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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

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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

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Overview

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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

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Setup - Care Operations

RS
Integrated Project Planning with The Editorial Calendar

The integration of project planning with Editorial Calendar allows you to view the planned timeline for all your projects, sub-projects, campaigns, and sub-campaigns on a single screen. You can use the Editorial Calendar features, such as calendar boards, color configurations, and project filters to

marketing

Knowledge Base Article

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Integrated Project Planning With The Editorial Calendar

RS
Setting Up Conditions in Workflows

Conditions are a key component of workflows, acting as the decision-making logic that evaluates specific criteria. They help determine the next steps in the process, ensuring that workflows are flexible and can adapt to different situations. You can refer to the Survey Workflows Overview article to

Sprinklr Insights

Insights

20.10

Updated Article

Knowledge Base Article

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Setting up Conditions in Workflows

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FAQs

Smart Response Compliance FAQsHow does a Smart Response Compliance model work?The model takes into consideration the context of the text entered, and also the words and phrases used so that if the use of a particular word or phrase is causing the non-compliance of the response, the model will flag i

Response Compliance

Service

Knowledge Base Article

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Response Compliance

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Alert Manager FAQs

Get answers to the most asked questions about Alert Manager (Smart Alerts and Custom Volumetric Alerts).FAQsHow is Alert Manager different from the existing Smart Alerts that we have?Alert Manager configures and manages all alerts in one place. It leverages the current Smart Alerts framework coupled

Most Asked Questions About Alert Manager

Insights

Reporting - SES

Social - SES

Knowledge Base Article

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Alerts in Reporting

RS
How to Use Case Monitoring?

The Case Monitoring screen is a centralized, real-time dashboard for monitoring omnichannel cases. It allows supervisors to oversee ongoing customer interactions across Sprinklr’s voice and digital channels. This article explains how to access the screen and understand its key components.Note: Acces

26.1

Sprinklr Service

20.10

Service

+1

Knowledge Base Article

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Case Monitoring

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How to Create & Manage Boards in Ads Manager

Saved Boards in the Ads Manager allow you to save all the details of an Ads Manager view, including column configuration, column width, and applied filters. By saving a specific view, you will not need to configure a view multiple times manually. Your saved boards can be edited, deleted, or shared f

marketing

Knowledge Base Article

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Ad Campaign Optimization

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Sprinklr URL Shortening Capabilities

Sprinklr provides a Uniform Resource Locator (URL) shortening utility, spr.ly, which combines the functions of existing URL shortening services, such as bit.ly, or ari.ba along with the capabilities suited for an enterprise client’s specific needs.The following are the advantages of using Sprinklr U

experience:space

Custom Link Library

social

URL shortening

+8

Knowledge Base Article

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URL Shorteners

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Setting up Case Maker Rule

Before You BeginLearn how to configure an Inbound Rule that directs your message to a specific Case Maker rule.OverviewAfter receiving a message, the Case Maker evaluates whether to create a new case, link it to an existing case, close a case, or forward it to an agent, taking into account the syste

Service

Knowledge Base Article

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Bot Rule Setup

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Conditional Logic in Surveys

​You can build conditional logic to control the visibility of questions, skip pages or show banners in the survey.Note: Apply Logic is only available for Single Select, Multi Select, Dropdown, CSAT Rating, and NPS Rating question types. The logic can be applied between questions on different survey

Surveys

Service

Knowledge Base Article

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Survey Builder

RS
Emails Not Appearing as Cases in Sprinklr

Customers often report email-grabbing issues when they do not see a case created in Sprinklr after sending an email. In most scenarios, the email is successfully grabbed by Sprinklr, but the case is not created due to rule configuration issues.This document helps you:Differentiate between email-grab

Sprinklr Service

New Article

26.7

Knowledge Base Article

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Review Before Contacting Support

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

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Automated QA in IVR

RS
Custom Entities An Introduction

OverviewCustom entities serve as comprehensive database solutions, accessible in any configured application across the Sprinklr platform. They differ significantly from custom fields and variables used within dialogue trees.Custom fields are restricted to message, case, or profile levels, whereas cu

Service

Knowledge Base Article

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Entity Studio

RS
Sprinklr Service: 19.11.1 Capabilities and Enhancements

Sprinklr Service's latest 19.11.1 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 Service's latest release:Sprinklr ServiceSprinklr Marketin

marketing

Insights

social

Service

Knowledge Base Article

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19.11.1 Patch (Dec 3-18, '24)

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Facebook Channel Updates

Keep up with the latest Facebook Channel updates here.June 2024Policies for going live on Facebook have been changed to align with the industry standards. To continue using Facebook Live seamlessly after 10 June 2024, your account must meet the following requirements.Your account must be at least 60

social

Service

Knowledge Base Article

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Getting Started - Facebook

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Hover Actions on Tasks

On hovering over a task title, we see five icons enabling us to perform quick actions related to the task.  From left to right, these five icons represent View Details, Add Sub-task, Lock Row, Add Attachment and Comment. Let's discuss each of these in detail. View Details  Clicking on the "

marketing

PM_TASK_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Task Sheet View

RS
Response Case Properties Widget

These properties are selected at the survey level, meaning any case associated with a response to that survey will follow a specific layout of properties. The layout being defined on this settings screen determines which properties will be applied to those cases. PrerequisitesTo access Close Loop Fe

Insights

Knowledge Base Article

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Setting Up Closed Loop Feedback

RS
Sprinklr Copilot for Social Capabilities in the Editorial Calendar

OverviewSprinklr Copilot for Social in the Editorial Calendar empowers you to discover and manage content using natural language. It simplifies the way you search for posts, apply filters, and take action - without needing to manually configure boards or filters. With Sprinklr Assist built in, you c

Publishing - SES

social

Sprinklr Social

New Article

+4

Knowledge Base Article

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Social Copilot