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How to Tag Information Using Custom Fields?

​​Pre-requisite for configuring this node in IVR: Sprinklr Voice should be enabled for the environment and your user should have IVR View, Edit or Create permission​​​While working with any entity like a message, customer profile, or case, there’s always a need to store metadata or some properties f

Service

Knowledge Base Article

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How to Setup Business Logic

RS
Speech Profile in Voice Bots

You can create a common speech profile suitable for both IVR and Voice Bot applications, and designate languages along with their corresponding Text-to-Speech (TTS) and Automatic Speech Recognition (ASR) voices for each language.​Note: Any modifications made will not impact previous IVR flows. These

Service

Knowledge Base Article

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Speech Profiles

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Apply a macro on Engagement Dashboards Messages

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 change to a message, a DAM asset, or other entities in Sprinklr, all at once. Below, we will explore how macros can be applied fro

Apply Macro

macro

Engagement - SES

Engagement Dashboard

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Knowledge Base Article

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Apply multiple message actions at once with macros

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Apply a macro on Engagement Dashboards Messages

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 change to a message, a SAM asset, or other entities in Sprinklr, all at once. Below, we will explore how macros can be applied fro

Apply Macro

Engagement Dashboards

macro

Engagement - SES

+2

Knowledge Base Article

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Getting started with Social Engagement

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Self-Service Tools

The self-serve capabilities of Sprinklr empower customers to help themselves with tools and resources to research, evaluate, and make informed decisions about products or services independently, reducing the need to seek help.  Knowledge Base and FAQs: Sprinklr’s self-serve knowledge base and FAQs p

Service

Knowledge Base Article

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Self-Service Options

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Get familiar with entities available in Listening Settings

Learn how to access Listening Settings and get familiar with the functionalities available there.​In this guide, you will walk through the basics of the Settings menu of the Social Listening module, including how to access Listening Settings from the navigation menu and the available entities under

Insights

Knowledge Base Article

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Advanced Entities & Settings in Listening

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Enable Signature for Distributed Users (Admin)

You can allow the Distributed users to include Signatures in their communications. The signature usually includes content that a user would want to incorporate, irrespective of whosoever the mail/message is being sent to. Signatures may consist of details about the users' designation or professional

social

Enable Signature in Distributed

Social - SES

DST - SES

+1

Knowledge Base Article

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Publishing & Calendar (Distributed Admin)

RS
API Node in Journey Facilitator

The API node in Journey Facilitator serves as a pivotal link between the platform and external systems, enabling users to seamlessly make API calls. Acting as a bridge, it facilitates communication with diverse entities, such as client databases, third-party vendors (e.g., Shopify, Shiprocket, CRMs,

Service

Knowledge Base Article

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Journey Builder

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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

Service

Knowledge Base Article

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Setting up Agent Capacity

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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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Request Source in Outbound Message Conditions

When creating outbound rules, users can use Request Source to set custom fields, tags, or campaigns based on the source of messages or to force a mandatory approval path for messages coming from widgets. Request Source is just a condition in the rule engine with respect to outbound messages.Rule Cre

Publishing - SES

Request Source in Outbound Message Conditions

Request Source

Outbound Message

+3

Knowledge Base Article

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Automation in publishing

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Dynamic Capacity in Omni Channel Routing

Efficient case management is crucial for delivering exceptional customer support. To deliver this, Unified Routing introduces the Dynamic Capacity feature, a powerful tool that reduces the consumed capacity for cases based on their inactivity. By intelligently reallocating resources, organizations c

Service

Knowledge Base Article

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Additional Use Cases

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Reddit Ad Account Permissions

Accounts should be tagged with account properties to place them in the appropriate account groups. Accounts may be shared with the appropriate user groups to permit access to the data. ​Sprinklr PermissionsTo permission an Ad Account to a group of users in Sprinklr, follow these steps: Click the New

marketing

Knowledge Base Article

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Setting Up Reddit In Sprinklr

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URL Shortener in Distributed

The URL Shortener is a tool that reduces the length of your URLs, making them more manageable and aesthetically pleasing. This feature is useful particularly for social media posts where character limits are a concern. When using the URL Shortener in the Publisher, your links will be automatically s

social

Social - SES

DST - SES

Knowledge Base Article

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Publishing & Calendar (Distributed Admin)

RS
Offline Conversions - Snapchat

The Snapchat Conversions API enables a direct connection from Sprinklr to Snapchat, facilitating the accurate tracking of offline conversion events. This connection is crucial for marketers who want to measure the impact of their Snapchat ads on offline sales and conversions.​Kindly read this Introd

marketing

Knowledge Base Article

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Offline Conversions

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Standard Co-browse Configuration

Co-browsing in Live Chat allows agents to securely view the customer’s screen and assist them in real time. This feature enhances customer support by enabling faster issue resolution and providing more personalized guidance. This article walks you through the end-to-end process of configuring co-bro

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Co-browsing

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Group Data in the Editorial Calendar

In this article, you will learn how to Group your data in Editorial Calendar. It can be done normally through the Group By option in the Editorial Calendar. Applying Group By in the Editorial CalendarIn the top right corner of the Editorial Calendar window, click the Group By icon.  Identify th

marketing

Sort Grouping Dimensions

About Editorial Calendar

View Grouped Content

+2

Knowledge Base Article

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Calendar Actions

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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

Social - SES

Knowledge Base Article

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Platform Configuration

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Assigning Roles to Users 

To assign roles to advocates based on their specific persona and responsibilities, on-site admins can empower them with distinct roles such as admin, publisher, and analyst, each equipped with precise permissions Steps to Assign Roles to AdvocatesRoles can be assigned to the approved/ rejected/ pend

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Advocacy User Management

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Custom Reporting Dashboards for Advocacy

In Advocacy Reporting, you can use Advocacy-specific metrics and dimensions to create custom dashboards and widgets. Custom dashboards for Advocacy allow you to customize the data you see and the way that it's visualized. Note: Use of this feature requires that Advocacy Marketing be enabled in

experience:space

article:howto

release:N-A

Advocacy - SES

+6

Knowledge Base Article

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On Site Reporting (Advocacy)