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Export CXM Profile Data for Multiple Profiles

You can export CXM profile data for profiles using Right to Access Cases. In case you want to export profile data for multiple profiles with the same name, you can create Right to Access Cases for each Profile IDs of those profiles, and then export CXM profile data.  So, you can

experience:space

Insights

social

Export Profile Data

+11

Knowledge Base Article

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Privacy Guides

RS
Consolidated Glossary

The Consolidated Glossary is designed to help you understand the various Metrics and Dimensions used in Sprinklr Service’s Reporting. It includes definitions and explanations for metrics, along with the specific reports they are associated with. This glossary ensures that users can accurately interp

Service

Knowledge Base Article

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Consolidated Glossary

RS
Agent Occupancy Report

The Agent Occupancy Report shows the time agents spend in various statuses in the selected time range, such as training, breaks, and active customer engagement. It includes Metrics and Dimensions that cover the occupancy of agents, such as Total Status Change Count, Time spent in status, Agent Statu

26.1

Sprinklr Service

20.10

Service

+1

Knowledge Base Article

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Detailed Report Glossary

SH
Guided Workflow nodes

​The various system actions that are supported in the guided workflow are as follows:​Note: AI-Based Script GeneratorThis feature leverages Sprinklr's AI+ capabilities to enhance the use of Groovy scripts within Guided Workflows. You can generate Groovy scripts, summarize existing ones, debug issues

Service

Knowledge Base Article

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Creating a Guided Workflow

RS
Reporting on Insights

You can generate reports on insights by utilizing Social Analytics and Standard Entity metrics and dimensions. Additionally, you can incorporate custom metrics, created during the configuration of insight groups, to further enhance the depth and specificity of your insights reports.Standard Entity G

Service

Knowledge Base Article

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Reporting

RS
Comment Report

The Comment Report provides an overview of comments and notes added by agents on cases or digital threads. It details the content of each comment, the agent responsible, the timestamp, case information, and any other relevant mentions, offering valuable insights into the agent’s interactions and the

Service

Knowledge Base Article

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Detailed Report Glossary

SH
Layout Customisations (Use-Cases of Record Page Builder)

Increase Height of a widget The height of a widget can be increased by changing the same in settings when clicking on a particular widget as shown in the screenshot below. This can also be done by adding the line “Height” : “50rem” in the code editor as well.​​Configure the layout into 2-pane or 3-p

Service

Knowledge Base Article

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Use Cases of Agent Desktop Layout

RS
Agent Details Report

The Agent Details Report tracks platform-level activities performed by individual users to support administrative visibility, security, and compliance. This includes logging changes to user properties such as name, email, or assigned roles; updates to permission levels and access rights; login and l

Service

Knowledge Base Article

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Detailed Dashboards

RS
Login Logout Extract

This documentation outlines the extract capturing agent login and logout timestamp data. The Login-Logout Extract provides session-level records reflecting when agents log in to and log out of the platform.Each row represents a unique login session and includes the corresponding login timestamp, log

Knowledge Base Article

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Agent Data Extracts

SH
Task Overlay

Task overlay refers to task details screen. On task overlay you can perform all the actions associated with a task. To open the task overlay of a task in task sheet view, click on View Details icon which appears upon hovering over the task.   Let's discuss each of the task actions we can p

PM_POPULAR_2

26.1

marketing

PM_TASK_TIMELINE_VIEW_2

+6

Knowledge Base Article

 • 

Task Overlay

RS
Anonymize Profile Data

This functionality enables organizations to adhere to worldwide data privacy laws by anonymizing personally identifiable information (PII) for any customer profile when requested. Through a user-friendly interface, brands can sever all identifiable links between profiles, responses, and transactions

Insights

Knowledge Base Article

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Security Features

SH
Location Insights on FPDI data

What is FPDI?Apart from social and review data, there are various forms of first-party data, such as surveys, feedback, and reports, that an organization may maintain with them. Sprinklr has the functionality to run its Location Insights models on these types of data as well, in the form of FPDI – F

Insights

First Party Data Ingestion

Location Insights

Knowledge Base Article

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Sources

RS
Journey Level Reporting IVR, Voice Bot and Chatbot

To provide accurate, comprehensive reporting at the journey level for IVR, voicebot, and chatbot flows, the system captures each unique journey a customer takes within a call (case). It supports custom journey definitions, tracks call progression through each journey, and records snapshot values for

Service

Knowledge Base Article

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Journey Level Reporting (IVR, Voice Bot, Chatbot)

SH
Multi-Sort in Stream Widgets for Inbound Analytics

When creating a Stream widget for Inbound Analytics in reporting, you have the option to define sorting criteria. Multi-sorting allows you to arrange messages based on specific metrics. For example, you can first sort the messages by the "Associated Case ID Metric" and then by the "Inbound Message D

Service

Knowledge Base Article

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Module Wise Use Cases

SH
About Campaigns and Sub-Campaigns

What is a Campaign?Campaigns are used in Sprinklr as the primary tags to categorize outbound messages and thereby effectively organize and collaborate on activities around the campaign such as tasks, assets, messages, workflows, etc.What is Campaign Management?Campaign Management allows you to effec

campaign management

marketing

Campaign Basics

Sub-Campaigns

Knowledge Base Article

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Campaigns and Sub-Campaigns Overview

RS
Sharing Tasks Internally via Link

OverviewYou can share Tasks internally with members of your team by simply copying the Task link and sharing it with your team. Task links can be copied in three ways: through the Task Overlay, from the Task Sheet itself and using the Task ID. Task ID is a unique code assigned to each Task which ca

PM_POPULAR_2

marketing

PM_TASK_TIMELINE_VIEW_2

PM_TASK_CALENDAR_VIEW_2

+3

Knowledge Base Article

 • 

Platform Basics

RS
Site Customization and Control Overview

In the Advocacy Overview Tab, you can edit various aspects of your site to control how and where your content is shared and the metadata associated with your site.Note: Use of this capability requires that Advocacy Marketing be enabled in your environment. To learn more about Advocacy Marketing, rea

Overview Tab

Advocacy - SES

Advocacy Overview Tab

social

+2

Knowledge Base Article

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Platform Configuration

RS
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

marketing

PM_PROJECT_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

 • 

Project Tabs

RS
Transactions

Transactions are specific to Customer Feedback Management and are contained within a user profile, allowing you to document interaction data for particular events concerning your customers. By recording information about individual interactions at specific moments, transactions create a valuable and

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

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Audience Management

RS
Project Activity Tab

OverviewThe Project Activity Tab includes a complete activity log allowing you to audit modifications made within a project. The tab logs details of Project creation, name changes, changes made to the Project brief, addition or removal of dependencies, and changes made to Project field values, for e

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

+3

Knowledge Base Article

 • 

Project Tabs