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Shared Projects

OverviewThe Shared Projects section on your Portfolios window, enables you to see all the Projects that have been shared with you for ease of access. This section lets you view all the Projects where you are a collaborator but not the Portfolios to which the Projects belong. ​Navigating to Shared Pr

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Knowledge Base Article

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Sharing and Access

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Using multiple wildcards in Topic & Themes

Unlock the power of effortless searching with wildcards! Get rid of the hassle of manually including every possible form of a word, dealing with multiple spellings, or accounting for various endings. Our wildcard feature saves you time and effort while providing the flexibility you need to create co

Insights

Wildcards

Single Character Wildcard

Multiple Character Wildcard

Knowledge Base Article

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FAQs and Advanced Use-cases

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Create a post using the Quick Publisher

Leverage your social account in the best possible way using Sprinklr's social publishing tool which provides you with key publishing functionalities to enhance the content you publish. In this article, we will go through the key features of Quick Publisher.​Steps to create a post using the Quick Pub

Create a post

Publishing - SES

Create a post using the Quick Publisher

Create a post in Quick Publisher

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Knowledge Base Article

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Getting started with publishing

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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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Checklist for Tasks 

In many cases it is not feasible to have multiple tasks as different steps as one task might have certain steps of completion, hence the ability to have a checklist for certain tasks with multiple steps.  How does it work? A task can be created by clicking on “Publishing options” from the task bar p

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Knowledge Base Article

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Tasks

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Manage Permissions for Media Uploader

While adding a photo/video to a post you want to publish you get a variety of options. Using these, you get a control over who all can upload media from different sources including DAM, URL, Dynamic Image, etc. Use cases: As an admin, I don’t want the distributed users to be overwhelmed by the choic

Publishing - SES

social

Social - SES

Knowledge Base Article

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Getting started with publishing

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Nailed Up Connection on PSTN

Nailed-up connections are employed in call centers to support specific functionalities or services. For instance, in a virtual call center environment where agents work remotely, nailed-up connections can be established to ensure a continuous and stable connection between the agents and the call cen

Service

Knowledge Base Article

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Nailed Up Connection

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How are Statistical, Agent Quality and Product or Service Insights Generated?

Generation of Statistical, Agent Quality and Product or Service InsightsStep 1: Gathering DataThe process of generating insights begins with gathering relevant data for each Insight Group. This data is tailored based on user preferences, such as region, product group, or predefined issue sets within

Service

Knowledge Base Article

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Introduction

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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

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Knowledge Base Article

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Manage Project views

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Help and Support

OverviewThe Help and Support third pane provides access to our extensive knowledge base of help articles for Project Management and Collaboration as well as frequently asked questions at all times. The pane is context-based and shows you articles based on the Project Management module you have open

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Knowledge Base Article

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Basic Functionalities

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Copy over information from a Request form response to Request Custom Fields

Request form response is visible in the overview tab of request third pane.  Request custom fields are visible in properties tab of request third pane. We can copy over information from a Request form response to Request Custom Fields by using a request or request update rule. This also helps in pop

marketing

Knowledge Base Article

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Requests Third Pane

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Setup/Edit a Link in Bio Site

This article shows you the way to setup or edit a Sprinklr Link in Bio site.Steps to setup Sprinklr Link in Bio siteClick the New Tab icon. Under the Sprinklr Social tab, click Sprinklr Link in Bio within Engage.In the Sprinklr Link in Bio window, click Create New in the top right corner.In the Sele

social

Link in Bio - SES

Link in Bio

Social - SES

Knowledge Base Article

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Getting started with Link in bio

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Create a Dialogue Tree

A dialogue tree is a logical design for a conversational journey. It defines the sequence of a conversation with a virtual agent based on the questions the bot asks and the various replies a user provides.The dialogue tree consists of various nodes that can be linked to create a conversation based o

Service

Rushi Test Temp

Knowledge Base Article

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Dialogue Trees - Overview

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How to Setup DCO in Sprinklr

Dynamic Creative Optimization (DCO) utilizes creative optimization capabilities (Dynamic Creative) from Meta, Google, and TikTok to automatically test various ad creative variations and present the most effective combinations to your audience. In Sprinklr, you can automate DCO using personalized fee

marketing

Knowledge Base Article

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Setting Up Sprinklr DCO

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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

marketing

Insights

social

Service

Knowledge Base Article

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19.8.1 Patch (Oct 3-10, '24)

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Publish an Instagram Story via Direct Publishing

Instagram Stories allows Instagram users to share photos and videos to their "Story" - which is visible to followers of the user's Instagram account - and to specific users the Story's sender follows. Like in Snapchat, Instagram Stories are ephemeral, meaning they disappear after

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Publishing - SES

Instagram Story

social

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Knowledge Base Article

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Publish a post to Instagram

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Chinese Source Upgrade

Sprinklr has partnered with one of China’s leading data vendors to fetch data from channels like Xiaohongshu and Kuaishou. These are some of the most popular apps that are used in China for sharing user-generated content in the form of videos, pictures, or text. This data will now be available to cl

Insights

Midu

China Midu

Knowledge Base Article

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Sina Weibo

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Edit a Project

Overview If you are a Project Owner or Admins, you can edit or update the details of your Project. You can edit standard properties like Name, Status, Priority and, Start and End Dates. You can also add or remove Collaborators, add, remove or update Project Dependencies and edit other custom propert

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Knowledge Base Article

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Manage Projects

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React Native

This article walks you through the step-by-step process of integrating Sprinklr Live Chat into your WebView application.Step 1 - Getting Started​1. Creating WebView and Adding Live Chat URL  Before you begin:   WebView URL: ​http://prod-live-chat.sprinklr.com/page?appId=65afb12b62317d2d4a58bfad_app_

Service

Knowledge Base Article

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Webview

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What are Editorial Calendar Boards?

OverviewEditorial Calendar Boards are custom Calendar views created by applying different filters, date ranges, and groupings. The ability to create individual custom boards for different objectives streamlines your editorial planning process, simplifies collaboration, and saves time. You can use ta

Editorial Calendar

marketing

Editorial Calendar Boards

Knowledge Base Article

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Calendar Boards