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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

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Advocacy - SES

social

Sprinklr Social

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Knowledge Base Article

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End Users

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What are Views?

OverviewsViews let you view the information relating to Tasks and Projects within your Portfolio in different ways. The details of Tasks/ Projects remain the same but different views allow you to visualize your work in different ways and parse the information differently. Some views, like Kanban are

PM_POPULAR_2

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

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Knowledge Base Article

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Platform Basics

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Drill down on a widget

Drill down is a feature that enables users to explore specific data points within a widget, providing a more detailed analysis of a selected dimension/topic with just one click. It allows users to delve deeper into data insights while still keeping the original widget accessible, promoting greater e

Drill Down

Insights

drill down on a widget

Knowledge Base Article

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Drill Down

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Add Yammer App on Sprinklr

This article is your guide on how to add your Yammer app on Sprinklr. Follow the steps below.Steps to Add Yammer App on SprinklrClick the New Tab icon. Under the Sprinklr Social tab, click Owned Social Accounts within Listen.In the Accounts window, search for Yammer in the channels filter.Click the

social

Knowledge Base Article

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Yammer

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Create an Image Type Post in Advocacy

Image Type posts are the type of posts that contain an Image that was explicitly added by the publisher using either the Digital Asset Manager or by manually uploading the image from the computer. How Media Type (Image/Video) posts are different from Link Type The most striking difference between a

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Content Curation

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Create Task Views

OverviewViews let you view the information relating to Tasks and Projects within your Portfolio in different ways. You can create and save multiple different views with filters set to the requirements of different team members or to visualize different aspects of your project. You can create Task Vi

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marketing

PM_PROJECT_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Manage Task Views

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Controlling Stickiness wait in different Availability Status

Efficient customer follow-up is essential for providing seamless support experiences. To enhance this process, Unified Routing introduces the concept of Stickiness, allowing organizations to route returning customers to the same agent with whom they have interacted last time. This assignment is norm

Service

Knowledge Base Article

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Additional Use Cases

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Add Call

The Add Call feature allows agents to include another participant such as a colleague, supervisor, or an external number in an ongoing customer call. It is used for conference calls, involving the customer, the primary agent who intially received the customer's call, and a secondary agent who was ad

Service

Updated Article

26.4

Knowledge Base Article

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Add Call

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Copy filled Message Brief from Parent post to Variant

This article elaborates on how to automate copying of briefs from parents posts to variants using rule engine. How does it work? Navigate to Rule Engine from the launchpad and start creating a Draft Rule. Define the Condition. Under “Conditions Applies To The properties of the Draft Messag

marketing

Knowledge Base Article

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Outbound Rules

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Copy filled Message Brief from Parent post to Variant

This article elaborates on how to automate copying of briefs from parents posts to variants using rule engine. How does it work? Navigate to Rule Engine from the launchpad and start creating a Draft Rule. Define the Condition. Under “Conditions Applies To The properties of the Draft Messag

marketing

Knowledge Base Article

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Brief Template Actions

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Set up UTM Parameters: Best Practices 

Here are some best practices while setting up UTM parameters for Advocacy.Ensure you add the following 4 UTM parameters in your Advocacy Profile. This will ensure you plot and filter down Clicks data on individual user level, post level and parent post level. Community User ID Consumer Post ID Paren

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Link Click Tracking

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How Supervisors Manage Slot Requests

Supervisors can review agents’ slot requests on a request dashboard to approve or reject requests based on staffing needs.Navigate to the request dashboard in the WFM Module.Check the slot requests in different columns depending on the slot type.Click on the review button to approve or reject reques

Service

Knowledge Base Article

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Slot Management

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Campaign - Smart Compliance Tab

​From the Campaign details window, you can view the Smart Compliance guidelines associated with the Campaign.About Smart ComplianceWith AI-Powered Smart Compliance in Campaigns, you can ensure that your content is compliant with your brand’s content strategy and creative guidelines.As a Marketing Ma

marketing

campaigns

Smart Compliance

Knowledge Base Article

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Introduction

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Actions in Planner / Editorial Calendar within Distributed

In the Planner or the Editorial Calendar within Distributed, you have options like Configure View Settings, Refresh, and Search in the menu bar at the top of the window. With Configure View Settings, you can choose between different card sizes and types of content or whether to show a time axis, boo

Social - SES

DST - SES

Knowledge Base Article

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Publishing & Calendar (Distributed User)

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Sharing and Scheduling in Advocacy

Enabling employee advocates to discover and share brand-compliant content is the core purpose of an advocacy tool and arguably its most crucial function. Sprinklr Advocacy excels in this regard with its Sharing and Resharing capability, allowing brands to distribute approved content within the advoc

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Content Sharing

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Capacity Configuration for Omni-channel Agents

Unified routing allows Channel level capacity configuration where administrators can allocate and manage capacity across multiple communication channels within a contact center or customer service environment. In simple terms, users can set how much capacity should be consumed by each case for that

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Knowledge Base Article

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Setting up Agent Capacity

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Error Handling and Formatting Check

Seamless Error Handling and Navigation in SurveyIf any error is found in the survey when clicking the submit button, the user is taken to the first error, which is highlighted both in the outline as well as in the survey, in a page-wise manner.​Real Time Formatting Check Formatting errors are shown

Service

Knowledge Base Article

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End User Experience

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Record Page Layout

The Record Page Builder offers the functionality to add new sections and tabs into a Record Page. The standard default layout for Record Pages is located in the Global Record Pages.Here are some other frequently utilized configurations for Record Page Layouts that may require setup:1. Adding a Coach

Service

Knowledge Base Article

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Configure Case Analytics View

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Knowledge Evaluation for Sprinklr AI Agents

The Evaluate Knowledge feature lets you bulk-test the accuracy and effectiveness of your AI Agent configurations. Using the Generate Q&A capability within AI Agent Studio, the system creates question and answer pairs from knowledge articles, validates agent responses, and integrates with the RAG

Knowledge Base Article

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Knowledge Evaluations

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Defining Skills and Proficiency levels

Skills refer to any specific abilitiy or area of expertise that is characteristic to a group of agents. For example, in a laptop manufacturing company, a group a customer support agents may have the expertise in dealing with Battery related queries while the other group may have that in Software rel

Service

Knowledge Base Article

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Basics of setting up Unified Routing