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Import External Content to Sprinklr Knowledge Base (CSV Import)

This is a step-by-step guide on how to bulk import your existing content into the Sprinklr Knowledge Base. To learn more about the automatic import process, click here.To Import ArticlesIf you want to import a set of articles into the Sprinklr knowledge base, create a CSV file.1. Click the New Tab i

Sprinklr Service

Knowledge Base

20.10

Service

+1

Knowledge Base Article

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Import and Export

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Concurrency Extract

This extract captures agent activity at an aggregated time‑slice level, where each row represents a unique combination of an agent and a defined date interval (such as daily, weekly, or hourly depending on configuration). It provides visibility into how agents manage multiple case assignments simult

Knowledge Base Article

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Digital Data Extracts

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Importing Stats Files Automatically Using S3

SUMMARYThis article covers how to automatically import files in stats import using amazon S3 after a template has been created.Automatically import external data using Amazon S3In the stat import template, slide the Toggle icon alongside select setup Amazon S3Note:Sprinklr will automatically import

marketing

Knowledge Base Article

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Setting Up Stats Import

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Self Monitoring - Digital

Self-Monitoring – Digital report helps agents to track and assess the time spent on digital interactions, including emails, chats, or social media messages. This helps evaluate performance, manage efficiency, and ensure agents are effectively handling digital customer inquiries. Scenarios in which S

Service

Knowledge Base Article

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Detailed Dashboards

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How to Add Notes in Dialog tree

OverviewThe Sprinklr chatbot builder includes a node that allows you to add a note to a case or profile or message. This note contains additional information that is intended for the agent's reference. Adding a note to a case or profile can be useful for providing context, additional details, o

Service

Knowledge Base Article

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Nodes in a Dialogue Tree

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Campaign - Overview Tab

About the Overview TabNote: View Sub-Campaigns in a chronological order in the overview tab of the Campaigns - in descending order based on their creation dates. This provides a clearer and more organized view of the sub-campaigns, allowing you to seamlessly identify and prioritize the most recent o

campaign management

Overview Tab

marketing

Knowledge Base Article

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Introduction

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Snapchat Pixels

Snap Pixel is a tool that enables advertisers to measure the effectiveness of their campaigns in driving customer actions across multiple devices. It is a small piece of JavaScript code that can be easily installed on your website. What can the Snap Pixel do for you?With Snap Pixel, you can track ho

marketing

Knowledge Base Article

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Snapchat Pixel

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Reporting Dashboards in Sprinklr Insights

Sprinklr's Reporting dashboards provide high-level views of key metrics and performance indicators, allowing users to quickly analyze data trends and insights in real time. These dashboards are customizable and can be tailored to specific business needs, providing accurate and up-to-date inform

Explorer Dashboard

Insights

Story Dashboard

reporting dashboards

+3

Knowledge Base Article

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What are Dashboards?

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Configure Zendesk Connector for External Content Management

Zendesk Connectors enable you to manage articles externally while keeping them synchronized with Sprinklr-specific workflows such as Agent Assist, Live Chat, and more. It also streamlines the import of articles from external content management systems (CMS) without the need for backend development.S

Service

Knowledge Base Article

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Import and Export

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System Action Elements

This article covers the following topics:Execute ActionCustom Field ActionsAdd or Remove from QueuesAdd NoteWork Queue PropertiesAssign CaseSet SkillsSet Priority RankAssign Agent ​These elements serve the purpose of performing actions, such as assignments, transfers, custom field updates, etc.

Service

Knowledge Base Article

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Guided Workflow Canvas

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Time Off Balance Report

The Time Off Balance Report tracks all updates to time-off balances at the agent level. It provides a detailed overview of time-off transactions for efficient management and enables users to track and analyze time-off balances. The report includes insights into timestamps, user activity and policy d

Service

Knowledge Base Article

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Detailed Report Glossary

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Select Metrics and Dimensions

Reporting metrics and dimensions in Sprinklr are tools used to measure the success of social media campaigns and strategies.Metrics are numerical measurements that quantify performance, such as engagement rate, reach, and impressions. They help businesses understand how well their content is perform

marketing

Reporting

Knowledge Base Article

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Set up Reporting Widgets

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Migrating record pages from Sandbox to production environment

Care console is one stop solution for the agents to work on their cases, and solve the customer queries with a unified customer 360 view. Admins can customize and configure the care console layout based on their requirements. Business Use CaseDuring the UAT phase of any client, care console record p

Service

Knowledge Base Article

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Additional Use Cases

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Call Event IVR

Call Event IVR in Sprinklr runs automated actions in the background based on what happens during a call. These actions are triggered by call events such as when a call starts, ends, is answered, or goes unanswered, and by transfer types, like when a call is moved to an agent, a queue, or another IVR

26.1

Sprinklr Service

Service

Updated Article

Knowledge Base Article

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Call Event IVR

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Ads Manager in Sprinklr Distributed

The Ads Manager in Sprinklr Distributed is a streamlined version of the full Ads Manager, designed for dispersed teams to easily view and manage ad campaigns (paid initiatives) with minimal training. This lighter version includes only the essential features, enabling users to check campaign performa

social

Distributed

Social - SES

Ads Manager

+1

Knowledge Base Article

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Advertising & Marketing (Distributed User)

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Certificate Based Token Generation

This guide will walk you through the process of creating an access token using the JWT (JSON Web Token). This is a certificate-based token generation approach that eliminates the need to store any token while ensuring secure authentication and information exchange. This process involves using a JWT

marketing

Insights

social

Service

+1

Knowledge Base Article

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Security

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Add and Manage TikTok Ad Accounts

TikTok is a video-sharing social networking service with over 1 billion active users worldwide. Being one of the most downloaded apps in the world and having an extensive user base, TikTok offers a unique opportunity for brands to engage at the forefront of trends.Before You BeginIf you are not a Ti

marketing

Knowledge Base Article

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Setting Up TikTok in Sprinklr

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Hide Standard Fields in Message Publisher (FSP)

Summary The standard fields available under "Additional Properties" section -  of the Publisher, can now be controlled via permissions or hidden via persona configurations. How it worksFrom Settings -> Global/Workspace Roles, navigate to the role for which you would like to configure th

marketing

Knowledge Base Article

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Configuration & Setup

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Bulk Disable Generative AI Features in Sprinklr

Sprinklr provides Generative AI (AI+) capabilities across multiple product modules, including Sprinklr Service, Insights, Marketing, Advertising, and Social. By default, these AI+ features are enabled for all environments post 20.7.1 release.Global Admins can use the Global Features configuration pa

Sprinklr AI+

marketing

Insights

social

+4

Knowledge Base Article

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Global Level Control

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Alerts

Email alerts for Case Create/Update failure Sprinklr Salesforce Integration provides the capability to set up email alerts on the failure of operations on the Salesforce side triggered from the Sprinklr side, such as Case creation and Case update failures from the Salesforce App in Sprinklr Marketpl

marketing

Insights

social

Service

Knowledge Base Article

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Troubleshooting and FAQs