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Tiered Approval in Sandbox Change Management Workflow

Note: This feature is a Limited Availability feature and DP controlled. To enable this feature in your environment, contact your Success Manager. Alternatively, you can submit a request at tickets@sprinklr.com.Sprinklr has enhanced its Sandbox ChangeSet approval and Refresh processes by integrating

20.10

Updated Article

Sprinklr Platform

Knowledge Base Article

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Deploying Inbound Change Set

SH
How to Set the Approval Workflows while Publishing?

In this article, you will learn about how users can set the approval path while publishing any post through the Quick Publisher window or using Outbound Rules.​Steps to Set Approval Workflows while PublishingClick the Publishing Options icon in the top right corner of the Navigation Bar. Select the

Approval Workflow

Publishing - SES

approval

Tiered Approvals

+1

Knowledge Base Article

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Approval workflows

RS
ChangeSet Approval and Deployment Process

The changeset approval and deployment feature is designed to enable a structured approval process before deploying a changeset on the platform. This process ensures that changes undergo both internal and client approvals, enhancing control and accountability.The approval flow begins when the user cr

Knowledge Base Article

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Deploying Inbound Change Set

RS
User Input for Individual Entity Actions

This feature allows users to define the Changeset Entity Action for each individual entity in the export file. As part of this enhancement, an additional column is added to the export file, enabling users to specify the required actions for each entity. Once updated, the export file can be importe

Knowledge Base Article

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Deploying Inbound Change Set

RS
How to Configure the Homepage with Custom Widgets

In this article, you learn to customize the widgets displayed on the home page of the Quality Manager persona app using the record page editor. You can select and configure the specific metrics and information most relevant to your roles and responsibilities.To Configure the HomepageClick the New Ta

Knowledge Base Article

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Getting Started with Quality Management

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Configuring a rule to assign Cases based on CSAT ratings

How you can leverage Rule Engine to auto-assign cases to expert agents based on predicted CSAT rating so that they can focus on the most relevant and critical cases.If the CSAT prediction of any message sent by a fan is below the expectations of your brand then that case can be automatically assigne

Knowledge Base Article

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Assignment Engine Use Cases

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User Opt-in and Opt-out methods

IntroductionBefore you are allowed to send notification messages to customers on WhatsApp, you must first receive consent from the customer to communicate with them via an explicit opt-in process. This is a mandatory requirement from Whatsapp as they don’t want businesses to spam their customers.​Re

Knowledge Base Article

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Advanced Use Cases

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Create a rule for Preferred Case Assignment by Agents

You can configure a rule to identify users who have engaged with a case in the past.Case Update and Case Creation rules can be configured with a condition to use Custom Fields to prefer an assignee. These Custom Fields can be created and used to identify users who have engaged with a case in the pas

Knowledge Base Article

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Assignment Engine Use Cases

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How to use Callback Manager?

The Callback Manager screen in the Supervisor Console enables supervisors to monitor and manage the callbacks scheduled by agents. Supervisors can view the callback details, including case number, campaign name, agent's name, and callback status. They can also take actions on the callbacks, such as

Knowledge Base Article

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Callback Monitoring

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WhatsApp outbound case creation and inbound case association

PersonaCare agents, Care supervisors - Users who need to reach out to the fans (customers) by sending them a WhatsApp message. Use casesBrands can reach out to their customers on WhatsApp and create a case. If the customer replies to the brand, their message will be associated in the same case. This

Knowledge Base Article

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Advanced Use Cases

SH
Voice Campaigns: Base Filter

Business problem Currently, there is no way to define and segregate a set of audience for the whole campaign. In Sprinklr, a campaign doesn’t hold any data, and if a brand wants to create and define a set of parent conditions, then they need to create a parent segment. That segment (with other

Voice Campaigns

Voice

Knowledge Base Article

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Base Filter

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Debugging with Signalwire

In today's fast-paced digital landscape, effective communication is key to ensuring smooth operations and delivering exceptional customer experiences. When technical issues arise, having a reliable and efficient system for reporting and resolving them becomes paramount. Signalwire, offers a str

Knowledge Base Article

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Signalwire

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Agent Status Report

To deliver the best care to your customers, it becomes extremely important to analyze and maintain the everyday operations of your team. Supervisors can use agent status reports to gather information about the availability of their agents and the time they spent in resolving customer queries through

Knowledge Base Article

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Reporting & Analytics

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Configuration Steps

Callback functionality is available by default for Supervisors. The Scheduled Callbacks dashboard can be filtered, sorted or modified as required. Filters Supervisors can use the various filters to segregate callbacks according to their requirements.The following table describes the available filter

Knowledge Base Article

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Callback Monitoring

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Twitter Media Guidelines

When uploading media content and publishing through Sprinklr, there are channel-specific requirements and recommendations to consider. Below, you will find the optimal specifications for images and videos supported in Twitter. Twitter Media GuidelinesEntitiesImage GuidelinesVideo GuidelinesFormatJPG

Knowledge Base Article

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Media Guidelines

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YouTube Data Sync Frequency

YouTube posts are updated regularly from the published date to a certain time period, the frequency at which the posts and accounts are updated is mentioned as data sync frequency. Here we provide information on this frequency for different levels of metrics.Data Sync FrequencyMetricsSync FrequencyT

Knowledge Base Article

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YouTube Data Sync Frequency

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How to Configure Smart Budget Strategy Groups

Manage your budget and make the most of your ads using Smart Budget Strategy Groups.While creating a Strategy Group within Ads Manager or Ads Composer, you need to add your budget details. Creating a Smart Budget Strategy Group will provide an insight into how you want your budget to be handled. Bas

Knowledge Base Article

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Setting Up Smart Budget

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Deploying Quality Management Persona

To deploy Quality Management in any partner, a support ticket is raised at tickets@sprinklr.com. The partner needs to soecify separately if there is a need to enable Automated QM and Coaching functionalities.Once the persona is deployed, the standard setup from QM can be imported for both Manual and

Knowledge Base Article

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Getting Started with Quality Management

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

Knowledge Base Article

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Facebook Messenger Analytics

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Customizable View in Campaign Monitoring

What is Campaign Monitoring?The goal of voice campaign monitoring is to improve the ROI (return on investment) of the campaign by identifying areas that need improvement and making adjustments to increase conversions and customer engagement. It is an important aspect of any voice-based sales & s

Knowledge Base Article

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Campaign Monitoring