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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

Service

Knowledge Base Article

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Audit Checklist Builder

RS
Reporting on Opt In Templates

Opt-In reports offer a comprehensive overview of the usage and impact of opt-in templates sent to users. These reports provide detailed insights into various aspects of the opt-in process, allowing businesses to assess the effectiveness of their opt-in templates and make informed decisions. By acces

Service

Knowledge Base Article

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Facebook Messenger Analytics

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Create a Forms Message

Messages for Business Forms allow you to create rich, multipage interactive flows for users on iOS and iPadOS devices using a single JSON payload.You and your brands may already have ideas which could benefit from this type of interaction. ​This template gives brands the opportunity to collect valua

Service

Knowledge Base Article

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Apple Forms

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Facebook platform policy for replying to Direct Messages

The Facebook Messenger Platform Policies are designed to help people and businesses connect effectively through Messenger to achieve meaningful outcomes. At the heart of this is the understanding that people and businesses need a seamless, reliable way to get something done - whether it is getting a

social

Knowledge Base Article

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Send one time notifications to customers

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Send Text Asset via Auto-Response for WhatsApp Business

You can use a Text Asset Template when replying to WhatsApp messages in Agent Console by configuring it as an Auto-Response in Rule Engine. You can configure an auto-response rule by choosing a text asset reply template in Rule Engine. This will help you trigger automatic response to customer messag

Service

Knowledge Base Article

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Trigger Bulk Campaigns

RS
Agent Copilot Additional Capabilities

Agent Copilot offers enhanced features to improve accuracy and efficiency when assisting agents during customer interactions.Configure Additional Input Search Parameters in Agent Copilot WidgetYou can enrich Copilot queries with structured case context, such as product or model, to generate more acc

26.1

Sprinklr Service

New Article

Knowledge Base Article

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Agent Copilot Capabilities

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Triggering rules in Outbound Calls

The Sprinklr Rule Engine is a powerful tool that can be used to automate workflows, assignments, properties, etc., that are implemented on messages, cases, and profiles. The Rule Engine works as an If-Then statement. If an asset (like a message or a profile) meets a specific condition that you set,

campaign management

Service

Voice

Knowledge Base Article

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Other Campaign Use Cases

RS
Dialer Preview Rules

Dialer Preview Rules provide a flexible way to manage outbound call operations. These rules determine which numbers can be dialed based on specific conditions related to:Dialer profiles used to dial numbers.Dialing status based on predefined conditions.Agent properties that determine the ability to

Sprinklr Service

Service

26.1.1

Updated Article

Knowledge Base Article

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Dialers

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Restricting agents to use NDNC disabled dialer on Leads

Business problemUsually, the NDNC data (National Do Not Call registry) is stored at the Telco’s end, and the client and Sprinklr don’t have a view of this data. These numbers are not consented to call and are usually identified via DID numbers that have been purchased from Telco.Clients usually have

Service

Knowledge Base Article

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Other Campaign Use Cases

RS
Dialer Permissions

Currently, the Dialer Status is managed through edit permissions, giving any user with edit access the ability to pause or shut down the dialer. Since dialers are directly responsible for managing outbound calling operations, this lack of restriction can cause unintended disruptions, operational dow

Service

Knowledge Base Article

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Dialers

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Create an Authentication message template

This template is created to support the capability to authenticate your customer through Apple Messages for Business account. This will help you in verifying customer's identity. You can create an Authentication Message template and send it to customers to go through the authentication process.

Service

Knowledge Base Article

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Authentication Template

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Set Case-Level Skills and Proficiency Using Macros

You can use a macro to set the required skills for a single case or in bulk for selected cases directly from the Care Console. To enable this functionality, configure the Manage Required Skills action within the macro's Manual Actions section. This allows supervisors or agents to quickly update

Service

Knowledge Base Article

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Set Case Skills and Proficiency

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Omni-Channel Support and Benefits

Omnichannel support in a care console refers to the ability to provide customer support across multiple channels, such as phone, email, chat, and social media, all from one unified platform. The following are best practices for implementing omnichannel support in a care console.​BenefitsSprinklr Omn

Service

Knowledge Base Article

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Introduction to Unified Agent Desktop

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Change Default Reply Handle for Twitter

The reply handle for Twitter can be changed on Sprinklr platform as desired. You can either change the handle while replying to a Twitter message from Agent Console or Engagement Dashboard or set it as default by creating an Autofill rule in Rule Engine.To Manually Change Twitter Reply Han

social

Service

Knowledge Base Article

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Change Default Reply Handle

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Summary Table widget

The Summary Table is a data visualization widget that displays data in a table format and allows users to compare and analyze trends over time quickly. One of the key features of the Summary Table widget is that it automatically displays reporting data for the previous period, allowing users to see

Insights

Summary Table widget

Knowledge Base Article

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Types of Widgets

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Sub-Campaign Rules

SummarySub-Campaign Rules are initiated only on newly created Sub-Campaigns. If a Sub-Campaign rule is set up and enabled, and the conditions are met then the action setup takes place.How to Set-UpClick the New Tab icon and select Rule Engine under All Settings.In the top right corner of the Rule En

Conditions on Sub-Campaigns

Actions on Sub-Campaigns

Initiate Workflows on Sub-Campaigns

marketing

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Knowledge Base Article

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Sub-Campaign Rules

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Create A Column For Retweets

Retweeting is the act of sharing another X user's posts. For a brand, it is a way of amplifying engagement and awareness about the brand posts. In this article, you will learn about how to create a column and keep a track of all retweets through engagement dashboards.​Note: The Retweet and Repl

social

Sprinklr Social

Channels - SES

Social - SES

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Knowledge Base Article

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Engage with your fans

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Story Tags in Media Monitoring & Analytics

Media Monitoring & Analytics (MM&A) enables you to tag a story or create a new story tag option. This is extremely useful as the story tags can be used as a filter in order to include or exclude specific stories. Story tags can also help you categorize stories and analyze these categories to

Insights

Knowledge Base Article

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Tagging related

RS
Skills in dynamic workflow node

OverviewSkills are predefined capabilities or actions that can be utilized by conversational ai to perform to handle specific tasks or interactions within a conversation.Note: This feature does not currently support Changeset Migration.Benefits of using SkillsSkills are integral to the functionality

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Knowledge Base Article

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Dynamic Workflow

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How to create a custom MM&A dashboard?

Click the New Tab icon. Under Sprinklr Insights, click Media Insights within Learn. ​On the Media Insights window, click on Story Dashboards in the left pane. ​Click the dropdown icon against the dashboard name in the top left corner, and click Create Dashboard. ​On the Create Dashboard popup window

Insights

Knowledge Base Article

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Dashboard setup