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RS
Integrated Project Planning with The Editorial Calendar

The integration of project planning with Editorial Calendar allows you to view the planned timeline for all your projects, sub-projects, campaigns, and sub-campaigns on a single screen. You can use the Editorial Calendar features, such as calendar boards, color configurations, and project filters to

marketing

Knowledge Base Article

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Integrated Project Planning With The Editorial Calendar

RS
Setting Up Conditions in Workflows

Conditions are a key component of workflows, acting as the decision-making logic that evaluates specific criteria. They help determine the next steps in the process, ensuring that workflows are flexible and can adapt to different situations. You can refer to the Survey Workflows Overview article to

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Setting up Conditions in Workflows

RS
Channel Overview - Email

The Channel Overview - Email Report offers a detailed summary of key metrics for the email channel, including case summaries, email summaries, response times, first response times, average handling times, resolution times, current backlog status, and daily email volumes. You can also deep-dive to un

Service

Knowledge Base Article

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Detailed Dashboards

RS
How to Use Case Monitoring?

The Case Monitoring screen is a centralized, real-time dashboard for monitoring omnichannel cases. It allows supervisors to oversee ongoing customer interactions across Sprinklr’s voice and digital channels. This article explains how to access the screen and understand its key components.Note: Acces

26.1

Sprinklr Service

20.10

Service

+1

Knowledge Base Article

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Case Monitoring

SH
How to Create & Manage Boards in Ads Manager

Saved Boards in the Ads Manager allow you to save all the details of an Ads Manager view, including column configuration, column width, and applied filters. By saving a specific view, you will not need to configure a view multiple times manually. Your saved boards can be edited, deleted, or shared f

marketing

Knowledge Base Article

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Ad Campaign Optimization

SH
Sprinklr URL Shortening Capabilities

Sprinklr provides a Uniform Resource Locator (URL) shortening utility, spr.ly, which combines the functions of existing URL shortening services, such as bit.ly, or ari.ba along with the capabilities suited for an enterprise client’s specific needs.The following are the advantages of using Sprinklr U

experience:space

Custom Link Library

social

URL shortening

+8

Knowledge Base Article

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URL Shorteners

SH
Setting up Case Maker Rule

Before You BeginLearn how to configure an Inbound Rule that directs your message to a specific Case Maker rule.OverviewAfter receiving a message, the Case Maker evaluates whether to create a new case, link it to an existing case, close a case, or forward it to an agent, taking into account the syste

Service

Knowledge Base Article

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Bot Rule Setup

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Conditional Logic in Surveys

​You can build conditional logic to control the visibility of questions, skip pages or show banners in the survey.Note: Apply Logic is only available for Single Select, Multi Select, Dropdown, CSAT Rating, and NPS Rating question types. The logic can be applied between questions on different survey

Surveys

Service

Knowledge Base Article

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Survey Builder

RS
Custom Entities An Introduction

OverviewCustom entities serve as comprehensive database solutions, accessible in any configured application across the Sprinklr platform. They differ significantly from custom fields and variables used within dialogue trees.Custom fields are restricted to message, case, or profile levels, whereas cu

Service

Knowledge Base Article

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Entity Studio

SH
Hover Actions on Tasks

On hovering over a task title, we see five icons enabling us to perform quick actions related to the task.  From left to right, these five icons represent View Details, Add Sub-task, Lock Row, Add Attachment and Comment. Let's discuss each of these in detail. View Details  Clicking on the "

marketing

PM_TASK_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Sheet View

RS
Response Case Properties Widget

These properties are selected at the survey level, meaning any case associated with a response to that survey will follow a specific layout of properties. The layout being defined on this settings screen determines which properties will be applied to those cases. PrerequisitesTo access Close Loop Fe

Insights

Knowledge Base Article

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Setting Up Closed Loop Feedback

RS
Sprinklr Copilot for Social Capabilities in the Editorial Calendar

OverviewSprinklr Copilot for Social in the Editorial Calendar empowers you to discover and manage content using natural language. It simplifies the way you search for posts, apply filters, and take action - without needing to manually configure boards or filters. With Sprinklr Assist built in, you c

Publishing - SES

social

Sprinklr Social

New Article

+4

Knowledge Base Article

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Social Copilot

RS
Agent Copilot Reporting

The Agent Copilot Reporting Dashboard provides key insights into how your Copilot is used, its performance, and its impact on agent productivity. You can import a pre-configured dashboard from the blueprint environment using Hyperdrive.Deploy Agent Copilot Reporting DashboardTo deploy the Agent Copi

Knowledge Base Article

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Agent Copilot Reporting

RS
Agent Unified Insights (Agent C-360 View)

The Agent Unified Insights (Agent C-360 View) provides a centralized, comprehensive overview of agent-related data. It consolidates key agent data, including login status, work queue, activity history, assigned cases, and more, to support efficient decision-making by supervisors.By offering a unifie

Service

Knowledge Base Article

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Overview of Simplified Supervisor Experience

SH
Understanding Smart Routing

AI-powered Smart Routing leverages available customer data for better mapping of unassigned cases to appropriate agents. Sprinklr’s Smart Routing feature is designed to connect your customers with care agents that are best suited for them leading to optimal outcomes with customers' queries getting r

Service

Knowledge Base Article

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Using AI in routing

RS
Insights Hub on Sprinklr Mobile and Tablet Application

The Insights Hub on the Sprinklr mobile and tablet application helps you discover, analyze, and collaborate on key business patterns directly from your device. It enables you to explore insights, understand their underlying drivers, track trends, and discuss findings with your team without switching

Sprinklr Service

New Article

26.4

Knowledge Base Article

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Supported Features

RS
Roll-Up Summary Field

The Roll-Up Summary Field in Entity Studio is a read-only field type used to aggregate values from related records in a child entity and summarize them at the parent entity level. It is ideal for summarizing counts, totals, averages, and other metrics without needing manual calculations.Use CasesCon

New Article

26.4

Sprinklr Platform

Knowledge Base Article

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Fields and Relationship

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Advertising Crisis Switch

You can activate the Crisis Switch within Sprinklr Marketing (Ads) to instantly shut down your advertising activities for all or selected ad accounts across channels. On activating this capability, all your Paid Initiatives, Ad Sets, and Ad Variants for selected accounts will cease to run.If you wou

marketing

Advertising

Knowledge Base Article

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Ads Crisis Switch

SH
How is a story created?

Grouping of articles under a particular storyThe title and content of a news article are the two main entities that decide the story to which an article will be added. Thus, for every article entering the Sprinklr database, the title and content of the article are analyzed using our advanced AI algo

Insights

Knowledge Base Article

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Media Stories

RS
Refining Surveys Using AI-Powered Question-Level Suggestions

Question-Level Suggestions in Sprinklr Surveys help you identify and resolve potential issues within your survey. By analyzing the structure and content of your questions, they provide targeted feedback to improve clarity, relevance, and overall design. This ensures your surveys are optimized for be

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Refining