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Generate External Link for Production Dashboards

In this article, you will learn how to generate a link to your production dashboard that can be accessed by non-sprinklr/external users.How it worksOn the Production Dashboard window, click on the Options icon in the top right corner.Click on the Get External Link option from the dropdown. Sele

marketing

Production Dashboards External Sharing

External Link Sharing

External Sharing

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Knowledge Base Article

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Advanced Functionalities

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Standard Task Columns

OverviewWhenever you create a new Task Sheet view for an existing or new Project, it comes with six standard Task columns: Title, Task ID, Status, Priority, Start Date and Due Date. You can hide most of these columns or add more columns to your Task Sheet. However, you cannot change the columns'

marketing

Knowledge Base Article

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Columns in Tasks

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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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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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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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Changes in Smart Bidding Recommendations​

Introduction The Smart Bulb Icon evaluates certain criteria at the backend to identify potential entities for the application of Smart Bidding or Smart Budget Application or both.  Methodology The bulb icon is supposed to identify entities as per various evaluation rules and make recommendations for

marketing

Knowledge Base Article

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Overview

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Who can benefit from Supervisor Console?

Supervisor Console is a powerful monitoring tool to keep a close 360 view of your team. While the direct supervisor uses it effectively to manage agents and their performances, managers and heads across the hierarchy can leverage this console to monitor and analyze critical KPIs across their complet

Service

Knowledge Base Article

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Introduction to Supervisor Console

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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

marketing

Knowledge Base Article

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Tasks

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Unified Routing Reports and Metrics

Work Queue Summary Here Supervisors can view overall summary of different queues in which the cases/calls are assigned. ​Work Queue vs Maximum Response TimeThis shows the maximum response time, i.e., the time taken by an agent to respond to a customer's query in a case. Case Wait time in Work Q

Service

Knowledge Base Article

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Reporting

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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

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Project Activity Tab

OverviewThe Project Activity Tab includes a complete activity log allowing you to audit modifications made within a project. The tab logs details of Project creation, name changes, changes made to the Project brief, addition or removal of dependencies, and changes made to Project field values, for e

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

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Knowledge Base Article

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Project Tabs

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Update customer information

An ACW is a form that an agent needs to fill after disconnecting the call to capture vital information from the call. ACW may include tasks such as taking call summary, updating customer information in the CRM, scheduling a callback, sending follow up emails, updating customer details in the Sprinkl

Service

Knowledge Base Article

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Update customer information

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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

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Annotations

Offer real-time guidance and support, facilitating smooth customer interactions while with annotations​Customers can easily track agent annotations, leading to swift issue resolution and improved satisfaction​​

Service

Knowledge Base Article

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Co-browsing

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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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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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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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iOS - v13.0.3

This article walks you through the step-by-step process of integrating Sprinklr Messenger (Live Chat) with your iOS mobile app.Note: Sprinklr Messenger supports iOS 15.1 and above.Step 1: Setup You can set up the Live Chat SDK in iOS using one of two methods:CocoaPods Swift Package Manager (SPM)

Service

Knowledge Base Article

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