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How to Use Supervisor Copilot

Supervisor Copilot helps supervisors streamline daily operations and get assistance using natural language. Once available in the Persona App, Supervisor Copilot opens as a floating window that remains accessible as supervisors move across different areas of the Supervisor Console, enabling uninterr

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Supervisor Copilot

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Color-coding in Project Kanban View

OverviewColor-coding helps with data organization and visualization. You can easily highlight and communicate important information. For example, you can use different colors to represent completed, in-progress, or not-started tasks. In Kanban view, only the left seam of the cards is colored. You ca

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Project Kanban View

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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

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Actionability Enhancements in Insights Assistant

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Insights Assistant

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Add a Trustpilot Account

Adding a Trustpilot account in Sprinklr allows your team to engage, publish, report, and monitor your brand's Trustpilot account from the Sprinklr platform. To learn more about getting this capabil

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Trustpilot

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Google DV360 Ads Reporting Dimensions

Leverage this detailed list of all DV360 dimensions available in Sprinklr's Ads Reporting to gain more insight into your DV360 Ads.Given below is a list of all DV360 dimensions, along with their descriptions.Dimension NameSprinklr Dimension NameDescriptionsActive View: Custom Metric IDGoogle DV

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Dimensions

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Generating Personalized Links Using Transactions

This feature allows you to create personalized, trackable links for each transaction, enabling targeted survey distribution based on individual customer interactions. By utilizing transaction metadata, every customer receives a unique link tailored to their specific experience.These unique transacti

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Personalised Links

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Use Keyword Lists in a Topic or Theme query

A keyword list can be used in Topics and Themes to add all multiple keywords to a query at once, eliminating the need of adding keywords individually. The same Keyword Lists can be reused in multiple Topics and Themes queries. Basic QueryClick on the 'Any' field which to open a dropdown of

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Use Keyword Lists in Topic

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FAQs and Advanced Use-cases

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Compose X Ads

Leverage the Sprinklr Ads Composer to compose X ad campaigns and attract more traffic from your posts.Advertising on X using Sprinklr Marketing (Ads) makes it easy to maximize the effectiveness of your advertising program. It allows you to automate campaign optimization, reduce costs, and achieve ef

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Publish Twitter Ads

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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

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Guided Workflows

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Reporting Dashboard Usage

The Reporting Dashboard Usage Report is a type of analytics report that tracks how users interact with reporting dashboards within a platform or application. It helps organizations understand who is using dashboards, how often, and in what ways, providing valuable insights into user engagement, adop

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Detailed Dashboards

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Why Use Livechat?

Compared to other channels of communication, using Livechat has the following advantages from a brand perspectiveRespond fasterEvery customer demands a quick response, regardless of the nature of the query. The quickest way to resolve a customer's query on your site is to offer them help on the

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What is Livechat?

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Mapping Configuration Screen for Live Chat

You can map the source headers to the Sprinklr destination fields using this screen. Determining which fields from the source will be mapped to which fields in Sprinklr is an essential stage because each entity has certain standard fields that aid the Sprinklr system in creating the entities in Spri

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Mapping Configuration Screen for Live Chat

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Use Sprinklr AI+ to summarize messages in Stream, Post Card, and Inline Table widgets

In this article, you will learn how to summarize lengthy messages in the Stream, Post Card, and Inline Editable Table widgets using Sprinklr AI+.​Long texts in messages/posts can be challenging to read and very time-consuming. Thanks to Sprinklr AI+ integration with Sprinklr Insights, allowing you t

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Sprinklr AI+

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Survey Report

Overview:The Survey report contains all the related time stamps and KPIs related to survey, customer profile info and a holistic data of all instances from when the survey was sent to customer to when customer responded and submitted the survey.​Key Details​Data Aggregation and Filtering Options    

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Report Glossary

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Support for Import of Live Chat Cases Using Single Case Format

In Single-Case file format, a single zip file contains a Metadata File and a Message File that corresponds to a single Case. Here in the metadata file, there is one conversation id corresponding to one Case. In a Message file, if there are 10 messages corresponding to a single Case, the Message File

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Supported Format for File Based Connectors

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Advanced Use Cases of ATA Calibrations

ATA Calibration Review Before Agent AcknowledgmentIn situations where cases require ATA calibration by supervisors before agent acknowledgment, employ a snooze interval (For example, five days). Auditors are required to submit their evaluations using the 'Submit Later' button during this p

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Audit the Auditor (ATA) Calibration

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Record Page Governance

The Case Analytics View in Conversational Analytics provides users with a consolidated display of agent-customer conversations. It integrates AI scoring to assess agent performance and includes a widget highlighting identified intents and entities within the conversation. Additionally, it presents v

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Configure Case Analytics View

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OpenID Connect SSO

What is SSO?Single Sign-On capability provides the end users an easier way to login compared to the email/password login method. Users can log in to the Sprinklr platform via their company’s enterprise login only, with just a click. For example, for a user, who is logged into their brand’s employee

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SSO

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Platform Usage Report

The platform usage report provides insights into the key activities with the system, including any modifications to the account, workflow configuration, user addition, usage, and dashboard export. It sets user account changes, such as settings, permissions, or roles, ensuring user management and gov

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Detailed Dashboards

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Toggle Node Execution Tracking

The Toggle Node Execution Tracking feature lets you monitor how often specific nodes are executed during chat and voice interactions. It provides detailed reporting metrics to help analyze conversation flows and optimize process performance.​Accessing Toggle Node Execution TrackingPerform the follow

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Node Execution Tracking