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Record Forms

Record Forms are configurable interfaces within Entity Studio used to create or edit records for any entity in Sprinklr. They allow you to control how users enter, view, and interact with fields by organizing them into structured layouts and sections.By defining a Record Form, you ensure consistency

Knowledge Base Article

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Record Forms - An Overview

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Use Sprinklr AI+ to create queries for Topics, Themes, Stories

In this article, you will learn how to create queries for Topics, Themes, and Stories using Sprinklr AI+ and enhance your query creation with smart suggestion options.​With Sprinklr AI+ integration within Sprinklr Insights, query creation for Topics, Themes, and Stories becomes easy and effortless.

Insights

Sprinklr A+

Knowledge Base Article

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Sprinklr AI+

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Managing User Details

How the user details features worksOnce you navigate to user details, you are able to see Overview, Permissions, Manage Signatures, Social Avatar, Notification Preferences and Security Settings.Navigate to User Details1. Login to your Sprinklr environment and click on your User Icon in the top right

social

Knowledge Base Article

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Advanced Capabilities

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X Channel Updates

Keep up with the latest X (formerly Twitter) Channel updates here.September 2023Change - For X Cards, all media/URL are part of cards and we get that info using a particular endpoint, which is not supported in new API.Impact in Ads - Without card ID, we will not be able to fetch linked media/URL rel

social

Knowledge Base Article

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Getting started

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Combination widget

A Combination Chart is a widget that combines two or more charts to display multiple sets of data in a single chart. This chart type is useful when you want to show different kinds of information in a single chart. For example, you can combine a column chart and a line chart to display numerical dat

Combination Widget

Insights

Knowledge Base Article

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Types of Widgets

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Past Implementation - A Leading Indian Private Bank

A leading indian private bank is using agent facing guided workflows extensively for multiple use cases to improve agent efficiency and reduce average handling time of cases. Here are some key uses cases that were covered via guided workflow:1. Product specific journeys - Credit cards, Banking and l

Service

Knowledge Base Article

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Use Cases

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Who can benefit from Supervisor Console?

Supervisor Console is a powerful monitoring tool to keep a close 360 view of your team. While the direct supervisor uses it effectively to manage agents and their performances, managers and heads across the hierarchy can leverage this console to monitor and analyze critical KPIs across their complet

Service

Knowledge Base Article

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Introduction to Supervisor Console

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Create Custom Components

You can customize the Sprinklr Service experience by creating custom components and deploying them to all or selected Agents.PrerequisitesSetup Account in SprinklrBefore you get started, you need to sign up for a Sprinklr account or log into your current one.Install NodeNodeJS is needed to create an

Service

Knowledge Base Article

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Custom Widgets

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Add widgets from the widget library

Sprinklr also has a Widget Library, which is a collection of pre-designed and pre-built widgets that can be added to a reporting dashboard with ease. These widgets are curated to address various use cases and can be customized to suit specific needs. By using a widget library, users can save time an

Insights

add widget from widget library

Widget Library

Add Widget

Knowledge Base Article

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Add widget via widget library

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Monitor Real Time Performance

Monitoring the real-time performance of your agents is necessary to ensure compliance and productivity of agents, which ultimately impact critical business metrics like SLAs, CSAT and much more. The Supervisor Console provides you with the tools to not effectively monitor but take proactive measures

Service

Knowledge Base Article

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Improve Productivity with Supervisor Console

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Outbound Message Macros

Macros are used to make multiple changes to entities at once, creating efficiencies in your workflows. Outbound Message macros also allow you to associate related SAM or Message macros that will apply to the respective content associated with an outbound message when the Outbound Mess

social

Macros

Knowledge Base Article

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Asset classes with macros

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Hints: Contextual Speech-to-Text

Introducing the concept of enhancing ASR (Automatic Speech Recognition) system accuracy and efficiency using data type hints.​Hints are used to bias the ASR system towards predicting transcriptions within specific contexts. Adding Data Type Hints for Voice BotsWhen gathering specific details (e.g.,

Service

Knowledge Base Article

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Automatic Speech Recognition(ASR)

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How to Approve Ad Campaigns and Creatives

Approval of ads and creatives is required to make them safe and appropriate for everyone. While approving Campaigns, Ad Sets, Ad Variants, and Creatives, we ensure that your ad campaigns meet the channel guidelines and restrictions before they are published. This helps you to have greater control ov

marketing

Approval Workflow

Advertising

Governance, Securities and Admin Capabilities

Knowledge Base Article

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Common Use Cases

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Manage Split Profiles in Forecast Scenarios

Split Profiles help you break down a Forecast Scenario into smaller parts to share it across different locations or contact centers. They are created using Child Work Types and are part of a larger Forecast Scenario. Split Profiles are helpful when you want each area to have its forecast based on sp

Sprinklr Service

Service

26.1.1

Updated Article

Knowledge Base Article

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Forecast Scenarios

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Sending & Receiving Reactions

You can send and receive reactions on both your and your customers' WhatsApp messages in Care Console. This feature is specifically available for the WhatsApp Cloud API. Your customers will also have the option to react to messages from both themselves and your brand, with these reactions being

Service

Knowledge Base Article

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WhatsApp Reactions

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Project Notes Tab

In this article, you’ll learn how to add notes or post updates on your project. ​ To add a note, simply begin typing in the designated notes space. For adding multi-line text, use "shift + enter" on Windows or “shift + return” on Mac. You can also incorporate bullet points and numbered lis

marketing

PM_TASK_TIMELINE_VIEW_2

PM_PROJECT_SHEET_VIEW_2

PM_TASK_CALENDAR_VIEW_2

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Knowledge Base Article

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Project Tabs

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How to Edit Ad Entities in the Ads Manager

In Sprinklr Ads Manager, you can make changes to a number of properties of your ads. You can edit or replace creatives, insert Tracking Tag URLs or Tracking Pixels, change the scheduling for ads, add tags to categorize and filter ads, select benchmarks, apply rules, and set custom properties at the

marketing

Knowledge Base Article

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Ad Campaign Management

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Add a Distributed User (Admin)

As businesses grow, the need to involve more team members becomes crucial. The Enterprise platform simplifies the process of adding new users. This guide provides a straightforward approach for Admins, to add new Distributed users to the platform. Use CasesQuickly onboard new team members during per

Getting Started

Add a Distributed User

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Social - SES

+3

Knowledge Base Article

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Governance (Distributed Admin)

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Configure a Zendesk Connection in Connections Manager

Use Connections Manager to create and authorize a Zendesk connection that Sprinklr modules can use (for example, External API, Unified Data Connector, or Knowledge Base).PrerequisitesMake sure you have the required permissions to create connections in Sprinklr.Confirm you know your Zendesk subdomain

New Article

Sprinklr Integrations

26.4

Knowledge Base Article

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Zendesk

RS
Receive and Reply to Direct Messages on Bluesky

Bluesky direct messages (DMs) allow you to communicate with their fans for troubleshooting, or by sharing engaging content. In this article, you will learn how to send, receive DMs in engagement dashboards and how to reply to them.​Note: Access to this feature is controlled by the dynamic property:

social

Knowledge Base Article

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BlueSky