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Configuring Source Specific Settings for Standard and Custom Entities

The Source Specific Settings Screen in data connectors is where you configure the details about the data source you want to connect to. This screen allows you to define the source's type, parameters, and access details to ensure the data connector can interact with it correctly. The options that app

Knowledge Base Article

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Configuring Source Specific Settings for Standard and Custom Entities

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Create a New Portfolio

Portfolios are collections of projects grouped based on factors such as department, strategic initiative, team, and more for the purpose of tracking, reporting and analysis. Anyone with the Create Portfolio permission can create portfolios. To Create a PortfolioNavigate to the Portfolios window from

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PM_POPULAR

Knowledge Base Article

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Platform Basics

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Telephony Outcome Retry Strategy

Business use caseWhenever outbound calling is done from a campaign, each call has different call outcomes. Based on the call outcomes, the admin tries to reach out to the customers again.Retry Strategy in SprinklrSprinklr offers an automated, configurable, and scalable Retry Strategy solution. Easil

Retry Strategy

Voice

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Retry Strategy

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Set Audience Targeting via Rules

You can set audience targeting via rules. In outbound rules, autofill rules, and post-publishing rules, you can select the saved audiences as the target audience. This capability is available in Space as well as in the Distributed environment. Sprinklr also provides the ability to take actions based

Set Audience Targeting in Rule Engine

Set Audience Targeting via Rules

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Introduction to Rule engine

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Target Metrics

Within Social Listening, Benchmarking, Reporting, and Ads Reporting, you can designate Target Metrics which will be displayed on a widget graph alongside the actual metrics. Target Metrics allow you to compare the actual performance of a metric against a pre-set goal. It also helps you set targets a

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Advanced Entities & Settings in Listening

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About the AppsFlyer Ads Integration

​What is AppsFlyer? Appsflyer allows you to promote your apps and reach larger audiences in markets where Google Play Store is not available.AppsFlyer supports attribution in the context of third-party app stores as follows: IMEI or Android ID: The SDK doesn't automatically collect the IMEI or

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Getting Started

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Social Login

1. Get Social Login By User EmailEndpoint:GET /paid/governance/get/socialProfiles/?userEmail=<email>Description:Fetches a list of social login accounts linked to a given user email.Query Parameters:NameTypeRequiredDescriptionuserEmailStringYesEmail ID of the userResponse: List<Object>[ {

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Governance

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17.7 Usability Updates in Presentations

From 17.7 onwards, users will experience some usability features on Sprinklr. All new presentation slides generated will by default support multiple charts instead of one chart at a time, as aligned to the dashboards from which they are generated from. Further, presentations will support rolling sta

Export Reporting Dashboard as Presentation

Display - SES

Generate Presentation

Integrate Presentations in Reporting

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Display

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How to Send Ad Campaigns & Creatives for Approval

Approvals for Paid Initiatives, Ad Sets, Ad Variants, and Creatives can help ensure that your campaigns meet the required guidelines before they are published. With an approver in place, you have greater control over the quality of the content that is being published.In this article, you will be lea

Approval Workflow

Advertising

Governance, Securities and Admin Capabilities

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Common Use Cases

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How to Use Peer to Peer Chat?

The Peer-to-Peer Chat feature is an integrated communication tool that enables seamless internal messaging, eliminating the need for external chat applications. It allows care agents, supervisors, administrators, and quality managers to collaborate efficiently within the Sprinklr platform. Permissio

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Peer to Peer Chat

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Add a Viber Service Account in Distributed

Viber Service Account enables you to make use of Viber Service Messaging to send business messages to your customers. Viber Service Messaging allows you to choose whether you want one-way messaging service or the two-way messaging service. With one way messaging service, you can send messages to you

Distributed - SES

Social - SES

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Governance (Distributed User)

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How to See Ad Account Deactivations in Ads Reporting

Previously, users faced significant challenges due to the lack of visibility into deactivated Ad Accounts, leading to disruptions in Ads publishing. This issue has been addressed through the implementation of custom reporting for Account Deactivation.​Now, users have access to comprehensive informat

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Advertising Accounts and Permissions Video Overview

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Persistent Menu For Instagram Messaging

You can level up engagement with your fans using Persistent Menu in Instagram, by giving them access to highlights or FAQs from this new menu option. You can configure the menu options based on your needs. This feature helps you highlight trending items, or your website/popular items. you can also p

Persistent Menu For Instagram

Persistent Menu For Instagram Messaging

Persistent Menu

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Advanced capabilities

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Ads Creative Library Roles & Permissions

Ads Roles and Permissions for Ads Creative Library are crucial in managing organizational access efficiently. This article will explain in detail the permissions for the Ads Creative Library, outlining both enabling actions and restrictive measures to ensure effective campaign management.In this art

ads creative library

Roles and Permissions

Advertising

Ads Composer

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Ads Creative Library

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Introduction

Live chat is the capability that allows end customers to interact with brands via a messaging interface in real time. Live chat is often deployed on websites and hence also referred to as Website chat. However, its usage is not limited to websites, it can be installed on mobile applications, blogs,

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What is Livechat?

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How to Configure Home Page Widgets?

RECORD PAGE EDITOR Each persona has a defined view of its own and this is called the Record Page of the Persona. This view includes multiple tabs like Home Page, Queues, Agents, etc. Each page has a lot of different widgets that display various metrics, and these are customisable.   ​

Knowledge Base Article

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Overview

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User Generated Content Asset Macros

Macros are used to execute multiple actions on an entity with a single click. Macros can be used to make multiple changes to entities at once, creating efficiencies in your workflows.You can apply User Generated Content Asset macros to assets to take multiple actions on a UGC asset the same way you

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Asset classes with macros

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Add and Manage Columns in Project List View

In Project Management, you have the capability to create your own columns and control their visibility within the project list view.  Permissions: You should have either owner or admin permissions in Portfolio to add and manage the columns. Add a New Column to Project List View The project list view

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Project List View

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Guided Workflow Custom Components - Loop Form

OverviewA loop form is a component that allows you to iterate over a set of fields dynamically, making it easier to manage processes involving multiple items. The loop form dynamically generates separate forms for each item in a process based on the number of items selected. This enables users to in

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Guided Workflow Canvas

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Customer Initiated Video Call

Journey #1Customer calls when agent already assignedTwo separate error messages will be displayed to the customer if there are distinct errors for the microphone and camera. In the images below, one error message is for the disabled microphone permission in the browser, while the other error message

Knowledge Base Article

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User/Agent Journey