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RS
Track User Participation 

User Reporting dashboards on Advocacy Reporting give an overview of user participation, adoption, and their distribution.  With these dashboards, the admin can get a full picture of how many users are actively using the platform and get detailed data of their properties like their Region, Department

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Analytics/Reporting (Advocacy)

RS
Boolean Field

The article outlines the steps to create a Boolean Field in Entity Studio. Creating a Boolean Field in Entity StudioNavigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section. The Entity Manager page appears with the list of entities. Search for the desi

Knowledge Base Article

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Fields and Relationship

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Sprinklr Marketing: 18.8 Capabilities and Enhancements

Sprinklr's 18.8 release empowers businesses with enhanced AI, improved usability, channel expansion, consistent publishing and reporting, efficient content planning, and seamless project management for impactful customer experiences.

18.5 Release

Sprinklr Service

marketing

Insights

+2

Knowledge Base Article

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v18.8 Summer Release (August)

SH
Export Articles from Sprinklr Knowledge Base

This is a step-by-step guide on how to bulk import your existing content into Sprinklr Knowledge Base. To learn more about the automatic import process click here.Export ArticlesClick the New Tab icon. Under the Sprinklr Service tab, select Knowledge Base within Resolve.Hover over the Options icon a

Sprinklr Service

Knowledge Base

20.10

Service

+1

Knowledge Base Article

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Import and Export

RS
Reporting

Reporting on cases in Closed-Loop Feedback refers to the process of tracking, analysing, and visualising data related to customer feedback cases, from creation to resolution, to ensure accountability, continuous improvement, and customer satisfaction.Business Use CasesMeasure Effectiveness: Provides

Service

Knowledge Base Article

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Reporting

RS
Using Record Forms in Guided Workflow

You can create a Guided Workflow to display the record form you created for the ticketing workflow to the agents. This is implemented using a Transition node in the Guided Workflow.PrerequisitesBefore you begin, ensure the following prerequisites are met:A record form exists. For steps, see Create R

Service

Knowledge Base Article

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Use Record Forms in Guided Workflow

RS
Create and Share Task Forms

OverviewTask Forms allow you to collect actionable data from various stakeholders and collaborators and add them as tasks in your project. You can use Task Forms to generate tickets, collect feedback and suggestions, manage requests and more. Task Forms let various internal and external stakeholder

marketing

PM_TASK_TIMELINE_VIEW_2

PM_TASK_CALENDAR_VIEW_2

PM_TASK_SHEET_VIEW_2

+2

Knowledge Base Article

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Request Forms

RS
Change Your Content Preferences Upfront (Advocacy)  

The "Update Your Content Preferences" feature empowers advocates to tailor their responses to screener questions, in instances where segmentation is applied to specific content tabs. For instance, if a segmentation criterion, such as the geographic region, has been set for a particular con

Advocacy - SES

social

Social - SES

Knowledge Base Article

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End Users

SH
How Manage Bulk Ads Imports

Perform bulk imports and manage your imports from a single window.While Bulk Importing Ads, you can check the status of your import from the File Ads Import window. You can also find a wholesome configuration of different columns furnishing you with details such as the Import Id, File Url, Creation

marketing

Knowledge Base Article

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Getting Started

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Manual Dialer

Business use caseTo provide users the ability to manually call customers by dialing the numbers from various parts of the Sprinklr platform.Sprinklr solutionApart from the predictive and preview dialer, Sprinklr provides many dialer configurations, out of which there is a dialer called manual dialer

26.1

Sprinklr Service

Manual Dialer

Service

+2

Knowledge Base Article

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Dialers

RS
React Native - v12.1.2

You can integrate Live Chat into your brand’s React Native mobile application to provide real-time chat support for your customers. Sprinklr offers a comprehensive Live Chat Mobile SDK to enable this functionality.Live Chat SDK VersionLive Chat Release: 12.1.2Supported Versions: Starting August 2025

Service

Knowledge Base Article

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Older Versions

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Automated Ads Overview

Introduction Automated Campaigns in Sprinklr offer a revolutionary way to manage and deploy social ads, enhancing efficiency and collaboration for streamlined campaign creation and management. Seamlessly integrated with Google Sheets, Sharepoint, and Smart Sheets, this feature simplifies the process

marketing

Knowledge Base Article

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Automated Campaigns Overview

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Create a Tiered approval

Organizations create specific approval processes to manage budgets and invoices, as well as creative and marketing initiatives. Approval processes and workflows help automate simple, repeatable tasks so that you can focus on the work that matters most. Here, we cover details regarding Tiered approva

Approval Workflow

Publishing - SES

social

approval

+2

Knowledge Base Article

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Approval workflows

RS
Survey Summary Extract

This documentation outlines the extract capturing survey invitation activity associated with digital case interactions. The Survey Summary Extract provides event-level records reflecting each instance where a survey is sent in relation to a case, enabling accurate measurement of survey reach, respon

Knowledge Base Article

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Digital Data Extracts

RS
Process Engine Reporting

Sprinklr’s Process Engine Analytics Data Source provides detailed visibility into the execution of voice case workflows. This data source powers reporting on how processes traverse nodes, the success or failure of each execution, and the time taken for execution, helping you optimize and troubleshoo

Service

Knowledge Base Article

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IVR Reporting

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Overview of Ads Naming Conventions

To streamline the advertising creation process that involves multiple teams, agencies, and stakeholders, it's crucial to have a consistent naming convention. This will reduce the risk of duplication and improve the efficiency of running campaigns.​Sprinklr offers a solution by automating the naming

marketing

Advertising

Knowledge Base Article

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Overview

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Use Smart Insights to gain quick insights on multiple data points/anomalies

Gain deep actionable AI-powered insights by drilling down on multiple data points/anomalies in your widget. Detecting the relevant point of anomalies or spikes in your data is imperative to study the deviations. By turning Smart Insights on in your widget, the most significant points of anomalies/de

Insights

Knowledge Base Article

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Smart Insights

SH
Newsletter Analytics

Get advanced and detailed insights on the key performance metrics of your newsletter.Advanced email analytics allows you to track the performance of your newsletter and monitor key metrics. The analytics dashboard comprises 3 tabs – Overview, Recipient List, and Distribution Preview. Each tab impart

Insights

Knowledge Base Article

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Newsletter related

SH
Create Case Using Journey Facilitator

Step 1: Select “Create Record” Node in Journey Facilitator canvas. ​ Step 2: Set the following details as shown in the image below. Change the From Social Network field depending on the channel on which you will be sending the message later on (Say Email, SMS, etc.). From Social Network User ID shou

Service

Knowledge Base Article

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Journey Builder

RS
Setting up a CFM Zendesk Connector

Setting up the CFM Zendesk Connector allows you to securely connect your Zendesk account with Sprinklr from the Marketplace. This connection establishes the foundation required to enable data exchange and unlock Zendesk‑powered workflows within Sprinklr CFM.Refer to this article for more details rel

Knowledge Base Article

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Setting Workflow Trigger Events