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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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Actions on Nodes/Elements in Journey Facilitator Canvas

Multiple Actions are allowed on different nodes or elements in the Journey Facilitator CanvasAdd New Node To add a new node between two existing nodes, click the Addition icon between the existing nodes and select the desired node.Actions on NodesHover over to the top right of any element/node and y

Service

Knowledge Base Article

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Journey Builder

RS
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)

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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

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Knowledge Base Article

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Automation in publishing

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iOS - v15.0.0

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.Minimum supported Xcode version is Xcode 16.1.Step 1: Setup You can set up the Live Chat SDK in iOS using one of two me

Service

Knowledge Base Article

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Older Versions

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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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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

+3

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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Message Actions & Automation

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iOS - v15.1.0

This article walks you through the step-by-step process of integrating Sprinklr Messenger (Live Chat) with your iOS mobile app.Compatibility RequirementsEnsure that your setup meets the requirements listed below:Category Requirement Supported Version SDK Minimum iOS Version 15.1  Maximum Supported/T

Service

Knowledge Base Article

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Native 15.1.0

RS
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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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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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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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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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)

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CTI Multisession Restrictions

Q. Why is it not possible to open both CTI and Sprinklr simultaneously on the same local machine?​A. Here is the reason:Voice calls utilize WebRTC technology for establishing real-time, persistent connections between a browser session and the voice server.When an agent accesses a Sprinklr page (eith

marketing

Insights

social

Service

Knowledge Base Article

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Multisession Restrictions

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Manual case creation

If there has been a conversation between your brand and a customer outside of the Sprinklr platform, you can manually create a case for that interaction in Sprinklr. By doing so, you can create a record of the conversation on the Sprinklr platform, which can be useful for tracking and monitoring cus

Service

Knowledge Base Article

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Create Manual Case

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WhatsApp Reply Node in Journey Facilitator

Overview The WhatsApp Reply Node in Sprinklr's Journey Facilitator (JF) allows you to take dynamic actions based on user responses to WhatsApp messages. This feature enhances customer engagement by enabling more personalized and interactive communication flows.This article briefly outlines the

Service

Knowledge Base Article

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Journey Builder

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What is a discovery run?

OverviewThe Discovery Run module by Sprinklr automates the extraction of frequently used conversational intents, making it an invaluable tool for brands on their Conversational AI journey. By analyzing customer utterances, the module reduces the time and effort required to develop a virtual assistan

Service

Knowledge Base Article

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Discovery Runs

RS
Android - v12.1.0

This article walks you through the step-by-step process of integrating Sprinklr Messenger (Live Chat) with your Android mobile app.​Note: Before you begin, note the following requirements:Sprinklr Messenger requires a minimum Android API level of 24.Sprinklr Messenger for Android supports compileSdk

Service

Knowledge Base Article

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Older Versions

SH
Sprinklr v16.2.0 - Sprinklr Insights Capabilities and Enhancements

Sprinklr's latest release offers a number of exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint. Read about Sprinklr's latest platform enhancements below! Navigation TipsRead through the release notes below, or you can c

experience:space

Winter Release 2021

16.2.0

New Capabilities and Enhancements

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release_note

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v16.2.0 (March)