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How to use the Allocadia Integration - The User Journey

Campaign Management Integration flowHow does this work?With the Sprinklr & Allocadia integration in place, you can easily create sub-categories in Allocadia and send them to Sprinklr in form of Campaigns or Sub-campaigns by just making one click.As an Allocadia user, you can create a sub-categor

campaign management

marketing

Allocadia and Sprinklr Integration

Knowledge Base Article

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Allocadia and Sprinklr Integration

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Bot Reply Node

Before we beginWe need to understand how to create a Dialogue tree.OverviewIn Decision Trees, a bot reply node is used to automate responses from the chatbot to the user. It retrieves pre-defined responses and delivers them quickly. By understanding how to incorporate, modify delays, and bypass bot

Service

Knowledge Base Article

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Nodes in a Dialogue Tree

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YouTube Historical Backfill Capabilities and Limitations

Historical backfill is the process of updating data for posts that have been published either before the account was added in Sprinklr or 60 days prior. There is a default backfill range for 60 days which is added as soon as the account is added into Sprinklr.Note: All post-level data gets automatic

social

Knowledge Base Article

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Report on YouTube activities

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Historical backfills for your Topics

Make informed decisions with historical context & dig deeper to surface accurate insights.Data-driven research provides an accurate analysis & drives business decisions with actionable insights. If any message, post, or article is being analyzed in isolation it misses the associated context

Insights

Knowledge Base Article

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Topic Management

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Feedback on Contact Drivers

The Feedback on Contact Drivers feature gives the ability to the user to provide feedback on the Contact Drivers detected by AI. It helps in validating if the detected Contact Drivers are correct or not. It also enables effective reporting and tracking of the Contact Drivers feedback. This feedback

Service

Knowledge Base Article

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Maintaining Contact Driver Models

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Add an Apple Messages for Business account

Apple Messages for Business is a service that allows your organization to chat directly with your customers using the Messages app.​You can configure and add your Apple Messages for Business account in Sprinklr. By adding this account to Sprinklr, you will be able to interact with wider audiences. T

Service

Knowledge Base Article

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Account Addition

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Custom Field Visibility Based on User Availability Status

The flexibility, power, and customization behind features like Custom Fields allow you to configure workflows that streamline processes and make collaboration among teams easy and effective. This help topic is for the Sp

article:howto

stage:final

experience:v3

Knowledge Base Article

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Custom Fields

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Add and Manage Data Retention Policy

The Data Retention Policy ensures adherence to client policies and legal obligations by purging data for a certain time period. This feature enables you to delete messages at the message level based on predefined conditions and after a set timeframe. Typically, this feature is available by default o

experience:space

Data Retention Policy - Owned Data

marketing

Add Data Retention Policy

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Knowledge Base Article

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Privacy Guides

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Managing Export Audits

The export audit window in Sprinklr contains the list of all the exports that were generated from the platform. It will help you identify if the export link is still active or not. Additionally, it also helps you in identifying the time after which a link will be expired.Internal NoteDP Details: SEC

Export Audit

Knowledge Base Article

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Security

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Screen Control​

Use-cases:Enable agents to troubleshoot customer issues by directly accessing the customer’s screens, leading to faster issue resolution and improved customer satisfaction​Customers can revoke screen control/co-browsing anytime during the session User Experience:Agent requesting Screen control while

Service

Knowledge Base Article

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Co-browsing

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Sharing Tasks Internally via Link

OverviewYou can share Tasks internally with members of your team by simply copying the Task link and sharing it with your team. Task links can be copied in three ways: through the Task Overlay, from the Task Sheet itself and using the Task ID. Task ID is a unique code assigned to each Task which ca

PM_POPULAR_2

marketing

PM_TASK_TIMELINE_VIEW_2

PM_TASK_CALENDAR_VIEW_2

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Knowledge Base Article

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Platform Basics

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Creating and assigning Skills to Agents

Unified Routing ​​provides a one stop shop for creation and management of skill/skill categories allowing clients to ensure assignment of calls/cases to agents equipped with particular skill-set as in real life, all on Sprinklr platform. Here, we can define various new skills and skill categories as

Service

Knowledge Base Article

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Setting up Skills

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Compose Emails Using Sprinklr AI+

Sprinklr AI+ introduces various functionalities to assist in crafting flawless emails, contributing to increased CSAT (customer satisfaction) scores and fostering outstanding customer support.Draft EmailLeverage the Draft Email option to automatically generate emails by utilizing the agent's re

Service

Knowledge Base Article

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Compose Emails Using Sprinklr AI+

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Create a New Reporting Dashboard

OverviewYou can create multiple dashboards in Global Reporting to view analytics for Projects and Tasks across all Portfolios. You can customize your dashboards with layered filters and widgets to gain specific, actionable insights and detailed reporting on your Projects and Tasks.Create a Reporting

PM_POPULAR_2

marketing

PM_GENERIC_2

Knowledge Base Article

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Global Reporting

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Multiple Captions for Advocacy Posts

The Multiple Caption feature will allow content curators to create multiple caption options for the same post. This will enable advocates to select their preferred content copy and share that on their social channels. Sharing of diverse content by advocates increases the reach and visibility of the

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Content Curation

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Create a Video Type Post in Advocacy

Video Type posts are the type of posts that contain a Video that was explicitly added by the publisher using either the Digital Asset Manager or by manually uploading the video from the computer. How Media Type (Image/Video) Posts are Different from Link Type The most striking difference between a L

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Content Curation

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Create Task Views

OverviewViews let you view the information relating to Tasks and Projects within your Portfolio in different ways. You can create and save multiple different views with filters set to the requirements of different team members or to visualize different aspects of your project. You can create Task Vi

PM_POPULAR_2

marketing

PM_PROJECT_SHEET_VIEW_2

PM_GENERIC_2

Knowledge Base Article

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Manage Task Views

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User Group Assignment Settings

User group settings encompass assignment configurations inherited by users from the user groups they belong to. Assignment settings defined at the user group level are applied to all users within the group. Whenever a user is added to or removed from a group, assignment settings automatically adjust

Service

Knowledge Base Article

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Setting up Agents for Routing

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Create an Advocacy Community

An Advocacy Community is a members-only space for your brand's fans or for employee advocates, where they can access exclusive branded content and share it across their personal social channels. Communities can be managed in Sprinklr.Click the New Tab icon and select Communities under Advocacy

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Enablements

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Design Tab in Admin Console

To Access the Design Tab 1. Click the New Tab icon in your Sprinklr Platform. Under the Sprinklr Social tab, click Admin Console within Engage. 2. In the Community window, hover over the Options icon alongside an Advocacy Community and select View Sites.3. Next to the site you'd like to make changes

Advocacy - SES

social

Social - SES

Knowledge Base Article

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Platform Configuration