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Guided Workflow Canvas

OverviewThe guided workflow canvas serves as the builder's workspace, where you can add nodes to execute different actions. By placing and connecting these nodes on the canvas, you can visualize the flow of your guided workflow through a clear and intuitive diagram. Here are the key functionalities

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Sprinklr Service

Service

Updated Article

Knowledge Base Article

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Getting Started with Customer-Facing Guided Workflows

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Persona App Migration FAQs

Below is the list of the frequently asked questions related to Persona App migration.Frequently asked questionsDashboardsCan I make changes to the Dashboard created from the Template?Yes, a user can make changes to the Dashboard created using Template and edit any widget per the requirements. Will I

Persona App Migration FAQs

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Persona App Migration

Knowledge Base Article

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FAQs

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How to access Listening Themes?

In this article, we will learn how to access Listneing Themes in Sprinklr Insights, and the required user permissions to access Themes.Navigating to Listening ThemesClick the New Tab icon. Under Sprinklr Insights, click Themes within Listening. You will be taken to the Themes record manager where yo

themes

Insights

access themes

Knowledge Base Article

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Themes

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Create a Widget

Widget is an element in Sprinklr Reporting that enables users to customize their own visualizations and add metrics that users wish to dive deeper into and derive actionable insights. A widget offers multiple customization options such as custom visualizations, various metric compatibility, differen

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Reporting - SES

Social - SES

Knowledge Base Article

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How to Create a New Widget

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Add Guest Users in Sprinklr

Adding Guest Users to Sprinklr allows adding non-licensed users to Sprinklr. A guest user can only derive value from Sprinklr reporting dashboards. The guest user in Sprinklr will not have Sprinklr access. Going forward, admins can schedule an email containing the exported report to the added guest

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Knowledge Base Article

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Getting started

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View Activity Associated with a User

As an admin, there are a lot of instances when you would want to view activities associated with a user, for compliance & tracking reasons. With Sprinklr’s user activity pane, this is possible. Use the steps mentioned in this article to keep a check on all the activities related to users.StepsCl

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Knowledge Base Article

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Getting started

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Disable Grabbing Private Messages for Accounts

Sprinklr provides you with the capability to disable grabbing of Direct Messages for your Facebook pages, LinkedIn and Twitter Accounts. This capability will help you improve privacy for your brands. To Disable Grabbing Private Messages for AccountsClick the New Tab icon .. Under Governanc

Do Not Grab Private Messages

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Disable Grabbing Private Messages for Accounts

Stop Grabbing Private Messages

Knowledge Base Article

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Manage Accounts

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What can I do with Youtube?

YouTube is one of the most popular websites in the world. It has a massive user base, with over 2 billion monthly active users which is still growing. This article covers top reasons why your brand should make social media presence on Youtube. Once your brand is onboard on Youtube, there are multipl

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Knowledge Base Article

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Getting started

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Build an AI model to segment and action on potential leads

To effectively manage potential sales leads, it can be useful to segment incoming messages into different categories. One way to do this is by using Sprinklr AI Studio to build a model that can automatically classify messages into specific categories.Using Sprinklr’s Multi Text Classifier, the model

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AI Studio Use Cases

ai studio

Knowledge Base Article

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Building an AI model to segment and action on potential leads

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Connecting to Internal and External Database

The Guided Workflow feature of Sprinklr provides the ability to fetch and update records and databases from both internal and external databases. There are two types of entities: Standard Entity, which are common across all partners, and Custom Entity, which are customized to the client's requiremen

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Knowledge Base Article

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Creating a Guided Workflow

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How to Configure a Disposition Plan

​​Pre-requisite for configuring the Disposition Plan: Sprinklr Voice should be enabled for the environment.​A disposition plan is a pre-configured form that is filled out by agents while disposing the call in ACW. These plans include specific fields and information that agents need to provide when d

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Knowledge Base Article

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How to setup disposition plan

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Visual Regions

The standard Visual Insights dashboard comes with a widget called Photo Discovery which shows all the images from the posts which had the brand's logo in them. That widget has the option to highlight the areas where the model detected the logo. This can be done by clicking the Options icon (3 d

Visual Regions

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Visual Insights

Knowledge Base Article

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Advanced Concepts

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Create a Facebook Story Post via Mobile Publishing Flow

Facebook Stories allows Facebook users to share photos and videos to their "Story" -- which is visible to followers of the user's Facebook account -- and to specific users the Story's sender follows. Facebook Stories disappear after 24 hours.To Compose Facebook Story Post via Spr

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Facebook Stories on Sprinklr Mobile App

Publish Facebook Stories on Sprinklr Mobile App

Publish Facebook Stories

Knowledge Base Article

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Create a post on Facebook

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Publish Content to Facebook Workplace

Sprinklr allows companies to publish content (messaging, images, & videos) directly to a Facebook Workplace group. The ability to publish content to Facebook Workplace Groups is ideal for unified team communications and engaging remote workers and keeping the team informed, engaged, and up-to-da

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Knowledge Base Article

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Create a post on Facebook

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Facebook Workplace Capabilities and Limitations

To utilize the Facebook Workplace channel to its maximum potential, you need to be aware of its capabilities and limitations. Here we list all the capabilities and limitations regarding Facebook Workplace in Sprinklr.Engagement Capabilities and LimitationsCapabilitiesSprinklr SupportedView Facebook

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Knowledge Base Article

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Getting Started - Facebook

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Use Theme Library for Theme creation

Sprinklr's Theme Library, as the name suggests, is a collection of prebuilt Listening Themes that you can use at any time. Creating themes can be a very time-consuming and manual task. In order to provide a seamless experience, you can make use of the Theme Library which contains out-of-the-box

Insights

Knowledge Base Article

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Theme Creation & Setup

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WordPress as a Listening source

By adding WordPress as a Listening Source, you can listen to and learn from WordPress data in real-time. ​WordPress is a content management system with a huge number of available plugins, widgets, and themes. One of the most popular content management system solutions in use, WordPress is used by mo

Insights

Knowledge Base Article

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Web Sources

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Metric-based filter

We have introduced 7 new metric-based dimensions that you can use as a filter at the dashboard-level, widget-level, and section-level. The below dimensions will help you filter the user engagement data as per the defined values – DimensionUse as filterUser FollowerThis will filter the user engagemen

Insights

Knowledge Base Article

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Custom Listening dashboards

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Using Keyword Suggestions to make keyword list creation easy

Reduce the time spent in creating comprehensive Keyword Lists with AI-powered suggestions.​Creating a comprehensive keyword list can be time-consuming, but Sprinklr's AI-powered keyword suggestions can help streamline the process by suggesting multiple variations of the keywords and phrases ent

Insights

Knowledge Base Article

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Creating and using Keyword Lists

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Search by Image in Visual Insights

Search by Image enables you to search for specific images and gain greater visibility into customer response to your marketing, brand & communication activities.Business use casesIdentify images that gained the most engagements to optimize your campaign strategy. Compare performance of assets ag

Reverse Image Search

Insights

Visual Insights

Knowledge Base Article

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Visual Topic Query Setup