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Create Project Views

OverviewTask and Project Views allow you to visualize your work according to your needs. You can create and save multiple different views with filters set to the requirements of different team members or to visualize different aspects of your project. For a more detailed look at views and how to use

marketing

Knowledge Base Article

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Manage Project views

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Reporting Charts

Sprinklr Reporting provides multiple Visulization Techniques to view the data in a widget. While configuring a widget , Visualization Type has to be selected. This can be modified later by editing the widget. TermDescriptionPivot TablePivot Table displays multiple dimensions and attribute levels whi

Service

Knowledge Base Article

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Data Visualisations

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Configuring Skills required for each Case

Skills refer to any specific abilitiy or area of expertise that is characteristic to a group of agents. For example, in a laptop manufacturing company, a group a customer support agents may have the expertise in dealing with Battery related queries while the other group may have that in Software rel

Service

Knowledge Base Article

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Setting up Skill based routing

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Suppression Lists 

​A suppression list is a list of phone numbers that should not be contacted for various reasons. This list could include numbers of individuals who have requested to be placed on the "do not call" list, those who have previously asked to be removed from the calling list, or those who are c

campaign management

Service

Voice

Knowledge Base Article

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Compliance Management with Suppression List

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Campaign - Content Strategy Tab

About the Content Strategy TabYou can view the Content Strategy associated with the Campaign, from the Campaign details window.The Content Strategy tab of a Campaign compiles and organizes the Messages and Assets that make up a campaign’s content strategy in one comprehensive overview. Here, you can

campaign management

marketing

Content Strategy Tab

Knowledge Base Article

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Introduction

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Configuring Zendesk Connection

The Zendesk Standard Connector enables the user to import cases from Zendesk into the Sprinklr platform in a channel agnostic manner. Using the Zendesk Standard Connector eliminates the need for the customer to put the files in an SFTP/S3/GCS bucket in the Sprinklr specified format.Zendesk Standard

marketing

Insights

social

Service

Knowledge Base Article

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List of Supported Connector Types

RS
Create Your Own Post (Advocacy)

'External Post Creation' via Native Publisher empowers Advocates with the ability to create and publish their own content directly to their connected social accounts.  Content being published through the External Publisher on the Advocacy Site does not need to be pre-approved by administra

26.1

Advocacy - SES

social

Sprinklr Social

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Knowledge Base Article

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End Users

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Add Call

The Add Call feature allows agents to include another participant such as a colleague, supervisor, or an external number in an ongoing customer call. It is used for conference calls, involving the customer, the primary agent who intially received the customer's call, and a secondary agent who was ad

Sprinklr Service

Service

Updated Article

26.4

Knowledge Base Article

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Add Call

RS
Function Mapping

Functions Users can now conveniently apply standard functions directly within FPDI. Previously, users needed to apply functions to their files offline before uploading them to Sprinklr. With the latest enhancement, users can apply functions seamlessly within the FPDI playground and import files dire

Insights

Knowledge Base Article

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First Party Data Ingestion

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Government Entity Onboarding for WhatsApp Channel

This article explains the end‑to‑end onboarding process for government entities on the WhatsApp Business channel. High-level Steps Valid Phone Number Procurement Client Business Manager (BM) Creation WhatsApp Business Account (WABA) Creation Government Entity Approval & Form Submission Business

Knowledge Base Article

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WhatsApp Account Addition

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X Ads Reporting Metrics

Leverage this detailed list of all X metrics available in Sprinklr's Ads Reporting to operate the reporting dashboard better. Given below is a list of all X merics, along with their descriptions.X Metrics NameMetri Name (Sprinklr Name)EntityDescriptionsCampaign LevelFollowsX FollowsCampaignThe

marketing

Knowledge Base Article

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Metrics

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Set up Screener Questionnaire

The 'Screener Questionnaire' is a fundamental tool that plays a pivotal role in capturing vital user information, ensuring governance, content relevancy, and insightful reporting. This comprehensive guide delves into the significance of the Advocacy Screener, the crucial role it plays in s

Advocacy - SES

social

advocacy admin console

Social - SES

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Knowledge Base Article

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Platform Configuration

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Manage Products in Sprinklr

The Products Page allows users to create, edit, delete, and manage all products from one place. Here, you can create products using product-specific sources and accounts. Once created, Product Insights can generate valuable data and analysis of consumer experience based on industry-specific AI model

Insights

Manage Products in Sprinklr

Knowledge Base Article

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Products

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Approve or Reject Tasks in Project Management

OverviewWhen a Task is submitted for Approval, Approvers automatically receive both platform and email notifications. Users can also send automated or manual reminders to Approvers to ensure timely review. Approvers can approve or reject Tasks from the Inbox notification itself. They can also do so

marketing

PM_PROJECT_AUTOMATIONS_2

Knowledge Base Article

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Approval Workflows

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Integrating SharePoint with Sprinklr

By integrating your SharePoint/OneDrive with Sprinklr, you can upload assets like documents, presentations, excel files, image, videos and more directly from your Microsoft account to your Campaigns, Sub-campaigns, Messages and Requests. To do this, you will need to authenticate your Microsoft ID wi

marketing

Knowledge Base Article

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SharePoint and Sprinklr Integration

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Interact with Corporate Social Accounts Posts (Advocacy)

Content that is created and curated by a brand to promote its products, services, or values and published on brand's social media accounts are corporate social account posts or brand posts. Admins pull these published brand posts from brand social handles with which advocates can re-engage.Impo

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Content Sharing

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Manage Permissions for Media Uploader

While adding a photo/video to a post you want to publish you get a variety of options. Using these, you get a control over who all can upload media from different sources including DAM, URL, Dynamic Image, etc. Use cases: As an admin, I don’t want the distributed users to be overwhelmed by the choic

Publishing - SES

social

Social - SES

Knowledge Base Article

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Getting started with publishing

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How Does User Auto Provisioning Work?

New users for the client can be automatically created by logging into the platform for the first time using SSO. Using Sprinklr’s auto provisioning feature, the required fields for a particular user are autopopulated from the SSO SAML response. This article details a basic explanation for the workin

social

Knowledge Base Article

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User Auto provisioning

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Overview: Setting up Outbound Contact Center

Sprinklr Outbound offers a comprehensive solution for managing outbound campaigns and optimizing customer engagement. With its advanced features and functionalities, businesses can streamline their outbound communication strategies and drive better results.  Setting up an outbound contact center inv

Service

Knowledge Base Article

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Setting up Outbound Contact Centre

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Capture and Analyse Voice Network Traffic Using Wireshark

OverviewWireshark is a free, open-source network protocol analyzer that lets you capture and review network traffic on the machine where it is installed. By analyzing this traffic, you can understand how data flows between the agent, Sprinklr, and provider media servers, and diagnose issues such as

Knowledge Base Article

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Capture and Analyse Voice Network Traffic Using Wireshark