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SH
Create a Workflow

Automate the logical flow of user tasks on various entities with Workflow Engine.To Create a workflow:Prerequisite setup:Clearly lay out the brand’s process and identify the various phases in it.Create a picklist custom field named “MIlestone” on the required Asset classes to indicate the current ph

marketing

Workflow Engine

Workflow Creation

Knowledge Base Article

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Workflow Actions

SH
Standard Widget Overview

Standard Widgets refer to the default widgets that are mostly used by agents while conversing with customers. Conversation widget This is the most important widget of Agent Desktop from where agents can refer to the conversation history and reply back to the customer. Agents can also take case-level

Service

Knowledge Base Article

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Standard Widgets

RS
ACW Redial

In customer service interactions, it’s not uncommon for calls to be unintentionally disconnected. To address this, the Redial feature within the After Call Work (ACW) phase enables agents to reconnect with customers without initiating a completely new call. This functionality allows agents to quickl

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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ACW Redial

SH
How to Setup ATA Calibration Flow?

How to Enable ATA Calibration?ATA Calibration is an advanced feature and a support ticket needs to be raised to enable this feature.User Level Permission for ATA CalibrationCalibrate permission is to be granted only to those users who act as the calibrators. This permission is available under the Au

Service

Knowledge Base Article

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Audit the Auditor (ATA) Calibration

SH
Network Best Practices

​Network configurationEnsure you have enough bandwidth reserved to work with Sprinklr. Follow these points listed here:A good rule of thumb is a 1 Mbps symmetrical connection per device.For VoIP calling, the preferred network connectivity is ILL/MPLS/SDWAN/Direct connect/Express route.Avoid having o

service channels - voice

Service

Knowledge Base Article

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Best Practices for Optimal Telephony Setup

SH
WhatsApp Business Capabilities and Limitations

WhatsApp Business enables you to have a business presence on WhatsApp, communicate more efficiently with your customers, and grow your business. This article covers the capabilities and limitations of WhatsApp Business.​FunctionalitySprinklr SupportedNotePublish TextYes Publish Rich TextYes Publish

Service

Knowledge Base Article

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Capabilities and Limitations

RS
Update Properties Tool

The Update Properties Tool is used to capture or update the value of a variable or custom field during a workflow. This allows dynamic modification and tracking of data as the workflow progresses.For example, a customer may ask a digital assistant for the Point of View (POV) on a company. To handle

Sprinklr Service

20.10

Updated Article

Knowledge Base Article

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Automation Tools

RS
Enhanced Modern View for Inbound Window in Distributed

With the v.19.8 release, Sprinklr Distributed is endowed with an enhanced UI that provides a fresh look to the platform. In this article, we provide you with the details of the changes you will view in the Inbound window within Distributed. To be able to use the enhanced Distributed modern view, you

social

Social - SES

DST - SES

Knowledge Base Article

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Miscellaneous (Distributed User)

RS
Get Records Tool with Custom Entity

The Get Records Tool allows you to retrieve data from custom entities using defined filters and store the results in variables. It also offers sorting options to organize the extracted data in a structured and meaningful way.Steps to Add a Get Records Tool with Custom EntityFollow the steps below to

Sprinklr Service

20.10

Updated Article

Knowledge Base Article

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Core Tools

SH
LINE Ads Reporting Dashboards

Users can view LINE data by making a custom dashboard or selecting an existing standard dashboard built for easy understanding.View LINE Insights in Ads Reporting using Custom DashboardClick the New Tab icon. Under the Sprinklr Marketing (Ads) tab, select Ads Reporting within Analyze.Create a report

marketing

Knowledge Base Article

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Reporting & Analytics

SH
About Tiered Approvals

Tiered approvals allow you to define the steps in an approval workflow. By creating a tiered approval process, you are creating an approval path that a message has to go through before getting published. Users can create sets of approval paths that they can apply directly to the post while publishin

marketing

Approval Workflow

Publishing - SES

Insights

+5

Knowledge Base Article

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Approval workflows

RS
Personas in Sprinklr Mobile Application

When you use the Sprinklr Mobile App, you are required to select a primary persona as part of the initial app setup. Your persona represents your role in Sprinklr and helps automatically configure the app with the most relevant shortcuts and experiences for your day‑to‑day work.This setup ensures th

Knowledge Base Article

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Sprinklr Mobile Application

SH
Voice Reporting DPs and its Use Cases

DPsFunctionalityASSIGNMENT_ENGINE_REPORTING_ENABLEDEnables ACD ReportsMETRIC_FILTER_ENABLED_ENGINES : set , partner levelHelps enable measurments as filters (bot applicable for any measurement, only certain measurments would be enabled)REPORTING_PIVOT_CHART_ENABLEDEnabled the Pivot table type of vis

Service

Knowledge Base Article

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Custom Reporting and Filters

RS
Queue Performance Voice

A Queue Performance Voice Report that tracks real-time updates and service level agreements (SLAs) at the queue level plays a crucial role in managing and optimizing call center operations. This report continuously monitors and provides immediate insights into how well the contact center is meeting

Service

Knowledge Base Article

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Detailed Dashboards

RS
ACW for all the Call Participants

After Call Work (ACW) helps agents complete post-call activities such as adding notes or updating CRM records once a call ends. Previously, ACW could be triggered either for primary agent during the call or for all participants.Admin can now choose from the following 3 options that provides more fle

Sprinklr Service

20.7.1

New Article

Service

Knowledge Base Article

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ACW for all the Call Participants

SH
Social Analytics Common Metrics and Dimensions

IntroductionReporting metrics and dimensions in Sprinklr are tools used to measure the success of social media campaigns and strategies.Metrics are numerical measurements that quantify performance, such as engagement rate, reach, and impressions. They help businesses understand how well their conten

social

Reporting - SES

Social - SES

Knowledge Base Article

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Reporting glossary

SH
Certificate Based Token Generation

This guide will walk you through the process of creating an access token using the JWT (JSON Web Token). This is a certificate-based token generation approach that eliminates the need to store any token while ensuring secure authentication and information exchange. This process involves using a JWT

JWT API Authentication

Knowledge Base Article

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Security

SH
Reporting FAQs (Module Wise)

List of some commonly asked FAQs.GeneralFor every Metric, 'Agent' and 'Campaign' prefixed metrics are available. Which one is the appropriate one?To plot the metrics in reporting, dont use the metrics prefixed with agent or campaign. Use the metric without any such prefix.What ar

Service

Knowledge Base Article

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Module Wise FAQs

RS
Create Shift Bid Requests

Sprinklr WFM’s Shift Bidding functionality empowers agents to actively participate in the scheduling process, enhancing work-life balance and job satisfaction. Agents can select their preferred shifts, making the entire scheduling process more inclusive.Agent's Shift Bidding Record ManagerTo navigat

Sprinklr Service

Service

Updated Article

26.4

Knowledge Base Article

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Create Shift Bid Requests

RS
Update Existing Style Kits

OverviewThis article outlines an enhancement in the Display module that enables users to edit and update existing style kits. Previously, style kits were reusable but not editable, requiring users to recreate them from scratch whenever layout, branding, or presentation requirements changed, resultin

Display - SES

26.1

Sprinklr Display and Presentations

social

+1

Knowledge Base Article

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Display

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