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View Policy

View Policy in Sprinklr defines which fields should be visible, mandatory, or read-only on the ticket (case) form based on the value of a primary field. This ensures that agents see only the fields relevant to the case they are working on, improving usability and reducing errors.You can define multi

Service

Knowledge Base Article

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Entity Studio

SH
Locking & Unlocking of Users

Locking mechanism is important to ensure security for your users. Once locked, a user can be unlocked by either the admins, or via Sprinklr support. This article details out the locking and unlocking via the workspace/global admins.How can a user get Locked?When a user attempts to log in multiple ti

social

Knowledge Base Article

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Getting started

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Tiered Approval Permissions

To make sure that new users in your Sprinklr environment are set up with the appropriate access and capabilities to access and view content within Tiered Approvals, you'll want to ensure that their role is granted the right permissions. Tiered Approval access and actions are controlled by

experience:space

Set-Up

cloud:core

Tiered Approval Permissions

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Knowledge Base Article

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Tiered Approval

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Building surveys using Template library or starting from scratch

Survey creation allows you to quickly design and deploy surveys using prebuilt templates or by creating a survey from scratch. Templates help accelerate survey creation by providing ready-to-use questions and configurations, while blank surveys offer complete flexibility for custom use cases.Create

Knowledge Base Article

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Standard Analytics

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Sending & Receiving Reactions

You can send and receive reactions on both your and your customers' WhatsApp messages in Care Console. This feature is specifically available for the WhatsApp Cloud API. Your customers will also have the option to react to messages from both themselves and your brand, with these reactions being

Service

Knowledge Base Article

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WhatsApp Reactions

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Setting Up Actions in Workflows

Actions are the tasks executed within a workflow once specific conditions are met or an event is triggered. They represent the operational steps that drive the workflow towards its intended outcome. By defining precise actions, youcan ensure workflows run efficiently and deliver consistent results.

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Setting Up Actions

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Sprinklr Marketing: 19.2 Capabilities and Enhancements

Sprinklr's latest release offers exciting new capabilities designed to empower your business to create meaningful customer experiences at every touchpoint. Read about Sprinklr's latest platform enhancements below.Navigation TipsRead through the release notes below or click on a Product title to 

marketing

Insights

social

Service

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Knowledge Base Article

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19.2 Release (Feb 17-25, '24)

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Scheduling Options in Ads Composer

While composing an ad campaign, within the Budget and Scheduling tab, once you have filtered the asset based on a common keyword associated with the ad-set, you can choose to apply the budget configuration and Dayparting to all the ad sets together, rather than configuring it individually. Follow th

marketing

Knowledge Base Article

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Functionalities

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Agent Screen Share Configuration

To enable agent screen sharing, begin by creating an Agent Screen Share template within the Digital Asset Manager. This template invites your customers to participate in a screen-sharing session with one of your agents for personalized assistance and support.Following this, integrate the template in

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Agent Screen Share

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Sprinklr Insights: 19.8 Capabilities and Enhancements

Sprinklr's latest release introduces a range of exciting new capabilities aimed at empowering your business to create more meaningful customer experiences across all touchpoints. Here are the key features included in Sprinklr's latest release:Note: These are preliminary release notes and m

marketing

Insights

social

Service

Knowledge Base Article

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19.8 Release (Aug 23 - Sept 1, '24)

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Create Strategy Group

The Strategy Group capability within Ads Manager helps you easily create and apply various optimizations to your ad campaigns. This capability provides a platform where you can add parameters that are common to multiple optimizations from a single place.You can add one or more (Smart Budget, Smart B

marketing

Knowledge Base Article

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Setting up Strategy Groups

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Third-Party API Integration for Translation

You can enhance the global reach and efficiency of your content by seamlessly integrating third-party translation tools into your Sprinklr Knowledge Base workflow. With API integration, you can effortlessly send articles for translation to third-party translation tools.Note: To utilize this feature,

Service

Knowledge Base Article

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Translating Content

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Adding Yelp as a review source

Learn how to add Yelp as a review source in Business Locations.From Location Insights, you can add your company's Yelp URL as a source directly in the Business Location when adding a new Location. This will allow you to pull in Yelp reviews.Enablement note: To learn more about enabling this fea

Insights

Knowledge Base Article

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Sources

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Compare two different groups of clusters in Smart Theme Explorer

Learn how to use Compare Mode in Smart Theme Explorer to compare two different groups of clusters.​Sprinklr's Smart Theme Explorer helps you discover top themes automatically synthesized from conversations using unsupervised clustering. It provides you with an advanced comparison mode using whi

Insights

Knowledge Base Article

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How to use Smart Clusters?

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Display Logic at Question Level

Question-level display logic increases the flexibility and relevance of surveys by making certain questions appear based on respondents' answers to previous ones. This dynamic feature adapts the survey in real time, ensuring that participants only see contextually relevant questions. Customising the

Sprinklr Insights

Insights

20.10

Updated Article

+1

Knowledge Base Article

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Survey Logics

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Leveraging Smart Responses to improve average handle time

How to use Smart Responses in Agent Console and Care Console to provide AI-generated brand-compliant responses and improve agent AHT (Average Handling Time).Sprinklr supports the enablement of an AI-generated and trained Smart Response Model to suggest responses to the agents. The AI learns and reco

Service

Knowledge Base Article

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Publishing Functionalities

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Text widget

The Text widget is a visualization widget that simply displays formatted text in a textbox form.The widget provides various standard formatting functionalities, including text formatting, Fonts, and the option to insert an image. It can be used to display a message or note on the dashboard.To create

Text Widget

Insights

Knowledge Base Article

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Types of Widgets

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Initiate Workflow Automatically on your Sub-Campaigns

Create an initiate workflow rule to trigger workflows on all Sub-Campaigns. This way you can automate the process of initiating workflows in bulk on Sub-Campaigns based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the Sub-Campaig

marketing

Workflow Engine

Sub-Campaigns

initiate workflow

Knowledge Base Article

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Automate your Workflow

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Campaign Priority

Set Campaign Priority in a Dialer ProfileYou can set the priority of the campaigns in a dialer profile to define the order in which the dialing will happen across different campaigns containing the same set of agent queues. With campaign priority, dialing happens sequentially.To set the campaign pri

26.1

Sprinklr Service

20.10

Service

+1

Knowledge Base Article

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Weightage and Priority

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Actions with Inbound Rules

Actions are executed on the inbound message or the profile associated with the message. In this article, we'll look at each Inbound Rule Action type and the specific actions within those action types:Assign a Message to a User/Queue:Assign a Message to User/Queue Actions are actionable tasks on

social

Knowledge Base Article

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Inbound rules