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RS
Survey Summary Report

The Survey Summary Report shows the summary and status of the Survey sent to the customer associated with the Case, including whether the survey is filled out, in progress, or just opened. It belongs to the Survey Reports Report Group.The Survey Summary Report provides the total count of Surveys sen

Service

Knowledge Base Article

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Detailed Report Glossary

RS
User

1. Creates a new UserEndpoint: POST /paid/governance/create/userRequest Body :Field DescriptionsFieldTypeRequiredDescriptionemailStringYesEmail address of the usernameStringYesFull name of the userprofilePictureStringNoURL of the user's profile pictureteamsListNoList of team associations for th

marketing

Knowledge Base Article

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Governance

RS
Implementing Proactive Outreach

Proactive outreach can significantly enhance the pre-sales experience for customers in virtual selling by addressing their needs and concerns before they even arise. It can be used to  run promotional campaigns and ads prompt users to revisit their abandoned carts notify users of upcoming offers sug

Service

Knowledge Base Article

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Proactive Customer Outreach

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Create a Button-Based Bot

Before You BeginEnsure you have access to the Conversational AI Persona application.Read more about navigating through the PersonaCreating a New Bot Application:​​Keep the toggle for Enable Voice off, if you are making a simple chatbot application that will not involve IVR.1. Creating a Dialogue Tre

Service

Knowledge Base Article

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Button-Based Bot

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Embed the Gallery in Site and/or App (Earned Content)

OverviewOnce you’re ready to put the Sprinklr Gallery on your site or app, you’ll see the Embed Generator icon . When you click , your unique embed code will be generated.This embed code is unique to your Gallery, is extremely performant and stable, as well as dynamic. Anytime design, content, or ta

experience:space

Display - SES

embed gallery

article:howto

+7

Knowledge Base Article

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Gallery

SH
Campaign - Analytics Tab

You can view the Analytics tab to derive insights on all the content associated with the Campaign from the Campaign details windowAbout Analytics tabThe Analytics tab in the Campaign Details view has the same functionality as the Sprinklr Reporting but is filtered to only show the performance of con

campaign management

marketing

Analytics Tab

Knowledge Base Article

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Introduction

RS
Adding and Configuring User Level Widgets

User-level widgets are not included in the personas by default. When Quality Management (QM) is enabled, the QM home screen does not automatically display these widgets. You will need to manually add the user-level widgets to the appropriate QM personas.There are three user-level widgets available f

Service

Knowledge Base Article

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User Level Evaluation

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Right to Access Cases

The Right to Access Cases section under Privacy complies with Data Subject's right to Transparency as defined under GDPR. It confirms the right to access the data about an individual within Sprinklr. To Navigate to Right to Access Cases Click the New Tab icon  and select Right to Access

Insights

article:howto

social

Service

+1

Knowledge Base Article

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Privacy Guides

RS
Setting up Customer Authentication

You can configure Customer Authentication on the Sprinklr platform by following 3 steps:Creating a custom field to indicate if the profile is authenticatedCreating a tag (badge) that is tied to the state of the new custom fieldCreating a canned response to send to customers to start the authenticati

Service

Knowledge Base Article

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Customer Authentication

SH
Import External Content to Sprinklr Knowledge Base (HTML Import)

This is a step-by-step guide on how to bulk import your existing content into the Sprinklr Knowledge Base. To learn more about the automatic import process, click here.To Import ArticlesIf you want to import a set of articles into the Sprinklr knowledge base, create a CSV file.1. Click the New Tab i

Knowledge Base

Service

Knowledge Base Article

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Import and Export

RS
Inbound Case Report

Overview:This report provides metrics and dimensions which govern information about the case-level data from the time the case was opened/created in the system till the time the status of the case is closed. 'Case Number / Case ID' is Unique identifier of this report.Data Aggregation and F

Service

Knowledge Base Article

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Report Glossary

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AppsFlyer Ads Reporting Metrics & Dimensions

Once your AppsFlyer is integrated, you'll be able to view analytics data in Ads Reporting. The following metrics are available and can be used to build widgets in custom dashboards.Supported Dimensions and Metrics for ReportingAvailable DimensionsDimensionsDescriptionAppsFlyer Ad IDThe Ad ID as

marketing

Knowledge Base Article

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Reporting & Analytics

RS
Agent State Status Change Report

The Agent State Status Change Report displays the precise timestamps for changes in the agent state and status combination, along with the time spent in each state-status combination. Status is defined and updated by the agent within the console, while State is a system-defined field that is automat

Service

Knowledge Base Article

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Detailed Report Glossary

RS
Add an Ozonetel Voice account

Use the Ozonetel Voice integration to route inbound and outbound calls through Sprinklr Service. Adding an Ozonetel Voice account allows Sprinklr to receive call traffic from your Ozonetel telephony provider and enables features such as IVR flows, voice bots, and agent call handling.Enablement Note:

Account

Service

Ozonetel

Voice

Knowledge Base Article

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Ozonetel

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How to Schedule/Reschedule Callback for the Customer

​Pre-requisite for configuring this in IVR: Sprinklr Voice should be enabled for the environment and your user should have IVR View, Edit or Create permission​​Sprinklr IVR offers a powerful feature that allows brands to provide their customers with the ability to schedule callbacks directly from th

Service

Knowledge Base Article

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How to Setup Business Logic

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Past Implementation - A Leading Indian Private Bank

A leading indian private bank is using agent facing guided workflows extensively for multiple use cases to improve agent efficiency and reduce average handling time of cases. Here are some key uses cases that were covered via guided workflow:1. Product specific journeys - Credit cards, Banking and l

Service

Knowledge Base Article

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Use Cases

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Standard Inbound Voice Reporting Dashboard

The standard inbound voice reporting dashboard displays a range of relevant call center metrics and KPIs that allow customer service managers and teams to monitor and optimize performance and extract invaluable real-time data with ease.Call Centre FunnelCall Count: Number of calls.Calls taken by Age

Service

Reporting

Voice

Knowledge Base Article

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Standard Inbound Voice Dashboards

RS
Reporting on Opt In Templates

Opt-In reports offer a comprehensive overview of the usage and impact of opt-in templates sent to users. These reports provide detailed insights into various aspects of the opt-in process, allowing businesses to assess the effectiveness of their opt-in templates and make informed decisions. By acces

Service

Knowledge Base Article

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Facebook Messenger Analytics

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Call Level Quality Report

The Call Level Quality Report provides a comprehensive view of evaluations conducted on your calls, including detailed call-level data. It allows you to track calls with pending evaluations and re-evaluations and access specific call details. Additionally, the report enables you to visualize evaluat

Service

Knowledge Base Article

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Detailed Report Glossary

RS
Content Management

Managing content is important for keeping your knowledge base organized and complete. Reporting helps with this by letting you track different things like the total number of articles, cloned articles, moved articles, and more. This article also covers reporting on article properties and useful filt

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Reporting and Analytics