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Past Implementation - A Leading Indian Private Bank

A leading indian private bank is using agent facing guided workflows extensively for multiple use cases to improve agent efficiency and reduce average handling time of cases. Here are some key uses cases that were covered via guided workflow:1. Product specific journeys - Credit cards, Banking and l

Service

Knowledge Base Article

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Use Cases

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Salesforce Sync

The Salesforce Sync action node enables you to send data from a Sprinklr workflow back to Salesforce. This is particularly useful for updating Salesforce records with details such as survey distribution status or responses.This action can be used in the following scenarios:Salesforce Outbound Messag

Knowledge Base Article

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Setting Up Actions

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Create a Facebook Live Video Post

SUMMARYSprinklr leverages Facebook’s API support of Facebook Live, which means brands can manage their Facebook live streaming content through Sprinklr alongside other social content. You can publish and report on your Facebook Live video, all within Sprinklr. Use Sprinklr’s management of Facebook L

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Knowledge Base Article

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Create a post on Facebook

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Adding and Configuring User Level Widgets

User-level widgets are not included in the personas by default. When Quality Management (QM) is enabled, the QM home screen does not automatically display these widgets. You will need to manually add the user-level widgets to the appropriate QM personas.There are three user-level widgets available f

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Knowledge Base Article

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User Level Evaluation

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Reporting on Opt In Templates

Opt-In reports offer a comprehensive overview of the usage and impact of opt-in templates sent to users. These reports provide detailed insights into various aspects of the opt-in process, allowing businesses to assess the effectiveness of their opt-in templates and make informed decisions. By acces

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Knowledge Base Article

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Facebook Messenger Analytics

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Consent Withdrawal Cases

The Consent Withdrawal Cases section of under Privacy was created to comply with Data Subject's right to Opt Out as defined under GDPR. The process of 'opting out' takes place in multiple formats on various sites and types of marketing, most likely outside of Sprinklr. For example, mo

Insights

article:howto

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+1

Knowledge Base Article

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Privacy Guides

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Content Management

Managing content is important for keeping your knowledge base organized and complete. Reporting helps with this by letting you track different things like the total number of articles, cloned articles, moved articles, and more. This article also covers reporting on article properties and useful filt

Sprinklr Service

20.10

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Updated Article

Knowledge Base Article

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Reporting and Analytics

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Mapping Configuration Screen

Determining which fields from the source will be mapped to which fields in Sprinklr is an essential stage because each entity has certain standard fields that aid the Sprinklr system in creating the entities in Sprinklr. This makes it easier to guarantee that information is correctly transmitted and

marketing

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social

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Knowledge Base Article

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Mapping Configuration Screen

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Call Level Quality Report

The Call Level Quality Report provides a comprehensive view of evaluations conducted on your calls, including detailed call-level data. It allows you to track calls with pending evaluations and re-evaluations and access specific call details. Additionally, the report enables you to visualize evaluat

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Knowledge Base Article

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Detailed Report Glossary

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Add Support for OpenAI

You can integrate OpenAI into AI+ Studio using two primary methods: By Sprinklr's provided keys By Own Keys We also support fine-tuning OpenAI models to suit specific needs and domains, enhancing their accuracy and performance. Below is a detailed guide on how to set up and utilize OpenAI through e

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Knowledge Base Article

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Add Support for OpenAI

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Sample Prompt for AI Autofill

This article oulines a sample prompt that can be used while configuring AI Autofill feature. For more information on the complete configuration steps, refer to Configure AI-powered ACW Autofill. Sample prompt for AI AutofillSystem Prompt: You are a highly accurate JSON Form Fill Generator GPT, speci

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Knowledge Base Article

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Providing a pre-filled ACW to the Agent

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Copy Properties from Sub-Campaign to Outbound Message

Rules can be created for Outbound Messages to copy properties from Sub-Campaign to the Message level fields. This eliminates manual and duplicate effort needed from the users.Example Use case shown below: This rule ensures that for all the facebook messages created, the Sub-Campaign properties Objec

marketing

Outbound Rule

Rule Engine

Knowledge Base Article

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Autofill Rules

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Compose CHE Campaigns for Snapchat

Advertise on Snapchat and reach a wider group of audience.​Through Snapchat Ads in Sprinklr, you can advertise to an audience of 186 million daily active Snapchatters (https://forbusiness.snapchat.com/), allowing your brand to reach a highly engaged and active audience.​​​​Enablement Note: The use o

marketing

Knowledge Base Article

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Compose Snapchat Ads

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Standard Inbound Voice Reporting Dashboard

The standard inbound voice reporting dashboard displays a range of relevant call center metrics and KPIs that allow customer service managers and teams to monitor and optimize performance and extract invaluable real-time data with ease.Call Centre FunnelCall Count: Number of calls.Calls taken by Age

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Reporting

Voice

Knowledge Base Article

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Standard Inbound Voice Dashboards

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Entity Manager - Creating Custom Entities in Sprinklr

Before you BeginEnsure the custom Entity Manager is visible by configuring it using the Persona App Manager.​ You will find a list of standard/ custom entities. Ensure you make a new Custom Entity, since the standard entities might be in use.PermissionsEnsure you have enabled the permissions for Ent

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Knowledge Base Article

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Entity Studio

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Guided Workflow Report

The Guided Workflow Report provides in-depth data on the Guided Workflows (GW) executed. It belongs to the Guided Workflow Report Group.Metrics and DimensionsBelow are the Metrics and Dimensions available under the Guided Workflow Report:MetricsDimensionsNameDescriptionCount of GW ExecutionsTotal co

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Knowledge Base Article

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Detailed Report Glossary

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Queue Performance Digital

The Queue Performance Digital report in Sprinklr provides insights into the efficiency of managing digital customer interactions, such as chat, email, and social messaging. It tracks key metrics like service levels, response times, and abandonment rates, helping evaluate how well customer queries ar

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Knowledge Base Article

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Detailed Dashboards

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Publish a Threaded Tweet

An X thread is a series of tweets posted on X that are connected to one another and can be read as one continuous post. X threads allow you to tell your story in a more in-depth way than a single tweet. This article will guide you through steps for publishing a threaded tweet from SprinklrWhen to us

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Knowledge Base Article

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Publish to an X account

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Actions with auto boost

The Auto Boost Rule actions support both dimensions and metrics to cater to different use cases for different kinds of users.Steps To configure Auto Boost rulesClick the New Tab icon. Under the Sprinklr Social tab, click Manage Rules.In the top-right corner of the Rule Engine window,

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Auto Boost Rules

Rule Engine

Knowledge Base Article

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Auto boost rules

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Bulk import/export Business Locations

Learn how you can import and export your business locations in bulk using Location Insights.​Location Insights supports the bulk import and export of Business Locations. Using the Bulk Import capability, you can add or update a large number of business locations at once without the need to follow st

Insights

import business locations

export business locations

Knowledge Base Article

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Business Location Configuration