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Global and Workspace Users

User types in the Sprinklr Platform are divided into four levels, shown below from the highest level of access to the lowest level of access.Note: Workspace-level roles override Global-level roles.Global AdminGlobal UserWorkspace AdminWorkspace UserGlobal Admin Global Admin CapabilitiesGlobal Admin

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Knowledge Base Article

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Advanced Capabilities

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React Native

This article walks you through the step-by-step process of integrating Sprinklr Live Chat into your WebView application.Step 1 - Getting Started​1. Creating WebView and Adding Live Chat URL  Before you begin:   WebView URL: ​http://prod-live-chat.sprinklr.com/page?appId=65afb12b62317d2d4a58bfad_app_

Service

Knowledge Base Article

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Webview

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Set User Language

Sprinklr platform can be displayed in a number of languages. The platform's language display is set at the user level and can be changed by a Customer or Workspace Administrator. This article shares steps to set the user language.Supported Platform LanguagesBy default, the platform language is

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Knowledge Base Article

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Getting started

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What is Automated Quality Management?

Automated Quality Management: A Comprehensive OverviewAutomated Quality Management (AQM) revolutionizes the traditional approach to maintaining standards in service and performance. It operates by implementing predefined checklists, which are intricately designed to assess various parameters critica

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Knowledge Base Article

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Introduction

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Re-Add Facebook Page In Sprinklr

Re-adding Facebook Page will allow you to re-authenticate the Facebook Business Manager account in Sprinklr. This will help in cases such as when auth token expires due to password change and in cases when your account gets deactivated (reasons detailed out in this article).This article will guide y

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Knowledge Base Article

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Manage Facebook accounts

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Sprinklr Copilot Features for Service

Sprinklr Copilot transforms customer service operations by leveraging AI to deliver faster, more personalized support across all digital channels. It assists agents by summarizing conversations, suggesting empathetic and compliant responses, and automating routine tasks like ticket categorization an

marketing

Insights

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Service

Knowledge Base Article

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Sprinklr Service

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Date Range Filter on a Reporting Dashboard

Learn how you can limit the results on a dashboard by using the Date Range filter.In reporting dashboards, you have the ability to define the date range or duration to filter the results on the dashboard to the data that falls in a specific date range. For example, on a reporting dashboard, you want

Date Range Filters

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Knowledge Base Article

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Configure Reporting

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Insights Assistant

IntroductionIn simple terms, Insights Assistant is a tool that enables and assists in generating meaningful insights easily and in a timely manner. It leverages Sprinklr's AI capabilities to show the most crucial insights around key product metrics without requiring you to create dashboards or drill

Insights

Actionability Enhancements in Insights Assistant

Insights Assistant

Knowledge Base Article

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Insights Assistant

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Configure Agent Availability Slots

Create a Slot in Slot Availability Manager​Creating a slot will allow supervisors to create configurations that define the appointment durations, appointments per slot, daily schedule, buffer time, holidays, etc., for particular agents/groups of agents. This configuration is used to identify the ava

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Knowledge Base Article

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Configuration Steps

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Survey Builder Overview

With the Survey Builder module, you can create fully customized surveys using a wide range of pre-built templates and an extensive template library. Whether you choose a template tailored to your needs or build a survey from scratch, you’ll have complete control over questions, themes, and branding.

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Survey Builder Overview

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Using Appointment Nodes in Dialogue Tree

Now that you have set up slots for agent availability and linked them to an Appointment booking template, you need a way to publish it to the end user and actually set up the appointment based on the selected date and time.​Following are the appointment booking-related nodes and steps used in Dialog

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Knowledge Base Article

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Configuration Steps

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Getting Started with Product Insights

What are insights?With the proliferation of digital channels, collecting raw data presents a significant challenge. But even once collected, the data is meaningless without quick analysis, contextualization, and actionability. Insights are actionable statements generated from customer feedback about

Insights

Knowledge Base Article

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Getting Started

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Add an Account Group

An Account Group, i.e., a group of multiple accounts, can be created by individually selecting accounts to add (static), or based on a property or properties (dynamic). Grouping accounts within a group allows you to perform actions simultaneously on all the account types, given that the user has bee

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Knowledge Base Article

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Manage Account groups

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Agent Journey

At the time customer books an choose, the case is soft-assigned to an agent and that agent is notified of the same. Soft- assignment means that the agent's capacity is blocked so that customers are not able to double-book an agent. Four types of notifications: At the time appointment is created

Service

Knowledge Base Article

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User/Agent Journey

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How to find Metrics within Reporting

Choosing the right metric to be plotted in a dashboard can be a challenging task. There are often many metrics to choose from, and selecting the wrong one can lead to inaccurate conclusions. Furthermore, the terminology used to describe metrics can be confusing, and it may be difficult to understand

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Reporting - SES

Social - SES

Knowledge Base Article

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Getting started with reporting dashboard

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Accessing Project Management

OverviewProject Management allows you to manage and collaborate on your projects and campaigns more efficiently. You can group your Projects together under Portfolios, create Sub-Projects, Tasks, and Sub-Tasks, add collaborators, and view analytics and insights for each of your Projects. Navigating

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marketing

Knowledge Base Article

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Platform Basics

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Setting Up Adhoc Email Distribution

Email distribution allows you to send customizable survey invitation emails to your customers in real time. You can trigger these emails instantly, schedule them in advance, or set them to activate based on external events. In this article, you'll be able to learn how to send emails on-demand (ad ho

Insights

Knowledge Base Article

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Email Distribution

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Facebook Ad Specs & Publishing Error Messages

You may get some common error messages while publishing your Ad Campaigns from Sprinklr. This may be due to your assigned permissions in Sprinklr or on native and can vary between different types of issues. In this article, you will learn about the error messages you may get along with actions to re

marketing

Knowledge Base Article

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Troubleshooting & FAQs

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Search and Filter in Engagement Columns

Search and Filter functionalities in Engagement Columns help you quickly search and analyze billions of conversations on social media. Additionally, you can accelerate your speed to insights by performing an advanced search within the Engagement Columns.In this article, you will learn about how to p

Search in Engagement Columns

Engagement - SES

Engagement Columns

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Knowledge Base Article

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Getting started with Social Engagement

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What is Unified Analytics?

In today’s complex digital landscape, marketers aim to capture the full voice of the customer by analyzing vast volumes of data generated across multiple social touchpoints, including posts, ads, direct messages, product discussions, brand mentions, and influencer activity.​ To gain meaningful insig

marketing

Knowledge Base Article

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Overview