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Channel Analytics

About Channel Analytics DashboardIn the Channel Analytics Dashboard, you can view Engagement over time, Engagement by Channel, Message Scorecard, and Engagement by Account. Each of these widgets can be drilled down for more in-depth reporting.You can access this dashboard by:Click the New Tab icon. 

marketing

Reporting

Knowledge Base Article

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Standard Marketing Reporting Dashboards

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Youtube - Standard Reporting Dashboard

You can use Youtube Standard Reporting Dashboard to learn more about overall trends across your followers and your content’s performance with your audience. You can also view insights for specific posts, stories, and videos you've created to see how each one performed and how people engaged wit

social

Reporting - SES

Social - SES

Knowledge Base Article

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Standard reporting dashboards

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Permission to Save as Draft

Overview A new Publishing permission can be enabled in Sprinklr environments to control users' ability to save posts as drafts. When enabled, this permission will control the visibility of the Save as Draft option on outbound messages. For certain users who do not have access to the Planner or

video:no

cloud:core

marketing

release:10-1-0

+8

Knowledge Base Article

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Roles and Permissions

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Sources FAQs

Below are some of the frequently asked questions about Sources in Location Insights –What is meant by sources in Location Insights?The review websites, news, blogs, owned accounts, and listening data from which we get client specific data into Sprinklr to run AI models on, are known as sources.How i

Insights

Knowledge Base Article

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FAQs

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Operators FAQs

Get answers to the most frequently asked questions about different types of operators supported by Sprinklr.Are operators globally available for all customers?Yes, operators are globally available for all customers.What happened prior to operators?Previously, when these new operators like title and

Operators Frequently Asked Questions

Insights

Operators FAQs

Knowledge Base Article

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FAQs and Advanced Use-cases

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Location Sharing Settings

The Location Sharing feature allows customers to share their real-time location directly within an active Live Chat session. This enhances communication and ensures accurate user identification, making it especially valuable for scenarios like product deliveries, on-site service support, and locatio

Sprinklr Service

20.10

Service

Updated Article

Knowledge Base Article

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Location Sharing Settings

RS
Sprinklr Copilot for Social - Planner Summary

Planner Summary delivers users a concise, actionable summary of their Editorial Calendar/Planner, highlighting post distribution and optimization opportunities across multiple dimensions - tailored to any filters or selections applied on-screen.Note: Sprinklr Copilot for Social is now generally avai

Publishing - SES

social

Sprinklr Social

New Article

+4

Knowledge Base Article

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Social Copilot

RS
How to Create a Custom Audience from User Profiles to Exclude Detractors

Target relevant audiences and approach them with the right content at the right time for more reach and effective conversions.​Customer experience matters, and the best way to ensure it is by reaching the right audience with the right message at the right time. Brands communicate and collect first-p

marketing

Smart Audience Engine

Create Ad Segment

Audience Segments

+1

Knowledge Base Article

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Using Segment in Ads

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Leadership Dashboard

This report summarizes the overall Inbound and Outbound call center performance that are necessary for a leadership view.​Inbound KPIsTotal Calls Funnel ViewThis is a funnel level view of all the major call centre KPIs for a quick reference.​​​​Call Count - Total Inbound Calls that landed to the IVR

Service

Knowledge Base Article

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Standard Inbound Voice Dashboards

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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

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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

 • 

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

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Marketing Persona Apps FAQs

Persona Apps FAQs​How do I access the Marketing Persona Apps?The Standard Persona Apps are enabled by default on the Sprinklr Platform, along with the LaunchPad View simultaneously providing access to both the Persona and the holistic Sprinklr interface. For more information on navigating to the Mar

marketing

FAQs

Persona Apps

Knowledge Base Article

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FAQs

RS
How to Create Auto-Discovery Compliance Report?

This article provides a comprehensive guide on how a user can create discovery compliance reports. You will learn step-by-step instructions on accessing the necessary tools and configuring them to generate tailored compliance reports that meet your specific needs.​Note: If you haven't yet explo

marketing

Knowledge Base Article

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Compliance Reports

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Sprinklr VoiceConnect Quickstart Guide

To start using Sprinklr VoiceConnect with the Sprinklr Service (CCaaS) platform, you must complete five key configuration steps. All setup tasks are performed within the Sprinklr VoiceConnect Persona App.  This guide walks you through the required steps to enable secure and reliable voice communicat

Sprinklr Service

New Article

20.10

Service

Knowledge Base Article

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Get Started with Sprinklr VoiceConnect

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Create and Use LinkedIn Lead Forms

LinkedIn Lead Forms allow you to collect leads from your LinkedIn ads and come pre-filled with LinkedIn profile data on potential leads. You can create lead forms for LinkedIn directly within Sprinklr and also download complete and accurate leads. This will allow you to seamlessly and efficiently re

marketing

Knowledge Base Article

 • 

LinkedIn Advanced Capabilities

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Upload Fonts in Digital Asset Management

Uploading fonts to Sprinklr Marketing enhances your brand's visual identity and ensures consistency across all marketing materials. This article will guide you through the simple steps to upload and manage custom fonts within the platform, allowing you to create more personalized and visually appeal

marketing

Knowledge Base Article

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Upload Fonts in Digital Asset Management

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Add Content Sources - Sync from Knowledge Base

Before You BeginFamiliarize yourself with the setup process of the Smart FAQ Model.Knowledge BaseWhen to UseUse the Knowledge Base content source when you want the model to answer user questions using content from:Sprinklr Knowledge Base, or Your brand's Content Management System (CMS).If you're usi

Service

Knowledge Base Article

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Setting up FAQ+ bot

RS
Automated Checklist Rule: Functionalities

Edit the Rule NameEdit the rule name by simply navigating to the top left corner of the canvas.Clone or Delete a RuleFor further actions, such as deletion or creating a copy, utilize the options available in the top right corner. Deleting the rule deletes it from all the audit checklists where it is

Service

Knowledge Base Article

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Checklist Rules

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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

 • 

Review Before Contacting Support