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Guided Workflows

IntroductionA Guided Workflow is a business process automation tool that collects inputs and performs actions as per the pre-defined business flow. It can be used by customer care agents to assist customers in a streamlined manner while reducing resolution time. It can also be deployed in an externa

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Webform

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Configuring a Unified Data Connector

Data connectors in Sprinklr streamline the integration of external data sources with its platform, facilitating seamless data flow and enhancing operational efficiency. This guide provides comprehensive instructions on configuring a Data Connector.Note: To learn more about getting this capability en

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Configuring a Unified Data Connector

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Manage Presentations

The Presentation Manager allows you to perform various actions ranging from creating new presentations to sorting, filtering and tagging existing presentations. On the Presentations Manager window, you will be able to do the following:Rename a PresentationView and Edit Presentation DetailsClone a Pr

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Presentations

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PII Masking and Data Protection

The Personally Identifiable Information (PII) Masking in Sprinklr refers to the process of identifying and securing sensitive personal information with the platform to ensure compliance with data privacy regulations (like GDPR, CCPA) and protect user data from unauthorized access.​It involves hiding

Sprinklr Service

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26.4

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Masking Templates

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Add a Microsoft App Store Account

You can now use Microsoft App Store as a channel on Sprinklr. Sprinklr supports fetching reviews from MS App Store​ in the engagement column. This article provides you with the steps to add a Microsoft App Store Account on Sprinklr.Steps to Add a Microsoft App Store AccountClick the New Tab icon . U

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Microsoft App Store

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Custom field support in Media Monitoring & Analytics

Media Monitoring & Analytics (MM&A) provides you with the ability to tag messages with custom fields along with PR tags. Through custom field tagging, you can create various custom fields to cater to your Individual or bulk tagging needs. The custom fields are available at predefined levels

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Additional support in MM&A

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Auditor and Evaluated Agent Level Contextual Filter

Contextual filters enable organizations to limit report visibility based on the attributes assigned to the currently logged-in user. This approach ensures that stakeholders such as supervisors, auditors, or third-party quality managers can access only the information that pertains to their responsib

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Reporting

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Curate Content for Gallery (Earned Content)

OverviewThe data source that powers Gallery is the Engagement Dashboards. That means that all content that you want to be shown in your Gallery must be curated into an Engagement Dashboard Column.   Content Curation for User Generated ContentCreate an Engagement DashboardClick the New Tab icon  and

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curate content for gallery

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Gallery

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Hide/Unhide Comments via Threads Column in the Engagement Dashboard

In the Engagement Dashboard, you can hide/unhide Threads comments. Note that you can hide/unhide only Fan comments. This article shows you the steps to hide/unhide the comments.Note: If the Threads account was added in Sprinklr before April 22, 2024, make sure to re-add your Threads account to utili

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Threads

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Canned Responses

Canned Responses are predefined, brand-compliant replies to routine customer questions such as "How can I add a credit card to my account?" or "How do I apply for a refund?". You can document responses to such frequently asked questions in advance, save them as canned responses, and allow your agent

Sprinklr Service

20.10

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Publishing Functionalities

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Supported List of Use-Cases

This article provides an overview of different use cases covered under the Deploy your Use-Cases section of AI+ Studio. Deploy your Use-Cases provides an overview of AI-driven use cases that are available to you based on your current feature enablement and user permissions. Within this interface, yo

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Supported List of Use-Cases

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Error Grouping

Campaign errors often slow down progress, and scattered, repetitive issues make them hard to resolve. To streamline troubleshooting, Error Grouping in Ads Manager Assistant categorizes errors by type and entity level (Paid Initiative, Ad Set, and Ad) allowing you to quickly identify,

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Ads Manager Copilot

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Overview of Advocate State Transitions & Workflows 

Advocate State Transitions and Workflow in an advocacy program refer to the various stages and actions that advocates go through after onboarding the platform and during their engagement with the program. Importance:  These state transitions and workflow help program administrators track and manage

Advocacy - SES

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Advocacy User Management

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Lead and Lead Events

The process of gathering and analyzing accurate data from various sources to find answers to research problems, trends and probabilities, etc., to evaluate possible outcomes is known as Data Collection. Data ingested in the platform can be used to create either leads or lead events.Lead EventA lead

Importing Profiles

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Connectors in Data Collection

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Create Sprinklr AI Agent Application

This article provides a clear and practical approach to building your Sprinklr AI Agent applications. It walks you through the essential steps to design, configure, and deploy intelligent agents that can automate tasks, learn from data, and interact with users or environments effectively.Note: Befor

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Sprinklr AI Agent Overview

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Voice Account

Voice Account is the foundational configuration in Sprinklr VoiceConnect. It defines how Sprinklr connects to your SIP provider or telephony infrastructure for handling inbound and outbound voice communication. Create Voice Account Follow the steps below to create a new Voice Account: &nbs

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Voice Account

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IVR Transfer/Conference

Sprinklr IVR provides us the ability to add an IVR in a conference with the agent and the customer. In this article we will learn about how admins can configure an IVR Transfer and Conference and how the agents can use it.Business Use Case​Customer care agents sometimes use an IVR flow to guide the

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IVR Use Cases

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Multiple Leaderboards in Sprinklr Advocacy

Sprinklr Advocacy now supports creating and managing multiple leaderboards directly from the Admin Console, eliminating the need for support tickets. This feature allows you to keep competitions fresh and boost engagement by customizing leaderboards based on time periods, content categories, or user

Advocacy - SES

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Gamification

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Analyze Conversation Insights Report

Learn how to analyze your Conversation Cluster report in Conversation Insights.After successfully creating a conversation cluster report in Conversation Insights, it will move to in-progress status. On average, it will take 45-60 minutes for the report to be ready once submitted, depending on the si

Analyze Conversation Cluster Report

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Analyze Conversation Cluster Reports in Conversation Insights

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Manage Reporting Dashboards

Within a Reporting Dashboard, there are several actions you can take to manage the dashboards.Edit Dashboard's Name and TagsEdit a Reporting Dashboard's Name and Tags by hovering over the Options icon  and selecting Edit.Make your desired changes and click&nbs

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Reporting - SES

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Getting started with reporting dashboard