workflow action. This allows customers to launch a guided workflow directly from the Live Chat home screen, offering step-by-step support for common issues without having to leave the conversation.​Guided

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Guided Workflows

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Project Overview Tab

OverviewThe Project Overview Tab gives you quick, detailed insights into your Projects. You can create and view a Project Overview describing your Project, its objectives, key milestones or other important or relevant details. You can also see other key Project details like status, owner and depende

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Project Tabs

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Overview of PCI-Compliant Secure Forms

What is PCI compliance?PCI Compliance refers to adherence to a set of security standards created by the Payment Card Industry Data Security Standard (PCI DSS) Council for companies that accept, process, store or transmit credit card information. Developing these standards aims to protect sensitive c

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PCI Compliant Secure Forms

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Nailed Up Connection on VoIP

When an agent is presented with an incoming call from the backend, the agent's browser initiates a webRTC handshake with the voice provider, such as Ozonetel or Signalwire, to establish the call connection. This handshake process is typically rapid, typically taking no more than 1-2 seconds under op

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Nailed Up Connection

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Introduction to WhatsApp Flows

Note: Before you start learning about WhatsApp Flows, ensure you have an existing WhatsApp Business Account added for your Sprinklr Partner Environment. Refer to WhatsApp Business Account Addition process for more details.WhatsApp Flows is a feature designed to help brands create structured interact

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WhatsApp Flows

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Sprinklr Insights: 17.10 Capabilities and Enhancements

Sprinklr's latest release offers exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint. Read about Sprinklr's latest platform enhancements below!Navigation TipsRead through the release notes below, or you can click on a Product titl

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v17.10 (November)

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What is Ads Campaign QA Checklist?

Eliminate the risk of off-brand advertising with an automated QA Checklist.

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What is QA Checklist?

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Page Density controls

Unlock the power of information with page density controls – tailor your viewing experience to your preference. In today's fast-paced digital landscape, where you need to navigate through a myriad of information, the importance of optimizing user experience cannot be overstated. With this in mi

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User Management

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Change Password & Security Question for Own Account

To ensure regular privacy of your Sprinklr account, update your password and security question regularly. Sprinklr prompts you to change your password every few days. A security question helps you gain access to your account if it gets locked due to incorrect passwords. This article lists down the s

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Advanced Capabilities

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External Sharing through Link

To share your Editorial Calendar with external stakeholders, you can generate a shareable external link. Click the Options icon on the top right corner of your window and select Get External Link. External links can be secured through passwords and by enabling SSO authentication. This mitigates the

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Calendar Actions

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When to use Alerts?

As a Supervisor, you need to monitor your agents and the assigned cases to them in order to deliver best to your customers. There are always some situations that require special attention like high case traffic from a particular channel, large number of missed calls in a queue, high waiting time of

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Alerts Monitoring

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Create a New Project

OverviewProjects are used to manage, track, and collaborate on a set of Tasks with a specific goal and timeline. You can create Projects for to oversee and manage individual campaigns, track product launches, manage content production and much more. You can also create Sub-projects within a Project

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Manage Projects

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Create and Target Email Newsletter (Advocacy)

What are Email Newsletters? Email Newsletters act as a communication bridge. Through these, organizations can seamlessly relay timely updates, shareable content, and insights directly to their Advocates, ensuring they remain engaged and informed. Inclusions in Email Newsletters Trending/Latest posts

Advocacy - SES

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Email Newsletters (Advocacy)

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Utilizing Enhanced Support Tools

Co-Browsing and Agent Screen ShareBrands can enhance customer support by providing guided assistance through shared browsing sessions like co-browsing and agent screen sharing. These tools are invaluable forTroubleshooting payment issuesNavigating the checkout process​Sprinklr Live Chat's Co-Br

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Enhanced Support Tools

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Global Record Pages

The Case Analytics page features a standardized layout configuration designed for both Quality Management and Conversational Analytics. These standardized configurations are referred to as Global Record Pages. Various standard layouts have been created to accommodate different scenarios, including M

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Configure Case Analytics View

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PII Masking and Data Protection

The Personally Identifiable Information (PII) Masking in Sprinklr refers to the process of identifying and securing sensitive personal information with the platform to ensure compliance with data privacy regulations (like GDPR, CCPA) and protect user data from unauthorized access.​It involves hiding

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Masking Templates

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What are Announcements?

Announcements help in one-to-many conversations by making it quick and easy. A supervisor sends an update to all the agents with just a few clicks - making the flow of information very smooth and efficient. Along with sending the announcement, supervisors also view status of the announcement which t

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Announcements

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Create LinkedIn Audience Studies

Audience Studies provide real-time insights into how audiences engage with content and brands on LinkedIn. Business use caseKnow your audience and what matters to them: Gain insights into demographics, company & industry and skills distribution of your target audience to effectively tailor your

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Create Audience Studies to understand your audience better

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Use Smart Insights to gain quick insights on multiple data points/anomalies

Gain deep actionable AI-powered insights by drilling down on multiple data points/anomalies in your widget. Detecting the relevant point of anomalies or spikes in your data is imperative to study the deviations. By turning Smart Insights on in your widget, the most significant points of anomalies/de

Insights

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Smart Insights