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Enablement of Case Third Pane

For enabling the New Case Third Pane reach out to your success manager or sprinklr support after which user can navigate to preferences under settings and turn on the New Third Pane toggle. All users who have access to Agent Console can also enable New Case Third Pane. Once it is enabled, the new ca

Service

Knowledge Base Article

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Case Third Pane

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Overview of PCI-Compliant Secure Forms

What is PCI compliance?PCI Compliance refers to adherence to a set of security standards created by the Payment Card Industry Data Security Standard (PCI DSS) Council for companies that accept, process, store or transmit credit card information. Developing these standards aims to protect sensitive c

Service

Knowledge Base Article

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PCI Compliant Secure Forms

RS
Overview of Agent Copilot Architecture

The Agent Copilot is built on a modular and scalable architecture. It is designed to manage user interactions and deliver intelligent responses using a combination of AI services and Sprinklr capabilities. This section provides a detailed overview of the core components and how they work together to

Sprinklr Service

New Article

26.4

Knowledge Base Article

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Introduction to Agent Copilot

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Different components of Story Cards

Cover Image and Title: The cover image and headline of the story card are derived from the article which emerged first in the story. The image and title gets updated when an article with higher MOZ rank is added to the story. If the primary article does not contain any image, a default image is prov

Insights

Knowledge Base Article

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Media Stories

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Terms and Conditions in Sprinklr

Overview The Terms and Conditions feature in Sprinklr enables organizations to present compliance-related agreements to users during the sign-up process or upon login, ensuring that regulatory and internal compliance requirements are met. This feature is especially useful for enforcing user acknowle

social

Social - SES

Governance - SES

Knowledge Base Article

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Others

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Multilingual Translations of Guided Workflows

You can effortlessly translate the guided workflow into multiple languages without the necessity of creating distinct versions for each language.This streamlined multilingual capability enhances agents' efficiency and effectiveness in serving a diverse customer base. Agents can seamlessly navig

Service

Knowledge Base Article

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Creating a Guided Workflow

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Locking & Unlocking of Users

Locking mechanism is important to ensure security for your users. Once locked, a user can be unlocked by either the admins, or via Sprinklr support. This article details out the locking and unlocking via the workspace/global admins.How can a user get Locked?When a user attempts to log in multiple ti

social

Knowledge Base Article

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Getting started

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Reddit API Data Availability Limitation and Workaround

OverviewWhen using Reddit’s new APIs, there is an important limitation to be aware of: Data is only available for subreddits that are added by the owner.What does this mean?Even though the platform allow users to add any subreddit, data access depends on ownership.If a Partner wants to report on a s

Reporting - SES

Sprinklr Social

Social - SES

Knowledge Base Article

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Engage, publish and report on Reddit

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MS Teams Bot Account Addition

A Teams Bot account allows users to effectively converse in a one-on-one chat using text, media, and templates. Below are the steps to create a bot account and get it added in Sprinklr.Account Addition ProcessReach out to the internal IT support team at itsupport@sprinklr.com.The IT support team wil

Service

Knowledge Base Article

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MS Teams - Overview

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Bulk Update of IVR Prompts

This feature enables you to efficiently manage IVR prompts by allowing bulk export and import operations. You can export prompts from selected IVRs into a spreadsheet for easy verification and a comprehensive overview. The exported sheet can then be used to update multiple prompts for different lang

Service

Knowledge Base Article

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IVR Use Cases

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Manager Permissions for Export Link

The Export Link permissions will allow users to download/access files from export links. Currently, if you have access to any module on the platform, you can download files from links in emails, notifications, etc. After enabling this feature, users will need an Export Link permission to download fi

Permissions for Export Link

Knowledge Base Article

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Security

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Multilingual Translations of Reporting Dashboards

With the export/import functionality, you can easily translate dashboards, reports, metrics, and dimensions into any language directly from your environment.The export Excel file will include options to add different translated versions for each entity (such as dashboards, widgets, custom metrics, s

Service

Knowledge Base Article

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Translation Use Cases

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Control Visibility of your Workflow

After creating a Workflow you might also want to share your Marketing Calendar Boards with other users or restrict their visibility to prevent any changes from being made to it without authorization. The Share options allow users to do this. Users can do so by understanding how to access Workflow En

Visibility Control of Workflow

marketing

Hide Workflow

Workflow Engine

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Knowledge Base Article

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Workflow Actions

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Manual Addition of Product Insights

Add Product Insights ManuallyProduct Insights enables you to listen, learn, and act on customer feedback from your products and services across modern channels. With Product Insights, you can understand how customers feel when they directly interact with a product or service by capturing customer ex

Insights

Knowledge Base Article

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Advanced Concepts

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Show Sensitive User Information

Summary:Sprinklr will only show sensitive information after confirmation from the user. Sensitive information such as Username, Email ID, User Type is displayed on the user list window in clear text. This leaves the information open to shoulder surfing type of attacks.View/Hide Sensitive Information

social

Knowledge Base Article

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Getting started

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Canned Responses in Distributed

Canned Responses are predefined brand-compliant responses 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 simply document your responses, save these templates as canned responses, and let your agents use them whenever they g

Canned Responses in Distributed

social

Social - SES

DST - SES

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Knowledge Base Article

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Engagement (Distributed Admin)

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Version History of Knowledge Base Articles

Version History is a helpful feature in a knowledge management system that allows users to keep track of changes made to articles over time. Each time an article is saved, a new version is created, and the previous version is saved in the Version History.You can view edits to the body, title, and co

Sprinklr Service

20.7.1

Service

Updated Article

Knowledge Base Article

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Version History

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Add Accounts via Email

Users can directly add their social media accounts to Sprinklr from their personal/work emails. This reduces complexity and the effort of logging in to the platform. You can follow the steps provided in this article, in the mentioned order, to add your social accounts via emails.​Note:

social

Knowledge Base Article

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Manage Accounts

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Dynamic Record Manager - Setting up the Persona App

Before you Begin:In standard persona apps, the Data Connector isn't initially visible. This article provides a walkthrough on configuring a persona app to incorporate the Data ConnectorNote: To ensure the feature is enabled, please contact tickets@sprinklr.com and provide the Partner ID and Name. If

Service

Knowledge Base Article

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Entity Studio

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Components of Brief Template Builder

The general layout of your Brief Template is determined by its components selected by you. In this article you will learn how to add multiple structural components to your brief.Structural ComponentsYou can start typing your content anywhere on the screen. Clicking on the Addition icon will help you

marketing

Brief Template Builder

Knowledge Base Article

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Brief Template Components