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Reporting Home - Overview & Navigation

Reporting Home is used to view and manage all the Reporting Dashboards and Folders within Sprinklr. In this article, you will learn how to navigate to the Reporting Home page and explore the functionalities available in it.How to navigate to Reporting HomeClick the New Tab icon. Under the Sprinklr S

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Reporting - SES

Reporting Home - Overview and Navigation

Social - SES

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Knowledge Base Article

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Getting started with reporting dashboard

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Widget visualization type - Pie Chart

A pie chart is a circular graphical representation of data in which the data is divided into slices or sectors, with each slice representing a proportionate part of the whole. Pie charts are often used to show the composition of a whole, where each slice represents a part of the total, or to show th

social

Reporting - SES

Social - SES

Knowledge Base Article

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Data visualisation types

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Sprinklr Service - Roles and Permissions

To ensure that the users on the Sprinklr platform are set up with the appropriate access to the Care features, you need to assign the right permissions to their roles.In this article, you can find Care Permissions and their respective descriptions.To review the basics of adding users, see Add a User

Service

Knowledge Base Article

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Sprinklr Service Glossary

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Guided Workflow Screen Components - Checkbox

OverviewA checkbox is an interactive element in a form that enables users to independently select or deselect options. Each checkbox serves as a binary control, representing a choice between two mutually exclusive options, such as "Yes" (checked) or "No" (unchecked).​Fields of the CheckboxAPI Name:

Service

Knowledge Base Article

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Guided Workflow Canvas

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Guided Workflow Canvas - Screen Node

OverviewThis section outlines various screen property configurations that control the layout, behavior, and visibility of elements in a guided workflow.​Note: To watch the tutorials about Screen Node, you can click the information icon in the top left corner and then click Watch Tutorial. ​​ Various

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Sprinklr Service

Service

Updated Article

Knowledge Base Article

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Guided Workflow Canvas

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Guided Workflow Display Components - Call-To-Action (CTA)

Overview Enhance your workflow screen by integrating buttons with functionalities such as Next Screen Action, Back Screen Action, Close Screen Action, Send Payload, and Authentication. By including an authentication button, you enable agents to authenticate customers seamlessly before they proceed f

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Sprinklr Service

Service

Updated Article

Knowledge Base Article

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Guided Workflow Canvas

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Guided Workflow Display Components - Description Text

OverviewDescription Text can be used to display various types of content on the screen, including text, resource variables, images, videos, and tables. It offers customization options such as font, size, alignment, hyperlinks, and copyable text. The component supports dynamic updates based on contro

Service

Knowledge Base Article

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Guided Workflow Canvas

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Sprinklr Copilot for Social - Inbound Summary

OverviewReporting Copilot expands its capabilities with Inbound Summary, enabling a more comprehensive view of social performance by incorporating audience interactions.Previously, Copilot focused only on outbound data, such as posts published, likes, and engagement metrics. With inbound support, it

Publishing - SES

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Sprinklr Social

New Article

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Knowledge Base Article

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Social Copilot

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Guided Workflow Screen Components - Appointment Slot

Overview The Appointment Slot node in a Guided Workflow offers users predefined time blocks for scheduling meetings, consultations, or services. This node dynamically fetches available slots based on configured calendars and displays them during the workflow, enabling seamless appointment booking. I

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Guided Workflow Canvas

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Guided Workflow Screen Components - Attach File

OverviewThe Attach File feature in a form allows users to upload and submit files as part of their response or input. This feature is typically used to gather additional documents, images, or relevant files needed for processing, validation, or record-keeping. This feature is commonly used in applic

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Sprinklr Service

Service

Updated Article

Knowledge Base Article

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Guided Workflow Canvas

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Data Connector - Configuration and Use Case

Before you Begin1. Before proceeding, ensure that you have already created a custom entity using the Custom Entity Manager.2. Ensure that you have the Data Connector visible and accessible in the Persona through this article.OverviewThe Data Connector serves as a tool for uploading or changing data

Service

Knowledge Base Article

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Entity Studio

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Agent’s Override Settings

User group settings include assignment setups that individuals inherit from their respective user groups. These settings apply to all members of the group. Whenever a user is added to or removed from a group, their assignment settings automatically adjust according to the group's settings.If an admi

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Sprinklr Service

Service

Updated Article

Knowledge Base Article

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Setting up Agents for Routing

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Sprinklr Release v16.4.0 - March/April New Capabilities and Enhancements

Sprinklr's latest release offers a number of exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint. Read about Sprinklr's latest platform enhancements below! Navigation TipsRead through the release notes below, or you can

experience:space

Sprinklr Patch Release

March 2021 Patch Releases

Sprinklr Release v16.4.0

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release_note

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v16.4.0 (March/April)

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Conditions Applicable on Journey Facilitator - Advocacy

The Journey Facilitator feature allows admins to send automatic email nudges to you based on specific conditions. These nudges aim to reactivate you on the advocacy platform. Admins can select from various conditions to create cases for sending these emails. Below are the conditions that can be used

Advocacy - SES

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Social - SES

Knowledge Base Article

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Journey Facilitator in Advocacy

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Guided Workflow Screen Components - Text Area

OverviewA text area is a user interface element used for inputting large amounts of text. Unlike a single-line text input field, a text area supports multi-line input, making it ideal for longer entries like comments, messages, or descriptions. ​Key CharacteristicsMulti-line Input: A text area

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Guided Workflow Canvas

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Guided Workflow Screen Components - Location Input

OverviewThe Location Input component enables agents to interact with geographic locations directly within the Sprinklr UI. This node allows you to search for a location, select it on an interactive map, and automatically capture the latitude and longitude coordinates. These coordinates can then be s

Service

Knowledge Base Article

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Guided Workflow Canvas

RS
Guided Workflow Screen Components - Text Input

OverviewA text input is a fundamental user interface element that enables users to enter a single line of text. Commonly found in forms and applications, it serves as a versatile tool for collecting textual data from users. Text input fields can be configured with specific validation patterns, such

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Sprinklr Service

Service

Updated Article

Knowledge Base Article

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Guided Workflow Canvas

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Guided Workflow Screen Components - Phone Input

OverviewThe Phone Input component is used to collect phone numbers from users while ensuring they enter valid and properly formatted phone numbers. This component supports default country code functionality, simplifying the user experience by automatically pre-selecting the appropriate country code

Service

Knowledge Base Article

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Guided Workflow Canvas

RS
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

Service

Knowledge Base Article

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Guided Workflow Canvas

RS
Guided Workflow Screen Components - Radio Group

Overview Radio buttons are an effective input tool that enables customers to quickly and easily select a single option from a predefined set. They are particularly useful for simplifying decision-making and streamlining workflows.Key features of radio buttons include:Option Input: You can add option

Service

Knowledge Base Article

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Guided Workflow Canvas