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Troubleshooting and Best Practices

Following are some commonly asked questions along with their answers.Q: What happens in reporting if a Checklist or a Checklist Parameter is deleted?A: If a checklist or its parameters are deleted, reporting remains unaffected. Historical data still displays the checklist and its questions with dime

Service

Knowledge Base Article

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Audit Checklist Builder

RS
Notification Settings in Advocacy

Sprinklr Advocacy utilizes notifications on mobile, within the platform, and through email to remind users about platform activities. This multi-channel approach ensures that users stay engaged by receiving timely updates and reminders for upcoming events or tasks. Users have the flexibility to man

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Setup Advocacy Account

RS
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

social

Social - SES

Knowledge Base Article

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Email Newsletters (Advocacy)

SH
Change User Password

Admins can change passwords for their users, in cases where the user has locked their account due to multiple incorrect passwords, and the account needs to be reset for the user to access the account. This article lists out the steps for the same.Steps to change user passwordClick the New Tab icon.

social

Knowledge Base Article

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Getting started

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

SH
Introducing Audience Conversation Insights

Deep dive on your audience’s evolving consumer preferences and capture direct product feedback via Audience Conversation Insights. In today's data-driven world, businesses and organizations have access to an abundance of information. One of the most valuable sources of knowledge lies in the conversa

Insights

Audience Conversation Insights Report

Audience Conversation Insights

Knowledge Base Article

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Followers Networks

RS
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

Service

Knowledge Base Article

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WhatsApp Flows

RS
Create Your Own Post (Advocacy)

'External Post Creation' via Native Publisher empowers Advocates with the ability to create and publish their own content directly to their connected social accounts.  Content being published through the External Publisher on the Advocacy Site does not need to be pre-approved by administra

26.1

Advocacy - SES

social

Sprinklr Social

+2

Knowledge Base Article

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End Users

RS
Troubleshooting and Best Practices

Unable to Access the Standard Quality Management Reporting DashboardIf you're unable to access the standard Quality Management Dashboard within the Quality Management (QM) persona, ensure that you have the appropriate permissions for it.Troubleshooting Incorrect Data in Lens Configured DrilldownsIf

Service

Knowledge Base Article

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Reporting

RS
Best Practices for Windows User

Audio Settings in the system:  Navigate to System Settings--> Sound Settings, In the sound settings, select the output device. ​ ​In the output device,   If the selected device is a wired headphone, select the device directly and disconnect remaining Jabra devices/other headphones. ​If the select

Service

Knowledge Base Article

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Best Practices for Windows Users

SH
Topic and Topic Group governance

In this article, we will learn how to set up governance for Topics, Topic groups, and their associated functionalities.Before we start, the user should have the required permissions to access different functionalities inside Topics and Topic Groups. Navigating to TopicsClick the New Tab icon. Under

Insights

Topic Group Governance

Topic Governance

Knowledge Base Article

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Sharing & Governance

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Sprinklr Social: 19.8 Capabilities and Enhancements

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

marketing

Insights

social

+2

Knowledge Base Article

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19.8 Release (Aug 23 - Sept 1, '24)

RS
Sprinklr Social: Patch Changes (19.5.1)

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.

marketing

Insights

social

Sprinklr Social

+1

Knowledge Base Article

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19.5.1 Patch (Jun 14-17, '24)

RS
Share to Facebook in Advocacy

You can share Links, Images, and Videos (as posts, reels, albums, and stories) from the Sprinklr Extend mobile app to your Facebook personal profile. You can share it on your Facebook Feed or stories from the Extend app.  Advocates can even share Links, Images, and Videos (as posts, reels, albums) f

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Content Sharing

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Global Navigation Menu

OverviewThe Global Navigation Menu provides a convenient way to switch between Portfolios and Projects without having to visit the Portfolio screen every time. The menu can be accessed from anywhere within the Project Management Persona and shows all the Portfolios and Projects created by or shared

PM_POPULAR_2

PM_PORTFOLIOS_2

marketing

PM_TASK_TIMELINE_VIEW_2

+5

Knowledge Base Article

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Basic Functionalities

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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

Service

Knowledge Base Article

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Nailed Up Connection

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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

Service

Knowledge Base Article

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Getting Started with Quality Management

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Campaign Briefs

OverviewCampaign Briefs can be attached to Campaigns within the platform to give the agency or internal creative team enough information so that they can strategize the concept for the Campaign.Briefs in a Campaign​You can add Multiple Briefs on Campaigns and Sub-Campaigns by selecting a separate br

marketing

campaigns

Add Campaign Brief Template

Brief

Knowledge Base Article

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Introduction

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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

Service

Knowledge Base Article

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Alerts Monitoring

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Steps to Trigger a Discovery Run

A Discovery Run analyzes past customer conversations to identify and group similar messages into intent clusters. When you enable Sprinklr AI–powered Discovery Run using the toggle, Sprinklr applies enhanced AI models to create more accurate, context‑aware clusters, making it easier to discover acti

26.1

Sprinklr Service

Service

Updated Article

Knowledge Base Article

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Discovery Runs