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Permissions required for Benchmarking

Learn how to view the permissions required to use Benchmarking and how to assign these to different users and user groups using roles​Access to different Benchmarking entities like standard & custom dashboards, brands, brand groups, etc. is based on user-level permissions. Users with appropriate

Insights

Knowledge Base Article

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Permissions required for Benchmarking module

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Integrating Sprinklr Advocacy with Microsoft Apps

The Sprinklr - Advocacy app allows employees to discover, share, and engage with company-approved content directly within Microsoft Teams, Outlook, and M365. By integrating Advocacy into these platforms, organizations can streamline content engagement while keeping employees within their primary wor

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Integrations

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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

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Share Reporting Dashboards with Persona Apps

Reporting Dashboards in Sprinklr give supervisors a streamlined way to access and monitor performance insights. By sharing dashboards with the Supervisor Console persona app, supervisors can easily view key metrics and track team activity in one place without navigating elsewhere.PrerequisitesPrereq

Sprinklr Service

Updated Article

26.4

Knowledge Base Article

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Reporting Use Cases

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Customer Authentication in Care Console and Agent Console

Customer authentication is often critical in digital care for regulated industries that deal with sensitive customer information such as banking, telecom, healthcare, hospitality, etc.When a user approaches a brand for any assistance, validating that person's identity establishes trust for furt

Service

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Customer Authentication

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Inactive Users in Advocacy

The advocates who have not done any activity in a while are marked as inactive users, though they are still part of the advocacy community. Admins can configure the duration after which they would like to set the user to this state. The inactive user state in the advocacy program can be attained by

Advocacy - SES

social

Social - SES

Knowledge Base Article

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User Management

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WhatsApp Message Template Guidelines

Message templates are reviewed daily by a Meta team. We are committed to responding to template submissions within 48 hours, excluding weekends and holidays.RejectionsIf your message templates have been rejected, it may have been for one of the following reasons.Formatting is incorrectProofread your

marketing

WhatsApp Message Template Guidelines

WhatsApp Message

Message Template Guidelines

Knowledge Base Article

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WhatsApp Message Template Guidelines

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How to Create Facebook Custom Audiences

A custom audience allows you to find existing audiences among people who are on Facebook and target your ads. While creating a Facebook custom audience in Sprinklr, you can use sources such as websites, customer lists, or engagements on Facebook to create your audience.Choose the type of audience yo

marketing

Knowledge Base Article

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Create Custom Audience

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Supervisor Console Home Page Overview

The Supervisor Console Home page is a critical part of the Supervisor Console for managing and monitoring team activities. It provides supervisors a comprehensive overview of their team's key performance metrics, enabling them to quickly evaluate the performance of their agents, tickets, and te

Service

Knowledge Base Article

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Overview

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Customize Pop-up in Task Calendar View

In the Task Calendar View, you can customize the details displayed in the task detail popup when you click on a task bar. ​​For example, upon clicking on “Product Launch Strategy” task bar in above screen, on the popup we see the Task Name and eight other task properties which are Start Date, Due Da

marketing

PM_TASK_CALENDAR_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Calendar View

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What can I do with Facebook?

Facebook  is becoming a great social media platform for businesses. We shared reasons for your brand to be on Facebook in this article. Once your brand onboards on Facebook, there are multiple use cases to leverage it for customer experience management. This article covers some of these use cases:​E

social

Knowledge Base Article

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Facebook Messenger Overview

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URL Shortener Permissions

To make sure that new users in your Sprinklr environment are set up with the appropriate access and capabilities to access and view content within URL Shorteners, you'll want to ensure that their role is granted the right permissions. This article covers Role-based URL Shorteners permissions.  

experience:space

article:howto

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product:engagement

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Shortened links

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Customizable Styling Builder

Guided Workflows can be embedded within various customer-facing/external systems, such as a brand's website, mobile app, community, or knowledge bases, to empower customers in resolving queries and completing tasks on their own.You can go a step further by personalizing various design elements

Service

Knowledge Base Article

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Customizable Styling

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Facebook Account Metrics

You can leverage account metrics to learn more about overall trends across your followers and understand how your content is performing with your audience. You can also view insights for specific posts, stories, and videos that you've created to see how each one performed and how people engaged

social

Sprinklr Social

Social - SES

26.1.1

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Knowledge Base Article

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Facebook reporting glossary

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Introduction and Different types of Entry Points

IntroductionThere are many options for customers to start a conversation with your brand. You can use the Messages button and URL to meet customers in a place where you can contact them. You can also enable system features such as Apple Maps or Message Suggest so that customers can start conversatio

Service

Knowledge Base Article

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Entry Points

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Sprinklr Unified Platform (Integrations) and Cross Products (Display/Presentations): 20.2 Release Notes

Sprinklr Unified Platform and Cross Products' latest 20.2 release introduces a range of exciting new capabilities to enhance integration flexibility and security and simplify workflows. ​

marketing

Insights

social

Service

Knowledge Base Article

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20.2 Release (4th Feb '25 Onwards)

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Troubleshooting Steps & Best Practices

Previewing Rule Flow and Testing TriggersVia Rule EngineClick Triggers located at the bottom left of the Rule Engine window. This opens the Manage Triggers window on the right-hand side. On the Manage Triggers window, select the Test this Trigger option.Next, choose the desired case to run the rule

Service

Knowledge Base Article

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Automated Sampling and Allocation

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View Policy

View Policy in Sprinklr defines which fields should be visible, mandatory, or read-only on the ticket (case) form based on the value of a primary field. This ensures that agents see only the fields relevant to the case they are working on, improving usability and reducing errors.You can define multi

Service

Knowledge Base Article

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Entity Studio

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Overview: Setting up Outbound Contact Center

Sprinklr Outbound offers a comprehensive solution for managing outbound campaigns and optimizing customer engagement. With its advanced features and functionalities, businesses can streamline their outbound communication strategies and drive better results.  Setting up an outbound contact center inv

Service

Knowledge Base Article

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Setting up Outbound Contact Centre

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Detect the sentiment present in customer messages accurately

Use Sprinklr’s Sentiment Analysis model and identify the sentiment present in messages accurately, extracting key information that drives critical business decisions.​Sprinklr Sentiments Analysis model reads messages in context and extracts opinions/sentiments from the text it reads and categorizes

Insights

Sentiment Analysis

Knowledge Base Article

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AI Enrichments