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RS
Components of Transition Screen

The Transition Screen node enables you to execute a variety of actions directly within Guided Workflows. These actions provide seamless interaction and automation, enhancing task management. The available actions include:​​Key Features and Capabilities Redirect To Other Website Send Message to Paren

26.1

Sprinklr Service

20.10

Service

+1

Knowledge Base Article

 • 

Guided Workflow Canvas

RS
Create Record Form for Ticketing Workflow

You can create a record form to display the custom fields used for capturing primary and secondary ticket information.This form serves as the interface where agents enter and update the custom field values for a case. On this record form, agents can document ticket details, update key properties, an

Service

Knowledge Base Article

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Create Record Form

SH
Bulk Publishing - Organic Posts

Importing content in the Editorial Calendar is a great way to efficiently add a large volume of Messages, Campaigns, Sub-Campaigns, or Events. In this article, you will learn how to import content in bulk by uploading a CSV or Excel file to the Editorial Calendar.To import data into your calendar Cl

Editorial Calendar

marketing

import

Knowledge Base Article

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Calendar Import & Exports

RS
Chat Analytics

The Chat Analytics Report offers extensive insights into customer engagement. It also provides an in-depth analysis of interaction patterns and funnel behavior. Dimensions such as website context, device details, and user agent data provide insights into customer behaviour and enable brands to fine-

Service

Knowledge Base Article

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Detailed Report Glossary

RS
Enhancing Self-Service Support

The self-serve capabilities of Sprinklr empower customers to help themselves with tools and resources to allow them to manage their purchases, obtain support, and engage with the brand efficiently, reducing the need to seek help.​Knowledge Base and FAQs: Sprinklr’s self-serve knowledge bases and FAQ

Service

Knowledge Base Article

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Self-Service Support

RS
Embed Advocacy Intranet Widget in MS SharePoint

Sprinklr allows you to view and discover advocacy content from your SharePoint intranet. This integration connects the Sprinklr Advocacy product to Microsoft SharePoint. Unify the advocates' experience by enriching, deflecting, and triaging appropriate interactions on modern channels to SharePo

Advocacy - SES

social

Sprinklr Social

Social - SES

+3

Knowledge Base Article

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Integrations Enablement (Advocacy)

RS
Connect External SOAP API with Sprinklr

Sprinklr enables you to configure external SOAP APIs directly within its platform, removing the need for custom development. The External API module provides the flexibility to switch between SOAP and REST API protocols.This guide will walk you through the process of connecting a SOAP External API i

26.1

Sprinklr Integrations

Updated Article

Knowledge Base Article

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Configure an Extension in Sprinklr

RS
Agent Voice Performance Report

The Agent Voice Performance Report provides a detailed analysis of agent performance in handling voice interactions. It delivers data on key parameters such as average handling time, ACW time, number of inbound calls offered, and more. This report helps supervisors monitor and evaluate agent efficie

26.1

Sprinklr Service

Service

Updated Article

Knowledge Base Article

 • 

Detailed Report Glossary

SH
Sharing Care Console Record Pages

Care Console is a unified workspace that enables agents to manage cases and resolve customer queries with a comprehensive 360° view. Administrators can customize and configure the Care Console layout to meet specific business requirements. Care Console module also supports multiple layouts, allowing

Service

Knowledge Base Article

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Sharing of record pages

RS
Manage All Website Distribution

Website distribution enables companies to obtain immediate feedback from their site visitors by integrating surveys on particular web pages. This feature aids in collecting information about user experiences, preferences, and behaviors, facilitating data-informed choices to enhance website functiona

Sprinklr Insights

Insights

New Article

20.10

+2

Knowledge Base Article

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Website Distribution

SH
Agent Self-monitoring Reporting Dashboard (Inbound - Voice)

The Agent Self-monitoring Reporting Dashboard (Inbound) is a standard dashboard created for agents to provide a quick summary of an agent's inbound call activity.As an agent, you can use this dashboard as a self-evaluation tool and view your performance for the selected timeframe.The dashboard provi

Care Reporting

Service

Voice

Knowledge Base Article

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Standard Inbound Voice Dashboards

SH
Add and Manage Sandbox Environment

Before requesting a Sandbox, Sprinklr recommends customers to first understand the purpose and the type of sandbox needed. A sample POD (a group of Sandboxes and their connections) can look like the following. While using a Sandbox environment, you can view Quick Filters which are creat

experience:space

Manage Connected Environment in Sandbox

marketing

Insights

+7

Knowledge Base Article

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Refreshing Sandbox

SH
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

+4

Knowledge Base Article

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PowerReviews

SH
General Ads Reporting Dimensions

Leverage this detailed list of all general dimensions available in Sprinklr's Ads Reporting to gain more insight into your Ads. Given below is a list of all general Sprinklr ads dimensions, along with their descriptions.​Sprinklr Dimension NameDimension DescriptionOutbound PostBreakdown data b

marketing

Knowledge Base Article

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Dimensions

SH
Bulk Upload Signatures for All Agents via Configurator

Managing the individual signatures of numerous agents can be a daunting task. Fortunately, supervisors can streamline this process using the configurator tool, enabling them to upload signatures in bulk, saving time, and ensuring consistency across the board. In this article, we will guide you step-

Service

Knowledge Base Article

 • 

Email Signature

RS
Reset Campaign Attempts on Segment Re-Entry

The Reset campaign attempts on segment re-entry checkbox introduces segment-level control over how campaign dialing behaves when leads exit and later re-enter a segment.By default, once a lead has been dialed in a campaign, it is treated as already dialed, and if it re-enters the segment, campaign a

Knowledge Base Article

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Segment-Level Control for Campaign Re-Attempts

RS
Integration Types

In Sprinklr's Data Connector, Integration Types define how data is managed and transfered between Sprinklr and external systems. Each Integration Type serves a specific purpose to handle data creation, updates or synchronization, effectively. This guide is a walkthrough on key integration types used

marketing

Insights

social

Service

Knowledge Base Article

 • 

Integration Types

RS
Configure Tools in Agent Copilot

Tools are reusable micro-actions that power your Copilot's capabilities. Each tool can be used independently or combined within tasks to create complex workflows. Steps to Configure Tools in Agent CopilotFollow these steps to configure Tools in Agent Copilot:1. Access Tools Record ManagerFollow thes

Sprinklr Service

Updated Article

26.4

Knowledge Base Article

 • 

Configure Tools

SH
Data Collection using File Upload Connector

Marketers have a high volume of customer data offline, and thus it is difficult to manage and use it for customer experience efforts. Sprinklr offers data onboarding using File Upload to import any amount of offline data to feed into outbound campaigns.  ​To start importing offline lead lists/f

Service

Knowledge Base Article

 • 

Connectors in Data Collection

SH
Frequently Asked Questions

Q) How to Send attachments larger than 10 MB?When sending an email from the Agent Console in the Engagement Dashboard, you can now include attachments that exceed 10 MB in size. However, instead of directly attaching the file, the attachment will be sent as a URL link. When the recipient clicks on t

social

Knowledge Base Article

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FAQs

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