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Sharing Project Views

OverviewIf you have Owner, Admin or Creator permissions for a Portfolio you can create and share Project views with other users or teams. This allows you to share specific Project views with specific teams or users as per your requirements. Share a New Project ViewWhen creating a new Project view, y

PM_PROJECT_SHEET_VIEW_2

Knowledge Base Article

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Manage Project views

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Add Task in Kanban View

OverviewThere are multiple ways to add Tasks in Kanban view in Project Management. The first method is using the Add Task button which you can learn more about here. Specifically for Kanban view, you can also add a Task by clicking the + icon on top of each Task stack. Add Task to Kanban Stacks1.

PM_TASK_KANBAN_VIEW_2

Knowledge Base Article

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Task Kanban View

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Inbound Agent Persona Overview

Inbound Agent Persona provides enhanced usability of the Sprinklr platform with all the items required for an agent during their conversation with the customers, as well as it helps agents to monitor their performance and increase productivity using persona features which specifically are targeted t

Knowledge Base Article

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Overview of Simplified Inbound Agent Experience

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About New Custom Field Editor

Custom Field Editor (Previous)Custom Field Editor (New)​​Improvements in the New Custom Field EditorEnhanced UI: Better segregation and grouping of the fields on UI.Ability to change the Field Type of Custom Fields from Multi to Single: ​Multi Select to Single Select Text Multi to TextWhenever a Mul

Knowledge Base Article

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Custom Fields

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Enable Notification Templates in Advocacy

Admin can determine the notification preferences in the Admin Console. As an admin, you can determine whether or not Mobile, Site, and Email notifications will be sent out on specific occasions. You can also enable these notification templates. Here is how notifications are configured in the Admin C

Advocacy - SES

Social - SES

Knowledge Base Article

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Platform Configuration

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Sprinklr Social: 19.8.1 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. Here are the key features included in Sprinklr's latest release:Note: The content on this page is subject to ch

Knowledge Base Article

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19.8.1 Patch (Oct 3-10, '24)

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Elements and Composition

Note: Before you begin, ensure you have a general understanding of WhatsApp Flows and relevant Use Cases WhatsApp Flows enable brands to build personalized and customizable flows tailored to their existing journeys and relevant use cases.Flows comprise three key elements: Screens, Components, and La

Knowledge Base Article

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WhatsApp Flows

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Automated Ads Overview

Introduction 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, Sharepoint, and Smart Sheets, this feature simplifies the process

Knowledge Base Article

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Automated Campaigns Overview

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Audio Quality Best Practices

Introduction In this comprehensive guide, we explore essential best practices and advanced audio settings designed to optimize audio quality to its highest potential. By implementing these strategies, you can ensure the possible crystal-clear audio and enhanced overall user experience for the agents

Knowledge Base Article

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Best Practices for Audio

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Sprinklr Service: Patch Changes (19.5.2)

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

Sprinklr Service

Knowledge Base Article

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19.5.2 Patch (Jul 12-15, '24)

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Sprinklr AI+ powered Alerts Summarizer

In this article, we will look at how we can summarize mentions which have triggered an alert using AI+ Summarizer. ​Reducing time to insights via concise, easily digestible summaries can help customers understand the nature behind the posts that have incited the alerts. ​Navigating AI+ Alerts Summar

Sprinklr AI+

Sprinklr AI+ Summarizer

Knowledge Base Article

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Sprinklr AI+

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Snapchat Ads Pixels

About Snap PixelSnap Pixel is a tracking tool offered by Snapchat that allows advertisers to measure the effectiveness of their ads and better understand how users interact with their website or app after clicking on a Snapchat ad.​Snap Pixel works by placing a small piece of code on the advertiser&

Knowledge Base Article

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Advanced Snapchat Capabilities

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Overview

Sprinklr Video calling solution allows brands to make one-way or two-way video calls with their customers. Sprinklr Video Call requires no downloads or installations, and works seamlessly on Sprinklr live chat which can be embedded on website or mobile app. ​Sprinklr provides video call solution in

Knowledge Base Article

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Video Call

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Unified Platform & Cross-Products: 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.

Core Platform and Cross-Products Enhancements

Knowledge Base Article

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19.5.1 Patch (Jun 14-17, '24)

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Standard Task Columns

OverviewWhenever you create a new Task Sheet view for an existing or new Project, it comes with six standard Task columns: Title, Task ID, Status, Priority, Start Date and Due Date. You can hide most of these columns or add more columns to your Task Sheet. However, you cannot change the columns' nam

Knowledge Base Article

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Columns in Tasks

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Standard Widgets in Project Analytics

OverviewWhen you first open Analytics for any Project, you will see 7 preset Standard Widgets. These include: Task Overview, Task by Status, Task by Priority, Assignee Overview, Average Task Completion Time, Completion Burn-up and Average Task Completion Time by Assignee. These Standard Widgets give

Knowledge Base Article

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Project Level Analytics

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Functionalities within Campaign Monitoring

The Campaign Monitoring screen is a centralized, real-time dashboard for monitoring voice campaigns. Supervisors can take various actions on the Campaign Monitoring screen to customize the view according to their requirements.Date Range  Get all the campaign data over custom date and time range from

Sprinklr Service

20.10

Updated Article

Knowledge Base Article

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Campaign Monitoring

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Sprinklr Marketing: Patch Changes (18.11.2)

Sprinklr's latest release offers exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint.

Knowledge Base Article

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18.11.2 Patch (Feb 2-7, '24)

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Generate a Call Summary Using Sprinklr AI+

​One of the most essential functions of any after-call work is to take the summary of the call. This ensures that all vital information from a call is captured and documented. It also facilitates better communication and collaboration between the stakeholders of the organization. Organizations can p

Knowledge Base Article

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Generate a call summary using Sprinklr AI+

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Routing Cases, Messages and Tasks

Unified Routing allows users to route any entity to the agent whether it is case, message or a task, once it is added to the Work Queue. These entities can be added to the work queue based either by using Rule Engine/IVR/Voice Bots or by manual actions by an admin using a macro. In this article, we

Knowledge Base Article

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How Unified Routing works ?