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Automate Confidentiality in Messages

Create a Draft rule to automatically mark your Draft messages as confidential and restrict visibility to certain user groups. Once the rule is enabled, all the messages (drafts) satisfying the condition will have the selected action initiated on it.Example Use case shown below: This rule is to ensur

marketing

Rule Engine

Autofill Rule

Knowledge Base Article

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Autofill Rules

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How to Apply Cost & Rate Ads Benchmarks via Ads Composer

To Apply Benchmarking via Ads ComposerClick the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Ads Composer within Execute.On the Create an Ad Campaign window, select Add an account.In the Campaign Details section, provide the necessary details and check the box alongside Enabl

marketing

Knowledge Base Article

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Apply Cost & Rate Benchmarks

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Initiate Workflow Automatically on your Request

Create an initiate workflow rule to trigger workflows on requests received via request forms. This way you can automate the process of initiating workflows in bulk on requests based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all th

marketing

Request Rules

Workflow Engine

initiate workflow

Knowledge Base Article

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Request Rules

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Linkedin Media Guidelines

When uploading media content and publishing through Sprinklr, there are channel-specific requirements and recommendations to consider. Below, you will find the optimal specifications for images and videos supported in Linkedin. Linkedin Media GuidelinesEntitiesGuidelinesVideo GuidelinesFormatPNG, JP

social

Knowledge Base Article

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Getting started

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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

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Reporting and Analytics

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Alert Manager FAQs

Get answers to the most asked questions about Alert Manager (Smart Alerts and Custom Volumetric Alerts).FAQsHow is Alert Manager different from the existing Smart Alerts that we have?Alert Manager configures and manages all alerts in one place. It leverages the current Smart Alerts framework coupled

Most Asked Questions About Alert Manager

Insights

Reporting - SES

Social - SES

Knowledge Base Article

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Alerts in Reporting

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Dashboard and Widget-level Account Health Alerts in Reporting

Effective account management hinges on understanding the underlying reasons behind inactivity or other issues. In the past, the inactive filter on the Account Screen helped identify deactivated accounts, but it didn’t provide insight into why the account was inactive—whether due to expired tokens, m

social

Account Health Alerts - SES

Social - SES

Knowledge Base Article

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Account Health Alerts

RS
Configure API Node in Sprinklr IVR

The Configure API node in Sprinklr IVR enables integration with external systems to fetch data and execute actions. This guide provides a step-by-step configuration process and explains each technical field and parameter in detail.PrerequisitesBefore configuring the API node in IVR, ensure the follo

Service

Knowledge Base Article

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How to Setup Business Logic

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Agent Performance Report

Supervisors can analyse the performance of their agents by viewing data against different metrics like Call count, average call time, hold time, etc. As a unified omni-channel platform, Sprinklr allows supervisors to customise reports for different channels like Voice, Social, Email and LiveChat. In

Service

Knowledge Base Article

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Reporting & Analytics

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What Can Cause LinkedIn Ad Accounts to Deactivate?

Sprinklr uses access tokens, which are provided by social networks, to connect to your social accounts. When an access token expires or becomes invalid, you must reconnect your social account to Sprinklr. Doing this generates a new token. Each social network has policies and security algorithms inte

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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Permissions related to publishing

To make sure that the new Users in your Sprinklr environment are set up with the appropriate access and capabilities to create and view messages within the Publisher, you may want to ensure that their roles are granted the right permissions. This article covers details about role-based Publishi

experience:space

Publishing - SES

article:howto

Publishing Permissions

+8

Knowledge Base Article

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Know More

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Manage your Requests

Learn how to manage your requests from the "My Requests" production dashboard.How it WorksClick the New Tab icon and go to Sprinklr Marketing > Marketing > Production Dashboards.From the Dashboard dropdown, go to Standard Dashboards and click on My Requests. Select the tab of the R

marketing

Request Forms

Requests

Knowledge Base Article

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Request Management

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Slots

A slot is an information the bot collects from the user during a conversation to carry out a task or answer a question. Slots allow the bot to skip steps by storing information from previous conversations in memory.Before You StartMake sure that you have created the required Keyword Matcher Query.St

Service

Knowledge Base Article

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Setup Entities

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How to Add Multiple Images in Dynamic Product Ads

Add multiple images in Dynamic Product Ads to showcase your products and attract more customers by providing them with more choices to browse through.Product images in Dynamic Product Ads are important to showcase your products and help people recognize them in your ads on Facebook and Instagra

marketing

Knowledge Base Article

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How to add multiple images in Dynamic Product Ads

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Agent Schedule Management

Agents need to see their schedule page to stay organized and informed about their work commitments. With access to their schedule, agents can plan their personal and professional activities more effectively, ensuring they are always prepared for their shifts. The “My Schedule” page shows a detailed

26.1

Sprinklr Service

Service

Updated Article

Knowledge Base Article

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Manage Schedule

RS
Gap Analysis

Gap Analysis in the Knowledge Base identifies missing, incomplete, or underperforming content that may prevent customers or agents from resolving issues efficiently. It highlights areas where existing articles do not fully meet user needs or where new content is required.Reporting on Gap Analysis he

26.10

Sprinklr Service

26.7

Updated Article

Knowledge Base Article

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Reporting and Analytics

RS
What is Unified Data Connector

Unified Data Connector is a robust solution designed to streamline the integration of external data sources with the Sprinklr platform. It enables seamless data flow across systems, reducing complexities associated with manual data handling, and custom integrations.  ​Enablement Note:  To learn

marketing

Insights

social

Service

Knowledge Base Article

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What is Unified Data Connector

RS
Getting Started for Workforce Managers

As a Workforce Manager, your role is crucial in ensuring that the right number of agents are available at the right times to meet service level agreements and maintain operational efficiency. This guide provides an overview of the key tasks you'll be managing.Manage Work Types and PresetsSet up

Service

Knowledge Base Article

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Getting Started for Workforce Managers

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Contact Driver by Topics

Contact Driver by Topics enables you to analyze how contact drivers are associated with specific topics within a case. This capability helps you understand what types of issues are being raised under each topic and how those topics are handled across cases. By mapping contact drivers to topics, you

Sprinklr Service

New Article

26.4

Knowledge Base Article

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Creating Contact Driver Models

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Agent Summary

This section provides the overall work summary and the occupancy of every  agent for the selected time frame. Segregation of all the cases offered to an agent is available thus the Abandoned Rate & Pickup Rate maintained by an agent is calculated. This also reports the overall time spent by ever

Service

Knowledge Base Article

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Reporting & Analytics