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Reporting on Opt In Templates

Opt-In reports offer a comprehensive overview of the usage and impact of opt-in templates sent to users. These reports provide detailed insights into various aspects of the opt-in process, allowing businesses to assess the effectiveness of their opt-in templates and make informed decisions. By acces

Knowledge Base Article

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Facebook Messenger Analytics

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Assign Tasks to a specific user in bulk

Want to assign multiple tasks to a user at once? This is easily possible with the application and usage of macros. Macro is a feature/tool that allows users to perform multiple actions in bulk with a single click. By defining your macro appropriately and applying it on tasks, users can change the us

Task

Task Management

Macros

Assign Task

Knowledge Base Article

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Advanced Task

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Add a StopWatch

The stopwatch feature enables automatic completion of the task after which it is set up. The task will be finished automatically based on the time specified on the stopwatch. In a way, it pauses the workflow for an interval and then proceeds.To Add a StopwatchWhen you are in the Workflow Engine edit

Workflow Components

Workflow Engine

Knowledge Base Article

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System Actions

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Initiate Workflow Automatically on your Media Assets

Create an initiate workflow rule to trigger workflows on all Media Assets. This way you can automate the process of initiating workflows in bulk on assets based on certain well-defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the media assets satisf

assets

Workflow Engine

initiate workflow

Knowledge Base Article

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Automate your Workflow

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Initiate Workflow Automatically on your Sub-Campaigns

Create an initiate workflow rule to trigger workflows on all Sub-Campaigns. This way you can automate the process of initiating workflows in bulk on Sub-Campaigns based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the Sub-Campaig

Workflow Engine

Sub-Campaigns

initiate workflow

Knowledge Base Article

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Automate your Workflow

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Who receives the Task Notifications?

Understand who all received notifications for all the tasks generated by the workflow engine across campaigns, sub-campaigns, outbound messages, media assets, and requests.Notification Preferences — Task Descriptions TaskDescriptionReceiver Controlled by Notification PreferencesTask Creation and Ass

Task

notifications

Knowledge Base Article

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Advanced Workflow

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Using Ad Post Preview in Ads Reporting

In Ads Reporting, you can track and monitor the performance of your ad posts along with a preview of the creative generated within the widget. This article will provide an overview of the Post Card visualization for ad posts and dynamic creative previews.Use CasesSeamless and efficient reporting exp

Knowledge Base Article

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Ad Post Reporting Preview

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Using Dynamic Asset ID in Journey Facilitator

OverviewThis feature allows users to dynamically pass the asset ID in a variable within the API payload for Trigger-Based journeys or a custom field for Manual journeys. This asset ID can then be selected in the Send Message node of Journey Facilitator (JF), enabling the sending of a specific asset

Knowledge Base Article

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Journey Builder

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Manage Naming Conventions: Share, Edit, Clone and Delete

Note: Sharing, Editing, Cloning and Deleting Naming Conventions require specific permissions. Contact your Workspace Admin if you do not have the required permissions. 1. Click New Tab. Under the Marketing Tab in Sprinklr Marketing, navigate to Plan > Planning and Reuse > Naming Conventions. ​

Knowledge Base Article

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Naming Conventions

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Requests in Production Dashboard

In this article, you will learn about viewing Requests in the Production Dashboard and the actions you can take on them from the production dashboard. Navigate to the Production Dashboards.Click on the Show Dashboard icon and then click on the Standard Dashboard dropdown. Here you can find the Reque

Request Management

Production Dashboard

Request Forms

Requests

Knowledge Base Article

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Overview

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Detailed Auto Wrap

​ACW: Automate, Automate, and Automate1. Autowrap Overview: Autowrap, an essential feature within our system, streamlines completing after-call work (ACW) by automatically filling in necessary details within a specified timeframe. This feature proves invaluable when agents are unable to finalize AC

Knowledge Base Article

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Auto Wrap After call work

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Build an AI model to segment and action on potential leads

To effectively manage potential sales leads, it can be useful to segment incoming messages into different categories. One way to do this is by using Sprinklr AI Studio to build a model that can automatically classify messages into specific categories.Using Sprinklr’s Multi Text Classifier, the model

AI Studio Use Cases

ai studio

Knowledge Base Article

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Building an AI model to segment and action on potential leads

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Rule Engine support for AI Studio's Text Classification models

Sometimes, messages need to be classified before additional configuration can take place. For example, in care configurations, the AI Model must classify messages before the case is created and tags are copied to the case level. This is important to make sure that the correct tags are applied to the

ai studio

Knowledge Base Article

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Rule Engine support for AI Studio's Text Classification models

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How are LI Models Trained?

Sprinklr starts to build the model by collecting unclassified raw data from various channels. The raw data is then segregated into unsupervised clusters. These clusters are used to identify the key categories of conversation which leads to the taxonomy creation. Unclassified mentions are annotated a

Knowledge Base Article

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Location Insights AI Model

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Canned Responses in Distributed

Canned Responses are predefined brand-compliant responses 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 simply document your responses, save these templates as canned responses, and let your agents use them whenever they g

Canned Responses in Distributed

Canned Responses

Knowledge Base Article

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Engagement (Distributed Admin)

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Persistent Menu For Instagram Messaging

You can level up engagement with your fans using Persistent Menu in Instagram, by giving them access to highlights or FAQs from this new menu option. You can configure the menu options based on your needs. This feature helps you highlight trending items, or your website/popular items. you can also p

Persistent Menu For Instagram

Persistent Menu For Instagram Messaging

Persistent Menu

Knowledge Base Article

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Advanced capabilities

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Enhancing Self-Service Support

The self-serve capabilities of Sprinklr empower customers to help themselves with tools and resources to allow them to manage their purchases, obtain support, and engage with the brand efficiently, reducing the need to seek help.​Knowledge Base and FAQs: Sprinklr’s self-serve knowledge bases and FAQ

Knowledge Base Article

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Self-Service Support

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Find and Replace for Articles

When you want to find and replace a keyword/phrase in an article, you can use the search and replace function.​1. You can find and replace words in an article using the keyboard shortcut Ctrl + f (⌘ + f on a Mac).2. Next, to "Find," type the word you want to find, and if you want to replac

Knowledge Base Article

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Create and Manage Articles

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Content Management

Managing content is important for keeping your knowledge base organized and complete. Reporting helps with this by letting you track different things like the total number of articles, cloned articles, moved articles, and more. This article also covers reporting on article properties and useful filt

Knowledge Base Article

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Reporting and Analytics

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Getting Started for Administrators

As an Administrator, your role is vital in ensuring the smooth operation and management of the workforce. This guide provides an overview of the key tasks you'll be managing.Manage Workloads and Staffing PresetsSet up and manage Workloads and Staffing Presets to ensure optimal resource allocati

Knowledge Base Article

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Getting Started for Administrators