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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

RS
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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Troubleshooting and Best Practices

Following are some commonly asked questions along with their answers.Q: What happens in reporting if a Checklist or a Checklist Parameter is deleted?A: If a checklist or its parameters are deleted, reporting remains unaffected. Historical data still displays the checklist and its questions with dime

Service

Knowledge Base Article

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Audit Checklist Builder

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Create, edit and publish a Dynamic Image Template

With dynamic image templates, you can change the way product images are displayed in your campaigns, and use it across multiple products.Dynamic Image Template is an effective tool when it comes to creating assets to be shared or published on various channels. This tool gives you a platform where yo

Dynamic Image Asset

DAM - SES

Dynamic Asset

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Knowledge Base Article

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Manage assets

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How to Create Google My Business Column?

Google My Business (formerly termed as Google Places) allows you to create and claim your business listings across one or more locations. Your business listing will include business name, location, website, contact details, operating hours, pictures, and reviews. It appears on the right-hand side of

experience:space

Google Places

cloud:core

Google My Business

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Google My Business

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Manage Naming Conventions: Share, Edit, Clone and Delete

Note: Sharing, Editing, Cloning and Deleting Naming Conventions require specific permissions. Contact your Workspace Admin if you do not have the required permissions. 1. Click New Tab. Under the Marketing Tab in Sprinklr Marketing, navigate to Plan > Planning and Reuse > Naming Conventions. ​

marketing

Knowledge Base Article

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Naming Conventions

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Survey Settings

In the Settings tab, you can configure the Survey Details, Page Settings, Button Settings, Survey Link Settings, and Language Switcher Settings of your survey.Survey DetailsIt includes the name of the survey and its Active/Inactive status. Survey Base language serves as the base language for transla

Surveys

Service

Knowledge Base Article

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Survey Builder

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How to Favourite Filters and Lock Ads Dashboards

SummaryFor a reporting dashboard, you can lock a dashboard, preventing other users from making any changes to it directly. The other users will be able to see the defined filter parameters, but the filter will be disabled for editing. You can also mark certain filters as favourite to easily use them

marketing

Knowledge Base Article

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Dashboard

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Integration Reporting Dashboards

Integration Reporting widgets give a brief overview of the usage of all the supported third-party software integrations in Sprinklr Advocacy. For example: Slack, MS Teams, MS SharePoint, Yammer. ImportanceThese dashboards allow admins to understand how well they are able to reach advocates outside t

Advocacy - SES

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Social - SES

Knowledge Base Article

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Analytics/Reporting (Advocacy)

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Copy filled Message Brief from Parent post to Variant

This article elaborates on how to automate copying of briefs from parents posts to variants using rule engine. How does it work? Navigate to Rule Engine from the launchpad and start creating a Draft Rule. Define the Condition. Under “Conditions Applies To The properties of the Draft Messag

marketing

Knowledge Base Article

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Content Variants

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Viewing a Discovery Run

OverviewIn this section, we will review the results of the discovery run.To review the detected clusters, click the eye icon next to the discovery run.There are two types of views available: bubble view and list view.Bubble view provides an easy way to visualize the data.List view is preferred for m

Service

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Discovery Runs

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Data Collection using Sprinklr Audience API Connector

Sprinklr offers data onboarding using API to import any amount of data to feed into outbound campaigns. The API helps create or update a lead based on the data collected from the create/update lead event API.With the Sprinklr Audience API Connector, you gain robust configuration options for data val

Service

Knowledge Base Article

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Connectors in Data Collection

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Adding Google.com as a source

Learn how to add Google.com as a Location Insights review source.Google.com is available as a premium source exclusively to Location Insights users. Brands can get access to the public reviews of their own locations as well as competitor locations on Google My Business (GMB) location pages. With a l

Insights

Knowledge Base Article

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Sources

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Automating Approval of User Generated Content (UGC) 

Admins can simplify their tasks by automating the approval process for suggested User Generated Content (UGC). This efficient feature allows you to pre-approve UGC before it even reaches you.  Automating the approval of User Generated Content (UGC) has various benefits: Efficiency: Automated approva

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Suggest Content

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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

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Social - SES

Knowledge Base Article

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Getting started with publishing

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Add Attachments in Request Forms

While creating a request form, an additional component, Attachment is added which can be selected as a question type. This enables you to add attachments such as images, videos, and documents of various formats as supported within the Digital Asset Management.To add attachment component in Request F

marketing

Request Forms Overview

Request Management

Add Attachments in Request Forms

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Knowledge Base Article

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Request Form Builder

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Scheduler: Planner (Advocacy)

The 'Scheduler' feature on the menu bar present at the left of the advocacy site arranges posts published or scheduled by advocates in an easy-to-navigate calendar view. Advocates can even edit the caption of the posts or reschedule the posts that are scheduled to be published from the adv

Advocacy - SES

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Social - SES

Knowledge Base Article

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End Users

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Steps to Build a Generative AI-Powered FAQ Bot

Creating a Generative AI-powered FAQ Bot can streamline customer support by providing instant, accurate responses to frequently asked questions. Follow these steps to build your FAQ bot:1. Create a Smart FAQ ModelFirst, you need to create a Smart FAQ Model. This model will leverage AI to provide rel

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Knowledge Base Article

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Before you build

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Unified Platform & Cross-Products: 19.5 Capabilities and Enhancements

Sprinklr's latest release offers exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint. Read about Sprinklr's latest platform enhancements below!Unified Platform & Cross-Products ​Sprinklr Marketing​​Sprinklr Insights

marketing

Insights

social

Service

Knowledge Base Article

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19.5 Release (May 18-26, '24)

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Different types of Data Connectors

This article aims to provide an overview of the various types of data connectors available in Sprinklr, including FTP, S3, API, and CRM tools. By understanding these connectors, businesses can effectively leverage them to streamline data ingestion and drive more impactful marketing campaigns. ​FTP (

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Knowledge Base Article

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Connectors in Data Collection