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RS
Agent Evaluation Review and Dispute Workflow

Quality Management equips agents, managers, and supervisors with the ability to review evaluations performed on agents. This functionality not only allows them to acknowledge the results but also provides the opportunity to raise disputes if they believe certain criteria were inaccurately assessed.

Service

Knowledge Base Article

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User Level Evaluation

SH
Manage Account Groups

From the Account Groups management window, you are able to edit, view activity and delete Account Groups.To Edit an Account GroupClick Launchpad or New Tab . Under Platform Modules, select All Settings within Settings.From the left pane, expand Account Management and t

experience:space

cloud:core

social

Delete an Account Group

+9

Knowledge Base Article

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Account

SH
Change Instagram Accounts linked to Facebook pages

This article details out the process to change the linked Facebook pages and Instagram accounts. Before proceeding, please make sure your personal Facebook account has an admin role on the page that you'd like to connect to. If the page isn't in the drop-down on your Instagram profile, che

social

Knowledge Base Article

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Setting up Instagram in Sprinklr

RS
List of Supported QA Checklist Fields

Eliminate the risk of off-brand advertising with an automated QA Checklist. ​Campaign QA checklist serves as a crucial tool for verifying essential campaign details such as objectives, budgets, timelines, and ad types. In this article, we will guide you through the extensive fields and operators sup

26.1

marketing

ADS_CHECKLIST_POPULAR

Updated Article

+2

Knowledge Base Article

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How to setup QA Checklist?

SH
Custom Fields Configurations

In this article, we will cover the different ways to configure custom fields in Sprinklr.Controlling Fields provide a level of organization, governance, and simplicity within Custom Field Management. Controlling Fields allow you to set the visibility of custom fields by a specific value. It can be c

experience:space

article:howto

Custom Fields

social

+1

Knowledge Base Article

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Custom Fields

RS
How to Choose the Right SDK for Your App

Selecting the right SDK for your app development can be a complex decision, especially with multiple frameworks and platforms to consider. Sprinklr offers a range of SDKs tailored to different development environments, ensuring seamless integration with your app. The right choice depends on your exi

Service

Knowledge Base Article

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Frameworks Overview

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Audit Trail for Custom Fields

In this article, we will get the steps to view audit trails for custom fields. Use cases for Audit trails for Custom Fields.Custom Fields can be applied to multiple assets used in many different ways in the Sprinklr platform - from establishing the workflow status of a message to categorizing your a

experience:space

social

product:engagement

devices:desktop

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Knowledge Base Article

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Custom Fields

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Write a note on an asset

Sprinklr provides you the ability to collaborate on assets with your team members using notes. You can mention other users for action needed. Adding notes on assets helps to improve visibility and optimize workflows. This article lists out the steps to write a note on an asset.Steps to write a note

DAM - SES

write a note on an asset

social

Asset with a note

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Knowledge Base Article

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Manage assets

RS
Changeset Migration

Changesets provide a structured and reliable way to transfer configurations across environments. Typically, teams set up and validate features in development or staging, and once everything is verified, they promote those configurations to production using changesets.The following are supported by c

Sprinklr Service

Updated Article

26.4

Knowledge Base Article

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Changeset Migration

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Edit custom field values

In this article, we will cover the steps to edit values for exisitng custom fields.​Impact of Editing custom field values​You can edit and update existing values in a custom field without breaking its connection with previous tags, filtering, etc. The updated values are reflected within the third pa

experience:space

Insights

article:howto

Custom Fields

+3

Knowledge Base Article

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Custom Fields

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Permission control on assets

Sprinklr provides the ability to assign appropriate user permissions which will prevent unintended access to create & view assets in asset manager. Using asset permissions, you can also control which users can take actions including export, download and import assets.This article covers Role-ba

DAM - SES

Permission control on assets

social

assets permissions

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Knowledge Base Article

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Manage assets

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Change a Custom Field's Asset Class

In this article, we will cover the different ways to configure custom fields in Sprinklr.After you've created a Custom Field, you can easily change the Asset Class associated to the Custom Filed. For example, if you created an Outbound Message and Campaign Custom Field and realized after you sa

article:howto

social

stage:final

Knowledge Base Article

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Custom Fields

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User Data Retention​

IntroductionUser Data Retention—This feature drives value by aligning with GDPR Data protection standards, ensuring clients' confidence in their data’s strict privacy, and forging trust with Sprinklr within the European region.​User Data Retention automatically masks or deletes u

social

Knowledge Base Article

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Others

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Community Management Persona App

Centralize your engagement and community management efforts by bringing in all your dashboards into the Community Management persona app. You can leverage the persona app overview page to get a top-level summary of how much people are engaging with your brand and your responses. This article detail

Community Management Persona App

Community Management

Engagement - SES

persona app

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Knowledge Base Article

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Community Management & Insights

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Terms and Conditions in Sprinklr

Overview The Terms and Conditions feature in Sprinklr enables organizations to present compliance-related agreements to users during the sign-up process or upon login, ensuring that regulatory and internal compliance requirements are met. This feature is especially useful for enforcing user acknowle

social

Social - SES

Governance - SES

Knowledge Base Article

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Others

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Add Sub-Campaign Brief Template

Add Brief templates to all the Sub-campaign directly without any manual effort by creating a Sub-Campaign Rule.Example Use case shown below: If the status of the sub-campaign is approved, then the “Sub-Campaign Brief Template: General” is automatically attached to the Sub-Campaign.How to set up Clic

brief templates

marketing

Sub-Campaign

Knowledge Base Article

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Sub-Campaign Rules

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Copy Properties from User to Sub-Campaign

Copy various sub-campaign properties from the user level to the sub-campaign level by creating a Sub-Campaign Rule. Once the rule is enabled, all the tasks satisfying the condition will have the selected actions initiated on it.Example use case shown below: Brand, Region, Country & Channel Type

marketing

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

RS
Configure Colours for User Availability Status on Sprinklr

Users set different statuses that can be configured as a custom field (User Availability Status). Sprinklr now allows you to set your preferred colors assigned to respective availability statuses.Each status entry in the custom field can be assigned a color, using a hex value or by using the color p

social

Knowledge Base Article

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Others

SH
Target Metrics in Benchmarking

Within Benchmarking, you can designate Target Metrics which will be displayed on a widget graph alongside the actual metrics. Target Metrics allow you to compare actual performance of a metrics against a pre-set goal. It also helps you set targets and performs reporting to check whether the performa

Insights

Target Metrics in Benchmarking

Knowledge Base Article

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Advanced Concepts

RS
Support for Import of Voice Cases Using Single Case Format

In a Single Case File Format, a zip file contains an audio recording, and a CSV file containing the Metadata of that file. Here a single row contains a unique call id pertaining to a single recording.Note: For information on Multi-Case File format for Voice cases, refer Ingestion of Voice Cases.Guid

marketing

Insights

social

Service

Knowledge Base Article

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Supported Format for File Based Connectors

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