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Insight Detailed View

The detailed exploration in the third pane allows users to gain a thorough understanding of the insight, its contributors, root causes, associated cases, and any collaborative comments made by team members.Click View Details at the bottom of the insight card to open the third pane.Overview TabPresen

Knowledge Base Article

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Configuring Insights Hub

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Guided Workflow Manager - UI Capabilities

This article explains the quick and toolbar actions available for managing Guided Workflows. It also highlights error message configurations and confirmation prompts to prevent accidental pauses or deployments.​Guided Workflow Quick ActionsThe following image highlights the quick actions that you ar

Knowledge Base Article

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Guided Workflow Manager

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Voice Campaigns: Basic Terminology

Here, we have listed down various Voice Campaign Manager terminologies that are commonly used.TermDescriptionCampaignA central entity in Sprinklr where all the campaign settings are given. Voice Campaign ManagementTrack all the voice campaigns in a single view. Sprinklr's voice campaign managem

Voice Campaigns

Voice

Knowledge Base Article

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Voice Campaign Creation

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Add an SMSGlobal Account

Within Sprinklr, you can add an SMSGlobal account to be able to send & receive SMS from Sprinklr.To Add an SMSGlobal AccountClick the New Tab icon. Under Governance Console, click Messaging Accounts within Listen.In the top right corner of the&nb

SMS

Journey Facilitator

Knowledge Base Article

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SMS

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Create a Dynamic Widget using Guided Workflow in Care Console

Business problemEver wondered if there was an easy way to create a dynamic widget to show information in Care Console? We thought of it and decided to create the Guided Workflow runner.BenefitsEasy to create custom widgets in Care Console.Easily configurable so that any type and amount of informatio

Knowledge Base Article

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Initiating a Guided Workflow

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LINE Welcome Messages

LINE Welcome Messages in Direct Messages make it easier for businesses to define the customer experience from the start, without requiring any manual action at all. Welcome Messages are sent to users when they begin a Direct Message conversation with your LINE account and can be used to let customer

Knowledge Base Article

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Add a LINE Account

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Step 1: Data Management

This step helps you define the knowledge sources that power your Agent Copilot’s responses. By connecting internal content such as Knowledge Base articles, documents, historical cases, and guided workflows, you enable the Copilot to generate relevant, contextual answers.This configuration is part of

Knowledge Base Article

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Data Management

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Types of Instagram Accounts

This article tells us about the types of Instagram Accounts that can be added to Sprinklr.​Account TypeDetails​Business AccountAn Instagram Business account is Instagram’s version of a Facebook Page. It tells Instagram that you’re using the platform for some sort of marketing (even if not for a conv

Knowledge Base Article

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Types of Instagram Accounts

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Measuring Performance via Golden Test Set

Before you start, See How to Setup Golden Test Set?Steps to view performanceMake sure that the Perfomance Calculation for the golden test has been processed.Switch to different versions to view and compare golden test set reports. You will view the following columns for each version.Support - Number

Knowledge Base Article

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Set Up NLU Based Intents

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Team Monitoring Supervisor

This report is at a Team Monitor (Supervisor) level providing details on Agent Login activity & Status time maintained. This includes call performance details at the team level.Team Hygiene(Agent Time Utilization) - This section details the Login-Logout activity, Status Assignment & Un-Assig

Knowledge Base Article

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Supervisor Persona Reports

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Composite Skill

OverviewWhen the Composite Skill is executed, rather than running a single skill, it triggers the execution of multiple skills simultaneously. This allows for more complex and multi-faceted operations to be carried out in a single process.Use caseSuppose you need to perform two tasks in one call, su

Knowledge Base Article

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Dynamic Workflow

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Pinterest Channel Capabilities and Limitations

Pinterest CapabilitiesCapabilitiesSprinklr SupportedNotesChange Profile PhotoNoAPI LimitationChange Board Cover PhotoNoAPI LimitationPublish PhotoYesPublish VideoYesPublish LinkYesEdit Board name and/or descriptionNoAPI LimitationLike PinsNoAPI LimitationRepin a PinNoAPI LimitationReply to a Comment

Pinterest

Capabilities and Limitations

Knowledge Base Article

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Pinterest Capabilites

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Select rules to execute when work is assigned

Unified routing gives us the ability to manage the assignment of cases or tasks in a more robust and precise way, which helps teams to manage their resources efficiently and cater customer queries proficiently and smoothly. In this article we will learn about how unified routing helps us to execute

Knowledge Base Article

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Setting up Queues based routing

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Connecting to Internal and External Database

The Guided Workflow feature of Sprinklr provides the ability to fetch and update records and databases from both internal and external databases. There are two types of entities: Standard Entity, which are common across all partners, and Custom Entity, which are customized to the client's requiremen

Knowledge Base Article

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Creating a Guided Workflow

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Expire Live Chat Templates

You can expire all Live Chat templates (card, carousel, quick reply, etc.) present in a conversation, preventing customers from interacting with them.​​​There are two methods to expire these assets:Via RulesTo do this,Create a Case Update rule in Rule Engine.Under “Actions on chat conversation assoc

Knowledge Base Article

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Rich Text Assets

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Metric Grouping

This feature allows you to group metrics and dimensions into defined customizable ranges, giving you greater flexibility in organizing and analyzing data within reports. You can create dynamic groupings such as time intervals, performance bands, or custom categories and use them as pivot elements in

Knowledge Base Article

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Metric Grouping

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Adding Cases to Queues

Unified Routing in Sprinklr is powered by AI and machine learning algorithms that analyze the content of the message, as well as the customer's history and profile, to determine the best course of action. This ensures that customers receive fast, personalized, and accurate responses to their in

Knowledge Base Article

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Setting up Queues based routing

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Reporting Glossary for Quality Management and Conversational Analytics

Audit Checklist Response ReportField NameDescriptionChecklist Response CountNumber of times the checklist is evaluated.UserPerson who performed the evaluation.ChecklistName of the checklist used for evaluations.For UserAgent evaluated in the assessment.Evaluation IDUnique identifier for each evaluat

Knowledge Base Article

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Reporting

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Getting Started with Insights Hub

Insights Hub features four tabs for efficient navigation. The tab structure offers a seamless and organized way for users to navigate and interact with insights, promoting efficiency and user-friendly access to valuable information. Note: Work with your Success Manager to get this feature enabled. P

Knowledge Base Article

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Configuring Insights Hub

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Create a Request Location Template for WhatsApp Business

Request Location templates contain body text and a Request Location button that users can tap. Tapping the button displays a location sharing screen which the user can then use to share their location. The location is returned as coordinates to Sprinklr once the user clicks to share the location . I

Knowledge Base Article

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Request Location Templates