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Requests in Production Dashboard

In this article, you will learn about viewing Requests in the Production Dashboard and the actions you can take on them from the production dashboard. Navigate to the Production Dashboards.Click on the Show Dashboard icon and then click on the Standard Dashboard dropdown. Here you can find the Reque

Request Management

Production Dashboard

Request Forms

Requests

Knowledge Base Article

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Overview

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Set Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Campaigns by selecting the created user groups based on some predefined criteria.Example use case shown below: If the owner of the campaign is “Agency 1” then the visibility of the campaign is set to “Agency 1” User Group and the “Blueprint” workspac

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Access Favorite asset boards

Favoriting assets help to access them easily later, we’ve covered how to favorite them in this article. Once the assets are marked favorite, those would be added automatically to the Favorite asset board. In this article, we will cover steps to access these favorite access boards.Steps to access Fav

Favorite asset boards

Access Favorite asset boards

Knowledge Base Article

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Manage assets

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Filter Articles by Custom Fields

You can create custom fields for tagging knowledge base articles, and subsequently employ these custom fields to filter articles within the builder interface. This feature enhances the organization and accessibility of your articles, allowing for more efficient content management and retrieval.Creat

Knowledge Base Article

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Custom Fields Tagging

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Automate Subfolder Tagging for Incoming Emails

Effortlessly enhance your email management with the automatic tagging of incoming emails within subfolders. As each email arrives, the corresponding account-level custom field will be applied in Sprinklr, providing you with a clear indication of the subfolder to which the email belongs.This organize

Knowledge Base Article

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Subfolder Tagging

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Setting up Source Agnostic Account

Once the Source Agnostic channel is enabled for your environment, the first step is to set up a Source Agnostic account. The steps are listed below.Enablement Note:To learn more about getting this capability enabled, please work with your Success Manager.Add a Source Agnostic AccountClick the New Ta

Knowledge Base Article

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Source Agnostic

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Suggest Coaching Sessions

Overview   Supervisors can recommend agents and specific cases for coaching sessions based on factors like poor performance or specific areas where improvement is needed. These recommendations are then reviewed by coaches, who can schedule these sessions tailored to the agent's needs. This feat

Knowledge Base Article

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Coaching

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Permissions required to access journey facilitator

In this article, you can find what permissions are required to execute the different steps of a Journey. Permissions for creating a CampaignTo create a campaign or modify an existing one, you will need following permissions under:Setup > Campaign​​Permissions required for Audience ManagementTo cr

Knowledge Base Article

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How to enable Journey Facilitator in Sprinklr environment

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Configuring Source Selection Screen for Custom and Standard Entities

Configuring a connector in Data Connectors refers to the process of setting up and configuring how data is exchanged between Sprinklr and external systems. A connector acts as an interface or bridge that facilitates the flow of data between Sprinklr and other platforms (For example CRMs, databases,

Knowledge Base Article

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Configuring Source Selection Screen for Custom and Standard Entities

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Running Data Connector from Record Manager

Running a non-recurring connector from a Record Manager in Sprinklr essentially means to run one instance of a connector. For a non-recurring connector, you can only create entities using this option. Running a recurring connector from Record Manager involves setting up and executing a data synchron

Knowledge Base Article

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Running Data Connector from Record Manager

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Tasks Third Pane - Activity

Sprinklr allows you to track the activity on a task via the tasks third pane.How it worksOpen the My Tasks Dashboard via Production Dashboards. Open the third pane of the task you would like to check the activity on.Go to the activity tab, where you can see the trail of activities or actions taken

Task

Workflow Engine

Knowledge Base Article

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Tasks

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View Reporting for Omni-Channel Journeys

Once you have deployed a customer journey, you may want to evaluate the engagement of the audience. Sprinklr provides you with the ability to check reporting for the audience activity on its Reporting dashboard. It enables you to get detailed reports for various types of audience activities, both at

Reporting

Knowledge Base Article

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Advanced Use Cases

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Task Third Pane - Properties

When you open a Task in the third pane, you can access in-depth information about the task including the task’s properties and the entities it is currently associated with. To Navigate to Task Third PaneOpen the My Tasks Dashboard via Production Dashboards. On the Production Dashboards window, hov

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Schedule Coaching Sessions

Overview   Coaches can schedule coaching sessions focusing on poor performance or specific areas where agents need improvement. The aim is to enhance the training process, ensuring that sessions are both targeted and effective in addressing the agent's development needs.Governance: Permission-B

Knowledge Base Article

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Coaching

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Navigate to Workflow Engine

There are two simple ways to navigate to  Workflow Engine, given you have Workflow Engine “View” permissions - From the launchpadOpen Sprinklr Marketing -> Marketing Tab -> Workflow Engine under Produce​You can also search for the Workflow Engine from the Search bar:

Workflow Engine

Knowledge Base Article

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Workflow Engine Basics

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Snapshot Report on Campaign Performance

By utilizing the snapshot report on campaign performance within Care Reporting, you can gain access to comprehensive, half-hourly snapshots detailing campaign performance, enabling vigilant monitoring of progress and trend analysis. Additionally, you can conduct a thorough examination of lead distri

Knowledge Base Article

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Campaign Performance Report

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Restrict modification on a post asset

In the asset manager, you have the option to restrict other users from modifying the content while publishing post assets. For example, you have Team A that creates approved content and Team B that publishes the post. Thus, using this capability you can make sure that Team B who is publishing the po

modification restriction on a post asset

Restrict modification on a post asset

Knowledge Base Article

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Image Editor

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How do I enable / disable Future tasks

In this article, you will learn how to enable or disable future tasks on a workflow.To enable future tasksClick the New Tab icon. Under Sprinklr Marketing → Marketing tab, click Workflow Engine within Produce.In the top right corner of the Workflow Engine window, click Create New Workflow.On the Cre

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Activate a Deactivated User via Email

Sprinklr will send an email for all automatic deactivated users. This email will allow users to re-login with an expirable link. In other words, we will send an email with a reactivation link to users who are getting deactivated because of auto-deactivation capability. With a reactivation link, user

Activate User

Activate User via Email

Knowledge Base Article

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User Management

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Add a PowerReviews Account

PowerReviews deliver cloud-based software that collects and displays ratings and reviews and questions and answers on websites. By adding your PowerReviews account directly into the Sprinklr platform, you can extend your brand's audience and engage with even more users from a single, unified pl

experience:space

article:howto

PowerReviews Account Addition

product:engagement

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Knowledge Base Article

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PowerReviews