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RS
Ads Manager Assistant Overview

Ads Manager Assistant actively detects anomalies in real time to simplify campaign monitoring, optimization, and issue resolution. It automatically identifies anomalies related to pacing, naming conventions, ad delivery and more. It also groups errors and provides entity-level issues to improve effi

26.1

marketing

20.10

Updated Article

+1

Knowledge Base Article

 • 

Ads Manager Copilot

SH
Guided Workflow Manager

OverviewTo create a customer-facing guided workflow, follow the steps outlined below:Click the New Tab icon. Under the Sprinklr Service tab, select Guided Workflows within Resolve.​Click Add Guided Workflow in the top right corner of the Guided Workflow Manager window to create a new guided workflow

Service

Knowledge Base Article

 • 

Getting Started with Customer-Facing Guided Workflows

RS
Custom Response Views and Exporting Response Data

The Response Custom Views feature enables you to arrange survey data by creating tailored views of the responses you have received. You can apply filters based on the status of responses, answers to particular survey questions, or other criteria, allowing for a more targeted method of analyzing and

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

 • 

Survey Response

SH
Create Listening Themes

There are two ways to create a Listening Theme – Create a new Listening theme from the Theme builderAdd a pre-built theme from the Theme LibraryAdding a Theme from the Theme Library will save a lot of time and effort in creating a new Listening theme from scratch. It contains 5000+ readily available

Listening Themes

Create Theme

Insights

Knowledge Base Article

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Theme Creation & Setup

RS
Coaching Report

The Coaching Report offers a comprehensive overview of all coaching sessions. It can be used to track the status of each session, providing detailed information such as the coach, trainees, session notes, and other relevant details. This report is a valuable tool for monitoring coaching progress, en

Service

Knowledge Base Article

 • 

Detailed Report Glossary

SH
Improvement in filters

Navigate an intuitive UI to seamlessly add dashboard filters, enhancing your data journey. Introducing improved filtering allowing you to control what data you see on your dashboards with an improved filter UI. With this update, we're providing users with an array of new capabilities that will signi

Insights

Improvement in Filters

Dashboard level filtering

Knowledge Base Article

 • 

Dashboard-level Filtering

RS
Sprinklr Copilot for Social - Planner Summary

Planner Summary delivers users a concise, actionable summary of their Editorial Calendar/Planner, highlighting post distribution and optimization opportunities across multiple dimensions - tailored to any filters or selections applied on-screen.Note: Sprinklr Copilot for Social is now generally avai

Publishing - SES

social

Sprinklr Social

New Article

+4

Knowledge Base Article

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Social Copilot

SH
Manage Knowledge Base Articles

In the Knowledge Base Builder, you can perform a wide range of actions to manage and maintain your articles efficiently. These actions help you keep content organized, up to date, and aligned with your publishing workflows. Whether you need to update an article, reorganize categories, control visibi

26.1

Sprinklr Service

20.7.1

Knowledge Base

+3

Knowledge Base Article

 • 

Create and Manage Articles

RS
Adding Data Masking on Survey Responses

The Data Masking Templates feature lets you apply predefined templates to automatically mask sensitive information in survey responses. These templates help enable compliance with data privacy regulations and protect confidential data from unauthorized access. As an administrator, you can create, cu

Sprinklr Insights

Insights

New Article

20.10

Knowledge Base Article

 • 

Security Features

RS
Send Case Details from Sprinklr to Salesforce

This guide provides step-by-step instructions on how to manually send case details from Sprinklr to Salesforce. By following these steps, users can ensure seamless case transfer for further handling in Salesforce. Prerequisites You must have the necessary permissions to access the Care Console

marketing

Insights

social

Service

Knowledge Base Article

 • 

Overview

SH
Live Chat

What is Live Chat?Live chat is the capability that allows end customers to interact with brands via a messaging interface in real time. Live chat is often deployed on websites and is also referred to as Website chat. However, its usage is not limited to websites, it can be installed on mobile applic

Service

Knowledge Base Article

 • 

Setup - Care Operations

RS
Automated Quality Assurance (QA) in IVR

Automated Quality Assurance (QA) in IVR systems streamlines the process of retesting by enabling administrators to define standard use cases and restart a previously executed voice cases, whether it was successful or failed. This feature allows administrators to follow the exact path taken during th

Service

Knowledge Base Article

 • 

Automated QA in IVR

SH
New Third Pane for Outbound Messages

The Message Third Pane provides a snapshot overview of the message and allows you to perform Quick Actions on it. Actions available may vary depending on the type and status of the message. You can access the Message Third Pane from the message view in the Production Dashboards, message cards in the

Publishing - SES

New Third Pane for Photos of Gallery

social

Social - SES

+2

Knowledge Base Article

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Getting started with publishing

RS
Contact Driver by Agents

Contact Driver by Agents enables you to analyze how contact drivers are handled across agents throughout the lifecycle of a case. This capability helps you understand both:Which agent a contact driver was reported to, andWhich agent ultimately answered or handled the contact driverBy linking contact

Sprinklr Service

New Article

26.4

Knowledge Base Article

 • 

Creating Contact Driver Models

SH
Get familiar with options to manage your Benchmarking dashboards

The Benchmarking Dashboards homepage will allow you to quickly access your Benchmarking dashboards and folders.We have revamped the Benchmarking Dashboards homepage in order to make it more intuitive and simplified for users. You can quickly access the dashboards and perform basic actions right from

Insights

Benchmarking

Knowledge Base Article

 • 

Benchmarking Dashboards

RS
Create Time Off Requests

Requesting time off is a critical process for agents to ensure minimal disruption to operations. This article outlines the steps for agents to request time off efficiently.Prerequisites for creating Time Off requests:Sprinklr WFM must be enabled for the environment.Create Request permission under th

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Create Time Off Requests

RS
Forecast Adherence Report

The Forecast Adherence Report evaluates forecast accuracy by comparing forecasted case volume, AHT, and other key parameters with actual metrics for each Work Type.This report offers a comprehensive overview for workforce managers, allowing them to assess adherence and make well-informed, data-drive

Service

Knowledge Base Article

 • 

Detailed Report Glossary

SH
Allocadia and Sprinklr Integration

Allow marketing teams to collaborate seamlessly on plans and investments, measure the impact on the business and sync them in Sprinklr without doing manual efforts.With Sprinklr & Allocadia integration in place, you can easily create sub-categories in Allocadia and send them to Sprinklr in the f

marketing

Integrations

campaigns

Allocadia and Sprinklr Integration

Knowledge Base Article

 • 

Allocadia and Sprinklr Integration

SH
Drill-down Usability Improvements

Get contextual insights with just two clicks, enhancing your drilldown journeyIn the fast-paced world, the ability to gain meaningful insights quickly is crucial for users. To address this need, we are thrilled to introduce the Standard Drilldown feature in our latest release, designed to empower ou

Drill Down

Insights

Explore Lens

Drill Down Widget

Knowledge Base Article

 • 

Drill Down

SH
Guided Workflow on Live Chat Home Screen

You can integrate a guided workflow into Live Chat by adding an information card with a Guided Workflow action. This allows customers to launch a guided workflow directly from the Live Chat home screen, offering step-by-step support for common issues without having to leave the conversation.​Guided

Service

Knowledge Base Article

 • 

Guided Workflows

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