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Create Automated Approval Workflows

OverviewYou can create Automations to manage Approvals for your task and maintain a smooth workflow. You can specify individual users as Approvers or automatically select Approvers from a column. Approvers receive platform and email notifications and can approve or reject Tasks from the notification

marketing

Knowledge Base Article

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Task Sheet Advanced Use Cases

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Meta Pixels

In the world of digital advertising, the ability to measure the effectiveness of your advertising campaigns is critical to achieving success. One of the most popular tools for tracking ad performance on Facebook is the Meta Pixel. Additionally, Facebook offers the option to set up custom conversions

marketing

Knowledge Base Article

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Meta Pixel

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Right to Access Cases

The Right to Access Cases section under Privacy complies with Data Subject's right to Transparency as defined under GDPR. It confirms the right to access the data about an individual within Sprinklr. To Navigate to Right to Access Cases Click the New Tab icon  and select Right to Access

marketing

Insights

article:howto

social

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Knowledge Base Article

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Privacy Guides

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Triggering an Outbound Call

Introduction Outbound calls are important for business and sales, and Sprinklr allows agents to make outbound calls without any hassle. Business Use Case To instantly follow up with the customer while the agent is on conversation pane QM/Supervisor can directly manual call the customer Workflow and

Service

Knowledge Base Article

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Triggering an Outbound Call

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Campaign Update Rules

SummaryCampaign Update Rules are initiated on existing Campaigns. If a campaign update rule is set up and enabled, and the conditions are met, then the action setup takes place.How to Set-UpClick the New Tab icon and select Rule Engine under All Settings.In the top right corner of the Rule Engine wi

marketing

campaigns

rules

Campaign Update Rule

Knowledge Base Article

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Campaign Rules

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Blacklist Audience Lead Records Via Data Pipeline

Maintaining a Do Not Call (DNC) list in an outbound call center is crucial for legal compliance, safeguarding a company's reputation, and ensuring operational efficiency while respecting customer privacy and preferences. It represents a best practice that should be integral to any responsible o

Service

Knowledge Base Article

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Compliance Management with Suppression List

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Use emojis while creating posts

Emojis have the power to transform lengthy chunks of words into expressive conversations. Emojis can give that essential twist to posts, making them fun, engaging, and interactive. Posts with emojis do perform better. Using emojis can help your brand stand out in a sea of text posts. Steps to use e

Publishing - SES

create posts with emojis

social

Use emojis while creating posts

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Knowledge Base Article

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Advanced capabilities

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Customer Availability Manager

In countries with multiple time zones, such as Germany and Mexico, aligning agent availability with customer contactable hours is difficult due to regional business hour differences. This challenge can lead to calls being made outside customer business hours, risking non-compliance and customer diss

Service

Knowledge Base Article

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Customer Availability Manager

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Agent Assist Capabilities

Agent Assist includes a range of capabilities designed to enhance the efficiency and effectiveness of customer service representatives, leading to real-time case resolution. Some of these capabilities include:AI-Powered Agent AssistThese features leverage AI technology to provide intelligent recomme

Service

Knowledge Base Article

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Basics of Agent Assist

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Tags Management on Community

You can add custom community tags to group categories and messages based on them. Grouping categories and messages provide clarity and understanding, making it easier to identify similarities, differences, and relationships among items.Before your beginThe users must have the Manage Community Tag pe

Community Builder

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Community

Knowledge Base Article

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Tags Management

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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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Getting Started for Workforce Managers

As a Workforce Manager, your role is crucial in ensuring that the right number of agents are available at the right times to meet service level agreements and maintain operational efficiency. This guide provides an overview of the key tasks you'll be managing.Manage Work Types and PresetsSet up

Service

Knowledge Base Article

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Getting Started for Workforce Managers

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Instagram - API Capabilities and Limitations in Sprinklr Distributed

In this article, we will cover the capabilities and limitations of Instagram Business accounts within the Sprinklr Distributed platform. Instagram has deprecated the Instagram Platform API that allows Sprinklr to support Instagram Personal Profiles in March 2020.Instagram - API Capabilities and Limi

social

Distributed

Sprinklr Social

Instagram Capabilities in Distributed

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Knowledge Base Article

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Channel Limitations (Distributed)

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Reporting Glossary for Quality Management and Conversational Analytics

Audit Checklist Response ReportField NameDescriptionChecklist Response CountNumber of times the checklist is evaluated.UserPerson who performed the evaluation.ChecklistName of the checklist used for evaluations.For UserAgent evaluated in the assessment.Evaluation IDUnique identifier for each evaluat

Service

Knowledge Base Article

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Reporting

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View Policy

View Policy in Sprinklr defines which fields should be visible, mandatory, or read-only on the ticket (case) form based on the value of a primary field. This ensures that agents see only the fields relevant to the case they are working on, improving usability and reducing errors.You can define multi

Service

Knowledge Base Article

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Entity Studio

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Sprinklr Social: 18.8 Capabilities and Enhancements

The 18.8 release comes with features elevating cross-platform user journeys through innovative tracks like Automated Media optimization, Multiple Secure Access and more​. Explore features that make user experience simpler, consistent and provide more personalized touch through User provisioning Scre

18.5 Release

marketing

Insights

social

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Knowledge Base Article

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v18.8 Summer Release (August)

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Survey Questions Types

You can add survey questions using different question types such as multiple-choice, rating scales, and open-ended questions, among others. This ensures that the survey questions are relevant to your target audience.​ The type of question you select will determine the way that your customers provide

Surveys

Service

Knowledge Base Article

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Survey Builder

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Main Screen

​The Main screen is the screen that opens when you click the Live Chat icon. You can use the different configuration options to customize the main screen of Live Chat according to your requirements.Persona ConfigurationWithin the Live Chat Builder's Personalize Your Live Chat section, you can custom

Sprinklr Service

20.7.1

20.10

Service

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Knowledge Base Article

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Conversation Screen

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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

Service

Knowledge Base Article

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Campaign Performance Report

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Setup automatic callback to dropped off customer at critical leg in IVR

Sprinklr IVR provides us the ability to take inputs from the customer and cater to their queries when they reach out to brands on voice as a medium. In this article we will learn about how to set Automatic Callback in IVR on Critical Legs / Paths.Business Use CaseCallback feature for customers who c

Service

Knowledge Base Article

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Setup automatic callback to dropped off customer at critical leg in IVR