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SH
Managing User Details

How the user details features worksOnce you navigate to user details, you are able to see Overview, Permissions, Manage Signatures, Social Avatar, Notification Preferences and Security Settings.Navigate to User Details1. Login to your Sprinklr environment and click on your User Icon in the top right

Knowledge Base Article

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Advanced Capabilities

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Manage Records via Guided Workflows

Entities are objects and contain multiple fields. Each object within an entity is referred to as a record, which is stored in the customer database.​There are 3 types of entities: System Entity, Standard Entity (Entities that are common across all partners like case/profile/task), and Custom Entity

Knowledge Base Article

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Managing Records

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Add Annotations on graphs in Listening dashboards

Annotations give you the ability to add annotations to certain charts. They are attached to the dates themselves, so can only be seen in a graph or chart where Date is the primary dimension. Once created, the annotation will appear as a small box on the graph that expands when hovered over. To acces

Knowledge Base Article

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Advanced Entities & Settings in Listening

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Visual Listening Governance in Listening

Revolutionize your brand monitoring with Sprinklr's Visual Listening Governance, providing a bird's-eye view of your brand's logos and their usage across various topics, saving you time and boosting efficiency.Sprinklr's Visual Listening Governance is a comprehensive solution to

Knowledge Base Article

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Advanced Entities & Settings in Listening

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How to Set Skills for the Calls?

Setting skills come handy when different sets of knowledge/ skills are required to resolve different types of customer issues. In such cases, setting skills in the IVR helps ACD in directing the call to the correct agent. Call gets assigned to the agent who possesses that particular skill. [Skills h

Knowledge Base Article

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How to Setup Business Logic

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News as a Listening Source

By adding News as a Listening Source, you can listen to and learn from News data.News helps in mass education and information, providing the latest news and current events around the world. Online articles are written specifically for the web and tend to be more concise, as it makes it easier to rea

Knowledge Base Article

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Web Sources

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Steps to Trigger a Discovery Run

How to trigger a Discovery Run:Open the Conversational AI Persona App and go to "AI Tools". Click on "Discovery Runs"​To start a new discovery run, click on "Add Discovery Run" in the top right corner and select the desired option.​If you want to use existing data from

Knowledge Base Article

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Discovery Runs

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Create a PowerReviews Column

After the PowerReviews account is added in Sprinklr, you will be able to pull in all your native conversations and reply on the same. In the Engagement Dashboard, Sprinklr offers different column types for PowerReviews that can be added to the dashboard.Before You BeginBefore you can add PowerReview

experience:space

PowerReviews Reply Column

article:howto

Create a PowerReviews Column

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Knowledge Base Article

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PowerReviews

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How to Apply Volumatic Ads Benchmarks in Ads Composer

To Tag an Advertising Campaign via Ads ComposerClick the New Tab icon . Under the Sprinklr Marketing - Advertising tab, click Ads Composer within Execute.On the Create an Ad Campaign window, select an ad account.Enter/select the details of the campaign. For more information, see About the Ads Compos

Knowledge Base Article

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Tag Campaigns with Advertising Benchmarks

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Dynamic Group Budget

Dynamic Group Budget automatically and continuously identifies the best auction opportunities for results across ad sets and optimizes towards the specified optimization goal of your paid initiative’s objective. Instead of managing budgets for each ad set individually, you can use a single Dynamic G

Knowledge Base Article

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Compose LinkedIn Ads

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Campaign - Asset Tab

The Asset tab in the Campaign Details view has the same functionality as the Digital Asset Manager but is specific to the campaign that you are viewing. There are two different views of the Asset tab -  grid view and list view. The Asset tab houses all the assets associated with the campaign. You ca

campaign management

Asset

Knowledge Base Article

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Introduction

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Multi-Channel Messages in the Editorial Calendar

While viewing a multi-channel message (only applicable on multi-channel posts that are in draft status) within the week and day view in the Editorial Calendar, you can also view the details of multiple channels associated with that particular post. The calendar cards will highlight key information u

Editorial Calendar

Message

Knowledge Base Article

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Content Creation

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Checklist for Tasks 

In many cases it is not feasible to have multiple tasks as different steps as one task might have certain steps of completion, hence the ability to have a checklist for certain tasks with multiple steps.  How does it work? A task can be created by clicking on “Publishing options” from the task bar p

Knowledge Base Article

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Tasks

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Task Third Pane - Overview

When you open a Task in the third pane, you can access in-depth information of the Task including the task overview details and the entities it is associated with.  To navigate to Task Third PaneOpen the My Tasks Dashboard via Production Dashboards. On the Production Dashboards window, hover over

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Go to Node in Workflow

Go to node allows you to connect two points in a workflow. Whether you want to create a loop within the workflow or use merge to connect the split elements, Go to node allows you to connect nodes based on your defined workflow logic and structure.To add a Go to Node componentWhen you are in the Work

Workflow Components

Workflow Engine

Knowledge Base Article

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Flow Actions

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Add a Sub Workflow

Sub Workflow allows you to initiate a predefined Workflow within the current Workflow.To Add a Sub WorkflowWhen you are in the Workflow Engine editor, click the Addition icon and select Sub Workflow from the Workflow Option menu. Select a Workflow to run and click Save.

Workflow Components

Workflow Engine

Knowledge Base Article

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System Actions

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Add an End component to a Workflow

An End component is a required object to complete a Workflow. Workflows cannot be deployed throughout the system without this component.To End the WorkflowWhen you are in the Workflow Engine editor, click the Addition icon and select End from the Workflow Option menu.

Workflow Components

Workflow Engine

Knowledge Base Article

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Flow Actions

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Difference between Advanced Publisher and Quick Publisher

You can create content within Sprinklr from the Advanced Publisher and the Quick Publisher. You should use Quick Publisher when you have the copy and creative ready for your post and want it to be published urgently whereas Advanced Publisher is used when-You do not have the copy/creative ready and

Advanced Publisher

Expanded Publisher

publishing

Full Page Publisher

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Knowledge Base Article

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What is Advanced Content Publishing?

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Compose Pinterest Carousel Ads

Show multiple images within a single pin and enhance your users' experience using the carousel ad format. Carousel is a Pinterest ad format that allows multiple images to be shown within a Pin. The Pin will appear like the current standard Promoted Pins within the feed, with distinctive pagination d

Knowledge Base Article

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Publish Pinterest Ads

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X Housing, Lending, and Employment (HLE) Compliance

Advertisers must adhere to certain policies such as Special Ad Category for Facebook, Housing, Lending, and Employment (HLE) policy for X, and Credit, Housing, or Employment (CHE) policy for Snapchat in order to protect people against discrimination in housing, employment, and credit advertising. In

Knowledge Base Article

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Publish Twitter Ads

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