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Prerequisites - WhatsApp Account Addition/Migration

This article lists the prerequisites, eligibility criteria, and process for adding a new WhatsApp Business Account (WABA) or migrating an existing one into Sprinklr.​Note: Before you begin, review these requirements and notes:Admin-level access to the Meta Business Manager: The person whose personal

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Knowledge Base Article

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WhatsApp Account Addition

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Account Health Alerts in Publishing

IntroductionEffective account management relies on understanding the reasons behind inactivity or other issues. Previously, the "inactive" filter on the Account Screen helped identify deactivated accounts, but it didn’t clarify why the account was inactive—whether due to expired tokens, ma

social

Account Health Alerts - SES

Social - SES

Knowledge Base Article

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Account Health Alerts

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Create Record Form for Ticketing Workflow

You can create a record form to display the custom fields used for capturing primary and secondary ticket information.This form serves as the interface where agents enter and update the custom field values for a case. On this record form, agents can document ticket details, update key properties, an

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Knowledge Base Article

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Create Record Form

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Configure Knowledge Base for Agent Copilot

Knowledge Base content is one of the core training sources for your Agent Copilot. You can add specific articles or categories and configure them for auto-sync and filtering. Follow these steps to configure Knowledge Base content:  ​In the Knowledge Base section, click Configure. The Knowl

Sprinklr Service

New Article

26.4

Knowledge Base Article

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Data Management

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Understanding Roles and Permissions 

In establishing robust Advocacy programs at scale, a dedicated team of administrators, publishers, and analysts plays a pivotal role.This document introduces the strategic approach of assigning On-Site Roles and Permissions tailored to each admin, publisher, and analyst, ensuring precise and empower

Advocacy - SES

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Social - SES

Knowledge Base Article

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Site Admin Roles and Permissions

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Reporting Overview

Sprinklr Service’s Reporting provides real-time and historical insights to enhance customer service operations, enabling data-driven decisions and improved customer satisfaction (CSAT). Access to detailed metrics and Key Performance Indicators (KPIs) enables you to quickly analyze customer-service t

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Knowledge Base Article

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Introduction to Reporting

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Dashboard and Widget-level Account Health Alerts in Reporting

Effective account management hinges on understanding the underlying reasons behind inactivity or other issues. In the past, the inactive filter on the Account Screen helped identify deactivated accounts, but it didn’t provide insight into why the account was inactive—whether due to expired tokens, m

social

Account Health Alerts - SES

Social - SES

Knowledge Base Article

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Account Health Alerts

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Call Recordings

Brands can choose to record video calls between agents and customers for compliance, audit, and agent training purposes. Recordings can be stored either in AWS or exported to on‑premise servers:AWS Recording & Transcription: Uses AWS Chime with service‑linked roles and an S3 bucket for storage.

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Knowledge Base Article

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Additional Features

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Entity Manager - Setting Up Persona App

Before you Begin:In standard persona apps, the Custom Entity Manager isn't initially visible. This article provides a walkthrough on configuring a persona app to incorporate the Custom Entity Manager.Note: To ensure this feature is enabled, please contact tickets@sprinklr.com and provide the Partner

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Knowledge Base Article

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Entity Studio

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Use Cases of PCI-Compliant Secure Forms

PCI compliance is used in a variety of industries and situations where sensitive payment information is collected stored, or transmitted. Some common use cases includeOnline RetailE-commerce websites must comply with PCI standards in order to accept credit card payments onlineHealthcareHealthcare pr

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Knowledge Base Article

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PCI Compliant Secure Forms

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Raise Requests to submit new ideas for your marketing campaign or content

Marketing Managers, Content Managers and Campaign Marketers can generate ideas for new marketing campaigns, sub-campaigns and posts by generating requests from the wider Organisation.How it worksIn the top right corner of the Dashboard Menu bar, click the Publishing Options icon.Select the Raise Req

marketing

Request Forms

Knowledge Base Article

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Entities Creation from Requests

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Overview - Yotpo

IntroductionWe are introducing an integration with Yotpo, a B2B software platform designed to help businesses collect, manage, and utilize customer reviews, ratings, photos, and videos to drive engagement. Similar to platforms like Bazaarvoice and PowerReviews, Yotpo offers additional features aimed

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Knowledge Base Article

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Overview - Yotpo

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Create A Column For Facebook Shares

Shares can provide insight into how content is being received by your brand's fans and what content your brand is actively sharing on Facebook, in distinct views that let you better understand social activity and trends from the Engagement Dashboards. Using Facebook Share columns you can track

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Knowledge Base Article

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Add Facebook column in engagement dashboard

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Manage Presets

Presets are predefined configurations of staffing metrics, such as shrinkage, concurrency, and average handling time. Presets can be defined for individual channels, such as voice calls, live chat, and video chat. They can be specified as a fixed value or configured based on the day of the week and

26.1

Sprinklr Service

Workforce Management

Staffing

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Knowledge Base Article

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Manage Presets

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Add Adobe Firefly as a Provider in AI+ Studio

Adobe Firefly integration in Sprinklr enables users to generate AI-powered images directly within Sprinklr using natural language prompts. By leveraging Adobe Firefly’s generative AI capabilities, users can quickly create images to support customer engagement, marketing campaigns, and social publish

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marketing

Insights

social

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Knowledge Base Article

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Add Support for Adobe Firefly

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Opt-Out of Messages in Sprinklr through Journey Facilitator

Sprinklr allows your customers to opt-out of Messages in case they want to unsubscribe. You can remove the user’s profile permanently from the profile list and the user will not receive any future messages. This enables you to manage opt-out requests from your customers.Before You BeginYou need to c

Unsubscribe WhatsApp Messages through Journey Facilitator

Opt-Out of WhatsApp Messages

WhatsApp Messages

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Knowledge Base Article

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Unsubscribe List

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Create an Article with Sprinklr AI+

Sprinklr AI+ transforms the knowledge base editor into a versatile tool to enhance various aspects of the article creation process, from brainstorming ideas and outlining structures to refining language and optimizing content for specific goals like SEO optimization.​The integration of Sprinklr AI+

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Knowledge Base Article

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AI-Powered Use Cases

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Transform extensive data into actionable insights with Social Listening

Use Social Listening to transform extensive, raw data into actionable insights that help you drive business decisions.Social Listening in Sprinklr gives brands visibility and insight into online conversations - across channels, websites, news sources, and more. And with Listening's extensive da

Insights

Knowledge Base Article

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What is Social Listening?

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How to Edit Ads in Ads Manager Pivot

SUMMARYThis article will cover all the edit options available in ads manager pivot and how to take them. Editing an ad using ads manager pivotTo edit an entity, ensure correct permissions are enabled for your userNavigate to the ads manager pivot dashboard Click on 3 dots and click on view and edit

marketing

Knowledge Base Article

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Functionalities

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Create a message from a Request

You can create a message out of a request and publish it on your channels.Note: A message can only be created out of a request which is submitted for a “Message” type of request formCreate a Message out of a RequestGo to the Request Management Dashboard via Production Dashboards.Open the tab of the

marketing

Message

Requests

Knowledge Base Article

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Entities Creation from Requests