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Dynamic Record Manager - Configuration and Use

Before you BeginEnsure that a record for a custom entity is created in the Custom Entity Manager, with at least one entry, to display records. Additionally, you will have to configure a record in the Entity Manager and enable its view in the Persona App Manager.OverviewThe Record Manager serves as t

Service

Knowledge Base Article

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Entity Studio

SH
Guided Workflow - Secure Screen Node

OverviewThe Secure Screen Node is a specialized feature in guided workflows designed to enhance data security. It allows sensitive information, such as credit card numbers and personal identification details, to be transmitted directly to a PCI-compliant server, bypassing the Sprinklr platform entir

Service

Knowledge Base Article

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Guided Workflow Canvas

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Create a group of curated users with Global Profile Lists

Use Global Profile Lists to create a group of curated users such as brand advocates based on location and save them as a list.Global Profile Lists allow you to make a curated group of users and save it as a list. Profile lists are available both at the Workspace-level  and Customer-level. A list can

experience:space

cloud:core

Insights

release:N-A

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Knowledge Base Article

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Profile List

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Target Metrics

Within Reporting, Ads Reporting, Listening, and Benchmarking Insights, you can designate Target Metrics which will be displayed on a widget graph alongside the actual metrics. Target Metrics allow you to compare the actual performance of a metric against a pre-set goal. It also helps you set targets

Reporting - SES

Social - SES

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Knowledge Base Article

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Create a widget

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Setting Up Response Custom Fields

Survey Response fields can serve to hold external metadata for every response, which can be utilized during the analysis of the survey results.Business Use CaseCapturing Location-Specific Feedback with Response Custom Fields: Organizations with multiple locations can enhance their customer feedback

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

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Survey Response

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Get Compliance Score on Messages

What is a Compliance Score?View your AI-driven compliance score for each template for an account type while content is created or an image is added. The compliance score is calculated based on the number of parameters that are defined in your Smart Compliance guidelines set in the parent Campaign of

campaign management

marketing

Smart Compliance in Campaigns

Set Guidelines for Smart Compliance

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Knowledge Base Article

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Smart Compliance Scoring

RS
Audience Management for Personalized Survey Distribution Methods

This section covers Audience Management as a key enabler of personalized survey distribution in Sprinklr. Within the Customer Feedback Management (CFM) module, two core entities are used to manage audience and interaction data: Audience Profiles and Transactions.Audience Profiles provide a unified v

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Audience Management

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Referral in Facebook Messenger

Facebook Messenger allows you to create a link (M.Me links) that when clicked, the user will automatically start a conversation with your bot. The mechanism is very simple and effective when it comes to boosting your conversions. What’s more, it is a platform-independent solution, meaning that it wo

social

Service

Knowledge Base Article

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Customer Entry Points

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Get Started with BYOM in AI+ Studio

Sprinklr follows an LLM-agnostic approach to Generative AI, giving you the flexibility to choose the language model that best fits your business needs. Along with Sprinklr’s in-house and partner models, you can use the Bring Your Own Model (BYOM) option to integrate your internally developed LLMs di

Sprinklr Service

marketing

Insights

social

+3

Knowledge Base Article

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Add Support for BYOM

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Setting Up Triggered WhatsApp Distribution (Standard & Conversational)

The trigger-based WhatsApp distribution feature enables the automatic delivery of ad-hoc or conversational surveys based on specific events. By configuring predefined triggers from external systems, businesses can automatically send WhatsApp surveys to customers. This approach allows for immediate o

Sprinklr Insights

26.1

Insights

20.10

+1

Knowledge Base Article

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WhatsApp Distribution

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Setting up a Case Update Rule triggered SMS Distribution

Setting up a Case Update Rule–triggered SMS distribution refers to configuring an automated communication workflow in the CFM platform that sends an SMS notification for case updates.Business Use CasesPost-Care Feedback Automation: Rule-based integration enables the automatic deployment of surveys t

Knowledge Base Article

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SMS Distribution

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Adding Text and Media to the Survey

The Add Text and Media feature in the Survey Builder allows you to easily incorporate text, images, and videos into your surveys, enhancing both their visual appeal and usability. This versatile content block can be used to:Offer clear instructions or guidance to respondentsReinforce branding with l

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

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Text and Media

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Marketing Manager Persona App

Marketing managers are usually responsible for leading the marketing strategies for their brand by Evaluating marketing campaigns and monitoring performancePlanning and developing campaign strategiesManaging marketing team and their tasksMarketing managers would usually work with the following capab

marketing

Marketing Manager

Persona Apps

Knowledge Base Article

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Marketing Manager Persona App

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SMS Survey Distribution

Creating an SMS distribution enables you to send survey links directly to recipients through text message. It offers a variety of customization options, including setting distribution details, crafting SMS content, defining link expiration rules, and managing response limits. You can also schedule d

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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SMS Distribution

RS
Preview/Testing Survey Forms

The Preview section in the Survey Builder offers tools to test and validate your survey before publishing. It allows you to switch between modes, verify logic, compare draft and live versions, test translations, and ensure the survey displays correctly across different devices.Business Use CasesYou

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

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Survey Preview and Publishing

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Drilldown for Customer Feedback Management Analytics

The drilldown capability in Customer Feedback Management Analytics allows you to move from summarized metrics to detailed, response-level or segment-level views. This feature facilitates a contextual exploration of survey data by opening a secondary analysis pane. This pane computes and displays res

Knowledge Base Article

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Building Custom Dashboards Using CFM (Surveys) Data

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What Is the Ads Widget Library?

To Navigate to Widget LibraryClick the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Ads Reporting within Analyze.On the Reporting Dashboard, click Add Widget in the top right corner.NoteIf you are unable to find this option, click Enter Edit Mode in the top right corner to be

marketing

Knowledge Base Article

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Widget

RS
Transition Screen Actions in CTI

Transition Screen actions allow agents to perform specific call‑related tasks directly from Guided Path (GP) workflows during an active voice interaction in CTI. This enables agents to manage recordings and capture important conversation details without leaving the CTI interface.PrerequisiteEnsure t

26.1

marketing

social

New Article

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Knowledge Base Article

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Transition Screen Actions

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User Roles and Permissions

Get familiar with all the roles and permissions available for the Location Insights module.To make sure that new users in your Sprinklr environment are set up with the appropriate access and capabilities within Location Insights, you want to ensure that their role is granted the right permissions. T

Insights

Knowledge Base Article

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User Roles and Permissions

RS
Leveraging Response Quality Dashboard

Survey Analytics play a crucial role in generating actionable insights, and the Survey Response Quality Detection feature enhances this process by detecting and flagging low-quality responses. This ensures that all insights are based on the most trustworthy and accurate data. As soon as responses ar

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

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Managing Response Quality