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Getting Started for Supervisors

As a Supervisor, 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.Agent PreferencesThe Agent Preference feature allows supervisors to define preference windows, apply constraints, and enable

Service

Knowledge Base Article

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Getting Started for Supervisors

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How to Show information in Guided workflow?

There are several ways to show information in a guided workflow, depending on the type of information and the context in which it is being presented. Some common methods include:Description Text Description text is used to convey any type of information to the agent. In an agent-facing GW, it can be

Service

Knowledge Base Article

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Creating a Guided Workflow

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Global Voice Bot Settings - Hold, Barge-in and Repeat

HoldThe "Global Hold" feature pauses Voicebot operations for a predetermined period. During this hold interval, the bot freezes all activities, for exampleCustomer inputs during this interval are disregarded.Local or global input timeouts and fallbacks are not triggered.The ASR transcript

Service

Knowledge Base Article

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Configuration

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Guided Workflow Screen Components - Attach File

OverviewThe Attach File feature in a form allows users to upload and submit files as part of their response or input. This feature is typically used to gather additional documents, images, or relevant files needed for processing, validation, or record-keeping. This feature is commonly used in applic

26.1

Sprinklr Service

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Updated Article

Knowledge Base Article

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Guided Workflow Canvas

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Publishing Tool

Publishing enables you to customize message delivery timing and enhance chatbot interactions. Example: You can publish API responses stored in variables, allowing precise control over when and how they’re published—whether all at once or sequentially—ensuring output meets specific business needs and

Sprinklr Service

20.10

Updated Article

Knowledge Base Article

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Communication Tools

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Data Management

This step helps you define the knowledge sources that power your Agent Copilot’s responses. By connecting internal content such as Knowledge Base articles, documents, historical cases, and guided workflows, you enable the Copilot to generate relevant, contextual answers.This configuration is part of

Knowledge Base Article

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Data Management

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Classified as a Listening source

Use Classified to track and analyze micro advertisement content on a wide range of clusters. Sprinklr supports Classified as one of its multiple Listening sources. Classifieds are micro advertisements available on Print and Digital Media. They are usually clustered into coherent groups. Integration

Insights

Classified as Listening Source

Knowledge Base Article

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Web Sources

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Guided Workflow Canvas

OverviewThe guided workflow canvas serves as the builder's workspace, where you can add nodes to execute different actions. By placing and connecting these nodes on the canvas, you can visualize the flow of your guided workflow through a clear and intuitive diagram. Here are the key functionalities

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Sprinklr Service

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Knowledge Base Article

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Getting Started with Customer-Facing Guided Workflows

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FAQs

​Is there a separate pricing for Live chat?There is no separate licensing for Live Chat as Live chat is part of your Sprinklr Service 2 (Voice+Digital) or Sprinklr Service 3 (Complete) package. However, there might be a fee for additional services. Please connect with your local Engagement/Success

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Knowledge Base Article

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FAQs

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Apply Macros to take multiple actions on an entity

Execute multiple actions via saved configurations with a single click on various entities and bring efficiencies to your workflows.Macros allow you to execute complex actions with a single click. In Sprinklr, a macro is a saved configuration of multiple actions that allows you to apply more than one

Apply Macros

marketing

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social

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Knowledge Base Article

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Macros

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Import Agent Status and Exceptions

Bulk Import Schedule ExceptionsYou can bulk import exceptions to agent schedules from the Master Schedule. Exceptions can be additional Activities that need to be inserted into agent schedules for specific dates and times, such as unscheduled breaks, meetings, and coaching sessions. These exceptions

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Sprinklr Service

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Knowledge Base Article

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Master Schedule

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Snapchat as a Benchmarking Source

Snapchat is a popular platform for short-form content, especially among younger audiences. In benchmarking, it helps brands analyze creator performance and engagement trends. However, data is only available for creators who have explicitly authorized access. Only those profiles can be tracked; other

Insights

Knowledge Base Article

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Snapchat

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Standard Reporting Dashboard - LinkedIn

You can use LinkedIn Standard Reporting Dashboard to learn more about overall trends across your followers and your content’s performance with your audience. You can also view insights for specific posts, stories, and videos you've created to see how each one performed and how people engaged wi

social

Knowledge Base Article

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Report on LinkedIn activities

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Channel-Specific Permissions for Attaching Assets to Posts

Overview The ability to attach assets, including images, videos, and feedback cards (feedback cards are Twitter-specific), can now be controlled by permissions on a channel-by-channel basis. These permissions can be set in the Roles section of the Administration Settings. Channel-based pe

marketing

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Knowledge Base Article

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Roles and Permissions

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X as a Benchmarking source

When it comes to brands, influencers, and their audience connecting and engaging online, there's one social channel that's head and shoulders above the rest: X. This platform is the ultimate hotspot for sparking conversations, building relationships, and creating buzz. Sprinklr has access

Insights

Benchmarking

Knowledge Base Article

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Twitter

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Main Screen

​The Main screen is the screen that opens when you click the Live Chat icon. You can use the different configuration options to customize the main screen of Live Chat according to your requirements.Persona ConfigurationWithin the Live Chat Builder's Personalize Your Live Chat section, you can custom

Sprinklr Service

20.7.1

20.10

Service

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Knowledge Base Article

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Conversation Screen

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Fields and Relationships - An Overview

Fields define what information is captured for each entity. They represent the attributes of a business entity​, such as name, status, amount, date, priority, or category. ​Entity Studio supports a wide range of field types, enabling users to accurately model both simple and comp

Knowledge Base Article

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Fields and Relationship

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Creating Instagram Partnership Ads using Partnership Ad Code

Partnership ads allow advertisers to run ads with creators, brands, and other businesses. The advertiser and partner accounts are featured in the ad’s header and the ads leverage signals from both accounts for improved ranking and incremental performance. By sharing an ad code, an advertising p

marketing

New Article

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Sprinklr Marketing

Knowledge Base Article

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Facebook and Instagram Partnership Ads

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DVT Part 1: Create Dynamic Video Templates

Video templates have become one of the most vital marketing tools today, saving time and helping create attractive video ads. Our renderer smoothens and accelerates the video creation process, ensuring a better experience for you. Create video templates in Sprinklr's asset manager by importing the A

marketing

Knowledge Base Article

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Video Templates - Part 1 (How to create a video template)

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User Communication Elements

​OverviewUser Communication Elements are components within the Guided Workflow Canvas that enable direct communication with users as they navigate a workflow. These elements are designed to convey important messages, updates, or instructions, enhancing the user experience and guiding them through ea

Service

Knowledge Base Article

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Guided Workflow Canvas