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Create a User Task in a Workflow

Create user tasks to assign and manage various tasks for an entity. User Tasks assign tasks to users, user groups, or task queues to be completed while Service Tasks initiate automated tasks. In this guide, we will go over how to create User Tasks within a Workflow.To Create a User TaskThe 'Ass

marketing

Workflow Components

Workflow Engine

Knowledge Base Article

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Task Actions

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Sprinklr v16.5.0 - Sprinklr Marketing Capabilities and Enhancements

Sprinklr's latest release offers a number of exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint. Read about Sprinklr's latest platform enhancements below! Navigation TipsRead through the release notes below, or you can

experience:space

16.5.0

Spring Release 2021

product:marketing

+5

release_note

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v16.5.0 (July)

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Create and Manage Outbound Change Sets

The Outbound Change Set helps in sending configuration changes from one environment to another. For instance, you create/update the configurations in an environment, and now you want to push it to another connected environment to do it through an Outbound Change Set.An Outbound C

experience:space

article:howto

Manage Outbound Change Set

product:platform

+6

Knowledge Base Article

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Pushing Outbound Change Set

RS
Manage Ranking Criteria

The Ranking Criteria module helps Workforce Managers create consistent, data-driven workflows to evaluate and rank agents based on performance. Using standardized metrics, such as average handling time (AHT) or Schedule Adherence, managers can define how each metric is measured, weighted, and scored

26.1

Sprinklr Service

New Article

Service

Knowledge Base Article

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Ranking Criteria

SH
Macro Actions

How Macro Actions help you save the unnecessary number of clicks to supercharge the productivity of your agents.Macros execute multiple actions on an asset in Sprinklr, allowing you to make complex updates in just a single click. It can be applied to various assets and can be configured with a numbe

manual inputs

article:howto

macro actions

stage:final

+1

Knowledge Base Article

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Macros

SH
Macro Actions

How Macro Actions help you save the unnecessary number of clicks to supercharge the productivity of your agents.Macros execute multiple actions on an asset in Sprinklr, allowing you to make complex updates in just a single click. It can be applied to various assets and can be configured with a numbe

manual inputs

marketing

Insights

article:howto

+5

Knowledge Base Article

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Macros

SH
17.10 Key Changes in User Experience

Usability is the key focus for Sprinklr this year, and we continue our efforts toward making Sprinklr simpler, better, and consistent. There are some exciting major changes in the 17.10 release, where users will experience a change in platform appearance and behavior.Sprinklr InsightsProduct Insight

Insights

UX Changes

social

Service

+1

Knowledge Base Article

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v17.10 (November)

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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

social

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

RS
Channel Custom Properties

The Channel Custom Properties Report offers a brief summary of user interactions in live chat, highlighting important details such as the browser, device type, and the website where the conversation began. It also includes the user's location, preferred language, and time zone.The report also p

Service

Knowledge Base Article

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Detailed Report Glossary

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How to Create Ads Dashboards using Templates

You can easily create a reporting dashboard using predefined dashboard templates for each business objective within Ads Reporting. These dashboards contain widgets designed to assess the performance of your ads from an overall point of view across the audience, content and much more.Expedite the tim

marketing

Ads Reporting

Ads Reporting Basics

Knowledge Base Article

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Dashboard

RS
About the Presentations Style Kit Library

The Style Kit Library allows you to create and save stylized template themes that can be applied to Presentations and Slides. When creating and editing a theme, you can dial in and save the following aspects: primary font, secondary font, background color, primary color, secondary color, background

Display - SES

Style Kit Theme

Style Kit Library

Style Kit

+4

Knowledge Base Article

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Display

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Add Brand’s Social Posts in Email Newsletter

Admins can also send the brand’s social posts through email newsletters to amplify the engagement on those. This will update the advocates about the newly added brand posts on advocacy sites attracting and motivating them to disseminate the content further.Steps to Set Up Email NewslettersConnecting

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Enablements

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Timed Logout and Multiple Secure Access

With the introduction of Multiple Secure Access Login, you can add multiple credentials with different access levels for the same social account, even providing timed access. This flexibility enables a more tailored assignment of native access levels, aligning permissions with individual needs and s

Engagement - SES

social

Social - SES

Timed Logout and Multiple Secure Access

Knowledge Base Article

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Other engagement capabilities

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Managing Multiple Business Locations

Learn how to manage multiple business locations, i.e. viewing business locations, creating a new business location, and editing or deleting an existing one, in one place.​Sprinklr's Business Locations module allows users to add and manage physical business locations, collect location-specific s

Manage Business Locations

Insights

Knowledge Base Article

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Business Location Configuration

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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

Insights

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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Ads Pixel Permissions & Governance

When it comes to managing pixels on a platform, it's important to have a clear understanding of the process involved. Pixel governance refers to the management and configuration of pixels that track user actions and conversions. This process is essential for users who want to optimize their ad

marketing

Knowledge Base Article

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Getting Started

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Newsletter Analytics

Get advanced and detailed insights on the key performance metrics of your newsletter.Advanced email analytics allows you to track the performance of your newsletter and monitor key metrics. The analytics dashboard comprises 3 tabs – Overview, Recipient List, and Distribution Preview. Each tab impart

Insights

Knowledge Base Article

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Newsletter related

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Get Predicted Engageability of Messages with Intuition Model

Brands get thousands of messages daily on social media channels. Such high volumes of messages make it very difficult for these brands to manage their social conversations. It’s a nightmare for the community managers of such brands to go through such an enormous number of messages and based on certa

Engagement - SES

Outbound Message

social

thirdpane

+3

Knowledge Base Article

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Leverage AI for Better Engagement

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Agent Self Monitoring - Voice (Inbound)

The Agent Self-monitoring Reporting Dashboard (Inbound) is a standard dashboard created for agents to provide a quick summary of an agent's inbound call activity. As an agent, you use this dashboard as a self-evaluation tool and view your performance for the selected timeframe. The dashboard pr

Service

Knowledge Base Article

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Overview of Simplified Inbound Agent Experience

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Manage Real-time Adherence (RTA) in Workforce Management

Real-time Adherence (RTA) is used to monitor agents’ compliance with their scheduled Shifts and Activities. With a customizable, color-coded view, it enables real-time comparison of scheduled status versus actual status. Administrators and Workforce Managers can use the RTA dashboard to enhance adhe

Sprinklr Service

Service

Updated Article

26.4.1

Knowledge Base Article

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Real Time Adherence