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Create WhatsApp DM asset to be used in Journeys

In this article, you will learn how to create WhatsApp DM assets to be used in Journeys.Create a WhatsApp DM template in DAMClick on the New Tab icon. Under the Sprinklr Marketing tab select the Marketing section, click on Digital Asset Management within Plan.Click Create Asset in the top right corn

Journey Facilitator

Knowledge Base Article

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Create Assets for Journeys

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Connect External SOAP API with Sprinklr

Sprinklr enables you to configure external SOAP APIs directly within its platform, removing the need for custom development. The External API module provides the flexibility to switch between SOAP and REST API protocols.This guide will walk you through the process of connecting a SOAP External API i

20.10

Sprinklr Integrations

Updated Article

Knowledge Base Article

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Configure an Extension in Sprinklr

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Email Care in Care Console

The default layout for email cases in Care Console shows the conversation widget in the expanded state for better readability. With this, agents can go through the conversation without scrolling much and get enough space for the reply box at the same time. ​The non-expanded state can also be configu

Knowledge Base Article

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Agent Desktop for Email Care

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Link related cases in Care Console

Agents can manually link related cases and view all of them in a single widget, using the Link Case widget. For instance, if your agent wishes to view similar cases created by customers on different channels, they can link it together and visualise it under the Link Case Widget.Note: Only visual lin

Knowledge Base Article

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Link related cases in Care Console

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What are Skills and how to use them ?

For a brand, it is important that every customer query should be resolved in the least possible time and with maximum customer satisfaction. A customer expects that his/her query should be sent to an agent who has adequate knowledge and experience to resolve the issue faced by the customer. Unified

Knowledge Base Article

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Unified Routing Overview

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Getting Started with Knowledge Base Builder

The Knowledge Base Builder is your central hub for managing all content-related resources. From this page, you can create and maintain articles and Categories, configure Content Templates, define Content Variables, manage Language Settings, and handle Nominated Messages. It provides a unified interf

Sprinklr Service

20.7.1

Updated Article

Knowledge Base Article

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Introduction to Sprinklr Knowledge Base

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Lock or Unlock Messages within Sprinklr

Lock/Unlock permission for outbound messages within Publishing enables users to Lock Messages to prevent any unnecessary changes. You can lock/unlock messages from within the Production Dashboards, Editorial Calendar, Engagement Dashboards, Message Third Pane, and Campaign or Sub-Campaign's Con

Editorial Calendar

Engagement Dashboards

campaigns

Message Third Pane

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Knowledge Base Article

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Lock/Unlock Messages

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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&

PM_POPULAR_2

PM_TASK_SHEET_VIEW_2

Knowledge Base Article

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Import/Export Tasks

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Moving a Project Under Another Project

Overview In Project Management, you can move an existing Project or Sub-project under another Project from the same portfolio. A Project being moved will essentially become a Sub Project but retain its properties and contents, including tasks, Sub-projects, automations, activity log, collaborators a

PM_PORTFOLIOS_2

PM_PROJECT_SHEET_VIEW_2

Knowledge Base Article

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Manage Projects

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Create Intent from Scratch

To learn more about intents. See What are Intents?Note: After Sandbox migration, before using the intents, training should be triggered again for the Intent Model. To Create IntentsOpen the Conversational AI Persona App and click Intent Models under AI Tools.​Click the desired model and then click A

Knowledge Base Article

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Set Up NLU Based Intents

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Share Likelihood Score

The Share Likelihood Score, calculated on the basis of previous activities, tells the probability of a customer sharing the brand content publicly on social media channels. For example, if your customer has shared the brand post publicly on their wall in the past, the likelihood score on the ne

Knowledge Base Article

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Case Third Pane

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Introduction to Care Console Layout Manager

Care console has customizable layouts and layouts are configured using record pages for Care Console for a given partner. Each record page has an ID, which is unique to each page. Each persona or group of agents can have different UI requirements, For Example - Team A might want to have a bigger con

Knowledge Base Article

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Introduction to Agent Desktop Layout

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Some Common Layouts

Depending on the ask, we can configure the Care Console layout into a 2-pane or a 3-pane layout which essentially means that there will be 2 columns for 2-pane layout i.e one column of the conversation Widget and another column of other widgets. Similarly, 3-pane layout gives 1 column to the convers

Knowledge Base Article

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Some Common Layouts

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Case/Message Audit

Audit Checklists help supervisors identify gaps in Agents' performance and then use the gathered data to take actions in order to correct these gaps.You can create audit checklists and use them to measure agents' performance in Agent Console and Care Console. A checklist is created to ensu

Knowledge Base Article

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Case Third Pane

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Custom Widgets (CRM Integration Based)

Types of API Widgets are as follows :​​Properties Widget Clients can integrate with their CRM, can fetch the relevant information, and show all the details in a widget using Custom Entity without storing data in Sprinklr. The data can be viewable in the list view. ​When clicking on "Show All&qu

Knowledge Base Article

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Custom Widgets

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Filtering of Tasks Using Custom Field Values

When creating Record Card Widgets specifically at the Task entity level, you have the capability to filter tasks and customize how they are displayed within the widget based on specific custom field values. To achieve this, you can utilize the JSON editor and include the parameter "fieldType": "cust

Knowledge Base Article

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Custom Widgets

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Hide Standard Fields in Message Publisher (FSP)

Summary The standard fields available under "Additional Properties" section -  of the Publisher, can now be controlled via permissions or hidden via persona configurations. How it worksFrom Settings -> Global/Workspace Roles, navigate to the role for which you would like to configure th

Knowledge Base Article

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Configuration & Setup

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X Poll Insights

You can leverage X insights to learn more about overall trends across your followers and understand how your poll is performing with your audience. You will be able to report on X Polls, by drilling down into the poll results and options, percentage of votes in each poll option, etc.Poll InsightsMet

Knowledge Base Article

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Report on X activities

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How to Edit Ad Element Copies with AI+

Introduction In the ever-evolving landscape of advertising and content creation, adaptability and versatility are the keys to staying ahead. Introducing our feature: "Content Modification" within the Ads Composer and Ads Creative Library. Designed to cater to the needs of creative creators

Knowledge Base Article

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Sprinklr AI+

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Manage Naming Conventions: Share, Edit, Clone and Delete

Note: Sharing, Editing, Cloning and Deleting Naming Conventions require specific permissions. Contact your Workspace Admin if you do not have the required permissions. 1. Click New Tab. Under the Marketing Tab in Sprinklr Marketing, navigate to Plan > Planning and Reuse > Naming Conventions. ​

Knowledge Base Article

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Naming Conventions