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Exporting a Task View

Project Management allows you to export task views, making it easy to share task details outside the platform. You can export your task sheet in various formats, complete with all relevant information.​To Export a Task ViewClick the ellipsis (⋯) in the top-right corner of your project screen.Select&

PM_POPULAR_2

marketing

PM_TASK_SHEET_VIEW_2

Knowledge Base Article

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Import/Export Tasks

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Types of Columns in Tasks/Projects

Project management offers a diverse range of column (field) types which can be added to your projects or tasks. The available field types are: Single Line Text Multi Line Text Number Attachment Checkbox Single Select Multi Select Date URL Email User Percentage CurrencyLet's discuss each one of

PM_POPULAR_2

marketing

PM_PROJECT_SHEET_VIEW_2

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Knowledge Base Article

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Columns in Tasks

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Compose Meta Marketing Messages for WhatsApp

The Marketing Messages objective in Meta campaigns helps you deliver marketing messages to people more likely to engage in conversations with your business on WhatsApp. You can create and manage these campaigns directly from Sprinklr. In this article, we’ll guide you through creating a Marketing Mes

marketing

Knowledge Base Article

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Facebook Ad Formats

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Copy Paste Troubleshooting

If you're having issues with copy and paste in Task Sheet View, it might be due to the reasons listed in this table. Ensure you're not making these common errors while copy-pasting. IssueReasonBlank cells after using copy-pasteWhen copy-pasting values from one column to another, ensure tha

marketing

Knowledge Base Article

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Task Sheet Advanced Use Cases

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How to Apply Compliance QA Checklist in Ads Manager

Eliminate the risk of off-brand advertising with an automated QA Checklist. ​The Campaign QA checklist plays a vital role in verifying key campaign specifics like goals, budgets, schedules, and ad formats. Automating this process boosts oversight and simplifies the approval of campaigns on diverse a

marketing

ADS_CHECKLIST_POPULAR

Knowledge Base Article

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Ads Manager Application

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Message Third Pane

In this article, you will learn about the Message Third Pane or the Message Details Pane.What is the Message Third Pane/Message Details Pane?The Message Third Pane provides a snapshot overview of the message and allows you to perform Quick Actions on it. Actions available may vary depending on the t

marketing

Third Pane

Message

publishing

Knowledge Base Article

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Message Third Pane

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What is Debug Log?

OverviewDebug logs can provide administrators with helpful insights into the bot's performance, areas for improvement, and any shortcomings by conducting a thorough analysis.Benefits of Debug LogDebug logs assist bot admins in obtaining useful insights into the bot's performance by:Documen

Service

Knowledge Base Article

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Testing Bot Workflows

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Reporting on Smart Comprehend

You can create reporting widgets to view the usage and adoption of the Smart Comprehend capability.To configure a Reporting WidgetClick the New Tab icon . Under the Sprinklr Service tab, click Care Reporting within Analyze.On the Reporting Home window, select the desired dashboard within the Dashboa

Service

Knowledge Base Article

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Smart Comprehend

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Create a Dynamic Widget using Guided Workflow in Care Console

Business problemEver wondered if there was an easy way to create a dynamic widget to show information in Care Console? We thought of it and decided to create the Guided Workflow runner.BenefitsEasy to create custom widgets in Care Console.Easily configurable so that any type and amount of informatio

Service

Knowledge Base Article

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Initiating a Guided Workflow

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Dependency Types

OverviewTask Dependencies allow you to better visualize and manage interconnected and interdependent Tasks. In complex projects with multiple moving parts, it's common to have Tasks that are dependent on each other such that one Task cannot be started or ended while other Tasks are still in pro

marketing

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Knowledge Base Article

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Dependencies

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Use Touchscreen Enabled Display

Sprinklr's Touchscreen enabled Display allows you to interact with your charts, helping you gain additional insights with no additional setup required. You will be able to explore the data behind that segment, based on a list of dimensions. Touchscreen Display support includes the ability to dr

Display - SES

social

Social - SES

Knowledge Base Article

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Display

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Metrics and dimensions: Use cases

As PR and Corporate Comms professionals, your key job function is Reputation, i.e. the brand image that you work hard to build and the brand perception that others have. And effective Reputation management begins with measuring your PR efforts accurately. Releasing press releases or having articles

Insights

Knowledge Base Article

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Metrics & Dimensions

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Create an Editorial Calendar Board

Often users are applying the same set of filters or using the same GroupBy configurations. Users can save these settings in an Editorial Calendar Board, allowing them to easily access a frequently used view without the need to manually apply filters or other such settings each time they wish to see

Editorial Calendar

marketing

Editorial Calendar Boards

Knowledge Base Article

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Calendar Boards

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Actions with Paid Rule

You can create a Paid rule at the Customer level. To learn about the navigation to Rule Engine, see About the Rule Engine.Steps To create a Paid ruleClick the New Tab icon. Under the Sprinklr Social tab, click Manage Rules within Optimize.In the top-right corner of the Rule Engine window, click Crea

paid rules

social

Rule Engine

Knowledge Base Article

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Paid rules

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Actions with auto boost

The Auto Boost Rule actions support both dimensions and metrics to cater to different use cases for different kinds of users.Steps To configure Auto Boost rulesClick the New Tab icon. Under the Sprinklr Social tab, click Manage Rules.In the top-right corner of the Rule Engine window,

social

Auto Boost Rules

Rule Engine

Knowledge Base Article

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Auto boost rules

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Custom Code Editor

​In guided workflows, there are various scenarios where data needs to be transformed or refined before it can be effectively used by different components, nodes, or even brand-specific logic. For example, when an API response is received, the data often arrives in a raw or nested format that isn’t d

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Groovy Coding Support in Guided Workflows

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How to Create a Discord Column in Sprinklr?

After the Discord server account is added to Sprinklr, you will be able to pull in all your Discord messages and replies for that server. In the Engagement Dashboard, Sprinklr offers different column types for Discord that can be added to the dashboard.PrerequisitesBefore you can add the Discord col

social

Service

Knowledge Base Article

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Discord

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Standard Co-browse Configuration

Co-browsing in Live Chat allows agents to securely view the customer’s screen and assist them in real time. This feature enhances customer support by enabling faster issue resolution and providing more personalized guidance. This article walks you through the end-to-end process of configuring co-bro

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Co-browsing

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Real Time Adherence Dashboard

The Real Time Adherence Dashboard provides the ability to see different details related to agents, including real-time adherence, schedule deviations, their current status, the duration of that status, and additional information. This dashboard also enables you to assign policies, like the Time Off

Sprinklr Service

New Article

20.10

Service

Knowledge Base Article

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Real Time Adherence

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Grabbing User Lists in Bluesky

Sprinklr now enables you to import and view your Bluesky user lists in the engagement dashboard, allowing you to follow and interact with their posts. This integration enhances audience management by tracking relevant content and enabling direct engagement with users on the list.Steps to Grab User L

social

Knowledge Base Article

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BlueSky