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Type of Automations

There are three types of automations - Task Creation, Task Update, Time Based  Task Creation Automation: Task creation automation runs when a new task is created. A new task can be added in the project either manually, or via an import or via a task form when user fills in a response. For manual tas

PM_POPULAR_2

marketing

PM_PROJECT_AUTOMATIONS_2

PM_GENERIC

+2

Knowledge Base Article

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Getting Started

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Funnel Reporting

You can now track website visitors and their activity which will help you know the actual funnel on your website. This will help you to make data-driven decisions and realize the impact of different initiatives launched on the website by using box reporting. To enable this, please enable the “Sprink

Service

Knowledge Base Article

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Reporting on Live Chat

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Outbound IVR with Agent Dialer

Outbound IVR dialers are the dialers in which Customer is dialed and directed to the IVR. Customers can navigate through the Menu and can check relevant information depending upon the options available and can connect with an Agent as wellConfiguration of Outbound IVR with Agent DialerOutbound IVR w

Service

Knowledge Base Article

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Dialers

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Reporting on Smart Comprehend

You can create reporting widgets to view the usage and adoption of the Smart Comprehend capability.To configure a Reporting WidgetClick the New Tab icon . Under the Sprinklr Service tab, click Care Reporting within Analyze.On the Reporting Home window, select the desired dashboard within the Dashboa

Service

Knowledge Base Article

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Smart Comprehend

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Use URL Shorteners in Sprinklr Marketing (Ads)

Reduce the length of your URLs and make them more efficient for publishing on social media ad campaigns.URL Shortener is a tool that reduces the length of your URL. It can be created for use when publishing content that includes links. When URL shorteners are applied to ad posts in Ads Composer, Ads

URL Shortener

Knowledge Base Article

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Integration Guides

RS
Building Custom Dashboards Using CFM (Surveys) Data

This module allows you to build custom reporting dashboards tailored to your specific analysis needs. Unlike the fixed, non-customizable per-question analytics view, it offers greater flexibility by enabling you to choose relevant metrics, apply filters, and organize data to suit your goals. This em

Sprinklr Insights

26.1

Insights

20.10

+1

Knowledge Base Article

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Building Custom Dashboards Using CFM (Surveys) Data

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Manage Schedule Scenarios

Schedule Scenarios are utilized to create agent schedules in Sprinklr WFM. They are designed to align with business hours, shifts, and defined activities, following scheduling guidelines such as maximum weekly working hours, preferred shifts, week-offs, and shift rotation rules. Schedule Scenarios i

26.1

Sprinklr Service

20.7.1

20.10

+3

Knowledge Base Article

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Schedule Scenarios

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Sprinklr Social : 17.10 Capabilities and Enhancements

Sprinklr's latest release offers a number of exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint. Read about Sprinklr's latest platform enhancements below!Navigation TipsRead through the release notes below, or you can click on a

Post 17.7

Social Engagement & Sales: Sprinklr Patch Changes

17.10

SES 17.10 Release Notes

release_note

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v17.10 (November)

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How to Build Dynamic Creatives for Facebook Ads

Creating the perfect and most effective combination of creatives for Facebook ads in an attempt to isolate the highest-performing combination can be time-consuming. Dynamic Creative is a great tool that allows you to serve your audience with the most high-performing creative combinations.D

marketing

Knowledge Base Article

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Dynamic Creatives for Facebook Ads

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How to Setup Ads Manager Pivot

Pivot Manager is a single touchpoint where you can leverage various actions to analyze and manage your data. In this article, we will review the actions that you can take from the Pivot Manager window to view and manage your data sets within the Pivot table​​ ​​​​Pivot manager propertiesNavigating t

marketing

Knowledge Base Article

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Functionalities

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How to Automate your Report Generation with Scheduled Exports

Sprinklr provides you the capability to schedule exports to automate the download of data and to schedule an email containing the exported report to other Sprinklr users or to recipients who are not Sprinklr users. For example, you can send a report of the previous week's activity to an analyst

marketing

Knowledge Base Article

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Automate your Report Generation

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Model Context Protocol Tool

Model Context Protocol (MCP) is a shift in how Sprinklr’s platform communicates with LLMs and external services. Inspired by modern LLM architectures like Anthropic's tool usage framework, MCP introduces a structured and configurable system for exposing external tools to models, enhancing flexibilit

Sprinklr Service

20.10

Updated Article

Knowledge Base Article

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Integration Tools

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Guided Workflows in Care Console

How Guided Workflows guide agents through the interaction with customers — delivering step-by-step talking points and the next best actions to drive a better, more reliable customer experience.A Guided Workflow is a business process automation tool that collects inputs and performs actions as per th

Service

Knowledge Base Article

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Guided Workflows in Agent Desktop

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About X Advertising

X Advertising is a type of digital advertising platform offered by the popular social media site X. With X Advertising, advertisers can create and promote ads to a targeted audience of X users.​​​​Enablement Note: The use of this capability requires that Sprinklr Advertising be enabled in your envir

marketing

Knowledge Base Article

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Getting Started

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All Cases

The “All Cases” tab consists of all the cases created in the platform, which the Quality Managers can access for manual evaluation. On the top right corner are the time interval and other filters that are used to sort and view cases based on the filter selected.Navigating to Case Analytics View - Cl

Service

Knowledge Base Article

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Cases & Calls

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About Tiered Approvals

The Tiered Approval section of Governance has to do with Publishing (or Paid, if applicable) content from the brand’s accounts. By creating a tiered approval you are creating an approval path that a message has to go through before getting published.Navigate to Tiered ApprovalsClick the New Tab icon

experience:space

Tiered Approval Permissions

Insights

release:N-A

+12

Knowledge Base Article

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Tiered Approval

RS
Create Consent Forms for Distributed Users

Admins can create forms and permit the Distributed Users to share the forms among their users via preferred channels. It helps the Distributed Users target their audience better and engage one-on-one with them.Create Consent Forms for Distributed UsersClick the New Tab icon . Under Pl

social

Create Consent Forms for Distributed Users

Consent Forms

Social - SES

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Knowledge Base Article

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Governance (Distributed Admin)

RS
Citrix Media Offloading Architecture

Citrix media offloading works by logically splitting the application into two layers. The first is the application layer, which includes all UI-related logic as well as signaling, such as call controls, agent actions, and session management. The second is the WebRTC layer, which is responsible

Sprinklr Service

Service

26.1.1

Updated Article

Knowledge Base Article

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Citrix Media Redirection for Voice Calls

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Leveraging Macros to Maximize Workflow Efficiency

How Macros help you save the unnecessary number of clicks to supercharge the productivity of your agents.Macros are used to execute multiple actions on an entity with a single click. It allows you to make multiple changes to entities at once, creating efficiencies in your workflows.Macro-level actio

Insights

social

Create Macro

Service

+2

Knowledge Base Article

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Macros

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Know About ACW Nodes

Teams can use the ACW nodes to configure workflow to take agent inputs, and case management actions. By clicking on the plus sign in the ACW builder, a desired node action can be selected. Details of each node action are listed below-User Communication NodesThese are the nodes which are used to take

Service

Knowledge Base Article

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Setting up ACW