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Add/Remove Collaborators to Portfolio

In Project Management, you can share a portfolio with your team for collaboration, inviting cross-functional teams to work on projects that are a part of the portfolio. PermissionsYou need to be admin or owner of the portfolio to add or remove collaborators to your portfolio. Where can you add

marketing

PM_TASK_TIMELINE_VIEW

PM_TASK_SHEET_VIEW

PM_TASK_KANBAN_VIEW

+2

Knowledge Base Article

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Sharing and Access

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Sprinklr v16.5.0 - Unified Platform and Cross-Products Capabilities and Enhancements

Sprinklr's latest release offers a number of 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 you can

experience:space

16.5.0

Insights

Spring Release 2021

+8

release_note

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v16.5.0 (July)

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Deep Dive into the Queue Monitoring Screen

The Queue Monitoring screen is a centralized, real-time dashboard that allows supervisors to monitor work queues, view the agents assigned to those queues, and track their current statuses and states.All the queues shared with the supervisor are accessible from the left of the screen. Supervisors ca

26.1

Sprinklr Service

20.7.1

20.10

+3

Knowledge Base Article

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Deep Dive into the Queue Monitoring Screen

RS
Overview

Sprinklr AI+ in Customer Feedback Management delivers a powerful suite of AI-driven capabilities designed to streamline survey creation, enhance feedback quality, and generate actionable insights. Key features include Survey AI+ Builder, Survey Response Quality, Survey Quality, Text Analytics (AI+),

Service

Knowledge Base Article

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Overview

RS
Filtering of Tasks Using Custom Field Values

When creating Record Card Widgets specifically at the Task entity level, you have the capability to filter tasks and customize how they are displayed within the widget based on specific custom field values. To achieve this, you can utilize the JSON editor and include the parameter "fieldType&qu

Service

Knowledge Base Article

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Custom Widgets

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Introduction to AQM Insights

Quality Managers and Supervisors derive actionable insights from the AI-generated quality scores that help them understand the reasons behind agent performance ratings. This enables them to identify areas for coaching and performance improvement. Additionally, agents can use these insights, along wi

26.1

Sprinklr Service

New Article

Service

Knowledge Base Article

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AI Scoring and Insights

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All Cases Tab

The All Cases tab in the Conversational Analytics (CA) persona view on the Sprinklr Mobile App gives you a dedicated space to access and manage all your cases on the go. It enables you to seamlessly discover and analyze cases as part of your daily workflows.With the All Cases tab, you can:Search for

Service

Knowledge Base Article

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Supported Features

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Create a PII Masking Template in AI+ Studio

Masking is the process of hiding or obfuscating sensitive information to protect it from unauthorized access. AI+ Studio allows you to create masking templates to define how sensitive data should be masked, ensuring compliance with security and privacy policies. This guide explains how to create a P

marketing

Insights

social

Service

Knowledge Base Article

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PII Masking

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Quick Replies

OverviewQuick replies in Sprinklr Live Chat provide users with selectable options for faster and more efficient responses. These are particularly useful when the bot asks a question and expects an answer. By creating a quick reply asset with different options, users are prompted to select one of the

Service

Knowledge Base Article

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Live Chat Assets

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Trustpilot Capabilities and Limitations

To utilize the Trustpilot channel to its maximum potential, you need to be aware of its capabilities and limitations.Important UpdatesOnly paid Trustpilot Users/Subscribers can Reply to Trustpilot ReviewsAs per Trustpilot policies, all the third-party integration(Sprinklr) will only have the ab

experience:space

article:howto

View Service Review

social

+6

Knowledge Base Article

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Trustpilot

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Sprinklr Marketing: 20.7 Release Notes

Sprinklr Marketing unifies and enhances marketing efforts across channels. It centralizes content creation, campaign management, and performance analytics for both organic and paid campaigns. This release introduces new capabilities designed to enhance customer experiences across all touchpoints.

marketing

Insights

social

Service

Knowledge Base Article

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20.7 Release (5th July '25 Onwards)

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Guided Workflow Screen Components - Appointment Slot

Overview The Appointment Slot node in a Guided Workflow offers users predefined time blocks for scheduling meetings, consultations, or services. This node dynamically fetches available slots based on configured calendars and displays them during the workflow, enabling seamless appointment booking. I

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Guided Workflow Canvas

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Send Inline Knowledge Base Article on Live Chat with Bots

OverviewAt Sprinklr, we've introduced the inline KB feature, seamlessly integrating our knowledge base into the live chatbot. It dynamically retrieves and presents updated articles in real-time, eliminating constant chatbot updates. Automatic rendering of fresh documentation ensures users acces

Conversational AI & Bots

Knowledge Base

Service

Knowledge Base Article

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Knowledge Base

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Conversation Insights: Best Practices

Below are the best practices you should follow while using Conversation Insights –Brand-specific queriesYou can create queries around your brand to understand the competitive landscape for your brand, and easily identify white spaces & unmet needs.Example – International watch brandInput query(&

Insights

Conversation Insights Best Practices

Conversation Insights

Knowledge Base Article

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Best Practices

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18.8 Key Changes in User Experience

Usability is the key focus for Sprinklr this year, and we continue our efforts toward making Sprinklr simpler, better, and consistent. There are some exciting major changes in the 18.8 release, where users will experience a change in platform appearance and behavior.​Sprinklr Service​Sprinklr Insigh

marketing

Insights

social

Service

Knowledge Base Article

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v18.8 Summer Release (August)

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Create and Send Omnichannel Secure Forms

How you can create secure forms and send the corresponding links on all the channels supported in Sprinklr.You can send the secure forms to capture Personally Identifiable Information (PII) or any other sensitive information required for customer authentication. The PII information of the customers

Secure Forms

Care Console

Service

Agent Console

Knowledge Base Article

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Omnichannel

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Sprinklr 17.1.0 - Governance Console Capabilities and Enhancements

Sprinklr's latest release offers a number of 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 you can c

17.1 Release Notes

17.1 New Capabilities

17.1 Core Platform and Cross-Product Release Notes

Insights

+3

Knowledge Base Article

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v17.1.0 (January)

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Setup Wizard

Setup Wizard is used to create a Crisis Project. It has a simple, step-wise procedure to input the requirements for setting up the Crisis Project. We’ll discuss each step one-by-one:  Note: This feature is in Beta. To enable this feature, a Definition Partnership agreement needs to be signed. Contac

Insights

Knowledge Base Article

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Crisis Management (Beta)

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Enhanced Modern View for Distributed Asset Window

With the v.19.8 release, Sprinklr Distributed comes with a completely revamped UI that provides a fresh look to the platform. In this article, we are going to share with you the details of the changes you will view in the Asset(DAM) window within Distributed. To be able to use the enhanced Distribut

social

Social - SES

DST - SES

Knowledge Base Article

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Miscellaneous (Distributed User)

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Assignment Wait Reasons

There might be some scenarios where a case arrives in a work queue but the algorithm hasn’t yet been able to assign a suitable agent. In such scenarios, assignment wait reasons are generated, which show why a case is still waiting in the work queue for agent assignment.The Assignment Wait Reasons fe

Sprinklr Service

Updated Article

26.4

Knowledge Base Article

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Assignment Failures & Troubleshooting