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Roles and Permissions

To ensure that the users on the Sprinklr platform are set up with the appropriate access to the Conversational AI features, you need to assign the right permissions to their roles.​Discovery Runs​PermissionDescriptionViewAccess and view Discovery Runs.EditEdit Discovery Runs.DeleteDelete Discovery R

social

Knowledge Base Article

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Roles and Permissions

SH
API Testing

API testing is a set of quality assurance actions that include making calls to an API endpoint, getting API responses, and validating API status codes, response times, and data against predefined rules. To test an API in SprinklrClick the New Tab icon . Under the Platform Modules, click All Settings

Test an API

API Testing

Service

Knowledge Base Article

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Configure an Extension in Sprinklr

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Apply Compliance Policy for a Case

After creating a compliance policy, you need to apply it to your cases. This can be done through the following steps:For Outbound Calls:Select the compliance policy you want to apply to all calls dialed from that specific dialer.For Inbound Calls:Select the compliance policy you want to apply to all

Service

Knowledge Base Article

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Compliance Manager

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Upgrade Live Chat SDK on React Native

Upgrade to the latest version of the Live Chat SDK to take advantage of new features, enhancements, and performance improvements that enhance your app's user experience. For a detailed list of updates in this release, refer to the release notes.Current ReleaseLive Chat SDK Current Release: 16.1

Service

Knowledge Base Article

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React Native

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Quick Replies

OverviewQuick replies in Sprinklr Live Chat provide users with selectable options for faster and more efficient responses. These are particularly useful when the bot asks a question and expects an answer. By creating a quick reply asset with different options, users are prompted to select one of the

Service

Knowledge Base Article

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Live Chat Assets

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Rich text assets

A Rich Text Asset allows you to format text using styles like bold, italics, underline, strikethrough, and hyperlinks. You can also use the Source Code option to create dynamic content by integrating data from APIs. This means you can display real-time information like amounts, ratings, or statuses

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Live Chat Assets

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Entity List Template and Auto-Suggest Type-Aheads

OverviewSprinklr's Entity List Template and Auto-Suggest Type-Aheads features help elevate user interactions during live chat session by streamlining the process of finding relevant information and responding to queries, making the live chat experience more efficient and user-friendly.Entity List Te

Service

Knowledge Base Article

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Live Chat Assets

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Tiered Approval Permissions

To make sure that new users in your Sprinklr environment are set up with the appropriate access and capabilities to access and view content within Tiered Approvals, you'll want to ensure that their role is granted the right permissions. Tiered Approval access and actions are controlled by

experience:space

Set-Up

cloud:core

Tiered Approval Permissions

+10

Knowledge Base Article

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Tiered Approval

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Triggering rules in Outbound Calls

The Sprinklr Rule Engine is a powerful tool that can be used to automate workflows, assignments, properties, etc., that are implemented on messages, cases, and profiles. The Rule Engine works as an If-Then statement. If an asset (like a message or a profile) meets a specific condition that you set,

campaign management

Service

Voice

Knowledge Base Article

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Other Campaign Use Cases

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WhatsApp Usernames FAQs

​Q1. BSUID Support within SprinklrWill Sprinklr natively support user_id, WhatsApp usernames, and recipient-based messaging using BSUIDs?Yes. BSUID will be stored alongside the phone number in the Sprinklr user profile, and the platform will support publishing via both BSUID and phone number. Sprin

Knowledge Base Article

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WhatsApp Usernames

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Restricting agents to use NDNC disabled dialer on Leads

Business problemUsually, the NDNC data (National Do Not Call registry) is stored at the Telco’s end, and the client and Sprinklr don’t have a view of this data. These numbers are not consented to call and are usually identified via DID numbers that have been purchased from Telco.Clients usually have

Service

Knowledge Base Article

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Other Campaign Use Cases

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Set Asset Approval Workflow in the Engagement Dashboard

Sprinklr allows you to set asset approval workflow in the Engagement Dashboard. You can now track approvals in the engagement dashboard within the following categories:  Approval Required  Approval Sent  Approval Queue  Rejected  Steps to Set Asset Approval Workflow in the Engagement DashboardClick

DAM - SES

social

Social - SES

Knowledge Base Article

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Advanced Capabilities

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Advanced Download Capability for Assets

Sprinklr's advanced asset download capability enables the users to determine the file type, as well as the resolution of the assets while downloading them from the Digital Asset Manager. You can also download the same asset with multiple resolutions.  The file types supported for conversion whi

DAM - SES

social

Social - SES

Knowledge Base Article

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Advanced Capabilities

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Export an Asset Audit Trail

In asset manager, the audit trail of an asset will contain a log of changes made to the asset, user details who made the changes, and the time when the changes were made. The Audit Log of an asset can be exported as a spreadsheet. This article covers steps to export the audit trail of an asset.Steps

Asset Audit Trail

Export an Asset Audit Trail

Export Asset Audit Trail

Knowledge Base Article

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Advanced Capabilities

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Credential List

A Credential List in Sprinklr VoiceConnect stores authentication details (username and password) that can be used to validate SIP requests or authenticate with a carrier. This is especially useful when your SIP trunk or provider requires credential-based authentication in addition to, or instead of,

Sprinklr Service

New Article

20.10

Service

Knowledge Base Article

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Credential List

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Dashboard Audit Logs

You can identify and view dashboard-level logs and receive notifications when an account is deactivated or a dashboard is modified. The audit will track changes at various levels, including:Filters:Applied or removed filters at the tab, section, dashboard, and widget levels.Updates to values selecte

Service

Knowledge Base Article

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Reporting Audit Logs

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Nailed Up Connection on VoIP

When an agent is presented with an incoming call from the backend, the agent's browser initiates a webRTC handshake with the voice provider, such as Ozonetel or Signalwire, to establish the call connection. This handshake process is typically rapid, typically taking no more than 1-2 seconds under op

Service

Knowledge Base Article

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Nailed Up Connection

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Generate QR Codes for Survey

QR Code Distribution offers a convenient and user-friendly way to share surveys by allowing participants to scan a code and immediately access the survey. This method is especially effective in physical environments like events, retail stores, or public spaces, where quick and easy access is essenti

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Anonymous Survey Distribution

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Facebook Ad Account Access Settings

In Sprinklr Add Accounts, you can make changes to improve the functionality in the Add Account screen to give options for user to choose which permissions they want to be inherited in Sprinklr. This strengthens the governance use case by giving more control to user onto which permissions are getting

marketing

Knowledge Base Article

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Advanced Use Cases

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Campaigns in the Editorial Calendar

Use Campaigns in the Editorial Calendar to create, view, and manage campaigns from a single location. You can track campaigns across their active duration and view related campaign entities, such as sub-campaigns, messages, tasks, events, and paid initiatives, based on the selected calendar or timel

Editorial Calendar

marketing

campaigns

Knowledge Base Article

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Content Creation