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Manager Permissions for Export Link

The Export Link permissions will allow users to download/access files from export links. Currently, if you have access to any module on the platform, you can download files from links in emails, notifications, etc. After enabling this feature, users will need an Export Link permission to download fi

Permissions for Export Link

Knowledge Base Article

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Security

RS
Configuring Source Selection Screen for Custom and Standard Entities

Configuring a connector in Data Connectors refers to the process of setting up and configuring how data is exchanged between Sprinklr and external systems. A connector acts as an interface or bridge that facilitates the flow of data between Sprinklr and other platforms (For example CRMs, databases,

marketing

Insights

social

Service

Knowledge Base Article

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Configuring Source Selection Screen for Custom and Standard Entities

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Visual Insights custom dashboard

While the Visual Insight module provides a ready-to-use dashboard that allows you to easily analyze the overall generation of your logo impressions. If you have specific or custom needs that are not met by the standard Visual Insights dashboard, you can create a custom Listening dashboard.These cust

Insights

Visual Insights Custom Dashboard

Knowledge Base Article

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How to Set Up VI Dashboard?

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Third Pane Layout

A Third Pane Layout is a configurable UI component that opens as a right-side panel within the Sprinklr platform to display detailed information about a record without navigating away from the current page.It allows users to quickly view or interact with contextual record data while staying focused

Knowledge Base Article

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Third Pane Layout - An Overview

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Roles and Permissions

To ensure that the users on the Sprinklr platform are set up with the appropriate access to the Conversational AI features, you need to assign the right permissions to their roles.​Discovery Runs​PermissionDescriptionViewAccess and view Discovery Runs.EditEdit Discovery Runs.DeleteDelete Discovery R

social

Knowledge Base Article

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Roles and Permissions

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Automating Sub Campaign Creation Using the Rule Engine

Overview You can automate the process of creating Sub Campaigns by specifying certain criteria or conditions under which Sub Campaigns can be created. You can set a start and end date for your Sub Campaign, give it a name, and set custom properties. You can also let the Sub Campaign inherit its prop

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marketing

Updated Article

Sprinklr Marketing

Knowledge Base Article

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Sub-Campaign Rules

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Edit Your Profile Information (Distributed Users)

IntroductionThis feature allows you to update and manage profile information for the Distributed users. It enables you to keep your profile current and accurate by modifying details such as contact information, profile picture, and language. It ensures that your profile reflects the most up-to-date

Distributed User

Edit Profile Information

User

social

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Knowledge Base Article

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Governance (Distributed User)

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Create a Reporting Dashboard and Widgets for Empower

Reporting Dashboards in Empower provide valuable insights by monitoring content performance. Ensure that any Reporting Dashboard that will be used in Empower is shared with the appropriate Primary User Groups.Note that this article is only for the central brand team core Sprinklr admins. Empower use

experience:space

empower reporting dashboards

create an empower configuration

article:howto

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Knowledge Base Article

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Advanced Features

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Standard Analytics on Closed Question Types

Standard Analytics transforms closed-ended survey responses into clear, structured insights that drive smarter decisions across the organization. Survey analysts can quickly filter and interpret data to uncover actionable trends. Executive leaders benefit from concise, high-level summaries that supp

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

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Standard Analytics

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Past Implementation - A Leading Indian Private Bank

A leading indian private bank is using agent facing guided workflows extensively for multiple use cases to improve agent efficiency and reduce average handling time of cases. Here are some key uses cases that were covered via guided workflow:1. Product specific journeys - Credit cards, Banking and l

Service

Knowledge Base Article

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Use Cases

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How to Clear Stop Loss Strategy Groups from Ads

Stop Loss evaluates and pauses ads that are exceeding your target CPA or not meeting your goal based on your configuration. However, at times, you want to be able to make some of the ads paused by Stop Loss active again so that they can start spending. Clear Stop Loss assists you with this action to

marketing

Knowledge Base Article

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Setting Up Stop Loss

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Actions with Inbound Rules

Actions are executed on the inbound message or the profile associated with the message. In this article, we'll look at each Inbound Rule Action type and the specific actions within those action types:Assign a Message to a User/Queue:Assign a Message to User/Queue Actions are actionable tasks on

Inbound Rules

Actions

social

Knowledge Base Article

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Benchmarking rules

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Integrating Google Drive with Sprinklr

By integrating your Google Drive with Sprinklr, you can upload assets like documents, presentations, excel files, image, videos, and more, directly from your Google account to your Projects, Tasks, Campaigns, Sub-campaigns, Messages and Requests. To do this, you will need to authenticate your Google

marketing

Knowledge Base Article

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Google Drive and Sprinklr Integration

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TroubleShooting

Prompt not coming upPlease ensure the following:Make sure your creative is linked to an interceptThat the intercept is in active state​The intercept schedule has not expired Recheck the intercept conditions to make sure you have configured the right page URLs and the URL actually has the associated

Service

Knowledge Base Article

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Troubleshooting

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Message Updates in Editorial Calendar

In this article, you will learn how to view all the latest updates made to the messages in Sprinklr in Editorial Calendar.How to view Message Updates in Editorial Calendar?Navigate to the Editorial Calendar.Click on the Message Updates Icon in the top right corner of the window. In the Message Upd

Editorial Calendar

marketing

Message

Knowledge Base Article

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Calendar Actions

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How to Create Alerts for Macro Addition, Deletion and Updation

The Alert Manager now includes a new Macro alert type, giving you real-time visibility into important Macro-level changes. These alerts help improve governance, security, and transparency across your workspace.Macro Events That Trigger AlertsMacro alerts are triggered when a Macro is:CreatedUpdated

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social

Sprinklr Social

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Knowledge Base Article

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Alert Management

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Email Template Not Applied Due to Incorrect Event Type

Platform email templates in Sprinklr are configured against specific event types.The selected event type determines when a template is automatically applied to an outgoing email.A common issue occurs when a template is configured for one event type, but the email is sent through a different workflow

Sprinklr Service

New Article

26.7

Knowledge Base Article

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Review Before Contacting Support

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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. Sprinklr

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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Create an Authentication HSM Template

To create an Authentication HSM template follow the below steps:Create an HSM Template and choose the Category as Authentication.Under Message Details, select the Code Custom Field as a custom field to dynamically customize the code based on the chosen field.Enable Masking to conceal the code from S

Service

Knowledge Base Article

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HSM - Authentication Templates

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Word Cloud widget

The Word Cloud visualization is a graphical representation of text data in which the size of each word indicates its frequency or importance within the text. The more frequently a word appears in the text, the larger it appears in the word cloud.Word Clouds are commonly used to summarize the topics

Word Cloud Widget

Insights

Knowledge Base Article

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Types of Widgets