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How to Set Up Progressive Screener (V2) in Advocacy

Overview​This article explains how to set up Progressive Screener (V2) in Advocacy. It walks through enabling the feature, configuring screener questions, using existing user data, and publishing changes. Use this guide to ensure a streamlined onboarding experience while maintaining accurate data co

Advocacy - SES

Sprinklr Social

New Article

Social - SES

+1

Knowledge Base Article

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Screener V2

RS
Forecast Adherence Report

The Forecast Adherence Report evaluates forecast accuracy by comparing forecasted case volume, AHT, and other key parameters with actual metrics for each Work Type.This report offers a comprehensive overview for workforce managers, allowing them to assess adherence and make well-informed, data-drive

Sprinklr Service

Service

Updated Article

26.4

Knowledge Base Article

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Detailed Report Glossary

SH
Guided Workflow Manager

OverviewTo create a customer-facing guided workflow, follow the steps outlined below:Click the New Tab icon. Under the Sprinklr Service tab, select Guided Workflows within Resolve.​Click Add Guided Workflow in the top right corner of the Guided Workflow Manager window to create a new guided workflow

Service

Knowledge Base Article

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Getting Started with Customer-Facing Guided Workflows

RS
Recording Manager

The Recording Manager provides a centralized way to create, configure, and manage recording policies across your Sprinklr environment. By defining entities, conditions, and actions, you can control when and how calls are recorded. The Workflow Builder gives you flexibility to design policies that me

Sprinklr Service

New Article

20.10

Service

Knowledge Base Article

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Voice Recordings

RS
Ads Manager Assistant Overview

Ads Manager Assistant actively detects anomalies in real time to simplify campaign monitoring, optimization, and issue resolution. It automatically identifies anomalies related to pacing, naming conventions, ad delivery and more. It also groups errors and provides entity-level issues to improve effi

26.1

marketing

20.10

Updated Article

+1

Knowledge Base Article

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Ads Manager Copilot

RS
Sprinklr Marketing: 20.7.1 Release Notes

Sprinklr Marketing unifies and enhances marketing efforts across channels. It centralizes content creation, campaign management, and performance analytics for both organic and paid campaigns. This release introduces new capabilities designed to enhance customer experiences across all touchpoints.

marketing

Insights

social

Service

Knowledge Base Article

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20.7.1 Patch (1st Aug '25 Onwards)

RS
Custom Response Views and Exporting Response Data

The Response Custom Views feature enables you to arrange survey data by creating tailored views of the responses you have received. You can apply filters based on the status of responses, answers to particular survey questions, or other criteria, allowing for a more targeted method of analyzing and

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Response

SH
Create Listening Themes

There are two ways to create a Listening Theme – Create a new Listening theme from the Theme builderAdd a pre-built theme from the Theme LibraryAdding a Theme from the Theme Library will save a lot of time and effort in creating a new Listening theme from scratch. It contains 5000+ readily available

Listening Themes

Create Theme

Insights

Knowledge Base Article

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Theme Creation & Setup

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Manage Knowledge Base Articles

In the Knowledge Base Builder, you can perform a wide range of actions to manage and maintain your articles efficiently. These actions help you keep content organized, up to date, and aligned with your publishing workflows. Whether you need to update an article, reorganize categories, control visibi

26.1

Sprinklr Service

20.7.1

Knowledge Base

+4

Knowledge Base Article

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Create and Manage Articles

RS
Asset Tag Model

Asset Tag model in CMA is a custom, brand specific tagging model that allows you to create your own custom tags to match your terminology, products, and compliance requirements. It lets you define and apply your own tags to media assets, ensuring consistent tagging across teams and workflows.With As

New Article

26.4

Sprinklr Marketing

Knowledge Base Article

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Asset Tag Model

SH
Permission to Save as Draft

Overview A new Publishing permission can be enabled in Sprinklr environments to control users' ability to save posts as drafts. When enabled, this permission will control the visibility of the Save as Draft option on outbound messages. For certain users who do not have access to the Planner or

video:no

cloud:core

marketing

release:10-1-0

+8

Knowledge Base Article

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Roles and Permissions

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Youtube - Standard Reporting Dashboard

You can use Youtube Standard Reporting Dashboard to learn more about overall trends across your followers and your content’s performance with your audience. You can also view insights for specific posts, stories, and videos you've created to see how each one performed and how people engaged wit

social

Reporting - SES

Social - SES

Knowledge Base Article

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Standard reporting dashboards

SH
Channel Analytics

About Channel Analytics DashboardIn the Channel Analytics Dashboard, you can view Engagement over time, Engagement by Channel, Message Scorecard, and Engagement by Account. Each of these widgets can be drilled down for more in-depth reporting.You can access this dashboard by:Click the New Tab icon. 

marketing

Reporting

Knowledge Base Article

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Standard Marketing Reporting Dashboards

RS
Location Sharing Settings

The Location Sharing feature allows customers to share their real-time location directly within an active Live Chat session. This enhances communication and ensures accurate user identification, making it especially valuable for scenarios like product deliveries, on-site service support, and locatio

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Location Sharing Settings

RS
Sprinklr Copilot for Social - Planner Summary

Planner Summary delivers users a concise, actionable summary of their Editorial Calendar/Planner, highlighting post distribution and optimization opportunities across multiple dimensions - tailored to any filters or selections applied on-screen.Note: Sprinklr Copilot for Social is now generally avai

Publishing - SES

social

Sprinklr Social

New Article

+4

Knowledge Base Article

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Social Copilot

RS
Adding Data Masking on Survey Responses

The Data Masking Templates feature lets you apply predefined templates to automatically mask sensitive information in survey responses. These templates help enable compliance with data privacy regulations and protect confidential data from unauthorized access. As an administrator, you can create, cu

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

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Security Features

SH
Live Chat

What is Live Chat?Live chat is the capability that allows end customers to interact with brands via a messaging interface in real time. Live chat is often deployed on websites and is also referred to as Website chat. However, its usage is not limited to websites, it can be installed on mobile applic

Service

Knowledge Base Article

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Setup - Care Operations

RS
Send Case Details from Sprinklr to Salesforce

This guide provides step-by-step instructions on how to manually send case details from Sprinklr to Salesforce. By following these steps, users can ensure seamless case transfer for further handling in Salesforce. Prerequisites You must have the necessary permissions to access the Care Console

marketing

Insights

social

Service

Knowledge Base Article

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Overview

RS
Automated Quality Assurance (QA) in IVR

Automated Quality Assurance (QA) in IVR systems streamlines the process of retesting by enabling administrators to define standard use cases and restart a previously executed voice cases, whether it was successful or failed. This feature allows administrators to follow the exact path taken during th

Service

Knowledge Base Article

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Automated QA in IVR

RS
Emails Not Appearing as Cases in Sprinklr

Customers often report email-grabbing issues when they do not see a case created in Sprinklr after sending an email. In most scenarios, the email is successfully grabbed by Sprinklr, but the case is not created due to rule configuration issues.This document helps you:Differentiate between email-grab

Sprinklr Service

New Article

26.7

Knowledge Base Article

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Review Before Contacting Support