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Roles and Permissions

Alert Manager is permission controlled. There are 2 types of roles:View: Users with View permission can view all the alerts that are set up in Alert Manager. Admin: Users with Admin permission can create a new alert or modify existing alerts.To know how to add a new role, see Add a Role.

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Reporting - SES

Social - SES

Knowledge Base Article

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Alerts in Reporting

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Sprinklr Service: 20.2.1 Release Notes

Sprinklr Service unifies customer experiences across voice, digital, and social channels. This release delivers advanced capabilities, enhancing efficiency and enabling businesses to craft consistent interactions across all touchpoints.

marketing

Insights

social

Service

Knowledge Base Article

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20.2.1 Patch (26th Feb '25 Onwards)

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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

Sprinklr Service

Updated Article

26.4

Knowledge Base Article

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Entity Studio

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Quora as a Benchmarking source

Sprinklr supports Quora as one of its multiple Benchmarking sources. Quora is one of the leading question-and-answer sites. Available as a firehose stream, Quora integration will enable the research community to leverage in-depth, expertly written content on a wide variety of companies, issues, and

Insights

Quora as Benchmarking source

Knowledge Base Article

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Sources in Benchmarking

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Using Ad Post Preview in Ads Reporting

In Ads Reporting, you can track and monitor the performance of your ad posts along with a preview of the creative generated within the widget. This article will provide an overview of the Post Card visualization for ad posts and dynamic creative previews.Use CasesSeamless and efficient reporting exp

marketing

Knowledge Base Article

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Ad Post Reporting Preview

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View Policy

View Policy in Sprinklr defines which fields should be visible, mandatory, or read-only on the ticket (case) form based on the value of a primary field. This ensures that agents see only the fields relevant to the case they are working on, improving usability and reducing errors.You can define multi

Service

Knowledge Base Article

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Entity Studio

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Target Ads by user location

You can target Ads by physical location:Everyone in this location - People whose home or most recent location is within the selected area.People who live in this location - People whose home is within the selected area.People recently in this location - People whose most recent location is within th

Insights

social

Service

Knowledge Base Article

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Google Analytics

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Reporting Glossary for Quality Management and Conversational Analytics

Audit Checklist Response ReportField NameDescriptionChecklist Response CountNumber of times the checklist is evaluated.UserPerson who performed the evaluation.ChecklistName of the checklist used for evaluations.For UserAgent evaluated in the assessment.Evaluation IDUnique identifier for each evaluat

Service

Knowledge Base Article

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Reporting

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Dashboard and Widget-level Account Health Alerts in Reporting

Effective account management hinges on understanding the underlying reasons behind inactivity or other issues. In the past, the inactive filter on the Account Screen helped identify deactivated accounts, but it didn’t provide insight into why the account was inactive—whether due to expired tokens, m

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Account Health Alerts - SES

Social - SES

Knowledge Base Article

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Account Health Alerts

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Reddit Capabilities and Limitations

Reddit hosts online conversations among more than 330 million monthly users in nearly 150,000 active communities. With its broad reach, extensive user base, and diversity of conversation, Reddit offers a unique opportunity for brands to engage at the forefront of trends. With Sprinklr's Reddit suppo

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Sprinklr Social

20.10

Social - SES

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Knowledge Base Article

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Getting started with Reddit

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Engage with Direct Messages from TikTok Company Accounts to Profiles

IntroductionSprinklr enables brands to engage with direct messages (DMs) received from TikTok profiles. While TikTok Business Accounts cannot initiate conversations, they can reply to DMs sent by individual TikTok users. This feature supports efficient community engagement within Sprinklr’s Engageme

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Sprinklr Social

Social - SES

26.7

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Knowledge Base Article

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Engage with TikTok Direct Messages

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Add a Reddit Account in Sprinklr

In this guide, we'll walk you through how to link a Reddit account in Sprinklr's account settings.There are two types of Reddit accounts that can be added to Sprinklr. In Account Settings, you'll specify that you're adding a Reddit User Account, which can be used to monitor and e

social

Service

Knowledge Base Article

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Getting started with Reddit

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How to map Sprinklr users to Reddit user profiles

You can provision certain Reddit user profiles to particular Sprinklr Users to post on Subreddit. In this article, you will learn about how to map Sprinklr users with authors for Subreddit accounts. Use CasesAdmin will be able to map Sprinklr users with an Author for Sub-reddit accounts.Within the C

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How to map Sprinklr users to Reddit user profiles

Mapping Sprinklr Users to Reddit User Profiles

Knowledge Base Article

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Getting started with Reddit

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How to Edit a Custom Field

To edit a Custom FieldClick the New Tab icon and go to All Settings. Under Manage Workspace, click on Custom Fields.On the Custom Fields window, hover over to the Options icon alongside the Custom Field for which you want to edit the details and click on Edit. ​Make the desired changes to the custom

marketing

Knowledge Base Article

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Create & Manage

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Cherry-Picking of Cases/Voice Calls Waiting in a Work Queue

This feature enables agents to manually select a customer from the queue, allowing them to make choices based on customer properties such as phone number, customer type, and priority. By providing agents and supervisors with the ability to choose calls waiting in the queue, this feature enhances con

Service

Knowledge Base Article

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Adding pending cases/calls to holding queue

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Exporting a Task View

Project Management allows you to export task views, making it easy to share task details outside the platform. You can export your task sheet in various formats, complete with all relevant information.​To Export a Task ViewClick the ellipsis (⋯) in the top-right corner of your project screen.Select&

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PM_TASK_SHEET_VIEW_2

Knowledge Base Article

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Import/Export Tasks

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How to Create a Discord Column in Sprinklr?

After the Discord server account is added to Sprinklr, you will be able to pull in all your Discord messages and replies for that server. In the Engagement Dashboard, Sprinklr offers different column types for Discord that can be added to the dashboard.PrerequisitesBefore you can add the Discord col

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Service

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Create a Discord Column

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How to Bulk Edit Strategy Groups using Exports

To bulk import using exported templatesClick the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.Click on Strategy Groups in the top left corner to navigate to your configurations.Select the desired strategy groups from the Ads Manager window.Hover over the Opt

marketing

Knowledge Base Article

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Getting Started

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How to Bulk Import Videos for Ads

You can import all of your video media files via Sprinklr Marketing (Ads) Tools & Settings and Ads Manager. Using this capability helps manage the media imports with access to upload in bulk and make changes with just a few clicks. Bulk Video Imports reduce efforts of uploading each video manual

marketing

Knowledge Base Article

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Getting Started

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Sprinklr Social: Patch Changes (19.5.1)

Sprinklr's latest release introduces a range of exciting new capabilities aimed at empowering your business to create more meaningful customer experiences across all touchpoints.

marketing

Insights

social

Sprinklr Social

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Knowledge Base Article

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19.5.1 Patch (Jun 14-17, '24)