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Approve/Reject posts

Approval processes and workflows help to automate simple, repeatable tasks so that you can focus on the work that matters most. An approver has the option of modifying content sent for approval. Being able to make changes as an approver, the user can make quick alterations to messages that may requi

Approval Workflow

Publishing - SES

social

approval

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Knowledge Base Article

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Approval workflows

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Boost Organic Posts in Distributed

What is boosting? Boosting is the paid promotion of a post on social media to increase its visibility and reach allowing it to be seen by a wider audience beyond your followers. Sprinklr provides you with the capability to allow distributed users to boost organic content using their Ad accounts

Distributed User

social

Boost Posts in Distributed

Social - SES

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Knowledge Base Article

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Publishing & Calendar (Distributed Admin)

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iOS 11.1.1

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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Older Versions

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iOS - v11.0.0

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 (S

Service

Knowledge Base Article

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Older Versions

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Defining routing logic (Routing configurations) - Skill based Routing

Routing Configurations are a set of action groups which perform actions on cases pending in the work queue based on defined conditions. The routing checks all the pending cases in real time and instantly performs the defined actions on the case like dropping the skills tagged with the case, increasi

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Knowledge Base Article

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Setting up Skill based routing

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iOS - v12.0.2

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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Older Versions

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Project Overview Tab

OverviewThe Project Overview Tab gives you quick, detailed insights into your Projects. You can create and view a Project Overview describing your Project, its objectives, key milestones or other important or relevant details. You can also see other key Project details like status, owner and depende

marketing

PM_PROJECT_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Project Tabs

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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

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Knowledge Base Article

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Audit Checklist Builder

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How Does User Auto Provisioning Work?

New users for the client can be automatically created by logging into the platform for the first time using SSO. Using Sprinklr’s auto provisioning feature, the required fields for a particular user are autopopulated from the SSO SAML response. This article details a basic explanation for the workin

social

Knowledge Base Article

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User Auto provisioning

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Screen Control​

Use-cases:Enable agents to troubleshoot customer issues by directly accessing the customer’s screens, leading to faster issue resolution and improved customer satisfaction​Customers can revoke screen control/co-browsing anytime during the session User Experience:Agent requesting Screen control while

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Knowledge Base Article

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Co-browsing

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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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Facilitating Customer Journeys

Sprinklr’s Journey Facilitator helps marketers create unified, omnichannel customer journeys using a visual, state-of-the-art flow builder. Brands can express appreciation for a customer's patience during a previous order by sending vouchers, thereby reinforcing their importance and fostering c

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Knowledge Base Article

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Journey Facilitator

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Outbound Admin Persona Overview

The admin persona plays a crucial role in the effective management and oversight of the voice management system. As an administrative user, the admin persona has extensive control and responsibility over the configuration, monitoring, and optimization of both outbound and inbound calls to get the be

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Knowledge Base Article

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Overview of simplified Outbound Admin experience

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Campaign - Analytics Tab

You can view the Analytics tab to derive insights on all the content associated with the Campaign from the Campaign details windowAbout Analytics tabThe Analytics tab in the Campaign Details view has the same functionality as the Sprinklr Reporting but is filtered to only show the performance of con

campaign management

marketing

Analytics Tab

Knowledge Base Article

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Introduction

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Change Password & Security Question for Own Account

To ensure regular privacy of your Sprinklr account, update your password and security question regularly. Sprinklr prompts you to change your password every few days. A security question helps you gain access to your account if it gets locked due to incorrect passwords. This article lists down the s

social

Knowledge Base Article

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Advanced Capabilities

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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

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Knowledge Base Article

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Survey Builder

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Capacity limits for Channels

Unified Routing enables users to create multiple Capacity Groups inside a Capacity Profile depending on the number of channels (Social, Email, Voice, SMS, etc.) from which the incoming cases come from. In this way, an agent can be assigned cases from multiple channels at a time and we can individual

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Knowledge Base Article

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Additional Use Cases

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Create a New Portfolio

OverviewPortfolios are a collection of Projects sharing a common thread. Portfolios can be created by anyone with the Create Portfolio permission. You can create Portfolios through the Portfolios window. Create a Portfolio1. Navigate to the Portfolios window in Project Management by clicking the Por

PM_PORTFOLIOS

marketing

PM_GENERIC

PM_POPULAR

Knowledge Base Article

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Platform Basics

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Brief Sections: Actions

OverviewSections allow you to better organize your Briefs and add elements like text, numbered or bulleted lists, media assets, tables and custom fields. Brief sections can be cloned, locked, reordered or deleted. You can also add padding, margins and borders to Brief sections. Clone Brief SectionsH

marketing

Brief

Knowledge Base Article

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Brief Template Components

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Data Mapping

Data Mapping Important: Please note that only mapped columns in the Data Mapping Pane will be ingested into Sprinklr. Please ensure that you map all the columns you want to ingest. On the right side of the Configuration Screen, you can see all your columns with the Select Mapping Field dropdown. Cli

Insights

Knowledge Base Article

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First Party Data Ingestion