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Configuring Source Specific Settings for Live Chat

The Source Specific Settings screen in data connectors is where you configure the details about the data source you want to connect to. This screen allows you to define the source's type, parameters, and access details to ensure the data connector can interact with it correctly. The options that app

marketing

Insights

social

Service

Knowledge Base Article

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Configuring Source Specific Settings for Live Chat

RS
Advanced Use Cases of Audit Assignment Types

Assign Cases to the User Manager for EvaluationYou can assign cases to the agent's manager for evaluation by first copying the agent's manager into a case custom field using the copy action. Then, assign that case to the manager for evaluation.1. Create a Case Update rule to retrieve the last engage

Service

Knowledge Base Article

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Automated Sampling and Allocation

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Add an Account Group

An Account Group, i.e., a group of multiple accounts, can be created by individually selecting accounts to add (static), or based on a property or properties (dynamic). Grouping accounts within a group allows you to perform actions simultaneously on all the account types, given that the user has bee

social

Knowledge Base Article

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Manage Account groups

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Introduction

Live chat is the capability that allows end customers to interact with brands via a messaging interface in real time. Live chat is often deployed on websites and hence also referred to as Website chat. However, its usage is not limited to websites, it can be installed on mobile applications, blogs,

Service

Knowledge Base Article

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What is Live Chat?

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Smart Budget Strategy Group Behaviour By Channel

Smart Budget is available for Facebook, Pinterest, LinkedIn, Twitter, Snapchat, TikTok, Reddit, Google Ads and LINE. The behavior of Smart Budget differs for different channels.​How does the behavior differ for various channels?A broader principle in Smart Budget will get availed on the level where

marketing

Knowledge Base Article

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Overview

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How to Apply Macros in Ads Manager

Macros in Sprinklr Marketing (Ads) can be used to make multiple changes to entities with a single click, creating efficiencies in your workflow. You can create, save, and use a variety of macros for different ad entities for various purposes.You can automate manual actions on-demand across several a

marketing

Knowledge Base Article

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Manage Campaigns at Scale

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Campaign Third Pane - Collaborate

When you open a Campaign in the third pane, you can access in-depth information of the campaign and collaborate with other team members through messages on the campaign.To Navigate to Campaign Third PaneClick the New Tab icon, navigate to Sprinklr Marketing → Marketing Tab, and click on ‘Campaigns’

marketing

Third Pane

campaigns

collaboration

+1

Knowledge Base Article

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Campaign Third Pane

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Reporting on Topics

You can create reports on Topics. Two new dimensions are now available in Social, Inbound, and Service Analytics:NameDescriptionTopic TypeCategorizes topics discussed in customer-agent conversations, based on predefined analytics use cases. Can be plotted at the case, interaction, call, or message l

Sprinklr Service

Service

Updated Article

26.4

Knowledge Base Article

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Reporting

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Add an SMSGlobal Account

Within Sprinklr, you can add an SMSGlobal account to be able to send & receive SMS from Sprinklr.To Add an SMSGlobal AccountClick the New Tab icon. Under Governance Console, click Messaging Accounts within Listen.In the top right corner of the Accounts window, click Add Account.On the Add Accoun

Service

Knowledge Base Article

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SMSGlobal

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Create Cases via Guided Workflows

OverviewUsing the Create Records node in a guided workflow, you can create social or voice cases and store them in Sprinklr.Imagine a customer is experiencing an issue with a product they recently purchased, and visits the brand's website for support. They come across a guided workflow specific

Service

Knowledge Base Article

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Case Creation

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Sprinklr Service: Patch Changes (19.2.2)

Sprinklr's latest release introduces a range of exciting new capabilities aimed at empowering your business to create more meaningful customer experiences across all touchpoints.

18.5 Release

Sprinklr Service

marketing

Insights

+2

Knowledge Base Article

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19.2.2 Patch (Apr 19-22, '24)

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Permission to Deactivation and Re-Add Notification in Reporting Dashboard

To ensure that you don’t miss any opportunity to engage with your customers, we are making some account governance updates generally available - users of the reporting dashboard will view a notification bar at the top highlighting recently deactivated accounts. On clicking the notification, the user

Deactivation Notification in Reporting Dashboard

social

Reporting - SES

Re-Add Notification in Reporting Dashboard

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Knowledge Base Article

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Getting started with reporting dashboard

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Live Chat Accessibility

Embracing "Passionate, Genuine Care" as our core value, we are committed to ensuring the accessibility of our products for everyone. That's why we've ensured that Sprinklr Live Chat supports WCAG 2.2 AA. What is Accessibility and why is it needed? Web accessibility is the practic

Service

Knowledge Base Article

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Accessibility

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Ads Dashboard Navigation & Actions Available

Dashboard ActionsOn the Ads Reporting Dashboard window, hover over the Options icon  in the top right corner of the dashboard. Dashboard Header ActionsBefore Entering Edit ModeAfter Entering Edit Mode​Dashboard Actions — Field Descriptions#Header ActionDescrip

marketing

Knowledge Base Article

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Dashboard

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Choose your skin tone for emojis

Emojis are a spin on common emoticons. In Sprinklr Publisher, emojis are both fun and helpful for getting work done – use them to enhance your messages or add emoji reactions to respond quickly to messages. To get the most out of emojis you can adjust your default skin tone.Steps to use emojis while

emoji skin tones

Publishing - SES

social

skin tone for Emojis

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Knowledge Base Article

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Advanced capabilities

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Optimization of Assets in Advanced Publisher: Asset Specifications for Different Social Channels

OverviewAssets published on social media channels through the Advanced Publisher are optimized to channel-specific requirements to prevent loss of quality on publishing. Here are the channel-specific guidelines for optimization of different assets. FacebookEntitiesImage GuidelinesFormatJPEG, JPG, PN

marketing

Knowledge Base Article

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Content Creation

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Ad Comment Moderation for Pinterest

Learn about the new Pinterest comment moderation capabilities in Sprinklr and how you can use them to monitor and manage all comments and replies within Sprinklr.What Comments can we get?The table below provides you with information about the types of comments that can be fetched and if it requires

marketing

Pinterest

Ad Comment Moderation

Advertising

Knowledge Base Article

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Pinterest

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Platform Generative AI Use Cases

Sprinklr Platform includes a set of Generative AI capabilities that help users work more efficiently with content, code, and text‑based tasks. These capabilities reduce manual effort, simplify complex steps, and improve overall productivity. The capabilities fall into the following functional module

marketing

Insights

social

New Article

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Knowledge Base Article

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Platform Generative AI Use Cases

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Outbound Indicator for Sprinklr AI+ Posts

OverviewThe AI Usage Indicator enables visibility into AI-assisted content creation across publishing workflows. It highlights when AI features are used in posts created via the Publisher (Full Screen Publisher and Quick Publish) or Reply Window and provides a detailed breakdown of AI contributions

Sprinklr Social

Sprinklr AI+ - SES

New Article

Social - SES

+3

Knowledge Base Article

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Sprinklr AI+

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Exit Conversation Tool

The Exit Conversation Tool helps efficiently wrap up customer engagements on the platform. When activated, it automatically finalizes the interaction by closing the corresponding case, removing the need for any extra manual steps to complete the conversation.Adding Exit Conversation ToolClick the Ne

Service

Knowledge Base Article

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Dynamic Workflow