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Right to Erasure Cases

Right to Erasure Cases can be used to delete available customer data across all data sources.The Right to Erasure Cases section of Privacy Cloud will help you comply with Data Subject's right to be forgotten as defined under GDPR, meaning, the right for their personal information to be deleted

article:howto

stage:final

Knowledge Base Article

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Privacy Guides

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Snapchat Segmented Ads Reporting

Breakdown Reports allow you to view the breakdown of a particular measure by its category for a specified date range. In this article, we will take you through the different breakdowns available in Ads Reporting for Snapchat. For example, How to track which segment of your audience is performing bet

marketing

Knowledge Base Article

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Reporting & Analytics

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Adding a Wordpress account

Before you begin, please ensure that you have all the access tokens related to your WordPress Account. You will get all the information related to the access tokens from WordPress. To add a WordPress accountClick the New Tab icon . Under the Sprinklr Social tab, click Owned Social Accounts within Li

marketing

wordpress

Knowledge Base Article

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Wordpress and Sprinklr Integration

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Survey Summary Extract

This documentation outlines the extract capturing survey invitation activity associated with digital case interactions. The Survey Summary Extract provides event-level records reflecting each instance where a survey is sent in relation to a case, enabling accurate measurement of survey reach, respon

Sprinklr Service

New Article

26.4

Knowledge Base Article

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Digital Data Extracts

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Ads Settings Roles & Permissions

Ads Roles and Permissions with respect to Ads Settings play a critical role in managing access and responsibilities within digital platforms. This article will explain in detail the permissions for Ads Settings, outlining the specific privileges and controls available to users tasked with managing a

marketing

Roles and Permissions

Advertising

Governance, Securities and Admin Capabilities

Knowledge Base Article

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Ads Settings

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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

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Configure Tools

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Create Case Using Journey Facilitator

Step 1: Select “Create Record” Node in Journey Facilitator canvas. ​ Step 2: Set the following details as shown in the image below. Change the From Social Network field depending on the channel on which you will be sending the message later on (Say Email, SMS, etc.). From Social Network User ID shou

Service

Knowledge Base Article

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Journey Builder

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Team Monitoring Supervisor Dashboard - Inbound & Outbound

This report is at a Team Monitor (Supervisor) level providing details on Agent Login activity & Status time maintained. This includes call performance details at the team level.Team Hygiene(Agent Time Utilization) - This section details the Login-Logout activity, Status Assignment & Un-Assig

Care Reporting

Service

Knowledge Base Article

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Standard Inbound Voice Dashboards

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Best Practice Guide for Adding External APIs in Sprinklr

​To Get the OpenAPI SpecificationTipYou are required to convert a Postman collection to OpenAPI (JSON format).This section describes how to convert a Postman collection to the OpenAPI 3.0.0 standard that can then be utilized for the configuration of a Sprinklr External API.STEP 1: To Export the Post

Best Practices for External APIs

Service

Knowledge Base Article

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Configure an Extension in Sprinklr

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Setting up a CFM Salesforce Connector

The out-of-the-box (OOTB) CFM Salesforce connector, found on the Sprinklr Integrations marketplace, enables you to connect your Salesforce account with Sprinklr for CFM-related purposes. This connector is designed to require only the most basic permissions, facilitating a quick and less intrusive in

Sprinklr Insights

New Article

26.4

Knowledge Base Article

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Setting Workflow Trigger Events

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Export Articles from Sprinklr Knowledge Base

This is a step-by-step guide on how to bulk import your existing content into Sprinklr Knowledge Base. To learn more about the automatic import process click here.Export ArticlesClick the New Tab icon. Under the Sprinklr Service tab, select Knowledge Base within Resolve.Hover over the Options icon a

Sprinklr Service

Knowledge Base

20.10

Service

+1

Knowledge Base Article

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Import and Export

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Reporting

Reporting on cases in Closed-Loop Feedback refers to the process of tracking, analysing, and visualising data related to customer feedback cases, from creation to resolution, to ensure accountability, continuous improvement, and customer satisfaction.Business Use CasesMeasure Effectiveness: Provides

Service

Knowledge Base Article

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Reporting

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Process Engine Reporting

Sprinklr’s Process Engine Analytics Data Source provides detailed visibility into the execution of voice case workflows. This data source powers reporting on how processes traverse nodes, the success or failure of each execution, and the time taken for execution, helping you optimize and troubleshoo

Service

Knowledge Base Article

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IVR Reporting

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Creating Meta Collection Ads (With Canvas) using Feeds

OverviewSprinklr now supports dynamic Instant Experience (Canvas) creation directly from Automated Campaigns (AC). This eliminates the need to manually pre-create static canvases in Meta and enter Canvas IDs into feeds.With this enhancement, advertisers can dynamically generate cover media, product

marketing

New Article

20.10

Sprinklr Marketing

Knowledge Base Article

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Advanced Use Cases

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System Action Elements

This article covers the following topics:Execute ActionCustom Field ActionsAdd or Remove from QueuesAdd NoteWork Queue PropertiesAssign CaseSet SkillsSet Priority RankAssign Agent ​These elements serve the purpose of performing actions, such as assignments, transfers, custom field updates, etc.

Service

Knowledge Base Article

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Guided Workflow Canvas

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Boolean Field

The article outlines the steps to create a Boolean Field in Entity Studio. Creating a Boolean Field in Entity StudioNavigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section. The Entity Manager page appears with the list of entities. Search for the desi

New Article

26.4

Sprinklr Platform

Knowledge Base Article

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Fields and Relationship

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Using Record Forms in Guided Workflow

You can create a Guided Workflow to display the record form you created for the ticketing workflow to the agents. This is implemented using a Transition node in the Guided Workflow.PrerequisitesBefore you begin, ensure the following prerequisites are met:A record form exists. For steps, see Create R

Service

Knowledge Base Article

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Use Record Forms in Guided Workflow

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Installing on Web

Live Chat can be implemented on websites/blogs/forums by adding a Javascript code on the website. The one-time javascript code embeds the chat automatically on the website. If the website has multiple pages, the javascript code should be embedded in all the pages, preferably near the bottom of the p

Service

Knowledge Base Article

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Website Installation

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Canned Responses

Canned Responses are predefined, brand-compliant replies to routine customer questions such as "How can I add a credit card to my account?" or "How do I apply for a refund?". You can document responses to such frequently asked questions in advance, save them as canned responses, and allow your agent

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Publishing Functionalities

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How Manage Bulk Ads Imports

Perform bulk imports and manage your imports from a single window.While Bulk Importing Ads, you can check the status of your import from the File Ads Import window. You can also find a wholesome configuration of different columns furnishing you with details such as the Import Id, File Url, Creation

marketing

Knowledge Base Article

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Getting Started