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Custom Fields Usage

OverviewThis article outlines how to view the usage of custom fields across the platform. This feature enables users to easily identify where a custom field is referenced, including within process workflows, voice campaigns, business rules, guided paths, and work queues.By providing clear visibility

New Article

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Sprinklr Platform

Knowledge Base Article

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Custom Fields

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Add, de-activate, re-add and delete an account

Relevant personasTo whom is this feature relevant?Admins / Account Owners who have the credential brands' official social media and messaging accounts and are authorized to add/remove these accounts in Sprinklr and control permissions to other users for various use cases like publishing / engaging /

Accounts

Knowledge Base Article

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Account

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Privacy Workflows

In order to operate one of the Privacy Cloud's four options for Data Subject Rights, you must use Sprinklr's Workflow Engine (also referred to as Privacy Workflows) to apply the actions. There is a default workflow in place for each of the options listed under the Data Subject Rights within the

article:howto

stage:final

Knowledge Base Article

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Privacy Guides

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Subscribe to an Inbound Queue

Overview You can add yourself as a subscriber to Inbound Message queue type. If any message is added to the inbound message queue to which you have subscribed, then you will receive a notification. [New feature in v8.5] Ensure that the notification settings of Message Added to Queue under Inb

article:howto

stage:draft

experience:v3

Knowledge Base Article

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Queue

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Manage Account Groups

From the Account Groups management window, you are able to edit, view activity and delete Account Groups. To Edit an Account Group Click the New Tab icon . Under the Governance Console, click All Settings within Platform Setup. In the

experience:space

account groups

cloud:core

article:howto

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Knowledge Base Article

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Account

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Guide to Generating and Testing Regular Expressions

Regular expressions (regex) are powerful tools for pattern matching and text manipulation. This documentation provides a comprehensive guide to generating regex patterns and testing them effectively.Use cases: You can utilize regex in defining conditions for live chat visibility, defining conditiona

Knowledge Base Article

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Troubleshooting

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Enable/Disable Livechat application

sprChat('disable')This will disable the live chat service completely - user will not be able to see anything on the screen and no SDK commands will then be executed. Please note this does not change session/user and everything is preserved.window.sprChat('disable');sprChat('

Knowledge Base Article

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SDK Methods

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Email Profile Extraction

What Is Email Profile Extraction?Sprinklr’s Email Profile Extraction feature addresses a common issue: when multiple customer emails are received from a shared or generic email address, such as:no-reply@webform.comsupport@brand.comThis often happens with web forms or automated systems, where the act

Knowledge Base Article

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Email Signature

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Hide chat when no. of chat agents is less than x

The chat icon for website visitors can be hidden based on agent availability to handle those chats. If the number of agents who are available to handle chats is less than a specified number, you can configure the chat icon to be hidden. Similar conditions can be applied for Manage unavailability of

Knowledge Base Article

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Control Chat Visibility

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Update Case Details

sprChat('updateConversationContext')This API can be used when we want to update custom fields/context in the middle of an ongoing conversation. Parameters:(every parameter is optional unless marked *):NameTypescript typeDescriptionDefault Valuecontext*StringTMap<string[]>Map of custo

Knowledge Base Article

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SDK Methods

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Integrate Guided Workflow with Community

To integrate Guided Workflow with the Sprinklr community we need to follow the following steps - 1) Click the new tab icon. click Community Builder under Communities section. 2) Click on edit a community.3) Go to Page Layout section from the top.4) Edit the Case form widget, and choose the guided wo

Knowledge Base Article

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Webform

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Compose Facebook Slideshow Ads

You can create Facebook Slideshow Ads from the Ads Composer. Facebook Slideshow Ads are a lightweight video ad formats created from three to ten still images. Slideshow reduces the need for video production time and resources. Because of its smaller file size, it extends eye-catching ads to people o

Knowledge Base Article

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Facebook Ad Formats

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Version History of a Dialogue Tree

OverviewIn our day-to-day activities, we often make changes to things without really remembering them. This is when the "Ctrl Z" feature comes in handy as a lifesaver if someone makes a mistake. Similarly, when we're working on dialogue trees, many people make lots of changes, and it becomes really

Knowledge Base Article

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Dialogue Trees - Overview

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Compose Meta Marketing Messages for WhatsApp

The Marketing Messages objective in Meta campaigns helps you deliver marketing messages to people more likely to engage in conversations with your business on WhatsApp. You can create and manage these campaigns directly from Sprinklr. In this article, we’ll guide you through creating a Marketing Mes

Knowledge Base Article

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Facebook Ad Formats

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Compose Facebook Click-to-WhatsApp Ads

You can use WhatsApp as a destination for your Facebook Conversion or Traffic campaigns within Ads Composer. Clicking on the ad call to action (Send WhatsApp Message) will send users from their Facebook feed to the WhatsApp chat where they can engage with your business.Use CasesCustomers can directl

Knowledge Base Article

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Facebook Ad Formats

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Agent Activity Log Report

In addition to tracking the agent availability status assign and removal times, you can also access detailed information about agent state changes. These state changes encompass transitions between various agent states, such as On Call, After Call Work (ACW), Idle, and Working on a Case. This functi

Knowledge Base Article

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Reporting Entities and its Relation

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De-duplication of cases in Reporting

You can manage duplicate cases and view the unique case count by creating a table widget in reporting when there are multiple dimensions (comma-separated values) associated with a single case, for example, when there are multiple agents or social channels involved in the same cases.​Let's take

Knowledge Base Article

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Reporting Entities and its Relation

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Multi-Sort in Stream Widgets for Inbound Analytics

When creating a Stream widget for Inbound Analytics in reporting, you have the option to define sorting criteria. Multi-sorting allows you to arrange messages based on specific metrics. For example, you can first sort the messages by the "Associated Case ID Metric" and then by the "Inbound Message D

Knowledge Base Article

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Reporting Entities and its Relation

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Tiered Approval Permissions

To make sure that new users in your Sprinklr environment are set up with the appropriate access and capabilities to access and view content within Tiered Approvals, you'll want to ensure that their role is granted the right permissions. Tiered Approval access and actions are controlled by

experience:space

Set-Up

cloud:core

Tiered Approval Permissions

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Knowledge Base Article

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Tiered Approval

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Create and Assign Task Queue

Within the Workflow Engine, you can create tasks and assign the task to a Task Queue. Users that are assigned to the Task Queue will be able to pick up the task and complete it. Task Queues are named based on the team within the organization (i.e. Digital Team, Project Management Team, Publishing Te

experience:space

article:howto

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productmodule:workflow-engine

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Knowledge Base Article

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Custom Fields