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Creating Alerts in Supervisor Console

You can create alerts to receive notifications about specific activities and events you want to monitor. These alerts keep you informed and enable you to take timely and appropriate actions when needed.This article covers the following sections:Create an Alert Customize an Alert Message Set Max

Service

Knowledge Base Article

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Creating Alerts

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Time Off Balance Report

The Time Off Balance Report tracks all updates to time-off balances at the agent level. It provides a detailed overview of time-off transactions for efficient management and enables users to track and analyze time-off balances. The report includes insights into timestamps, user activity, and policy

Sprinklr Service

Service

Updated Article

26.4.1

Knowledge Base Article

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Detailed Report Glossary

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Setting Up Response Custom Fields (Survey Level)

Survey Response Custom Fields allow you to store metadata related to individual responses or capture values derived from responses, either manually or through automated workflows. These key-value pairs can then be leveraged for analysis and custom reporting.Business Use CasesUsing Response Custom Fi

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Settings

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Pinterest API Capabilities and Limitations in Sprinklr Distributed

Pinterest CapabilitiesCapabilitiesSupported in Distributed Web Platform (Desktop)NotesChange Profile PhotoNoAPI LimitationChange Board Cover PhotoNoAPI LimitationPublish PhotoYesPublish VideoYesPublish LinkYesEdit Board name and/or descriptionNoAPI LimitationLike PinsNoAPI LimitationRepin a PinNoAPI

social

Pinterest

Social - SES

DST - SES

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Knowledge Base Article

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Channel Limitations (Distributed)

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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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Open a Conversation

Live Chat can be configured to either start a new conversation or resume an existing one. Refer to the appropriate section below for implementation details:​sprChat('openNewConversation')This SDK can be used to start a new conversation on behalf of the user. The conversation will start wit

Service

Knowledge Base Article

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SDK Methods

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Compose Facebook & Instagram Ads

Sprinklr's Ads Composer allows you to create ads for a defined audience and helps you stay within budget using effective bid strategies.Advertising on Facebook and Instagram allows you to create visually immersive stories that reach over 2 billion monthly active users worldwide.Select Account and Ob

26.1

marketing

20.10

Updated Article

+2

Knowledge Base Article

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Create Facebook Ads

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Create a Text Template

In asset manager, you can save frequently used messaging for published messages or replies in text template. You can also mark them as canned responses to deliver a faster & consistent response to customers. This article helps you with the steps to create a text template.Steps to create a text t

DAM - SES

Create a Text Template

text template

social

+3

Knowledge Base Article

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Manage assets

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Case Summary Extract

This documentation outlines the extract capturing case-level lifecycle data within digital interactions. The Case Summary Extract provides one row per unique case, reflecting the most current state of the case at the time of extract generation.The extract updates automatically whenever a case is cre

Knowledge Base Article

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Digital Data Extracts

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Conversation Screen Header

​The Conversation Screen header provides navigation options, logos, the title, and other available chat actions.​​Back ButtonBy default, we show a chevron icon as shown in the screenshot above. If you want some other icon, please raise a support ticket with the appId and the button icon (in svg form

26.1

Sprinklr Service

Service

Updated Article

Knowledge Base Article

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Conversation Screen

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Changes in LinkedIn Campaign Hierarchy

Currently, in Sprinklr, you can view all LinkedIn ad entities based on a three-tier campaign structure, i.e. Paid Initiatives (dummy campaigns), LinkedIn Campaigns, and Creatives. This is done to maintain consistency within Sprinklr.Historically, the LinkedIn Campaign Manager supported a two-tier ca

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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Getting started with deflection

OverviewDeflection enables brands to redirect users seamlessly from social media channels to live chat. This feature allows brands to enhance user engagement and improve efficiency and security by providing easy transitions from social channels to live chat.Key BenefitsEnhanced User Engagement: Redi

Service

Knowledge Base Article

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Configuration Steps

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Site Customization and Control Overview

In the Advocacy Overview Tab, you can edit various aspects of your site to control how and where your content is shared and the metadata associated with your site.Note: Use of this capability requires that Advocacy Marketing be enabled in your environment. To learn more about Advocacy Marketing, rea

Overview Tab

Advocacy - SES

Advocacy Overview Tab

social

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Knowledge Base Article

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Platform Configuration

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Digital Channels Real Time View

The Digital Channel Real-Time View report offers a comprehensive overview of key operational metrics, including total case count, cases per hour, awaiting assignment count, cases in progress, average cases per hour, open cases, wait times, and service levels.Additionally, the report includes work qu

Sprinklr Service

Service

Updated Article

26.4

Knowledge Base Article

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Detailed Dashboards

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Refine your brand research using Search Operators in Listening advanced queries

More granular and specific mentions can be pulled with Search Operators in Advanced Queries, for your targeted research.​Sprinklr’s search operators (also known as advance operators) such as message, title, language, author, country, etc. (see the complete list here) can be used across Topics, Theme

Advanced operators

Insights

search operators

Knowledge Base Article

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FAQs and Advanced Use-cases

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LINE Ads Reporting Dimensions

Leverage this detailed list of all LINE dimensions available in Sprinklr's Ads Reporting to gain more insight into your LINE Ads. Given below is a list of all LINE Dimensions, along with their descriptions.Native Dimension NameSprinklr Dimension NameDimension DescriptionDateDateBreakdown of Data by

marketing

Knowledge Base Article

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Reporting & Analytics

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Reporting Glossary for Coaching

Below is the reporting glossary for coaching:TermDescriptionSession StatusIndicates the status of the coaching session, such as Completed, Canceled, Started, or Scheduled.Session CreatorRefers to the user who created the coaching session.ParticipantEncompasses all users involved in the coaching sess

26.1

Sprinklr Service

20.10

Service

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Knowledge Base Article

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Coaching

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Create Records

The Create Records action node enables workflows to dynamically create entities such as Profiles and Transactions as part of an automated journey. This is particularly important for Salesforce Outbound Message events, where a profile and or transaction must be created before triggering surveys or ot

Knowledge Base Article

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Setting Up Actions

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Add User(s) in Sprinklr (Classic Roles and Permissions)

Adding users to Sprinklr helps you onboard your team by providing new users the access and permissions they need to start working in the platform. This article explains the basic information required to add users and outlines the options available to Admins for editing user details.Note: This articl

experience:space

cloud:core

Add Single User

Insights

+15

Knowledge Base Article

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Add User(s) in Sprinklr (Classic Roles and Permissions)

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Creating and Configuring a Third Pane Layout

This article outlines a step-by-step walkthrough on how to create and configure a Third Pane Layout. Create a Third Pane LayoutStep 1: Navigate to Entity StudioGo to Entity Studio from the Sprinklr platform.Open Entity Manager.Select the entity for which you want to create a Third Pane Layout.Click

Knowledge Base Article

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Create and Configure Third Pane Layout