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Add/Remove Collaborators to Portfolio

In Project Management, you can share a portfolio with your team for collaboration, inviting cross-functional teams to work on projects that are a part of the portfolio. PermissionsYou need to be admin or owner of the portfolio to add or remove collaborators to your portfolio. Where can you add

marketing

PM_TASK_TIMELINE_VIEW

PM_TASK_SHEET_VIEW

PM_TASK_KANBAN_VIEW

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Knowledge Base Article

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Sharing and Access

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Add Adobe Firefly as a Provider in AI+ Studio

Adobe Firefly integration in Sprinklr enables users to generate AI-powered images directly within Sprinklr using natural language prompts. By leveraging Adobe Firefly’s generative AI capabilities, users can quickly create images to support customer engagement, marketing campaigns, and social publish

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marketing

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social

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Knowledge Base Article

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Add Support for Adobe Firefly

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Set up Social Sign-On

Sprinklr supports a variety of public authentication providers, such as LinkedIn, Google, Facebook and Twitter, connected through the auth. providers framework. To get started, the following steps help you set up social sign-on with Facebook. The process is similar for all providers, so if you

experience:space

Set up Social Sign-On

Insights

social

+9

Knowledge Base Article

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SSO

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Subscribe to an Inbound Queue

Overview You can add yourself as a subscriber to Inbound Message queue type. If any message is added to the inbound message queue to which you have subscribed, then you will receive a notification. [New feature in v8.5] Ensure that the notification settings of Message Added to Queue under Inb

marketing

Insights

article:howto

Service

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Knowledge Base Article

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Queue

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Apply Macros to take multiple actions on an entity

Execute multiple actions via saved configurations with a single click on various entities and bring efficiencies to your workflows.Macros allow you to execute complex actions with a single click. In Sprinklr, a macro is a saved configuration of multiple actions that allows you to apply more than one

Apply Macros

marketing

Insights

social

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Knowledge Base Article

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Macros

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Execute a Rule via Macro

Overview Sprinklr now allows Rules to be executed through a macro action. Using this feature, your saved Rules can be applied to messages by applying a macro. You can use this feature to apply On Demand Rules to messages. On Demand Rules, unlike standard Rules, do not run continuously and allow you

marketing

Insights

article:howto

social

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Knowledge Base Article

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Macros

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Clone Macros

Overview Sprinklr now allows existing macros to be cloned. Cloning macros lets you quickly create new macros using the configuration of an existing macro. You can use this feature to create macros that will have similar configurations without having to manually enter individual fields for all macro

video:no

cloud:core

Insights

social

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Knowledge Base Article

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Macros

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Leveraging Macros to Maximize Workflow Efficiency

How Macros help you save the unnecessary number of clicks to supercharge the productivity of your agents.Macros are used to execute multiple actions on an entity with a single click. It allows you to make multiple changes to entities at once, creating efficiencies in your workflows.Macro-level actio

marketing

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Create Macro

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Knowledge Base Article

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Macros

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Universal Search: Use Tweet URL To Search Tweet on Sprinklr

You can display a Tweet by inputting Tweet URLs into Sprinklr Search Bar. This will fetch the Tweet and the information associated with it. After fetching, you can perform actions like share, reply, retweet, etc. on that Tweet as per your requirement.

experience:space

Input twitter URL

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social

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Knowledge Base Article

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Universal Search

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About Vanity URLs

A vanity URL is a unique web address that is branded for marketing purposes. It is easy to remember, share and can be used for publishing. Sprinklr supports two types of vanity URLs: Sprinklr Vanity URLs and third-party Vanity URLs which can be created with the pro domain of a URL shortener. Sprink

experience:space

cloud:core

vanity urls

vanity urls general

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Knowledge Base Article

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URL Shorteners

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Change Management in Rule Engine

To minimize the risk of errors or disruptions, it is essential to carefully manage any modifications or additions/deletions made to existing rules in a system through change management. This capability involves identifying the potential impact of the change in one rule on other rules that have simil

marketing

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social

Service

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Knowledge Base Article

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Rule Engine

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Add a PowerReviews Account

PowerReviews deliver cloud-based software that collects and displays ratings and reviews and questions and answers on websites. By adding your PowerReviews account directly into the Sprinklr platform, you can extend your brand's audience and engage with even more users from a single, unified pl

experience:space

article:howto

PowerReviews Account Addition

product:engagement

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Knowledge Base Article

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PowerReviews

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Which Dimensions can be Grouped in Ads Manager Pivot?

SUMMARYThis article will cover all the groupable dimensions in ads manager pivot. The groupable dimensions can be used to group by the pivot on. Pivot Table — Groupable DimensionsLevelGroupable DimensionsCampaignClick to view the groupable dimensions at the Campaign levelChannelPaid Initiative NameP

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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Custom Fields Usage

OverviewThis article outlines how to view the usage of custom fields across the platform. This feature enables users to easily identify where a custom field is referenced, including within process workflows, voice campaigns, business rules, guided paths, and work queues.By providing clear visibility

marketing

Insights

social

New Article

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Knowledge Base Article

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Custom Fields

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Queue Monitoring Overview

What is Queue Monitoring Feature?With Queue Monitoring feature, supervisors get's a bird's eye view of all their queues in real-time. At the same time, supervisors can drill down on the individual queues to monitor and analyze key metrics like SLA, Customers Waiting, Average Wait Time, Aba

Service

Knowledge Base Article

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Queue Monitoring Overview

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Esendex Account Addition

Esendex has been integrated into Sprinklr as an SMS channel, enabling the sending and receiving of text messages seamlessly within the platform.Note: Please raise a support ticket at tickets@sprinklr.com to receive the wehbook URLs for enabling publishing and grabbing support in Sprinklr for an esen

Service

Knowledge Base Article

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Esendex

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Message Suggest Entry Point

When customers tap on any of the registered business phone numbers, a phone sheet appears allowing your customers to choose between voice and messaging. The Message Suggest feature allows your customers to contact you through Apple Messages for Business in the Messages app.​Businesses can reduce pho

Service

Knowledge Base Article

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Entry Points

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What can I do with Facebook?

Facebook is becoming a great social media platform for businesses. We shared reasons for your brand to be on Facebook in this article. Once your brand onboards on Facebook, there are multiple use cases to leverage it for customer experience management. This article covers some of these use cases:​E

Service

Knowledge Base Article

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Introduction to Facebook

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Queues Usage

Queue Usage allows users to view where a specific queue is referenced across various components such as process workflows, voice campaigns, rules, guided paths, and work queues. It provides visibility into dependencies, helping users assess the potential impact of changes and enabling efficient navi

Sprinklr Service

New Article

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Knowledge Base Article

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Additional Use Cases

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Guided Workflow Screen Components - Phone Input

OverviewThe Phone Input component is used to collect phone numbers from users while ensuring they enter valid and properly formatted phone numbers. This component supports default country code functionality, simplifying the user experience by automatically pre-selecting the appropriate country code

Service

Knowledge Base Article

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Guided Workflow Canvas