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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

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Audience Stream widget

The Audience Stream widget is a tool that provides a consolidated view of audience profiles across various social media platforms. It displays a range of audience data such as social profile name, profile handle, profile bio, followers count, following count, posts count, and influencer score, depen

Insights

Audience Stream Widget

Knowledge Base Article

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Types of Widgets

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Manage Users

From User settings, you can view user details, edit users, view user's activity, send a message, change a user's password and notification preferences, and delete a user.User Record ManagerUsing the record manager, a brand can view and manage all the users in one place alongwith viewing basic inform

Edit Users

update user default handles

view user details

user notification preferences

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Knowledge Base Article

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User Management

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What are Skills and how to use them ?

For a brand, it is important that every customer query should be resolved in the least possible time and with maximum customer satisfaction. A customer expects that his/her query should be sent to an agent who has adequate knowledge and experience to resolve the issue faced by the customer. Unified

Service

Knowledge Base Article

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Unified Routing Overview

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Make Custom Fields as Mandatory in Request Form

While creatimg the request form, we can mark the custom fields as mandatory. Custom fields can be marked mandatory on the request form even if it is not marked mandatory in the custom field settings. It allows you to gather all the mandatory information from the requestors

marketing

Knowledge Base Article

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Request Form Builder

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Track Content Engagement

This reporting category shows the engagement happening on the content on the Advocacy site, including UGC and Display Content. How to configure Content Engagement widgets Use the Data Source as DAM and apply a filter on Account as Advocacy to get UGC related data like this. You can also add the dime

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Analytics/Reporting (Advocacy)

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How to Create Automated Ad Campaigns in Sprinklr

Automated Campaigns in Sprinklr offer a revolutionary way to manage and deploy social ads, enhancing efficiency and collaboration for streamlined campaign creation and management. Seamlessly integrated with Google Sheets, this feature simplifies the process while providing comprehensive control over

Automated Ads

marketing

Knowledge Base Article

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Create & Manage Campaigns at Scale

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Admin Home Page

The home page is a critical aspect of the Admin Persona for managing and monitoring the activities of all the agents and supervisors within the platform. Upon logging in, Home Page gives a thorough overview of their team's key performance metrics, enabling Admins to quickly evaluate the perform

Service

Knowledge Base Article

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Voice Admin Home Page

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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

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Integration Reporting Dashboards

Integration Reporting widgets give a brief overview of the usage of all the supported third-party software integrations in Sprinklr Advocacy. For example: Slack, MS Teams, MS SharePoint, Yammer. ImportanceThese dashboards allow admins to understand how well they are able to reach advocates outside t

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Analytics/Reporting (Advocacy)

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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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Tracking nature of calls

This is a high level use case, facilitated through ACW reporting which is manifested by the ACW process that includes capturing call level information and call summary, updating customer information and interaction in CRM, etc. Stakeholders of businesses rely on such reports to a great extent to do

Service

Knowledge Base Article

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Tracking nature of calls

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Sprinklr Marketing: 19.5 Capabilities and Enhancements

Sprinklr's latest release features innovative AI capabilities and an enhanced marketing experience. Read more about Sprinklr's latest platform enhancements that offer exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint.

marketing

Insights

social

Service

Knowledge Base Article

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19.5 Release (May 18-26, '24)

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Moving a Project Under Another Project

Overview In Project Management, you can move an existing Project or Sub-project under another Project from the same portfolio. A Project being moved will essentially become a Sub Project but retain its properties and contents, including tasks, Sub-projects, automations, activity log, collaborators a

PM_PORTFOLIOS_2

marketing

PM_PROJECT_SHEET_VIEW_2

Knowledge Base Article

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Manage Projects

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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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Understanding Routing Engine

Unified Routing is a comprehensive system that comprises several modules to streamline the routing of cases to agents. In this article, we will explore how the routing engine works. Components of Unified RoutingWork QueueA work queue can be thought of as a virtual container or a holding area where c

26.1

Sprinklr Service

Service

Updated Article

Knowledge Base Article

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How Unified Routing works ?

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How to Create and Edit Dynamic Image Templates

​Combine graphics and texts to create beautiful and user-friendly creatives for your campaigns. Dynamic Image Template is an effective tool when it comes to creating personalized ads at scale. This tool gives you a platform where you can easily combine various graphics layers and dynamic information

marketing

Knowledge Base Article

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Create and edit Dynamic Image Template

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Co-browsing Recording​

Training and Quality Assurance, Compliance and Audit.​It serves purposes such as security monitoring, assessing agent performance, and deriving insights for improvement.  Enablement: To access and view these recordings in the Care Console, please reach out to support at tickets@sprinklr.com.

Service

Knowledge Base Article

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Co-browsing

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Campaign - Content Strategy Tab

About the Content Strategy TabYou can view the Content Strategy associated with the Campaign, from the Campaign details window.The Content Strategy tab of a Campaign compiles and organizes the Messages and Assets that make up a campaign’s content strategy in one comprehensive overview. Here, you can

campaign management

marketing

Content Strategy Tab

Knowledge Base Article

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Introduction

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Create Case Using Journey Facilitator

Step 1: Select “Create Record” Node in Journey Facilitator canvas. ​ Step 2: Set the following details as shown in the image below. Change the From Social Network field depending on the channel on which you will be sending the message later on (Say Email, SMS, etc.). From Social Network User ID shou

Service

Knowledge Base Article

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Journey Builder